LongFNMAFeb 2026
Fannie Mae
With the Trump administration committed to privatization, we believe a simple re-listing of the GSEs on the NYSE can happen quickly, driving a significant re-rating of the…
FNMA
1 published idea on Fannie Mae across 1 fund — 1 long and 0 short.
Each entry below comes from a hedge fund's own investor letter, not a 13F filing, so it carries the reasoning behind the position on Fannie Mae: the full thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
With the Trump administration committed to privatization, we believe a simple re-listing of the GSEs on the NYSE can happen quickly, driving a significant re-rating of the…