

SCC Portfolio Update (YTD thru Q2 2025)
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




