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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 · 2023Q1
9 positions
1
VRRMVERRA MOBILITY CORP
Technology·Information Technology Services
17.60%
of portfolio
Number of shares
10,399,115 sh
Holdings current value
$175.95M
Avg closing price
$14.01
+8.7%
Last action
Exited
2023Q4
Current $15.22
2
EVAUSDENVIVA INC
16.59%
of portfolio
Number of shares
5,742,439 sh
Holdings current value
$165.84M
Avg closing price
$60.64
Last action
Exited
2024Q1
Current —
3
PCHPOTLATCHDELTIC CORPORATIONREIT
15.58%
of portfolio
Number of shares
3,145,892 sh
Holdings current value
$155.72M
Avg closing price
$26.54
Last action
Exited
2023Q4
Current —
4
NGVTINGEVITY CORP
Basic Materials·Specialty Chemicals
15.39%
of portfolio
Number of shares
2,151,405 sh
Holdings current value
$153.87M
Avg closing price
$67.03
+12.2%
Last action
Exited
2024Q4
Current $75.20
5
STRASTRATEGIC ED INC
Consumer Defensive·Education & Training Services
13.65%
of portfolio
Number of shares
1,519,349 sh
Holdings current value
$136.48M
Avg closing price
$88.45
-5.9%
Last action
Exited
2024Q3
Current $83.21
6
XOMEXXON MOBIL CORP
Energy·Oil & Gas Integrated
12.91%
of portfolio
Number of shares
1,177,000 sh
Holdings current value
$129.07M
Avg closing price
$47.29
+209.7%
Last action
Exited
2023Q4
Current $146.44
7
ICEINTERCONTINENTAL EXCHANGE IN
Financial Services·Financial Data & Stock Exchanges
5.22%
of portfolio
Number of shares
500,000 sh
Holdings current value
$52.15M
Avg closing price
$110.70
+45.6%
Last action
Exited
2023Q4
Current $161.24
8
UFIUNIFI INC
1.57%
of portfolio
Number of shares
1,917,054 sh
Holdings current value
$15.66M
Avg closing price
$16.78
-77.8%
Last action
Exited
2024Q1
Current $3.72
9
COURCOURSERA INC
Consumer Defensive·Education & Training Services
1.48%
of portfolio
Number of shares
1,286,755 sh
Holdings current value
$14.82M
Avg closing price
$11.52
-44.8%
Last action
Exited
2023Q2
Current $6.36

Portfolio heatmap

Box size = % of portfolio · color = return since filing
VRRM
17.60% · -10.0%
EVAUSD
16.59%
PCH
15.58%
NGVT
15.39% · +5.1%
STRA
13.65% · -7.4%
XOM
12.91% · +33.5%
ICE
5.22% · +54.6%
UFI
1.57% · -54.5%
COUR
1.48% · -44.8%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Technology1 pos$176.0M26.6%
  • Basic Materials1 pos$153.9M23.2%
  • Consumer Defensive2 pos$151.3M22.8%
  • Energy1 pos$129.1M19.5%
  • Financial Services1 pos$52.1M7.9%
(33.7% unclassified, excluded from %)