Activist · CIK 0001817187

Jeffrey Ubben

Inclusive Capital
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Jeffrey Ubben runs Inclusive Capital, an activist (SEC CIK 0001817187). The latest portfolio (2025Q3) discloses 1 positions across several sectors, with the largest positions in No Securities. OpenStocks tracks 20 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Jeffrey's filingsView holdings
Portfolio
$0
Positions
1
Quarter
2025Q3
Filings tracked
20
Quarter
2025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q12022Q4

Not enough filing history to compute mark-to-market returns for Jeffrey Ubben.

We need at least one year of portfolio coverage with priceable positions.

Performance overview

We mark Jeffrey Ubben (Inclusive Capital)'s disclosed portfolio to current market prices and compare its growth against the S&P 500 (SPY).

Portfolio growth vs SPY
Rebased to 100 at 2020Q4 · through 2025Q3
Jeffrey Ubben
+7.6%
SPY
—
2349761021282020Q42023Q12025Q3
Portfolio line is the GIPS-compliant time-weighted return chain-linked across the manager's quarterly 13F filings — unaffected by capital flows. Quarters with insufficient held-through coverage are skipped, which can briefly flatten the line.
Capital flow per quarter
BuysSellsNet
+$687M+$344M$0-$344M-$687M'21Q4'22Q1'22Q2'22Q3'22Q4'23Q1'23Q2'23Q3'23Q4'24Q1'24Q2'24Q3'24Q4'25Q1'25Q2'25Q3
Latest · 2025Q3
$0
Lifetime buys
$1.42B
Lifetime sells
$2.20B
Portfolio over time
AUMPositions
$0$391M$783M$1.19B101'21Q4'23Q3'25Q3
QoQ AUM
+0.0%
16Q lifetime AUM
-100.0%
QoQ positions
+0
16Q lifetime positions
-7