Inclusive Capital Partners, L.P. disclosed 12 US equity positions worth $1.3bn in its Q1 2021 13F filing. Its largest position is EVAUSD at 17.4% of the reported book, followed by APPHEUR and HE. Versus Q4 2020 it opened 3 new positions, added to 3, reduced 1 and exited 1.
$1.3bn
Reported equity book
Sum of the long US equity positions in the filing, at the values filed. Options are excluded.
12
Positions
Distinct securities in the equity book with a reported value above zero. Options are excluded.
17.4%
Largest position
The largest single position as a share of the reported equity book.
96.6%
Top 10 weight
The ten largest positions together, as a share of the reported equity book.
9
Effective positions
1 / HHI of portfolio weights: the number of equal-weight positions the book behaves like.
16
Quarters on file since Q4 2020
Quarters for which this manager's 13F holdings are on record.