SCC Portfolio Update (YTD Thru Q2 2026)
Seven Corners Capital's equity portfolio finished 1H 2026 down ~8%, versus up ~10% for the S&P 500, representing an underperformance of ~18% during the period. Since the beginning of 2020 (i.e., on a "Pandemic stacked basis"), the SCC Portfolio has appreciated ~196% versus up ~153% for the S&P 500, in each case including all dividends received, representing outperformance of 4,300 basis points versus the index: SCC VFINX vs VFINX 2026 YTD Return -8% 10% -18% 2025 Return 35% 1
