INCLUSIVE CAPITAL PARTNERS, L.P.
CIK
1817187
Location
San Francisco, CA
Portfolio Value
Micro
$26,049,270
Diversification
Highly concentrated
Filing Date
Global Rank
#6,533
/ 7,310
▼ 3489
· as of Sep 2024
Top Industry
Specialty Chemicals
100.0%
3Y Alpha vs SPY
+23.2%
Period ended 1 year ago
Filed Nov 14, 2024 · 1y
16 quarters · since Dec 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+203.8%
SPY
+76.5%
Annualised alpha
+24.0%
Max drawdown
−40.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
1 positions · as of Sep 30, 2024 · Δ vs Jun 30, 2024Top Position
100.0%
+54.2 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
10,000
Highly concentrated+6,240
Portfolio Trend
16 quarters · across all stocks
Sector Breakdown
As of Sep 30, 2024| Sector | % Portfolio | Value |
|---|---|---|
| Basic Materials | 100.0% | $26,049,270 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NGVT | Ingevity Corp | −483,475 | 667,930 | $26,049,270 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
1 positions ·
$26,049,270 total
· as of Sep 30, 2024
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| NGVT |
Ingevity Corp
Basic Materials
|
Reduced | 667,930 | $26,049,270 | 100.00% |