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Cooperman affiliates hold 7.98M shares in Fidelis (NYSE: FIHL)

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Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Fidelis Insurance Holdings Ltd ownership update: Leon G. Cooperman is reported as the beneficial owner of 7,984,348 Common Shares, representing 9.2% of the class. The filing states 86,318,571 Common Shares outstanding as of March 6, 2026.

The shares break down across entities and accounts, led by 7,947,977 shares held directly by Omega Capital Partners, L.P., with the remainder in family IRAs and a UTMA account. The statement is submitted under amendment and signed by an attorney-in-fact.

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Insights

Large passive stake disclosure: Cooperman-linked vehicles hold 9.2% of Fidelis.

The filing documents a 7,984,348-share beneficial position tied to family and investment vehicles, with 7,947,977 shares held by Omega Capital Partners, L.P. This is a clarity-focused disclosure of beneficial ownership rather than a trading action.

Timing and cash-flow treatment are not provided in the excerpt; subsequent filings would state any transactions or changes. The registered ownership percentage is calculated using March 6, 2026 outstanding shares.

Beneficial ownership 7,984,348 shares Total beneficially owned by Cooperman-linked vehicles
Percent of class 9.2% Calculated using outstanding shares as of March 6, 2026
Shares outstanding 86,318,571 shares Outstanding Common Shares as of March 6, 2026 (source: Form 6-K)
Omega Capital holdings 7,947,977 shares Held directly by Omega Capital Partners, L.P.
UTMA account 11,650 shares Held for minor beneficiary account
Leon Cooperman IRA 24,196 shares Held in reporting person's IRA
Beneficial owner regulatory
"Mr. Cooperman may be deemed the beneficial owner of 7,984,348 Common Shares"
A beneficial owner is the person who ultimately owns or controls a financial asset or property, even if their name isn't directly on official documents. Think of it like someone who secretly holds the keys to a safe deposit box—others may appear to have access, but the true owner is the one who benefits from what's inside. Identifying beneficial owners helps ensure transparency and prevent illegal activities like money laundering or fraud.
UTMA account financial
"the UTMA account (the "UTMA Account") for Asher Silvin Cooperman"
Form 6-K regulatory
"as reported in the Issuer's Form 6-K filed with the on March 16, 2026"
A Form 6-K is a report that companies listed in certain countries file to provide important updates, such as financial results, corporate changes, or other significant information, to regulators and investors. It functions like an official company update or news release, helping investors stay informed about developments that could affect their investment decisions.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What stake does Leon G. Cooperman report in FIHL?

The filing reports 7,984,348 Common Shares beneficially owned, equal to 9.2% of the class. The percentage is based on 86,318,571 Common Shares outstanding as of March 6, 2026.

How is the 7,984,348-share position allocated among Cooperman entities?

The position includes 7,947,977 shares held by Omega Capital Partners, L.P., plus shares in a UTMA account and three IRAs: 11,650; 24,196; 298; and 227 shares, respectively, as listed in the filing.

Does the filing indicate voting or dispositive power for these shares?

Yes. The filing states the reporting person has sole power to vote and sole power to dispose of 7,984,348 shares, and reports 0 shared voting or dispositive power.

What date is used to calculate the percent of class?

The percent of class (9.2%) is calculated using 86,318,571 Common Shares outstanding as of March 6, 2026, as reported in the issuer's Form 6-K referenced in the statement.





G3398L118

(CUSIP Number)
03/31/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G





SCHEDULE 13G



Cooperman Leon G.
Signature:/s/ Edward Levy
Name/Title:Edward Levy, Attorney-in-Fact
Date:05/13/2026

Comments accompanying signature: Duly authorized under POA effective as of August 10, 2016 and filed on August 12, 2016.