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 5 of 13 rows. Rows without a quote are marked unavailable.
| 1 | OUTR | OUTERWALL INC | 35.92% | - | 2,431,170 | $102.11M | No quote | No quote |
| 2 | BHE | BENCHMARK ELECTRS INC | 18.07% | - | 2,428,221 | $51.36M | $21.15 | No quote |
| 3 | ROVI | ROVI CORP | 13.48% | Add +8.9% | 2,450,000 | $38.32M | No quote | No quote |
| 4 | MED | MEDIFAST INC | 8.63% | - | 737,465 | $24.54M | No quote | No quote |
| 5 | MX | MAGNACHIP SEMICONDUCTOR CORP | 7.67% | - | 3,852,974 | $21.81M | $5.66 | No quote |
| 6 | JMBA | JAMBA INC | 6.63% | - | 1,830,767 | $18.84M | No quote | No quote |
| 7 | TRS | TRIMAS CORP | 4.30% | - | 679,067 | $12.22M | $18.00 | No quote |
| 8 | LBY | LIBBEY INC | 1.64% | Add +8.5% | 293,064 | $4.66M | No quote | No quote |
| 9 | IWM | ISHARES TR | 1.60% | Reduce -30.3% | 39,569 | $4.55M | $114.99 | No quote |
| 10 | BDSI | BIODELIVERY SCIENCES INTL IN | 1.56% | - | 1,876,550 | $4.43M | No quote | No quote |
| 11 | AMAG | AMAG PHARMACEUTICALS INC | 0.42% | Reduce -23.9% | 50,174 | $1.2M | No quote | No quote |
| 12 | STKL | SUNOPTA INC | 0.08% | New | 52,593 | $220K | $4.18 | No quote |
| 13 | HTWR | HEARTWARE INTL INC | - | Sold | 0 | $0 | No quote | No quote |