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

Holdings

1 positions
Top 3 = 0% of book · No Securitie
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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
Jeffrey Ubben (Inclusive Capital) exited NGVT
INGEVITY CORP
−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
Jeffrey Ubben (Inclusive Capital) exited RDDT
REDDIT INC
−2,089,430
~$63.89 · 2024Q3
2024-11-14
TRIM
Jeffrey Ubben (Inclusive Capital) trimmed NGVT
INGEVITY CORP
−483,475
~$39.00 · 2024Q3
2024-11-14
SOLD
Jeffrey Ubben (Inclusive Capital) exited STRA
STRATEGIC ED INC
−975,000
~$110.66 · 2024Q3
2024-11-14