Contrarian Corpus
Pershing Square vs. Fannie Mae and Freddie Mac

Fannie Mae and Freddie Mac · FNMA/FMCC

3 decks published between 2025-01-15 and 2025-01-16 — 106 pages, 106 analysed slides total. Outcome: ongoing.

follow up

Timeline

Each deck in chronological order — click to open. This is the story of the campaign as it unfolded.

  1. 2025-01-15 follow up

    2025 01 Pershing Square Notes Fannie Mae and Freddie Mac Presentation Details

    1pp · press_release
    N 1 V 1 C 1
  2. 2025-01-16 follow up

    2025 01 Fannie Mae Freddie Mac 01 16 2025 Presentation

    104pp · full_deck

    Fannie and Freddie have already repaid Treasury at an 11.6% IRR; releasing them from conservatorship via modest IPOs unlocks ~$300bn of warrant value for taxpayers within two years.

    N 5 V 4 C 4
  3. 2025-01-16 follow up

    2025 01 Pershing Square Provides Fannie Mae and Freddie Mac Presentation Slides

    1pp · press_release