Engaged Capital (Glenn Welling)

Engaged Capital (Glenn Welling) has filed 13F reports from Q4 2013 through Q2 2026. The portfolio has returned -12.3% annualized over five years, with 23.0% volatility and a maximum drawdown of 57.4%. Across all filing periods, 0.0% included restatements and 15.7% 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.