Activist · CIK 0001817187
Jeffrey Ubben
Inclusive Capital
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.
Portfolio
$0
Positions
1
Quarter
2025Q3
Filings tracked
20
Biggest winner since filing
XOMEXXON MOBIL CORP
+221.4%
+$123.2M
Investment strategy
Jeffrey Ubben is a mid-size fund with a concentrated portfolio. Top 3 positions are 54% of the equity book.
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5 sectors8 positions
Top 3 = 54% of book · ICE, VRRM, PCH
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Performance
vs SPY20 quarters tracked
Mark-to-market portfolio growth vs SPY benchmark, with AUM and concentration history.
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Options & derivatives
No options
Jeffrey Ubben has no PUT or CALL positions disclosed for this quarter.
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Activity & trades
Quarter-by-quarterLast move 2024Q4
SOLD NGVT — and 4 more recent moves.
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Recent transactions
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NEW
No Securities
+0
— · 2024Q4
2025-02-14
SOLD
STRATEGIC ED INC
−975,000
~$110.66 · 2024Q3
2024-11-14