

SCC Portfolio Update - Year End 2025
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%




