Skip to content

Portfolio · As of Q3 2025

The seven positions. No logos, no abstraction.

What follows is the complete, current position list of Strictly7 Capital Partners, presented exactly as it is delivered to our limited partners on the fifth business day of each quarter. Each row is an artifact of disclosure — by sector, by economics, and by the years we intend to keep it.

Reporting dateSeptember 30, 2025AuditErnst & Young LLP

The Operating Rules

Four rules govern the seven rows on this page.

A concentrated portfolio is only honest if the reader knows the constraints under which it is built. These four rules are not preferences — they are how the strategy is engineered, audited, and reported.

  1. I

    Only seven positions.

    No new name is admitted unless one of the seven is exited. Capital concentration is the strategy, not a side effect of it.

  2. II

    Fully disclosed, in real time.

    Every limited partner sees the exact weight, cost basis, and unrealized gain on each position on the fifth business day of every quarter — never later, never summarized.

  3. III

    Zero fund-level leverage.

    No margin, no derivatives, no structured notes at the fund level. Capital structure is disclosed in every quarterly letter.

  4. IV

    A five-plus-year horizon.

    Median holding period is 5.4 years; the average co-investment term runs 6.8 years. Patience is the edge; turnover is the tax.

Current Holdings · Q3 2025

The seven positions, identified by sector and economics.

Brand names are deliberately omitted from the public page. The Investor Brief carries the full position memo, including identifiers, weighted-average cost basis, and the analyst in charge of each name.

  1. 01

    Industrial Logistics · North American Class I Rail & Adjacent

    Position One — A category-defining freight network with a 142-year operating record.

    Initiated 2014. Founder position. Cost basis established through a three-tranche accumulation completed in 2017.

    Weight
    18.4%
    Vintage
    2014
    Held
    11.1 yrs
  2. 02

    Insurance · Specialty P&C, Long-Tail Reserve Specialist

    Position Two — A specialty underwriter whose loss reserves compound tax-deferred for decades.

    Initiated 2016. Cost basis built during the post-IPO dislocation window.

    Weight
    16.7%
    Vintage
    2016
    Held
    9.2 yrs
  3. 03

    Energy · Midstream Permian & Gulf Coast Takeaway

    Position Three — A midstream operator whose contracts reset with inflation and contract on acreage, not commodity price.

    Initiated 2018. Sized as the 2018–2019 bear-market anchor.

    Weight
    15.1%
    Vintage
    2018
    Held
    7.3 yrs
  4. 04

    Healthcare · Diagnostics & Specialty Lab Services

    Position Four — A diagnostics franchise with reimbursement-protected revenue and operating leverage from automation.

    Initiated 2019. Added to during the 2022 reset.

    Weight
    14.3%
    Vintage
    2019
    Held
    6.1 yrs
  5. 05

    Financials · Diversified Exchange & Market Infrastructure

    Position Five — A vertically integrated exchange whose data and listings revenue scales with every cycle, not against it.

    Initiated 2020. Sized as the pandemic-recovery position.

    Weight
    13.6%
    Vintage
    2020
    Held
    5.2 yrs
  6. 06

    Consumer Staples · Premium Branded Food & Beverage Operator

    Position Six — A branded operator with pricing power proven across three inflationary cycles.

    Initiated 2021. Acquired in tranches across the 2022 rate-shock window.

    Weight
    12.4%
    Vintage
    2021
    Held
    4.3 yrs
  7. 07

    Industrials · Aerospace & Defense Aftermarket Services

    Position Seven — An aftermarket franchise whose installed-base revenue compounds with global flight hours.

    Initiated 2023. The youngest position; sized for a multi-decade tailwind.

    Weight
    9.5%
    Vintage
    2023
    Held
    2.4 yrs

Cash & equivalents: 0.0% (fully invested). All figures rounded; audited position-level NAV delivered to LPs on the fifth business day of October 2025.

Operational Rails

The infrastructure behind the ledger.

$462M of $480M

Assets under management as of November 2025.

Hard cap at $480M across all share classes. No soft-capacity claims; hard close triggers fire automatically when the cap is reached.

5th business day

Quarterly NAV delivery, every quarter since 2017.

Position-level NAV, with cost basis and unrealized gain on each of the seven positions, delivered to every LP. Never later.

0.00× leverage

Fund-level leverage since inception in 2014.

No margin, no derivatives, no structured notes at the fund level. Capital structure disclosed in every quarterly letter.

EY since 2017

Annual audit by Ernst & Young LLP.

Track record audited every vintage since 2017. 2023 HFR Concentrated Equity Award winner; Barron's Top 100 Independent Advisors in 2022, 2023, and 2024.

A Note on What Is Absent

What is deliberately not on this page.

The restraint you see here is the strategy. The page above is the complete public disclosure of the current portfolio — but it is not the artifact our limited partners receive.

Forward return targets are not published and never will be. They are illustrative scenarios at best, and at worst they mislead the very reader we are trying to attract. Daily marks are not posted; quarterly NAV is, audited, on the fifth business day. Position-level commentary — the analyst notes that explain why we are still holding Position Four at 6.1 years — is reserved for the Investor Brief and the limited partnership documents themselves.

If what you have read so far resembles the discipline you are looking for in a manager, the next step is a private conversation. If it does not, we have saved both of us the time.

— Helena Markovic & Daniel Yusupov, Managing Partners

The Next Artifact

Request the Investor Brief.

The only document that goes deeper than this page. Receive the full position memo for each of the seven holdings, the vintage-level performance audited by Ernst & Young, and the materials required to qualify as a limited partner.

  • Position memos for all seven holdings, with cost basis and unrealized gain.
  • Vintage-level net IRR, 2014 through 2025, audited.
  • Limited partnership agreement and subscription documents.

Strictly7 Capital Partners, LP is open to accredited investors with a minimum commitment of $250,000. The Investor Brief is provided for informational purposes and does not constitute an offer to sell or a solicitation of an offer to buy any security.