FNMFO News and Press, Fed Nat Mtg Assn Pfd From 03/18/25

2025-03-18 21:00:39 ET Summary Fairholme's 13F stock portfolio value decreased from $1.46B to $1.18B, with the vast majority in St. Joe Companies, comprising ~78% of assets. New stakes include Energy Transfer LP, Occidental Petroleum, and EOG Resources, with minor increases in Ent...

2025-03-06 19:09:20 ET Summary Carl Icahn's 13F portfolio remained steady with 14 holdings, including top positions in Icahn Enterprises, CVR Energy, Southwest Gas, International Flavors & Fragrances, and CVR Partners. Significant stake increases in Icahn Enterprises and CVR P...

2025-03-05 18:32:11 ET Summary Pershing Square’s 13F portfolio value decreased to ~$12.61B in Q4 2024, with the top three positions—Alphabet, Brookfield Corp, and Restaurant Brands—comprising ~45% of the total value. Significant stake increases were made in Br...

2025-02-28 21:50:00 ET Summary The John Hancock Investment Grade Bond Fund trailed the benchmark in the quarter but outperformed for the full year. The Bloomberg U.S. Aggregate Bond Index, the fund’s benchmark, returned – 3.06% in the fourth quarter after performing ...

2025-02-28 06:25:00 ET Summary The John Hancock Fixed-Income Fund trailed the benchmark in the quarter but outperformed for the full year. The Bloomberg U.S. Aggregate Bond Index, the fund’s benchmark, returned – 3.06% in the fourth quarter after performing well over...

2025-02-21 20:10:00 ET Summary The fund outperformed its benchmark, the Bloomberg U.S. Aggregate Bond Index, for the three-month period that ended December 31, 2024. Quality allocation, sector allocation, selection, and curve positioning contributed to performance, while duration ...

2025-02-12 11:05:00 ET Summary The GoodHaven Fund achieved a 32.97% return in fiscal 2024, slightly underperforming the S&P 500 but outperforming it since GoodHaven 2.0's inception. Our portfolio boasts lower valuations and better earnings growth than the S&P 500, achieved...

2025-02-12 02:30:00 ET Summary US Treasury yields rose significantly in Q4 due to Trump's election, fiscal deficit concerns, and inflationary trade policies, despite the Fed's rate cuts. The labor market remained resilient with a steady unemployment rate at 4.2%, while inflation s...

2025-02-04 09:15:00 ET Summary Nvidia's robust performance in 2024, driven by strong demand and new GPU launches, resulted in a 170% stock appreciation. Five Point Holdings and AerCap outperformed expectations, with Five Point up 23% and AerCap up 29.8%, supported by strong busine...

2025-01-30 15:40:00 ET Summary Chris DeMuth, Jr. shares some of his current top picks. Arbutus Biopharma is a promising investment due to its potential litigation value from IP claims against Pfizer and Moderna related to COVID-19 vaccine technology. The Capital One and Discov...