Tracking Jeffrey Ubben’s Inclusive Capital Partners 13F Portfolio – Q2 2023 Update

• Jeffrey Ubben’s 13F portfolio value increased from $1B to $1.07B this quarter. 
• They increased Intercontinental Exchange (ICE), Ingevity Corp (NGVT), Strategic Education (STRA), and Enviva Partners (EVA) this quarter. 
• Intercontinental Exchange (ICE) at ~20% of the portfolio is by far the largest position. 

Jeffrey Ubben’s Inclusive Capital Partners 13F Portfolio value increased from ~$1B to ~$1.07B 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 Q2 2023. Please lookup our previous update to see how the portfolio has progressed:

 

 

 

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