- Jeffrey Ubben’s 13F portfolio value decreased from $1.07B to $1.01B this quarter.
- They added Bio Rad Labs (RIO) and increased Exxon Mobil (XOM) this quarter.
- Exxon Mobil (XOM) at ~21% of the portfolio is by far the largest position.
Jeffrey Ubben’s Inclusive Capital Partners 13F Portfolio
value decreased from ~$1.07B to ~$1.01B 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 Q3 2023. Please lookup our previous
update to see how the portfolio has progressed:
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