13F HOLDINGS REPORT
INCLUSIVE CAPITAL PARTNERS, L.P.
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0000902664-23-004442
Total Value
$1.07B
Positions
8
Other Managers
0
Confidential Omitted
No
Holdings (8)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 1,850,000 | $209.2M | 19.50% |
| 2 | VERRA MOBILITY CORP | VRRM | 10,399,115 | $205.1M | 19.11% |
| 3 | POTLATCHDELTIC CORPORATION | 737630103 | 3,145,892 | $166.3M | 15.49% |
| 4 | INGEVITY CORP | NGVT | 2,401,405 | $139.7M | 13.02% |
| 5 | STRATEGIC ED INC | STRA | 1,897,260 | $128.7M | 11.99% |
| 6 | EXXON MOBIL CORP | XOM | 1,177,000 | $126.2M | 11.76% |
| 7 | ENVIVA INC | 29415B103 | 7,598,710 | $82.4M | 7.68% |
| 8 | UNIFI INC | UFI | 1,917,054 | $15.5M | 1.44% |