What smart money is saying about Fannie Mae
FNMA
No fund has written a full thesis on Fannie Mae in our archive, but 3 fund letters report a position in it — most recently Pershing Square in June 2026.
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3
Reported positions
0
Bought
1
Sold
3
Letters
Position history
Between Q1 2026 and Q2 2026, 3 fund letters reported a position in Fannie Mae — 1 trimmed or exited.
| Quarter | Letters | Bought | Sold | Theses |
|---|---|---|---|---|
| Q2 2026 | 2 | 0 | 1 | 0 |
| Q1 2026 | 1 | 0 | 0 | 0 |
Fund activity · 3 positions · 1 move
- HoldsPershing SquareJune 2026
Listed in Pershing Square’s reported holdings.
Fannie Mae - June 2026
“We sold out of Lululemon (LULU) and Fannie Mae (FNMA).”
Fannie Mae - March 2026
“In Fund Management’s view, such a setback is likely to be temporary given the long-term fundamental setup, along with well-capitalized Fund holdings Fannie Mae and Freddie Mac stepping in to foster additional liquidity in the mortgage-backed security market to enhance affordability.”
Fannie Mae
Read the letters behind these Fannie Mae positions
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