Activist · CIK 0001817187

Jeffrey Ubben

Inclusive Capital

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 filings View holdings

Portfolio

Positions

Quarter

2025Q3

Filings tracked

Since filing-9.6%Full performance →

Quarter

2025Q3 2025Q2 2025Q1 2024Q4 2024Q3 2024Q2 2024Q1 2023Q4 2023Q3 2023Q2 2023Q1 2022Q4

Biggest winner since filing

XOMEXXON MOBIL CORP

+209.7%

+$116.7M

Biggest loser since filing

UFIUNIFI INC

-77.8%

−$25.0M

Investment strategy

Jeffrey Ubben is a boutique with a concentrated portfolio. Top 3 positions are 50% of the equity book.

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