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.

Portfolio
$0
Positions
1
Quarter
2025Q3
Filings tracked
20
Biggest winner since filing
RDDTREDDIT INC
+229.4%
+$236.4M

Investment strategy

Jeffrey Ubben is a boutique with a highly concentrated portfolio tilted toward communication services names. 46% of the disclosed equity book is in Communication Services.

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Holdings

3 sectors
3 positions
Top 3 = 100% of book · RDDT, STRA, NGVT
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Performance

vs SPY
20 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-quarter
Last move 2024Q4
SOLD NGVT — and 4 more recent moves.
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Recent transactions

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SOLD
667,930
~$39.00 · 2024Q4
2025-02-14
NEW
Jeffrey Ubben (Inclusive Capital) opened a new position in 000000000
No Securities
+0
· 2024Q4
2025-02-14
SOLD
2,089,430
~$63.89 · 2024Q3
2024-11-14
TRIM
483,475
~$39.00 · 2024Q3
2024-11-14
SOLD
975,000
~$110.66 · 2024Q3
2024-11-14