13F HOLDINGS REPORT
INCLUSIVE CAPITAL PARTNERS, L.P.
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000902664-23-003089
Total Value
$999.6M
Positions
9
Other Managers
0
Confidential Omitted
No
Holdings (9)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | VERRA MOBILITY CORP | VRRM | 10,399,115 | $176.0M | 17.60% |
| 2 | ENVIVA INC | 29415B103 | 5,742,439 | $165.8M | 16.59% |
| 3 | POTLATCHDELTIC CORPORATION | 737630103 | 3,145,892 | $155.7M | 15.58% |
| 4 | INGEVITY CORP | NGVT | 2,151,405 | $153.9M | 15.39% |
| 5 | STRATEGIC ED INC | STRA | 1,519,349 | $136.5M | 13.65% |
| 6 | EXXON MOBIL CORP | XOM | 1,177,000 | $129.1M | 12.91% |
| 7 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 500,000 | $52.1M | 5.22% |
| 8 | UNIFI INC | UFI | 1,917,054 | $15.7M | 1.57% |
| 9 | COURSERA INC | COUR | 1,286,755 | $14.8M | 1.48% |