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 6 of 16 rows. Rows without a quote are marked unavailable.


1	BHE	BENCHMARK ELECTRS INC	24.14%	-	2,428,221	$74.06M	$30.50	No quote
2	TIVO	TIVO CORP	17.20%	Add +3.1%	2,525,000	$52.77M	No quote	No quote
3	STKL	SUNOPTA INC	14.97%	Add +1.4%	6,515,084	$45.93M	$7.05	No quote
4	MED	MEDIFAST INC	10.48%	Add +4.8%	772,465	$32.16M	No quote	No quote
5	UPBD	RENT A CTR INC NEW	8.44%	New	2,302,376	$25.9M	$11.25	No quote
6	MX	MAGNACHIP SEMICONDUCTOR CORP	7.79%	-	3,852,974	$23.89M	$6.20	No quote
7	JMBA	JAMBA INC	7.44%	Add +6.5%	2,215,767	$22.82M	No quote	No quote
8	TRS	TRIMAS CORP	2.31%	Reduce -13.7%	301,961	$7.1M	$23.50	No quote
9	RT	RUBY TUESDAY INC	2.13%	-	2,022,973	$6.53M	No quote	No quote
10	PRXL	PAREXEL INTL CORP	1.98%	Add +267.2%	92,327	$6.07M	No quote	No quote
11	IWM	ISHARES TR	1.36%	Reduce -38.9%	30,922	$4.17M	$134.86	No quote
12	WEB	WEB COM GROUP INC	0.87%	-	126,806	$2.68M	No quote	No quote
13	HMHC	HOUGHTON MIFFLIN HARCOURT CO	0.76%	New	213,766	$2.32M	No quote	No quote
14	BDSI	BIODELIVERY SCIENCES INTL IN	0.11%	Reduce -89.9%	188,750	$330K	No quote	No quote
16	LBY	LIBBEY INC	-	Sold	0	$0	No quote	No quote
15	SCOR	COMSCORE INC	-	Sold	0	$0	No quote	No quote