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.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 3 of 15 rows. Rows without a quote are marked unavailable.
| 1 | VOLC | VOLCANO CORPORATION | 16.81% | Add +5.9% | 2,137,081 | $22.74M | No quote | No quote |
| 2 | MED | MEDIFAST INC | 14.27% | Add +5.4% | 588,000 | $19.3M | No quote | No quote |
| 3 | JMBA | JAMBA INC | 12.43% | Add +66.0% | 1,183,022 | $16.82M | No quote | No quote |
| 4 | OPLK | OPLINK COMMUNICATIONS INC | 10.73% | - | 863,468 | $14.52M | No quote | No quote |
| 5 | SIMG | SILICON IMAGE INC | 10.64% | Add +36.0% | 2,855,777 | $14.39M | No quote | No quote |
| 6 | RTK | RENTECH INC | 9.65% | Add +2.6% | 7,633,898 | $13.05M | No quote | No quote |
| 7 | ANF | ABERCROMBIE & FITCH CO | 7.34% | Reduce -7.8% | 273,321 | $9.93M | $36.34 | No quote |
| 8 | TRS | TRIMAS CORP | 6.74% | New | 374,926 | $9.12M | $24.33 | No quote |
| 9 | ROVI | ROVI CORP | 6.53% | Add +14.8% | 447,129 | $8.83M | No quote | No quote |
| 10 | EXPR | EXPRESS INC | 2.02% | New | 175,000 | $2.73M | No quote | No quote |
| 11 | UTIW | UTI WORLDWIDE INC | 1.22% | - | 155,011 | $1.65M | No quote | No quote |
| 12 | ICUI | ICU MED INC | 1.08% | New | 22,711 | $1.46M | No quote | No quote |
| 13 | AVAV | AEROVIRONMENT INC | 0.56% | - | 25,000 | $752K | $30.08 | No quote |
| 15 | PRXL | PAREXEL INTL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 14 | BRSS | GLOBAL BRASS & COPPR HLDGS I | - | Sold | 0 | $0 | No quote | No quote |