◆ Contrarian Corpus
Campaigns / Pershing Square → Fannie Mae / Freddie Mac
Pershing Square vs. Fannie Mae / Freddie Mac

Fannie Mae / Freddie Mac · FNMA / FMCC

1 deck published between 2025-01-16 and 2025-01-16 — 104 pages, 104 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. 2025-01-16 follow up

    2025 01 Pershing Square Fannie Mae Freddie Mac Financials Pershing Square Fannie Freddie Presentation Jan 2025

    104pp · full_deck

    Release Fannie and Freddie from conservatorship at a 2.5% capital standard and IPO them at ~$30+/share; Treasury's warrants generate ~$300bn while shares re-rate 5-6x from ~$6 today.