FMCCH News and Press, Freddie Mac 5.10% Pfd Cl H From 09/07/25

2025-09-07 21:43:47 ET This article is part of a series that provides an ongoing analysis of the changes made to Carl Icahn’s 13F portfolio on a quarterly basis. It is based on Icahn’s regulatory 13F Form filed on 08/14/2025. Please visit our Tracking Carl Icahn’s...

2025-09-01 21:06:18 ET This article is part of a series that provides an ongoing analysis of the changes made to Pershing Square’s 13F portfolio on a quarterly basis. It is based on Ackman’s regulatory 13F Form filed on 08/14/2025. Please visit our Tracking Bill Ackm...

2025-07-30 19:25:00 ET Key Takeaways Markets: US stocks advanced during the second quarter of 2025 as equity markets rebounded from April’s lows and continued to rally through June, despite bouts of volatility. Temporary delays in tariff hikes, redu...

2025-07-30 10:15:10 ET Fannie Mae ( FNMA ) and Freddie Mac ( FMCC ) are largely expected to have their balance sheets restructured so that they can go public and exit conservatorship.... Read the full article on Seeking Alpha For further details see: Fannie A...

2025-07-30 04:50:00 ET Key Takeaways Read the full article on Seeking Alpha For further details see: Franklin Managed Income Fund Q2 2025 Commentary

2025-07-23 05:40:00 ET Dear Fellow Shareholders, We are pleased to provide you with the Third Avenue Real Estate Value Fund ( TAREX ) (the “Fund”) report for the quarter ended June 30, 2025. For the first six months of the calendar year, th...

2025-06-23 20:06:18 ET This article is part of a series that provides an ongoing analysis of the changes made to John Paulson’s 13F stock portfolio on a quarterly basis. It is based on Paulson’s regulatory 13F Form filed on 05/15/2025. Please visit our Tracking John ...

2025-06-18 22:02:47 ET This article is part of a series that provides an ongoing analysis of the changes made to Fairholme’s 13F stock portfolio on a quarterly basis. It is based on Fairholme’s regulatory 13F Form filed on 05/15/2025. Please visit our Tracking Bruce ...

2025-05-26 13:15:03 ET Summary I recommend junior preferred shares of Fannie Mae and Freddie Mac, as they offer significant upside and anti-dilution protection in any likely restructuring scenario. Common shares appear overvalued, already pricing in a successful recap and release,...

2025-05-22 20:09:28 ET Summary Pershing Square's 13F portfolio remains highly concentrated, with Uber, Brookfield, and Alphabet comprising about 50% of total value after Q1 2025 changes. New top positions include Uber (thesis: central role in ride-hailing) and Hertz (asymmetric up...