What smart money is saying about Huntsman Corporation
1 fund in our archive has pitched Huntsman Corporation — most recently White Falcon Capital Management in December 2025.
Huntsman Corporation manufactures and sells differentiated organic chemical products worldwide. The company operates through four segments: Polyurethanes, Performance Products, Advanced Materials, and Textile Effects. The Polyurethanes segment offers polyurethane chemicals, including methyl diphenyl diisocyanate, polyols, thermoplastic polyurethane, propylene oxide, and methyl tertiary-butyl ether products. The Performance Products segment manufactures amines and maleic anhydrides, including ethylene oxide, propylene oxide, glycols, ethylene dichloride, caustic soda, ammonia, hydrogen, methylamines, and acrylonitrile. The Advanced Materials segment offers epoxy, acrylic, polyurethane, and acrylonitrile-butadiene-based polymer formulations; high performance thermoset resins, curing agents and toughening agents, and carbon nanotubes additives; and base liquid and solid resins. The Textile Effects segment provides textile chemicals and dyes. The company's products are used in a range of applications, including adhesives, aerospace, automotive, construction products, durable and non-durable consumer products, electronics, insulation, medical, packaging, coatings and construction, power generation, refining, synthetic fiber, textile chemicals, and dye industries. Huntsman Corporation was founded in 1970 and is headquartered in The Woodlands, Texas.
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Also mentioned · 3
These funds discuss Huntsman Corporation — as a competitor, benchmark or comparable — without disclosing a position in it.
- MentionedHotchkis & Wiley Value OpportunitiesJune 2026
“Olin also announced a merger of equals with Huntsman that we believe is strategically sound and will help reduce risk over the intermediate term due to synergy capture and deleveraging.”
Huntsman Corporation - June 2026
“Olin Corp. (OLN) is one of the largest global producers of chlor- alkali chemicals and chlorine derivatives, and also owns the Winchester ammunition brand. It is significantly underearning today due to below-normal commodity prices and demand, but a tightening five-plus year supply/demand outlook in North American chlor-alkali should drive a pricing and volume recovery — and as the swing producer in the region, Olin should capture more than its share of that improvement, with shareholder-friendly capital allocation and an investment-grade balance sheet commitment reinforcing the case. The stock’s decline reflects an easing of tensions in the Middle East which will lead to a near- term loosening of supply/demand dynamics in commodity chemicals. Olin also announced a merger of equals with Huntsman that we believe is strategically sound and will help reduce risk over the intermediate term due to synergy capture and deleveraging.”
Huntsman Corporation - June 2026
“Olin Corp. (OLN) is one of the largest global producers of chlor- alkali chemicals and chlorine derivatives, and also owns the Winchester ammunition brand. It is significantly underearning today due to below-normal commodity prices and demand, but a tightening five-plus year supply/demand outlook in North American chlor-alkali could drive a pricing and volume recovery— and as the swing producer in the region, Olin could capture more than its share of that improvement, with shareholder-friendly capital allocation and an investment-grade balance sheet commitment reinforcing the case. The stock’s decline reflects an easing of tensions in the Middle East which will lead to a near- term loosening of supply/demand dynamics in commodity chemicals. Olin also announced a merger of equals with Huntsman that we believe is strategically sound and will help reduce risk over the intermediate term due to synergy capture and deleveraging.”
Huntsman Corporation
Fund coverage · 1 thesis
- White Falcon Capital ManagementDecember 2025
Huntsman Corporation is a transformed specialty chemicals company with diversified segments, cost cuts, solid liquidity, and cyclical upside as MDI supply/demand normalizes.
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