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 16 rows. Rows without a quote are marked unavailable.
| 1 | ROVI | ROVI CORP | 23.28% | Add +125.0% | 2,250,000 | $37.49M | No quote | No quote |
| 2 | JMBA | JAMBA INC | 15.34% | Add +8.9% | 1,830,767 | $24.7M | No quote | No quote |
| 3 | MED | MEDIFAST INC | 13.91% | - | 737,465 | $22.4M | No quote | No quote |
| 4 | MX | MAGNACHIP SEMICONDUCTOR CORP | 11.34% | Add +41.6% | 3,452,974 | $18.27M | $5.29 | No quote |
| 5 | BHE | BENCHMARK ELECTRS INC | 10.83% | Add +34.7% | 843,768 | $17.44M | $20.67 | No quote |
| 6 | TRS | TRIMAS CORP | 7.33% | Reduce -36.1% | 633,040 | $11.81M | $18.65 | No quote |
| 7 | HTWR | HEARTWARE INTL INC | 7.20% | Add +11.4% | 230,000 | $11.59M | No quote | No quote |
| 8 | OUTR | OUTERWALL INC | 5.41% | New | 238,597 | $8.72M | No quote | No quote |
| 9 | HAIN | HAIN CELESTIAL GROUP INC | 2.17% | New | 86,604 | $3.5M | No quote | No quote |
| 10 | LBY | LIBBEY INC | 2.03% | New | 153,704 | $3.28M | No quote | No quote |
| 11 | AMAG | AMAG PHARMACEUTICALS INC | 1.15% | New | 61,425 | $1.85M | No quote | No quote |
| 16 | ZIXI | ZIX CORP | - | Sold | 0 | $0 | No quote | No quote |
| 15 | RTKHQ | RENTECH INC | - | Sold | 0 | $0 | No quote | No quote |
| 14 | HZN | HORIZON GLOBAL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 13 | 101405 | BOULDER BRANDS INC | - | Sold | 0 | $0 | No quote | No quote |
| 12 | ABM | ABM INDS INC | - | Sold | 0 | $0 | No quote | No quote |