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TKO Group Holdings, Inc.

1 letter discussing TKO. Everything written about it on this site is on its ticker page.

Davenport Asset Management The Davenport Funds Quarterly Update: First Quarter Update 2026 Davenport’s funds trimmed energy holdings after the Iran conflict lifted oil prices and redeployed capital into technology, industrials and real assets discounted by AI-disruption and cyclical fears. New purchases included Constellation Energy, Union Pacific, Weyerhaeuser, live-events businesses, REIT specialists, Microsoft, Broadridge and Abbott Laboratories. First Quarter 2026 ABT $180BACN $138BBR $20B