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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2023 Q4 | Dec 1, 2024 | Seven Corners Capital | 14.0% | 0.0% | ACT, GNW, HHC, MACK, PSHZF, SD | activism, discount, energy, Pharmaceuticals, value | Portfolio consists of discount-to-sum-of-parts plays including PSHZF trading at 29% discount to NAV, GNW trading at discount to its 81.6% ACT stake value, and MACK as classic uncorrelated sum-of-parts opportunity. These positions are viewed as theoretically independent of overall market movements. | AAVE-USD MACK GNW PSHZF |
View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Apr 28, 2026 | Fund Letters | Seven Corners Capital | Merrimack Pharmaceuticals | Health Care | Biotechnology | Bull | NASDAQ | Binary catalyst, biotechnology, CVR payment, FDA approval, insider buying, NOLs, Pancreatic cancer, PDUFA date | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||