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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Updated 2026-09-19 from SEC 13F data.
Live quotes available for 5 of 12 rows. Rows without a quote are marked unavailable.
| 1 | VOLC | VOLCANO CORPORATION | 36.40% | - | 2,372,403 | $51.84M | No quote | No quote |
| 2 | AVAV | AEROVIRONMENT INC | 11.88% | - | 580,767 | $16.92M | $29.14 | No quote |
| 3 | RTK | RENTECH INC | 10.45% | - | 8,505,642 | $14.89M | No quote | No quote |
| 4 | ANF | ABERCROMBIE & FITCH CO | 10.22% | - | 442,132 | $14.55M | $32.91 | No quote |
| 5 | ROVI | ROVI CORP | 8.41% | - | 608,690 | $11.99M | No quote | No quote |
| 6 | TKR | TIMKEN CO | 6.50% | - | 168,228 | $9.26M | $55.07 | No quote |
| 7 | LXU | LSB INDS INC | 4.08% | - | 141,710 | $5.81M | $41.02 | No quote |
| 8 | PRXL | PAREXEL INTL CORP | 3.57% | - | 112,521 | $5.08M | No quote | No quote |
| 9 | OSIS | OSI SYSTEMS INC | 3.05% | - | 81,818 | $4.35M | $53.11 | No quote |
| 10 | UTIW | UTI WORLDWIDE INC | 2.21% | - | 179,021 | $3.14M | No quote | No quote |
| 11 | URS | URS CORP NEW | 2.04% | - | 54,700 | $2.9M | No quote | No quote |
| 12 | SIMG | SILICON IMAGE INC | 1.19% | - | 275,231 | $1.69M | No quote | No quote |