Engaged Capital (Glenn Welling)

Engaged Capital (Glenn Welling) has filed 13F reports from Q4 2013 through Q4 2025. The portfolio has returned -10.3% annualized over five years, with 23.5% volatility and a maximum drawdown of 72.9%. Across all filing periods, 0.0% included restatements and 16.3% introduced new holdings. Review the fund’s investment style metrics, recent position changes, track record by individual position and sector, and related educational resources below.