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Leon Cooperman Reports 6.53M Fidelis Shares, Sole Voting Power

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G

Rhea-AI Filing Summary

Leon G. Cooperman filed a Schedule 13G reporting beneficial ownership of 6,530,945 Common Shares of Fidelis Insurance Holdings Ltd (CUSIP G3398L118), representing 6.2% of the class. The holdings consist of 6,508,510 shares held directly by Omega Capital Partners, L.P., 10,435 shares in a UTMA account for a minor grandchild and 12,000 shares in an IRA for Mr. Cooperman. The filing states Mr. Cooperman has sole voting and dispositive power over all reported shares and certifies the shares were not acquired to change or influence control of the issuer.

Positive

  • Disclosure of material stake: Reporting of 6,530,945 shares representing 6.2% of the class, which meets SEC materiality thresholds for public transparency
  • Sole voting and dispositive power: Mr. Cooperman reports sole power to vote and dispose of all reported shares, clarifying authority over the position
  • Passive filing certification: The statement certifies the shares were not acquired to change or influence control, indicating a non-activist posture

Negative

  • None.

Insights

TL;DR: A well-known investor discloses a >5% passive stake with sole control over voting and disposition, signaling meaningful ownership but no control intent.

Mr. Cooperman reports 6,530,945 shares (6.2%) of Fidelis, largely held through Omega Capital Partners, L.P. The position meets the SEC threshold that requires public disclosure and may draw market attention given his profile. The filing explicitly states the shares were not acquired to change or influence control, consistent with a passive investor disclosure under Schedule 13G. This is a material ownership disclosure but not an activist or control filing.

TL;DR: Disclosure shows sole voting power and >5% ownership but includes a certification of non-control intent, limiting immediate governance implications.

The Schedule 13G confirms sole voting and dispositive power over 6,530,945 shares and notes holdings across an investment partnership, a UTMA account and an IRA. Because the filer checked the passive filing route and certified no intent to influence control, this filing signals transparency rather than a governance challenge. Boards and investors will note the concentration but not treat it as an active takeover signal based on 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)






SCHEDULE 13G





SCHEDULE 13G



Cooperman Leon G.
Signature:/s/ Edward Levy
Name/Title:Edward Levy, Attorney-in-Fact
Date:08/27/2025

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

FAQ

How many Fidelis Insurance Holdings (FIHL) shares does Leon G. Cooperman own?

Mr. Cooperman reports beneficial ownership of 6,530,945 Common Shares of Fidelis.

What percentage of FIHL does the 13G filing report?

The filing reports ownership equivalent to 6.2% of the Common Shares outstanding.

Does Leon Cooperman have voting control over the shares reported in the 13G?

Yes, the filing states Mr. Cooperman has sole voting and sole dispositive power over the 6,530,945 shares.

Are the shares reported held directly by Leon Cooperman?

Most are held indirectly: 6,508,510 shares are held by Omega Capital Partners, L.P.; 10,435 in a UTMA account for a minor grandchild; and 12,000 in an IRA for Mr. Cooperman.

Was the 13G filing filed as a passive disclosure or an activist/control filing?

The filing was submitted under Schedule 13G with a certification that the shares were not acquired to change or influence control, indicating a passive disclosure.
Fidelis Insurance Holdings

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