Inclusive Capital Partners, L.P.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Inclusive Capital Partners, L.P. reported 1 stock position worth $26.0 million. Its top holding was Ingevity (NGVT) at 100.0% of the portfolio. Compared with Q2 2024, it sold out of 2 and reduced 1. The biggest sale was an exit from Reddit Class A (RDDT).

Most Recent 13F
Q3 2025
Location
SAN FRANCISCO, CA
CIK
0001817187
Portfolio Value
$26.0M (Q3 2024)
SEC Filing
0000902664-24-006622 ↗ filed Nov 14, 2024

Holdings Value

0$100.0M$200.0M$300.0M$400.0M Q1 2024: $330.3M Q1 2024 Q2 2024: $291.7M Q2 2024 Q3 2024: $26.0M $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 1 stocks · $26.0M

NGVT Ingevity Corp. 100.00% 667,930 $26.0M Reduce -42.0%

Portfolio Sells Q2 2024 → Q3 2024

RDDT Reddit Inc. Class A Sold out 0.00% −45.76
STRA Strategic Education Inc. Sold out 0.00% −36.99
NGVT Ingevity Corp. Reduce -42.0% 100.00% +82.75

Portfolio Buys Q2 2024 → Q3 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