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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
Logos by elbstream.com
  1. Home/
  2. Super Investors/
  3. Jeffrey Ubben (Inclusive Capital)
  • Overview
  • Portfolio1
  • Performance20Q
  • Options
  • Activity74
  • News
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

Quarter activity

What changed in 2022Q4 - net new, added, trimmed, exited.
New positions1 name
  • CRMSALESFORCE COM INC
    +1,634,880
    $216.8M
Added to2 names
  • EVAUSDENVIVA INC
    +530,143
    $28.1M
  • PCHPOTLATCHDELTIC CORPORATION
    +422,885
    $18.6M
Trimmed0 names
—
Exited0 names
—

Recent transactions

Last 20 moves
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 STRA
STRATEGIC ED INC
−975,000
~$110.66 · 2024Q3
2024-11-14
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
TRIM
Jeffrey Ubben (Inclusive Capital) trimmed STRA
STRATEGIC ED INC
−680,000
~$110.66 · 2024Q2
2024-08-14
SOLD
Jeffrey Ubben (Inclusive Capital) exited EVAUSD
ENVIVA INC
−2,948,710
~$1.00 · 2024Q1
2024-05-15
NEW
Jeffrey Ubben (Inclusive Capital) opened a new position in RDDT
REDDIT INC
+2,089,430
~$49.32 · 2024Q1
2024-05-15
TRIM
Jeffrey Ubben (Inclusive Capital) trimmed STRA
STRATEGIC ED INC
−410,000
~$104.12 · 2024Q1
2024-05-15
SOLD
Jeffrey Ubben (Inclusive Capital) exited UFI
UNIFI INC
−345,054
~$6.66 · 2024Q1
2024-05-15
TRIM
Jeffrey Ubben (Inclusive Capital) trimmed NGVT
INGEVITY CORP
−1,250,000
~$47.70 · 2024Q1
2024-05-15
SOLD
Jeffrey Ubben (Inclusive Capital) exited XOM
EXXON MOBIL CORP
−1,827,000
~$117.58 · 2023Q4
2024-02-12
SOLD
Jeffrey Ubben (Inclusive Capital) exited VRRM
VERRA MOBILITY CORP
−5,549,115
~$18.70 · 2023Q4
2024-02-12
SOLD
Jeffrey Ubben (Inclusive Capital) exited BIO
BIO RAD LABS INC
−60,000
~$358.45 · 2023Q4
2024-02-12
TRIM
Jeffrey Ubben (Inclusive Capital) trimmed UFI
UNIFI INC
−1,572,000
~$6.66 · 2023Q4
2024-02-12
TRIM
Jeffrey Ubben (Inclusive Capital) trimmed EVAUSD
ENVIVA INC
−4,650,000
~$1.00 · 2023Q4
2024-02-12
SOLD
Jeffrey Ubben (Inclusive Capital) exited PCH
POTLATCHDELTIC CORPORATION
−2,827,293
~$45.39 · 2023Q4
2024-02-12
SOLD
Jeffrey Ubben (Inclusive Capital) exited ICE
INTERCONTINENTAL EXCHANGE IN
−1,850,000
~$110.02 · 2023Q4
2024-02-12
ADD
Jeffrey Ubben (Inclusive Capital) added to XOM
EXXON MOBIL CORP
+650,000
~$117.58 · 2023Q3
2023-11-14
TRIM
Jeffrey Ubben (Inclusive Capital) trimmed PCH
POTLATCHDELTIC CORPORATION
−318,599
~$45.39 · 2023Q3
2023-11-14
Activist · CIK 0001817187

Jeffrey Ubben

Inclusive Capital
Share

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. On a mark-to-market basis the tracked portfolio has declined 9.6% since 2020Q4. 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
Since filing-9.6%Full performance →
Quarter
2025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q12022Q4