Activist · CIK 0001817187
Jeffrey Ubben
Inclusive Capital
Jeffrey Ubben runs Inclusive Capital, an activist (SEC CIK 0001817187). The latest 13F filing (2025Q3) discloses 1 positions across several sectors, with the largest positions in No Securities. On a mark-to-market basis the tracked portfolio has returned 89.1% over the past year. OpenStocks tracks 20 consecutive 13F filings for this manager — every position change, new entry, and exit is logged below.
Portfolio
$0
Positions
1
Quarter
2025Q3
Filings tracked
20
1Y+89.1%Full performance →
1-Yearactual
+89.08%
since 2024Q3
3-Year
—
insufficient history
5-Year
—
insufficient history
10-Year
—
insufficient history
Performance overview
We mark Jeffrey Ubben (Inclusive Capital)'s disclosed 13F book to current market prices and compare its growth against the S&P 500 (SPY). Jeffrey's portfolio is 89.1% over the last 12 months.
Portfolio growth vs SPY
Rebased to 100 at 2020Q4 · through 2025Q3
Jeffrey Ubben
-100.0%
SPY
—
Portfolio line tracks reported 13F AUM (mark-to-market on filing dates). It includes inflows/outflows so it isn't a pure time-weighted return — same convention as Dataroma and StockCircle.
Capital flow per quarter
BuysSellsNet
Latest · 2025Q3
$0
Lifetime buys
$1.42B
Lifetime sells
$2.20B
Portfolio over time
AUMPositions
QoQ AUM
+0.0%
16Q lifetime AUM
-100.0%
QoQ positions
+0
16Q lifetime positions
-7