Letters by company

Inst

1 letter discussing INST. Everything written about it on this site is on its ticker page.

Seven Corners Capital SCC Portfolio Update (YTD Thru Q2 2026) Seven Corners Capital retained its six largest positions, arguing that Pershing Square’s discount to NAV makes buybacks valuable and that Genworth’s Enact stake and potential corporate restructuring remain underappreciated. It backed Turning Point’s FRE growth, Instacart’s convenience-driven network effects, SandRidge’s oil and gas asset base, and Rocket’s Redfin and Mr. Cooper integrations. YTD Thru Q2 2026 GNW $3.5BHHH $4.5BRKT $36B