- Jeffrey Ubben’s 13F portfolio value decreased from ~$977M to ~$969M this quarter.
- They increased Ingevity Corp while decreasing Nikola, AppHarvest, and Exxon Mobil.
- Enviva at ~43% of the portfolio is by far the largest position.
Jeffrey Ubben’s Inclusive Capital Partners 13F Portfolio value decreased from ~$977M to ~$969M this quarter. The heavily concentrated portfolio continues to have only a handful of positions.
Note: Regulatory filings show them owning significant
ownership stakes in the following businesses - ~10% of Unifi Inc. (UFI), 5.4%
of Ingevity Corp (NGVT), 5.7% of AppHarvest (APPH), 7.8% of Enviva Inc. (EVA),
and 6.7% of Vroom Inc. (VRM).
The spreadsheet below highlights changes to Inclusive Capital
Partners’ 13F holdings in Q1 2022:
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