FMCKK News and Press, Freddie Mac 5.00% Pfd From 09/08/23

2023-09-08 01:07:35 ET Summary Ackman's 13F portfolio value increased to $10.82B this quarter, with the number of positions remaining steady at 7. The top three positions, Chipotle Mexican Grill, Restaurant Brands, and Lowe's Companies, account for 49% of the portfolio value. ...

2023-09-06 02:52:56 ET Summary Fairholme's 13F stock portfolio value increased from $1.21B to $1.32B this quarter, with most assets invested in St. Joe Company. New stakes were established in W. R. Berkley, Comerica, U.S. Bancorp, and KeyCorp, each representing less than 0.60% of ...

2023-08-23 09:00:00 ET Summary Pershing Square Holdings (PSH) generated a NAV performance of 10.0% in the first half of 2023, with a total shareholder return of 5.4%. Day One Investors in Pershing Square, L.P. have grown their equity investment at a compound annual rate of 16.1% o...

2023-08-17 17:44:18 ET Summary Fannie Mae and Freddie Mac shareholders win legal victory as jury finds FHFA acted arbitrarily in entering into Net Worth Sweep. Pending equity restructuring includes warrants, common shares, junior preferred shares, and senior preferred shares. ...

2023-07-04 08:09:29 ET Summary An update on the events surrounding Fannie Mae and Freddie Mac, focusing on developments relevant to the GSEs' release. The upcoming Presidential Election may have a significant impact on the extent and timing of the release. The GSEs are making ...

2023-06-20 21:39:46 ET Summary John Paulson's 13F portfolio value increased by around 8% from approximately $1.11B to $1.20B in Q1 2023. The top five positions in the portfolio are Bausch Health, Brightsphere Investment Group, Novagold, Perpetua Resources, and Horizon Therapeutics...

2023-06-05 23:26:12 ET Summary Fairholme's 13F stock portfolio value increased marginally from $1.20B to $1.21B in Q1 2023, with most assets invested in St. Joe Company. New stake in Magellan Midstream established, while Alibaba Group Holdings and Old Republic International were d...

2023-04-13 00:09:43 ET Summary Mark Calabria published the book Shelter From The Storm, which has some insights that investors can use to shelter from the storm of a restructuring of the GSE balance sheets. Calabria believes the single most important action he could have taken dur...

2023-03-21 22:34:21 ET Summary Bruce Berkowitz’s 13F stock portfolio value increased this quarter from $1.03B to $1.20B. They decreased Berkshire Hathaway and Intel Corp this quarter. They also dropped Kinder Morgan. The 13F portfolio is mostly invested in St. Joe Compa...

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...