David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Freddie Mac (FMCC)
← All FMCC superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2006   Q3 0 0.00 Sell 100.00% 0.99 $62.72–71.92 · VW $67.27i SEC
2006   Q2 239,327 0.99 Reduce 3.92% 0.04 $55.64–64.85 · VW $61.36i $13,644,000 SEC
2006   Q1 249,099 1.01 Add 6.19% 0.06 $59.00–67.87 · VW $62.30i $15,195,000 SEC
2005   Q4 234,574 0.98 Reduce 8.38% 0.08 $61.74–68.75 · VW $65.96i $15,329,000 SEC
2005   Q3 256,025 0.90 Reduce 10.99% 0.12 $54.50–65.30 · VW $60.75i $14,455,000 SEC
2005   Q2 287,633 1.06 Reduce 4.06% 0.04 $59.20–67.87 · VW $62.48i $18,762,000 SEC
2005   Q1 299,801 1.02 Add 38.10% 0.28 $58.51–66.79 · VW $63.45i $18,947,000 SEC
2004   Q4 217,093 1.19 Add 0.72% <0.01 $59.74–74.20 · VW $65.31i $16,000,000 SEC
2004   Q3 215,533 1.15 Reduce 6.10% 0.07 $63.00–69.50 · VW $66.92i $14,061,000 SEC
2004   Q2 229,543 1.16 Reduce 15.03% 0.20 $57.88–67.75 · VW $64.25i $14,530,000 SEC
2004   Q1 270,148 1.30 Add 71.62% 0.54 $56.45–64.19 · VW $59.68i $15,955,000 SEC
2003   Q4 157,413 1.03 Add 0.57% <0.01 $53.73–65.15 · VW $60.27i $9,180,000 SEC
2003   Q3 156,523 1.13 Reduce 1.79% 0.02 $51.00–59.75 · VW $55.06i $8,194,000 SEC
2003   Q2 159,377 1.26 Add 0.51% <0.01 $46.48–61.20 · VW $53.61i $8,092,000 SEC
2003   Q1 158,569 1.66 Reduce 5.43% 0.09 $49.53–61.40 · VW $56.91i $8,420,000 SEC
2002   Q4 167,680 1.57 Reduce 3.84% 0.08 $53.40–64.78 · VW $57.61i $9,902,000 SEC
2002   Q3 174,385 2.05 Reduce 0.68% 0.01 $53.85–65.00 · VW $58.83i $9,748,000 SEC
2002   Q2 175,573 1.84 Add 5.13% 0.09 $52.60–66.50 · VW $61.07i $10,745,000 SEC
2002   Q1 167,008 1.64 Add 23.50% 0.31 $62.80–68.50 · VW $65.62i $10,583,000 SEC
2001   Q4 135,231 1.45 Reduce 35.73% 0.96 $60.71–69.50 · VW $64.65i $8,844,000 SEC
2001   Q3 210,396 2.69 Reduce 0.32% <0.01 $58.80–71.25 · VW $65.41i $13,676,000 SEC
2001   Q2 211,066 2.61 Reduce 6.70% 0.19 $62.01–70.40 · VW $65.10i $14,363,000 SEC
2001   Q1 226,215 2.82 Add 8.05% 0.21 $59.40–69.10 · VW $64.90i $14,666,000 SEC
2000   Q4 209,370 2.83 Add 9.32% 0.24 $58.75–70.13 · VW $64.91i $14,420,000 SEC
2000   Q3 191,525 2.48 Add 399.74% 1.99 $40.63–61.88 · VW $54.31i $10,354,000 SEC
2000   Q2 38,325 0.61 Add 45.01% 0.19 $38.38–48.19 · VW $42.90i $1,552,000 SEC
2000   Q1 26,430 0.44 Buy 0.44 $36.88–51.63 · VW $44.33i $1,168,000 SEC