Glenn Welling - Engaged Capital
As of Q2 2026, Glenn Welling reported 9 long-equity positions worth $322.92M in aggregate.
Copy-investor backtest
- Latest quarter
- -1.07%
- 1-year
- -3.61%
- 3-year
- -28.63%
- 5-year
- -46.61%
- 3-year vs S&P 500
- -101.87%
- 5-year vs S&P 500
- -120.29%
- 5-year top 5
- -46.06%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| FRPT | FRESHPET INC | New | 8.87% | 484,741 | $28.66M | $59.12 | $46.45 - $71.99(50%)$60.08 -> $59.12 |
| GXO | GXO LOGISTICS INCORPORATED | Add +19.8% | 15.46% | 984,769 | $49.93M | $50.70 | $45.40 - $60.21(36%)$53.48 -> $50.70 |
| - | EVOLENT HEALTH INCCUSIP 30050BAH4 | New | — | 5,500,000 | $4.16M | — | - |