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 15 rows. Rows without a quote are marked unavailable.
| 1 | VOLC | VOLCANO CORPORATION | 32.10% | - | 2,372,403 | $46.76M | No quote | No quote |
| 2 | MED | MEDIFAST INC | 11.98% | New | 600,000 | $17.45M | No quote | No quote |
| 3 | ANF | ABERCROMBIE & FITCH CO | 11.69% | - | 442,132 | $17.02M | $38.50 | No quote |
| 4 | RTK | RENTECH INC | 11.14% | Add +0.5% | 8,544,305 | $16.23M | No quote | No quote |
| 5 | ROVI | ROVI CORP | 7.73% | Reduce -18.8% | 494,075 | $11.26M | No quote | No quote |
| 6 | TKR | TIMKEN CO | 6.79% | - | 168,228 | $9.89M | $58.78 | No quote |
| 7 | SIMG | SILICON IMAGE INC | 4.71% | Add +261.0% | 993,674 | $6.86M | No quote | No quote |
| 8 | LXU | LSB INDS INC | 3.64% | - | 141,710 | $5.3M | $37.42 | No quote |
| 9 | OPLK | OPLINK COMMUNICATIONS INC | 2.29% | New | 185,602 | $3.33M | No quote | No quote |
| 10 | QEP | QEP RES INC | 1.99% | New | 98,283 | $2.89M | No quote | No quote |
| 11 | OSIS | OSI SYSTEMS INC | 1.68% | Reduce -50.0% | 40,909 | $2.45M | $59.86 | No quote |
| 12 | AVAV | AEROVIRONMENT INC | 1.38% | Reduce -91.4% | 50,000 | $2.01M | $40.26 | No quote |
| 13 | UTIW | UTI WORLDWIDE INC | 1.30% | - | 179,021 | $1.9M | No quote | No quote |
| 14 | URS | URS CORP NEW | 0.88% | Reduce -50.0% | 27,339 | $1.29M | No quote | No quote |
| 15 | PRXL | PAREXEL INTL CORP | 0.71% | Reduce -83.1% | 19,000 | $1.03M | No quote | No quote |