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Focused investors/Glenn Welling

Glenn Welling - Engaged Capital

As of Q1 2026, this manager reported 8 long-equity positions worth $303.41M in aggregate.

As of Q1 2026, Glenn Welling's Engaged Capital held 8 long-equity positions with a reported value of $303.41M.

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Sectors

This breakdown groups the manager’s latest reported 13F holdings by industry sector, so you can see where their conviction is concentrated and how diversified the portfolio is.

Consumer Cyclical: 53.7% ($162.99M)Technology: 24.5% ($74.31M)Industrials: 14.0% ($42.61M)Healthcare: 4.2% ($12.69M)Consumer Defensive: 3.6% ($10.82M)

Sector breakdown

  • Consumer Cyclical(3)53.7%
  • Technology(2)24.5%
  • Industrials(1)14.0%
  • Healthcare(1)4.2%
  • Consumer Defensive(1)3.6%