FMCCT News and Press, Freddie Mac 6.42% Perp Pfd From 03/02/22

John Paulson’s 13F portfolio value decreased from $3.51B to $3.24B this quarter. Paulson & Company increased Pacira Biosciences and SSR mining while reducing Brightsphere Investment Group and Thryv Holdings. The top three positions are at 49% of the portfolio. For...

Bill Ackman’s 13F portfolio value increased from ~$9.46B to $10.58B this quarter. Pershing Square decreased Hilton Worldwide Holdings marginally this quarter. The largest three 13F positions are Lowes Companies, Hilton Worldwide, and Chipotle Mexican Grill. They together ac...

FHFA has now finalized the capital rule that Fannie/Freddie can use to chart their path out of conservatorship and have more than 2 months to do so. Industry stakeholders are advocating Treasury should take $100B from its equity position and allocate that to affordable housing and oth...

Prior GSE executives think the Biden administration will take all the steps to recap and release but will leave $100B on the table. In the first half of this year, it looks like Fannie Mae will be reporting how much capital it has and needs and coming up with plans to resolve this. ...

Federal Home Loan Mortgage Corporation (FMCC) Q4 2021 Earnings Conference Call February 10, 2022 09:00 AM ET Company Participants Jeff Markowitz - Deputy Chief Administrative Officer & Senior Vice President of External Relations and Corporate Communications Michael DeVito - Chief Executiv...

There may be a race to monetize the government's investment in Fannie and Freddie "before the other side of the isle can" so to speak. There are familiar faces that have been put into powerful places that seem tied together who would seem to be leading housing finance reform. Alth...

Bruce Berkowitz’s 13F stock portfolio value decreased this quarter from $1.27B to $1.24B. They increased Enterprise Products Partners, Commercial Metals and Intel while dropping Vistra Corp. The 13F portfolio is mostly invested in St. Joe Companies. For further detail...

The Supreme Court ruling from earlier this year where the preferred stock of Fannie and Freddie dropped 70% said that a President statement would be relevant in proving constitutional harm. Prior President of the United States has now written a letter that has been published that is t...

John Paulson’s 13F portfolio value decreased from $4.35B to $3.51B this quarter. Paulson & Company increased Perpetua Resources and DiDi Global while dropping DISH Network. The top three positions are at 55% of the portfolio. For further details see: Tracking ...

Bill Ackman’s 13F portfolio value decreased from ~$10.71B to ~$9.46B this quarter. Pershing Square dropped Agilent Technologies during the quarter. The largest three 13F positions are Lowe's Companies, Chipotle Mexican Grill, and Hilton Worldwide. They together account for ...