At the 2024 Invest for Kids Conference, Matt Halbower, Founder, CEO, CIO, and Portfolio Manager of Pentwater Capital Management, shared insights into two major investment opportunities: Endeavor Group Holdings and Spirit AeroSystems. Both are significant positions in Pentwater’s portfolio, with Endeavor representing just under half a billion dollars and Spirit exceeding that amount.
Endeavor Group Holdings (NYSE:EDR) and TKO Group (NYSE:TKO)
Overview of Endeavor
Endeavor operates across three key segments: the William Morris Endeavor and IMG talent agencies, as well as an events business servicing high-profile global events such as the Super Bowl, Olympics, and Final Four....