Tracking Jeffrey Ubben’s Inclusive Capital Partners 13F Portfolio – Q1 2022 Update

• 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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