Meridian Funds, managed by ArrowMark Partners, released its “Meridian Hedged Equity Fund” second-quarter 2025 investor letter. US equity markets rebounded, with the fund gaining 4.86% compared to the S&P 500 Index’s 10.94% return. The top 5 holdings are available for review to determine the fund’s best picks for 2025.

Huntsman Corporation (NYSE:HUN) was highlighted in the Meridian Hedged Equity Fund’s second-quarter 2025 investor letter. The stock had a one-month return of 2.73% and lost 49.93% of its value over the last 52 weeks. On August 25, 2025, Huntsman Corporation (NYSE:HUN) stock closed at $10.93 per share, with a market capitalization of $1.899 billion.

In the same investor letter, Meridian Hedged Equity Fund discussed Huntsman Corporation (NYSE:HUN), emphasizing its global leadership in MDI and high exposure to construction and automotive markets. Despite recent challenges, the fund sees potential upside in the stock due to moderate interest rates and a rebound in construction activity.

Huntsman Corporation (NYSE:HUN) is not among the 30 most popular stocks among hedge funds, but 42 hedge fund portfolios held it at the end of the second quarter. While acknowledging its investment potential, the fund believes certain AI stocks offer greater upside and less downside risk. Explore a free report on the best short-term AI stock for more information.

Read more at Yahoo Finance: Should You Hold Huntsman Corp. (HUN)?