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
- -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 4 of 13 rows. Rows without a quote are marked unavailable.
| 1 | OUTR | OUTERWALL INC | 30.35% | Add +918.9% | 2,431,170 | $89.93M | No quote | No quote |
| 2 | BHE | BENCHMARK ELECTRS INC | 18.89% | Add +187.8% | 2,428,221 | $55.97M | $23.05 | No quote |
| 3 | ROVI | ROVI CORP | 15.58% | - | 2,250,000 | $46.15M | No quote | No quote |
| 4 | JMBA | JAMBA INC | 7.64% | - | 1,830,767 | $22.63M | No quote | No quote |
| 5 | MED | MEDIFAST INC | 7.51% | - | 737,465 | $22.26M | No quote | No quote |
| 6 | MX | MAGNACHIP SEMICONDUCTOR CORP | 7.07% | Add +11.6% | 3,852,974 | $20.96M | $5.44 | No quote |
| 7 | TRS | TRIMAS CORP | 4.02% | Add +7.3% | 679,067 | $11.9M | $17.52 | No quote |
| 8 | HTWR | HEARTWARE INTL INC | 2.55% | Add +4.7% | 240,750 | $7.56M | No quote | No quote |
| 9 | IWM | ISHARES TR | 2.12% | New | 56,789 | $6.28M | $110.64 | No quote |
| 10 | BDSI | BIODELIVERY SCIENCES INTL IN | 2.05% | New | 1,876,550 | $6.06M | No quote | No quote |
| 11 | LBY | LIBBEY INC | 1.70% | Add +75.7% | 270,064 | $5.02M | No quote | No quote |
| 12 | AMAG | AMAG PHARMACEUTICALS INC | 0.52% | Add +7.3% | 65,916 | $1.54M | No quote | No quote |
| 13 | HAIN | HAIN CELESTIAL GROUP INC | - | Sold | 0 | $0 | No quote | No quote |