SCC Portfolio Update (YTD thru Q3 2024)
Seven Corners Capital 's composite portfolio finished Q3 2024 up ~14%, versus up ~21% for the S&P 500, representing an underperformance...
SCC PORTFOLIO UPDATE (YTD THRU Q2 2024)
Seven Corners Capital 's composite portfolio finished Q2 2024 up ~6.5%, versus up ~15% for the S&P 500, representing an underperformance...
SCC PORTFOLIO UPDATE (YTD THRU Q1 2024)
Seven Corners Capital's composite portfolio finished Q1 2024 up ~9%, versus up ~10% for the S&P 500, representing an underperformance of...
Precision Optics (POCI) Post-Mortem Case Study
Creating Value Even When Main Valuation Thesis Fails This post summarizes SCC's investment in Precision Optics Corporation (POCI) [SEC...
SCC Portfolio Update (Full Year 2023)
Seven Corners Capital's equity portfolio finished 2023 up ~17%, versus up ~26% for the S&P 500, representing an underperformance of ~9%...
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...
