In short: Growth-portfolio note — H&P has roughly doubled ($15.20 → $30.94) since the June-30 SLB→HP swap, "regaining far more than the hit on SLB." Haymaker now suggests selling one-third of HP "to capitalize on the massive move." A profit-taking trim, not a sell-out.
Helmerich & Payne is a major land-drilling contractor (it rents out drilling rigs to oil producers). Haymaker had swapped into it from Schlumberger last summer, and the position has roughly doubled (about $15 to $31). This isn't a new buy or a bearish call — it's profit-taking discipline: after a double, sell one-third to lock in part of the gain while keeping exposure. A trim, not a sell-out.
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