Glenn W. Welling - Engaged Capital Sector Allocation (Q1 2026)

As of Mar 31, 2026, the Engaged Capital portfolio managed by Glenn W. Welling was diversified across 5 sectors, according to the most recent SEC 13F filing dated May 15, 2026. This allocation breakdown highlights where the portfolio is most concentrated and how capital is distributed across industries.

The Consumer Cyclical sector represents the largest share at 53.7% of total portfolio value, followed by Consumer Cyclical and Technology and Industrials. Together, the top three sectors account for 92.3% of the portfolio, reflecting Glenn W. Welling's emphasis on strategic positioning. This sector allocation provides insights into the fund's investment strategy and risk exposure.