Inclusive Capital Partners, L.P.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Inclusive Capital Partners, L.P. reported 3 stock positions worth $330.3 million. Its top holding was Strategic Education (STRA) at 52.2% of the portfolio, followed by Reddit Class A (RDDT, 31.2%) and Ingevity (NGVT, 16.6%). Compared with Q4 2023, it opened 1 new position, sold out of 2 and reduced 2. The biggest buy was a new position in Reddit Class A (RDDT) and the biggest sale Ingevity (NGVT, shares −52%).