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@sevencornerscap
"@AlanShipnuck Adam Scott did even worse than Bryson yesterday. Explain that genius" @sevencornerscap on X 2025-07-18 11:22:11 UTC 1013 followers, 10.3K engagements
"Note: $GNW was owned previously (2016-2020ish) then sold & pos re-established in 2022" @sevencornerscap on X 2025-07-22 20:57:48 UTC 1013 followers, XXX engagements
"SCC Portfolio Update (YTD thru Q2 2025) Seven Corners Capital's equity portfolio finished the first half of 2025 up XX% versus up X% for the S&P XXX. Top-6 holdings discussed: $PSH $PSHZF $TPB $GNW $CART $SD $RKT" @sevencornerscap on X 2025-07-18 20:59:56 UTC 1015 followers, XXX engagements
"Dates originally added to the SCC portfolio: $PSH $PSHZF - 2018 $TPB - 2016 (via $SDI) $GNW - 2022 $CART - 2023 $SD - 2019 $RKT - 2022 Slow & steady wins racefind one quality investment per year" @sevencornerscap on X 2025-07-22 20:50:38 UTC 1015 followers, XXX engagements
"Not sure what exactly this means for SCC holding $SD but with Carl Icahn about to turn XX I would hope he lets Brett Icahn start redeploying capital on his own (esp here). Brett was behind Carls $AAPL & $NFLX buys - the guy is damn good" @sevencornerscap on X 2025-07-25 19:38:17 UTC 1017 followers, XXX engagements
"Got the AXA / Santander news we were hoping for from $GNW today. I would want all of this $750MM returned to shareholders via a special dividend (after applicable tax payments) but we know how the CEO likes to hoard cash 🫤 Time to apply PRESSURE" @sevencornerscap on X 2025-07-25 19:20:17 UTC 1013 followers, XXX engagements