Hopefully they're taking some SUE profits...
I'm certainly not going to complain about the homerun they've hit with Sulliden, but the company makes up too large a portion of the portfolio now for my liking - too much specific risk - its ~1/3 of the investments portfolio.
I'd REALLY like to see them sell half and issue a special ~$.15 dividend... but we all know its never going to happen :-(
It would probably move the common to $1.00 in a heartbeat though, for all you warrants lovers...