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%
+$191.3M
Investment strategy
Jeffrey Ubben is a mid-size fund with a concentrated portfolio. Top 3 positions are 57% of the equity book.
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<iframe src="https://openstocks.me/embed/stock/XOM" width="100%" height="480" frameborder="0" loading="lazy" title="XOM chart by OpenStocks" style="border:0;border-radius:12px;background:transparent"></iframe>Holdings
6 sectors9 positions
Top 3 = 57% of book · XOM, ICE, STRA
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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