13F HOLDINGS REPORT
INCLUSIVE CAPITAL PARTNERS, L.P.
Quarter ended Q1 2023 · Filed February 13, 2023 · Accession 0000902664-23-001578
Total Value
$1.19B
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ENVIVA INC | 29415B103 | 5,742,439 | $304.2M | 25.65% |
| 2 | SALESFORCE INC | CRM | 1,634,880 | $216.8M | 18.28% |
| 3 | INGEVITY CORP | NGVT | 2,151,405 | $151.5M | 12.78% |
| 4 | VERRA MOBILITY CORP | VRRM | 10,399,115 | $143.8M | 12.13% |
| 5 | EXXON MOBIL CORP | XOM | 1,177,000 | $129.8M | 10.95% |
| 6 | STRATEGIC ED INC | STRA | 1,519,349 | $119.0M | 10.03% |
| 7 | POTLATCHDELTIC CORPORATION | 737630103 | 2,368,345 | $104.2M | 8.79% |
| 8 | UNIFI INC | UFI | 1,917,054 | $16.5M | 1.39% |