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23 June 2026

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23 June 2026Markets & Economy

Pentwater is about to collect $650 million from Avis after a short squeeze. The hedge fund playbook just got a data point.

Pentwater Capital is set to receive a $650 million payout from Avis Budget Group following a short squeeze that caught the market on the wrong side of a heavily shorted stock. The size of the payout is notable: this is not a retail meme-stock episode but an institutional fund executing a deliberate squeeze strategy against other sophisticated players. For anyone running a short book, the Avis outcome is a live reminder that even thesis-driven shorts carry squeeze risk when the borrow is concentrated and the float is tight. The second-order read is for distressed credit investors: Avis has been navigating EV fleet write-down pain for over a year, and a $650 million outflow to a squeeze winner is capital that does not go to operational recovery.

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