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![sevencornerscap Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::755440926483476480.png) SevenCornersCapital [@sevencornerscap](/creator/twitter/sevencornerscap) on x 1008 followers
Created: 2025-07-18 20:59:56 UTC

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 XXX. 

Top-6 holdings discussed: $PSH $PSHZF $TPB $GNW $CART $SD $RKT



![](https://pbs.twimg.com/card_img/1946313704527572992/MY50KKuK?format=jpg&name=800x419)

XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1946314014855750125/c:line.svg)

**Related Topics**
[cart](/topic/cart)
[$rkt](/topic/$rkt)
[$tpb](/topic/$tpb)
[$pshzf](/topic/$pshzf)
[$psh](/topic/$psh)
[$gnw](/topic/$gnw)
[$cart](/topic/$cart)
[stocks technology](/topic/stocks-technology)

[Post Link](https://x.com/sevencornerscap/status/1946314014855750125)