FMCCT News and Press, Freddie Mac 6.42% Perp Pfd From 03/09/23

2023-03-09 23:03:35 ET Summary Carl Icahn’s 13F portfolio value increased from $21.23B to $21.75B this quarter. They decreased Cheniere Energy substantially this quarter. Icahn Enterprises, CVR Energy, and FirstEnergy are the three largest positions. This arti...

Summary John Paulson’s 13F portfolio value decreased from $1.37B to $1.11B this quarter. Paulson & Company decreased AngloGold Ashanti while increasing Agnico Eagle Mines. The top three positions are at 47% of the portfolio. For further details see: ...

Summary Bill Ackman’s 13F portfolio value increased from $7.88B to $8.78B this quarter. Pershing Square increased Howard Hughes Corp. substantially this quarter. The largest three 13F positions are Lowe's Companies, Restaurant Brands, and Chipotle Mexican Grill. They together...

Summary On January 9, 2023, the Supreme Court denied writ of certiorari on the Takings Claim. The potential massive dilution of common shares may seem negative for current common shareholders, but it ultimately maximizes the size of the government's ownership stake. Junior preferred...

Summary Bruce Berkowitz’s 13F stock portfolio value decreased this quarter from $1.21B to $1.03B. They increased Berkshire Hathaway while decreasing Kinder Morgan during the quarter. The 13F portfolio is mostly invested in St. Joe Company. This article is part of a ...

Summary Carl Icahn’s 13F portfolio value decreased from $21.87B to $20.86B this quarter. They reduced Cheniere Energy while increasing Southwest Gas Holdings. Icahn Enterprises, CVR Energy, and Cheniere Energy are the three largest positions. This article is p...

Summary Shareholders have survived the government's motion for summary judgment, as Judge Lamberth has paved the way for shareholders to get paid for harm under the net worth sweep. This claim is going to trial. The trial is scheduled to begin this month and last two weeks. Th...

Summary Bruce Berkowitz’s 13F stock portfolio value decreased this quarter from $1.72B to $1.21B. They increased Commercial Metals, Enterprise Products Partners, and Citigroup during the quarter. The 13F portfolio is mostly invested in St. Joe Company. ...

Summary John Paulson’s 13F portfolio value decreased from $3.25B to $2.03B this quarter. Paulson & Company dropped SPDR Gold ETF and Exxon Mobil while increasing Horizon Therapeutics. The top three positions are at 43% of the portfolio. This article is part of...

ROP v. FHFA could rule anytime but is largely expected in October-December, and appeals court judges seem to openly disagree with the lower court's interpretation of the law. The breach of contract claims are evolving with new pre-trial statements and damages models, making a potentia...