Tracking John Paulson’s Paulson & Company Portfolio – Q3 2025 Update (OTCMKTS:FNMA)

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Focused on analyzing 13F reports & building tools to help DIY investors generate absolute returns through exploiting inefficiency, volatility, and momentum. Asymmetric Bets Focus. Broader commentary for DIY investors at Substack: https://diyabsolutereturns.substack.com/ . Check out my new book Demystifying Bitcoin – Paving the Way to Global Digital Money: https://t.co/edXb1Hbihu

Analyst’s Disclosure:I/we have a beneficial long position in the shares of FNMA, FMCC, IBIT, FBTC, NG, PPTA, GOOGL either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

I am also long Fannie/Freddie pfds.

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