LUK is now 35% of my assets. I have debated selling all LUK (at 20.05) to buy JEF at 16.40. When receiving 0.81 LUK/JEF share, it would equate to 19.01 paid per LUK share. I don't think it's worth holding the JEF shares over the next four months for the small arbitrage of 1.04 less the Crimson Wine Group (BV of 0.80). Maybe there is 0.10 or 0.20 in there.
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