Kopperman is negative on the market, citing rising fiscal deficits and debt. He quotes Warren Buffett, comparing investors to "Pavlov's dogs," believing they no longer react to events like interest rates and mistakenly think it's correct not to exit the stock market. Omega Advisors bought 880,000 shares of building materials company Amrize AG (NYSE: AMRZ) and 11.38 million shares of diversified industrial company GPGI (NYSE: GPGI) in the second quarter.