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 5 of 17 rows. Rows without a quote are marked unavailable.


1	BHE	BENCHMARK ELECTRS INC	22.06%	-	2,428,221	$60.58M	$24.95	No quote
2	TIVO	TIVO CORP	17.38%	New	2,450,000	$47.73M	No quote	No quote
3	STKL	SUNOPTA INC	16.52%	New	6,426,435	$45.37M	$7.06	No quote
4	MX	MAGNACHIP SEMICONDUCTOR CORP	11.70%	-	3,852,974	$32.13M	$8.34	No quote
5	MED	MEDIFAST INC	10.15%	-	737,465	$27.87M	No quote	No quote
6	JMBA	JAMBA INC	8.27%	Add +13.7%	2,080,767	$22.72M	No quote	No quote
7	SCOR	COMSCORE INC	2.59%	New	231,758	$7.11M	No quote	No quote
8	TRS	TRIMAS CORP	2.37%	Reduce -48.5%	350,000	$6.51M	$18.61	No quote
9	IWM	ISHARES TR	2.29%	Add +27.9%	50,622	$6.29M	$124.21	No quote
10	BDSI	BIODELIVERY SCIENCES INTL IN	1.84%	-	1,876,550	$5.07M	No quote	No quote
11	RT	RUBY TUESDAY INC	1.84%	New	2,022,973	$5.06M	No quote	No quote
12	LBY	LIBBEY INC	1.56%	Reduce -18.2%	239,820	$4.28M	No quote	No quote
13	WEB	WEB COM GROUP INC	0.80%	New	126,806	$2.19M	No quote	No quote
14	PRXL	PAREXEL INTL CORP	0.64%	New	25,145	$1.75M	No quote	No quote
17	ROVI	ROVI CORP	-	Sold	0	$0	No quote	No quote
16	OUTR	OUTERWALL INC	-	Sold	0	$0	No quote	No quote
15	AMAG	AMAG PHARMACEUTICALS INC	-	Sold	0	$0	No quote	No quote