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 18 rows. Rows without a quote are marked unavailable.


1	101405	BOULDER BRANDS INC	27.41%	Add +93.3%	5,836,087	$47.8M	No quote	No quote
2	JMBA	JAMBA INC	13.74%	Add +2.8%	1,681,212	$23.96M	No quote	No quote
3	MED	MEDIFAST INC	11.36%	Add +0.2%	737,465	$19.81M	No quote	No quote
4	TRS	TRIMAS CORP	9.29%	Add +16.5%	990,959	$16.2M	$16.35	No quote
5	MX	MAGNACHIP SEMICONDUCTOR CORP	9.22%	Add +65.0%	2,438,792	$16.07M	$6.59	No quote
6	BHE	BENCHMARK ELECTRS INC	7.82%	Add +36.3%	626,301	$13.63M	$21.76	No quote
7	HTWR	HEARTWARE INTL INC	6.19%	New	206,469	$10.8M	No quote	No quote
8	ROVI	ROVI CORP	6.02%	Add +81.8%	1,000,000	$10.49M	No quote	No quote
9	RTKHQ	RENTECH INC	3.33%	New	1,036,888	$5.81M	No quote	No quote
10	ABM	ABM INDS INC	2.02%	Reduce -62.7%	129,135	$3.53M	$27.31	No quote
11	ZIXI	ZIX CORP	1.93%	Reduce -6.0%	800,817	$3.37M	No quote	No quote
12	HZN	HORIZON GLOBAL CORP	1.67%	New	330,531	$2.92M	No quote	No quote
18	STKL	SUNOPTA INC	-	Sold	0	$0	No quote	No quote
17	SEAC	SEACHANGE INTL INC	-	Sold	0	$0	No quote	No quote
16	RNF	RENTECH NITROGEN PARTNERS L	-	Sold	0	$0	No quote	No quote
15	RTK	RENTECH INC	-	Sold	0	$0	No quote	No quote
14	EXAR	EXAR CORP	-	Sold	0	$0	No quote	No quote
13	BGFV	BIG 5 SPORTING GOODS CORP	-	Sold	0	$0	No quote	No quote