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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  3. Jeffrey Ubben (Inclusive Capital)
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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

Holdings

Sorted by value · 2022Q4
8 positions
1
EVAUSDENVIVA INC
25.65%
of portfolio
Number of shares
5,742,439 sh
Holdings current value
$304.18M
Avg closing price
$60.64
Last action
Exited
2024Q1
Current —
2
CRMSALESFORCE COM INC
Technology·Software - Application
18.28%
of portfolio
Number of shares
1,634,880 sh
Holdings current value
$216.77M
Avg closing price
$132.59
+37.4%
Last action
Exited
2023Q1
Current $182.14
3
NGVTINGEVITY CORP
Basic Materials·Specialty Chemicals
12.78%
of portfolio
Number of shares
2,151,405 sh
Holdings current value
$151.54M
Avg closing price
$67.03
+12.2%
Last action
Exited
2024Q4
Current $75.20
4
VRRMVERRA MOBILITY CORP
Technology·Information Technology Services
12.13%
of portfolio
Number of shares
10,399,115 sh
Holdings current value
$143.82M
Avg closing price
$14.01
+8.7%
Last action
Exited
2023Q4
Current $15.22
5
XOMEXXON MOBIL CORP
Energy·Oil & Gas Integrated
10.95%
of portfolio
Number of shares
1,177,000 sh
Holdings current value
$129.82M
Avg closing price
$47.29
+209.7%
Last action
Exited
2023Q4
Current $146.44
6
STRASTRATEGIC ED INC
Consumer Defensive·Education & Training Services
10.03%
of portfolio
Number of shares
1,519,349 sh
Holdings current value
$119.00M
Avg closing price
$88.45
-5.9%
Last action
Exited
2024Q3
Current $83.21
7
PCHPOTLATCHDELTIC CORPORATIONREIT
8.79%
of portfolio
Number of shares
2,368,345 sh
Holdings current value
$104.18M
Avg closing price
$26.54
Last action
Exited
2023Q4
Current —
8
UFIUNIFI INC
1.39%
of portfolio
Number of shares
1,917,054 sh
Holdings current value
$16.51M
Avg closing price
$16.78
-77.8%
Last action
Exited
2024Q1
Current $3.72

Portfolio heatmap

Box size = % of portfolio · color = return since filing
EVAUSD
25.65%
CRM
18.28% · +37.4%
NGVT
12.78% · +6.8%
VRRM
12.13% · +10.1%
XOM
10.95% · +32.8%
STRA
10.03% · +6.2%
PCH
8.79%
UFI
1.39% · -56.8%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology2 pos$360.6M47.4%
  • Basic Materials1 pos$151.5M19.9%
  • Energy1 pos$129.8M17.1%
  • Consumer Defensive1 pos$119.0M15.6%
(35.8% unclassified, excluded from %)