OpenStocks
Super InvestorsCongress TradesInsider TradingETFsSectors
Pro
···
Smart money
  • Super investors
  • Most popular stocks
  • Biggest buys
  • Biggest sells
  • New positions
  • Smart-money signals
Insiders
  • Insider trading
  • Browse insiders
  • Transactions feed
  • Insider trading RSS
Congress
  • Congress stock trades
  • All members of Congress
  • Trades by committee
  • Congress trades RSS
Markets
  • ETFs
  • Sectors
  • Industries
  • Stock screener
  • Daily market digest
  • Blog
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
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 · 2023Q3
9 positions
1
XOMEXXON MOBIL CORP
Energy·Oil & Gas Integrated
21.23%
of portfolio
Number of shares
1,827,000 sh
Holdings current value
$214.82M
Avg closing price
$47.29
+209.7%
Last action
Exited
2023Q4
Current $146.44
2
ICEINTERCONTINENTAL EXCHANGE IN
Financial Services·Financial Data & Stock Exchanges
20.11%
of portfolio
Number of shares
1,850,000 sh
Holdings current value
$203.54M
Avg closing price
$110.70
+45.6%
Last action
Exited
2023Q4
Current $161.24
3
STRASTRATEGIC ED INC
Consumer Defensive·Education & Training Services
15.35%
of portfolio
Number of shares
2,065,000 sh
Holdings current value
$155.39M
Avg closing price
$88.45
-5.9%
Last action
Exited
2024Q3
Current $83.21
4
PCHPOTLATCHDELTIC CORPORATIONREIT
12.68%
of portfolio
Number of shares
2,827,293 sh
Holdings current value
$128.33M
Avg closing price
$26.54
Last action
Exited
2023Q4
Current —
5
NGVTINGEVITY CORP
Basic Materials·Specialty Chemicals
11.30%
of portfolio
Number of shares
2,401,405 sh
Holdings current value
$114.33M
Avg closing price
$67.03
+12.2%
Last action
Exited
2024Q4
Current $75.20
6
VRRMVERRA MOBILITY CORP
Technology·Information Technology Services
10.25%
of portfolio
Number of shares
5,549,115 sh
Holdings current value
$103.77M
Avg closing price
$14.01
+8.7%
Last action
Exited
2023Q4
Current $15.22
7
EVAUSDENVIVA INC
5.61%
of portfolio
Number of shares
7,598,710 sh
Holdings current value
$56.76M
Avg closing price
$60.64
Last action
Exited
2024Q1
Current —
8
BIOBIO RAD LABS INC
Healthcare·Medical Devices
2.13%
of portfolio
Number of shares
60,000 sh
Holdings current value
$21.51M
Avg closing price
$358.45
-16.6%
Last action
Exited
2023Q4
Current $299.02
9
UFIUNIFI INC
1.34%
of portfolio
Number of shares
1,917,054 sh
Holdings current value
$13.61M
Avg closing price
$16.78
-77.8%
Last action
Exited
2024Q1
Current $3.72

Portfolio heatmap

Box size = % of portfolio · color = return since filing
XOM
21.23% · +24.5%
ICE
20.11% · +46.6%
STRA
15.35% · +10.6%
PCH
12.68%
NGVT
11.30% · +58.0%
VRRM
10.25% · -18.6%
EVAUSD
5.61%
BIO
2.13% · -16.6%
UFI
1.34% · -47.6%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Energy1 pos$214.8M26.4%
  • Financial Services1 pos$203.5M25.0%
  • Consumer Defensive1 pos$155.4M19.1%
  • Basic Materials1 pos$114.3M14.1%
  • Technology1 pos$103.8M12.8%
  • Healthcare1 pos$21.5M2.6%
(19.6% unclassified, excluded from %)