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Focused investors/Glenn Welling

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
-0.63%
1-year
-3.18%
3-year
-28.47%
5-year
-45.52%
3-year vs S&P 500
-101.71%
5-year vs S&P 500
-119.21%
5-year top 5
-44.74%

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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Glenn Welling - pick another manager

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