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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 4 of 17 rows. Rows without a quote are marked unavailable.


1	SIMG	SILICON IMAGE INC	18.64%	Add +44.9%	4,136,852	$22.84M	No quote	No quote
2	JMBA	JAMBA INC	17.64%	Add +21.0%	1,431,889	$21.61M	No quote	No quote
3	MED	MEDIFAST INC	16.75%	Add +4.0%	611,609	$20.52M	No quote	No quote
4	TRS	TRIMAS CORP	11.53%	Add +20.4%	451,488	$14.13M	$31.29	No quote
5	ROVI	ROVI CORP	8.24%	-	447,129	$10.1M	No quote	No quote
6	RTK	RENTECH INC	8.09%	Add +3.0%	7,863,898	$9.91M	No quote	No quote
7	VOLC	VOLCANO CORPORATION	7.34%	Reduce -76.5%	502,825	$8.99M	No quote	No quote
8	ANF	ABERCROMBIE & FITCH CO	6.18%	Reduce -3.3%	264,290	$7.57M	$28.64	No quote
9	UTIW	UTI WORLDWIDE INC	1.41%	Reduce -7.5%	143,337	$1.73M	No quote	No quote
10	PRXL	PAREXEL INTL CORP	1.26%	New	27,747	$1.54M	No quote	No quote
11	AWI	ARMSTRONG WORLD INDS INC NEW	1.19%	New	28,604	$1.46M	$51.11	No quote
12	TEX	TEREX CORP NEW	1.16%	New	51,079	$1.42M	$27.88	No quote
13	PKT	PROCERA NETWORKS INC	0.57%	New	97,310	$700K	No quote	No quote
17	OPLK	OPLINK COMMUNICATIONS INC	-	Sold	0	$0	No quote	No quote
16	ICUI	ICU MED INC	-	Sold	0	$0	No quote	No quote
15	EXPR	EXPRESS INC	-	Sold	0	$0	No quote	No quote
14	AVAV	AEROVIRONMENT INC	-	Sold	0	$0	No quote	No quote