Sold a quarter of my position in Huntsman, ticker HUN, at $15.39.
HUN is up about 33% since I established the long position on September 27. The sale is harvesting the gains in the position and re-balancing the position back to ~4%. I remain positive about the outlook for the company and its ability to pass along price increases and benefit from an improving economy. Therefore, I am maintaining a fairly large position as a percentage of the portfolio.
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