- Jeffrey Ubben’s 13F portfolio value decreased from ~$969M to $895M this quarter.
- They added Azek and PotlatchDeltic during the quarter.
- Enviva at ~33% of the portfolio is by far the largest position.
Jeffrey Ubben’s Inclusive Capital Partners 13F Portfolio
value decreased from ~$969M to ~$895M 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 Q2 2022. Please lookup our previous
update to see how the portfolio has progressed:
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