Inclusive Capital Partners

Latest statistics and disclosures from Inclusive Capital Partners's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are STRA, NGVT, EVA, UFI, and represent 100.00% of Inclusive Capital Partners's stock portfolio.
  • Reduced shares in these 7 stocks: , ICE (-$204M), PCH (-$128M), VRRM (-$104M), BIO (-$22M), UFI (-$11M), EVA.
  • Sold out of its positions in BIO, XOM, ICE, PCH, VRRM.
  • Inclusive Capital Partners was a net seller of stock by $-687M.
  • Inclusive Capital Partners has $309M in assets under management (AUM), dropping by -69.43%.
  • Central Index Key (CIK): 0001817187

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Positions held by Inclusive Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Inclusive Capital Partners

Inclusive Capital Partners holds 4 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Strategic Education (STRA) 61.7 $191M 2.1M 92.37
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Ingevity (NGVT) 36.7 $113M 2.4M 47.22
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Enviva (EVA) 0.9 $2.9M -61% 2.9M 1.00
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Unifi Com New (UFI) 0.7 $2.3M -82% 345k 6.66
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Past Filings by Inclusive Capital Partners

SEC 13F filings are viewable for Inclusive Capital Partners going back to 2020