SCC Portfolio Update (YTD Thru 9-30-2023)
Seven Corners Capital's equity portfolio finished Q3 2023 up ~4% YTD, versus up ~12% for the S&P 500, representing an underperformance of...
SCC Portfolio Update (YTD Thru 6-30-2023)
Seven Corners Capital's equity portfolio finished Q2 2023 up ~3% YTD, versus up 18.5% for the S&P 500, representing an underperformance...
SCC Portfolio Update (YTD Thru 3-31-2023)
Seven Corners Capital's equity portfolio finished Q1 2023 down ~2.5% YTD, versus up 7.4% for the S&P 500, representing an...
SCC Portfolio Update (YTD Thru 12-31-2022)
Seven Corners Capital's equity portfolio positioning as of December 31, 2022 was as follows, with the top-6 positions constituting 82% of...
SCC Portfolio Update (YTD Thru 9-30-2022)
Seven Corners Capital's equity portfolio positioning as of September 30, 2022 was as follows, with the top-6 positions constituting 65%...
SCC Portfolio Update (Year End 2021)
Seven Corners Capital's equity portfolio positioning as of December 31, 2021 was as follows, with the top-6 positions constituting 58.5%...
Open Letter to GULTU Unitholders
Open Letter to GULTU Unitholders, dated November 29, 2021 Unitholders are (Once Again) Urged to Organize to Replace our Trustee Dear...
Joseph P Kennedy Sr - Fortune Article, September 1937
From Fortune issue dedicated to the Merchant Marine (Kennedy was appointed chairman of the US Maritime Commission that year by FDR).
OPEN LETTER TO GBX SHAREHOLDERS - PART 4
ON DECEMBER 18, 2020, THE CIO OF SEVEN CORNERS CAPITAL ISSUED THE FOLLOWING LETTER TO THE SHAREHOLDERS OF THE GREENBRIER COMPANIES...
OPEN LETTER TO GBX Shareholders - part 3
ON DECEMBER 7, 2020, THE CIO OF SEVEN CORNERS CAPITAL ISSUED THE FOLLOWING LETTER TO THE SHAREHOLDERS OF THE GREENBRIER COMPANIES (TICKER...
SCC Portfolio Update (December 2020)
Seven Corners Capital's equity portfolio positioning as of December 1, 2020 was as follows, with the top-10 positions totaling 82% of the...
Open Letter to GBX Shareholders - Part 2
ON NOVEMBER 30, 2020, THE CIO OF SEVEN CORNERS CAPITAL ISSUED THE FOLLOWING LETTER TO THE SHAREHOLDERS OF THE GREENBRIER COMPANIES...
Open Letter to GBX Shareholders - Part 1
ON NOVEMBER 24, 2020, THE CIO OF SEVEN CORNERS CAPITAL ISSUED THE FOLLOWING LETTER TO THE SHAREHOLDERS OF THE GREENBRIER COMPANIES...
Open Letter to PEYE Shareholders
ON OCTOBER 16, 2020, THE CIO OF SEVEN CORNERS CAPITAL ISSUED THE FOLLOWING LETTER TO THE SHAREHOLDERS OF PRECISION OPTICS CORP (TICKER...
Open Letter to GULTU Unitholders
ON OCTOBER 8, 2020, THE CIO OF SEVEN CORNERS CAPITAL ISSUED THE FOLLOWING LETTER TO THE UNITHOLDERS OF THE GULF COAST ULTRA DEEP ROYALTY...
