Glenn W. Welling – Engaged Capital Sector Allocation & Investment Breakdown (Jun 30, 2025)

As of Jun 30, 2025, the Engaged Capital portfolio managed by Glenn W. Welling was diversified across 4 sectors, according to the most recent SEC 13F filing dated Aug 14, 2025. 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 52.6% of total portfolio value, followed by Healthcare and Consumer Defensive and Industrials. Together, the top three sectors account for 87.8% 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.