Seven Corners Capital 

Please find the audio podcast at this link .

Seven Corners Capital 's equity portfolio finished 2025 up ~35%, versus up ~18% for the S&P 500, representing an outperformance of ~17% during the year. Since the beginning of 2020 (i.e., on a "Pandemic stacked basis"), the SCC Portfolio has appreciated ~218% versus up ~130% for the S&P 500, in each case including all dividends received, representing outperformance of 8,800 basis points versus the index: SCC S&P 500 SCC vs S&P 500 2025 Return 35% 18% +17% 2024 Return 17% 25%

Please find the audio podcast here .

Seven Corners Capital 's equity portfolio finished the first half of 2025 up ~11%, versus up ~6% for the S&P 500, representing an outperformance of ~5% during the initial 6 months of the year. Since the beginning of 2020 (i.e., on a "Pandemic stacked basis"), the SCC Portfolio has appreciated ~160% versus up ~109% for the S&P 500, in each case including all dividends received, representing outperformance of 5,100 basis points versus the index: SCC S&P 500 SCC vs S&P 500 2025

Seven Corners Capital 's equity portfolio finished 2024 up ~17%, versus up ~25% for the S&P 500, representing an underperformance of ~8%...

Seven Corners Capital 's composite portfolio finished Q3 2024 up ~14%, versus up ~21% for the S&P 500, representing an underperformance...

Seven Corners Capital 's composite portfolio finished Q2 2024 up ~6.5%, versus up ~15% for the S&P 500, representing an underperformance...

Seven Corners Capital's composite portfolio finished Q1 2024 up ~9%, versus up ~10% for the S&P 500, representing an underperformance of...

Creating Value Even When Main Valuation Thesis Fails This post summarizes SCC's investment in Precision Optics Corporation (POCI) [SEC...

Seven Corners Capital's equity portfolio finished 2023 up ~17%, versus up ~26% for the S&P 500, representing an underperformance of ~9%...

Seven Corners Capital's equity portfolio finished Q3 2023 up ~4% YTD, versus up ~12% for the S&P 500, representing an underperformance of...

Seven Corners Capital's equity portfolio finished Q2 2023 up ~3% YTD, versus up 18.5% for the S&P 500, representing an underperformance...

Seven Corners Capital's equity portfolio finished Q1 2023 down ~2.5% YTD, versus up 7.4% for the S&P 500, representing an...

Seven Corners Capital's equity portfolio positioning as of December 31, 2022 was as follows, with the top-6 positions constituting 82% of...

Seven Corners Capital's equity portfolio positioning as of September 30, 2022 was as follows, with the top-6 positions constituting 65%...