Inclusive Capital Partners, L.P.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Inclusive Capital Partners, L.P. reported 3 stock positions worth $291.7 million. Its top holding was Reddit Class A (RDDT) at 45.8% of the portfolio, followed by Strategic Education (STRA, 37.0%) and Ingevity (NGVT, 17.3%). Compared with Q1 2024, it reduced 1. The biggest sale was Strategic Education (STRA, shares −41%).

Most Recent 13F
Q3 2025
Location
SAN FRANCISCO, CA
CIK
0001817187
Portfolio Value
$291.7M (Q2 2024)
SEC Filing
0000902664-24-005140 ↗ filed Aug 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $330.3M Q1 2024 Q2 2024: $291.7M $291.7M Q2 2024 Q3 2024: $26.0M Q3 2024 Q4 2024: $0 Q4 2024 Q1 2025: $0 Q1 2025 Q2 2025: $0 Q2 2025 Q3 2025: $0 Q3 2025

Holdings 3 stocks · $291.7M
RDDT Reddit Inc. Class A 45.76% 2,089,430 $133.5M No change
STRA Strategic Education Inc. 36.99% 975,000 $107.9M Reduce -41.1%
NGVT Ingevity Corp. 17.25% 1,151,405 $50.3M No change

Portfolio Sells Q1 2024 → Q2 2024
STRA Strategic Education Inc. Reduce -41.1% 36.99% −15.19

Portfolio Buys Q1 2024 → Q2 2024
None this quarter.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q3 2025 0$0
Q2 2025 0$0
Q1 2025 0$0
Q4 2024 0$0
Q3 2024 1$26.0MNGVT
Q2 2024 3$291.7MRDDT, STRA, NGVT
Q1 2024 3$330.3MSTRA, RDDT, NGVT