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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 · 2023Q4
4 positions
1
STRASTRATEGIC ED INC
Consumer Defensive·Education & Training Services
61.66%
of portfolio
Number of shares
2,065,000 sh
Holdings current value
$190.74M
Avg closing price
$88.45
-5.9%
Last action
Exited
2024Q3
Current $83.21
2
NGVTINGEVITY CORP
Basic Materials·Specialty Chemicals
36.65%
of portfolio
Number of shares
2,401,405 sh
Holdings current value
$113.39M
Avg closing price
$67.03
+12.2%
Last action
Exited
2024Q4
Current $75.20
3
EVAUSDENVIVA INC
0.95%
of portfolio
Number of shares
2,948,710 sh
Holdings current value
$2.94M
Avg closing price
$60.64
Last action
Exited
2024Q1
Current —
4
UFIUNIFI INC
0.74%
of portfolio
Number of shares
345,054 sh
Holdings current value
$2.30M
Avg closing price
$16.78
-77.8%
Last action
Exited
2024Q1
Current $3.72

Portfolio heatmap

Box size = % of portfolio · color = return since filing
STRA
61.66% · -9.9%
NGVT
36.65% · +59.3%
EVAUSD
0.95%
UFI
0.74% · -44.1%

Sector exposure

Share of dollar value across the latest reported portfolio. Unclassified positions excluded.
  • Consumer Defensive1 pos$190.7M62.7%
  • Basic Materials1 pos$113.4M37.3%
(1.7% unclassified, excluded from %)