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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

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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 2 of 17 rows. Rows without a quote are marked unavailable.

1VOLCVOLCANO CORPORATION24.65%Reduce -15.0%2,017,403$35.53MNo quoteNo quote
2RTKRENTECH INC13.37%Reduce -12.9%7,442,412$19.28MNo quoteNo quote
3MEDMEDIFAST INC11.77%Reduce -7.0%558,000$16.97MNo quoteNo quote
4OPLKOPLINK COMMUNICATIONS INC10.17%Add +365.2%863,468$14.65MNo quoteNo quote
5ANFABERCROMBIE & FITCH CO8.89%Reduce -33.0%296,296$12.82M$43.25No quote
6PRXLPAREXEL INTL CORP8.51%Add +1121.9%232,157$12.27MNo quoteNo quote
7SIMGSILICON IMAGE INC7.34%Add +111.4%2,100,227$10.59MNo quoteNo quote
8ROVIROVI CORP6.47%Reduce -21.2%389,472$9.33MNo quoteNo quote
9JMBAJAMBA INC5.98%New712,464$8.62MNo quoteNo quote
10BRSSGLOBAL BRASS & COPPR HLDGS I1.18%New100,380$1.7MNo quoteNo quote
11UTIWUTI WORLDWIDE INC1.11%Reduce -13.4%155,011$1.6MNo quoteNo quote
12AVAVAEROVIRONMENT INC0.55%Reduce -50.0%25,000$795K$31.80No quote
17URSURS CORP NEW-Sold0$0No quoteNo quote
16TKRTIMKEN CO-Sold0$0No quoteNo quote
15QEPQEP RES INC-Sold0$0No quoteNo quote
14OSISOSI SYSTEMS INC-Sold0$0No quoteNo quote
13LXULSB INDS INC-Sold0$0No quoteNo quote