- 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:
To learn more
about how to profit from a strategy of cloning hedge fund picks, check out our
book Profiting from
Hedge Funds: Winning Strategies for the Little Guy.
No comments :
Post a Comment