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Built from publicly disclosed institutional and insider activity. Informational purposes only - not investment advice.OpenStocks · v0.1
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  3. Jeffrey Ubben (Inclusive Capital)
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Activist · CIK 0001817187

Jeffrey Ubben

Inclusive Capital
Share

Jeffrey Ubben runs Inclusive Capital, an activist (SEC CIK 0001817187). The latest portfolio (2025Q3) discloses 1 positions across several sectors, with the largest positions in No Securities. On a mark-to-market basis the tracked portfolio has declined 9.6% since 2020Q4. OpenStocks tracks 20 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.

Track Jeffrey's filingsView holdings↓
Portfolio
$0
Positions
1
Quarter
2025Q3
Filings tracked
20
Since filing-9.6%Full performance →
Quarter
2025Q32025Q22025Q12024Q42024Q32024Q22024Q12023Q42023Q32023Q22023Q12022Q4

Holdings

Sorted by value · 2023Q2
8 positions
1
ICEINTERCONTINENTAL EXCHANGE IN
Financial Services·Financial Data & Stock Exchanges
19.50%
of portfolio
Number of shares
1,850,000 sh
Holdings current value
$209.20M
Avg closing price
$110.70
+45.6%
Last action
Exited
2023Q4
Current $161.24
2
VRRMVERRA MOBILITY CORP
Technology·Information Technology Services
19.11%
of portfolio
Number of shares
10,399,115 sh
Holdings current value
$205.07M
Avg closing price
$14.01
+8.7%
Last action
Exited
2023Q4
Current $15.22
3
PCHPOTLATCHDELTIC CORPORATIONREIT
15.49%
of portfolio
Number of shares
3,145,892 sh
Holdings current value
$166.26M
Avg closing price
$26.54
Last action
Exited
2023Q4
Current —
4
NGVTINGEVITY CORP
Basic Materials·Specialty Chemicals
13.02%
of portfolio
Number of shares
2,401,405 sh
Holdings current value
$139.67M
Avg closing price
$67.03
+12.2%
Last action
Exited
2024Q4
Current $75.20
5
STRASTRATEGIC ED INC
Consumer Defensive·Education & Training Services
11.99%
of portfolio
Number of shares
1,897,260 sh
Holdings current value
$128.71M
Avg closing price
$88.45
-5.9%
Last action
Exited
2024Q3
Current $83.21
6
XOMEXXON MOBIL CORP
Energy·Oil & Gas Integrated
11.76%
of portfolio
Number of shares
1,177,000 sh
Holdings current value
$126.23M
Avg closing price
$47.29
+209.7%
Last action
Exited
2023Q4
Current $146.44
7
EVAUSDENVIVA INC
7.68%
of portfolio
Number of shares
7,598,710 sh
Holdings current value
$82.45M
Avg closing price
$60.64
Last action
Exited
2024Q1
Current —
8
UFIUNIFI INC
1.44%
of portfolio
Number of shares
1,917,054 sh
Holdings current value
$15.47M
Avg closing price
$16.78
-77.8%
Last action
Exited
2024Q1
Current $3.72

Portfolio heatmap

Box size = % of portfolio · color = return since filing
ICE
19.50% · +42.6%
VRRM
19.11% · -22.8%
PCH
15.49%
NGVT
13.02% · +29.3%
STRA
11.99% · +22.7%
XOM
11.76% · +36.5%
EVAUSD
7.68%
UFI
1.44% · -53.9%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Financial Services1 pos$209.2M25.9%
  • Technology1 pos$205.1M25.4%
  • Basic Materials1 pos$139.7M17.3%
  • Consumer Defensive1 pos$128.7M15.9%
  • Energy1 pos$126.2M15.6%
(24.6% unclassified, excluded from %)