Tracking Jeffrey Ubben’s Inclusive Capital Partners 13F Portfolio – Q4 2022 Update

•  Jeffrey Ubben’s 13F portfolio value increased from $898M to $1.19B this quarter. 
• They added Salesforce.com and increased Enviva Partners and PotlatchDeltic during the quarter. 
• Enviva at ~26% of the portfolio is by far the largest position. 

Jeffrey Ubben’s Inclusive Capital Partners 13F Portfolio value increased from ~$898M to ~$1.19B 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 - Unifi Inc. (UFI), Ingevity Corp (NGVT), AppHarvest (APPH), Enviva Inc. (EVA), and Vroom Inc. (VRM).

 

The spreadsheet below highlights changes to Inclusive Capital Partners’ 13F holdings in Q4 2022. Please lookup our previous update to see how the portfolio has progressed:

 

 

 

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