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.
Get email alerts when Glenn Welling files a new 13F — sign in or create a free account.
Sells
These are the positions the manager reduced or sold out of this quarter, showing where they pulled money back. The quarter shown is Q2 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| YETI | YETI HLDGS INC | Reduce -33.1% | 18.33% | 1,194,095 | $59.18M | $49.56 | $35.55 - $51.85(86%)$37.09 -> $49.56 |
| BL | BLACKLINE INC | Reduce -39.5% | 7.19% | 827,619 | $23.23M | $28.07 | $24.70 - $38.26(25%)$36.47 -> $28.07 |
| CGNX | COGNEX CORP | Reduce -30.0% | 7.60% | 339,000 | $24.55M | $72.42 | $46.91 - $72.88(98%)$49.34 -> $72.42 |
| VFC | V F CORP | Reduce -3.4% | 23.36% | 4,521,894 | $75.43M | $16.68 | $15.56 - $22.27(17%)$16.92 -> $16.68 |