- 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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