Tracking Jeffrey Ubben’s Inclusive Capital Partners 13F Portfolio – Q1 2023 Update

• Jeffrey Ubben’s 13F portfolio value decreased from $1.19B to $1B this quarter. 
• They added Intercontinental Exchange and Coursera and increased PotlatchDeltic. 
• Verra Mobility at ~18% of the portfolio is by far the largest position. 

 Jeffrey Ubben’s Inclusive Capital Partners 13F Portfolio value decreased from ~$1.19B to ~$1B this quarter. The heavily concentrated portfolio continues to have only a handful of positions.

 

The spreadsheet below highlights changes to Inclusive Capital Partners’ 13F holdings in Q1 2023. Please lookup our previous update to see how the portfolio has progressed:

 

 

 

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