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 2026-09-12 from SEC 13F data.

Live quotes available for 6 of 17 rows. Rows without a quote are marked unavailable.


1	UPBD	RENT A CTR INC NEW	24.60%	Add +290.2%	8,983,609	$79.69M	$8.87	No quote
2	TIVO	TIVO CORP	14.61%	-	2,525,000	$47.34M	No quote	No quote
3	STKL	SUNOPTA INC	14.50%	Add +3.7%	6,756,907	$46.96M	$6.95	No quote
4	MED	MEDIFAST INC	10.81%	Add +2.2%	789,549	$35.03M	No quote	No quote
5	MX	MAGNACHIP SEMICONDUCTOR CORP	9.52%	Reduce -16.2%	3,227,974	$30.83M	$9.55	No quote
6	BHE	BENCHMARK ELECTRS INC	8.68%	Reduce -63.6%	884,668	$28.13M	$31.80	No quote
7	JMBA	JAMBA INC	7.53%	Add +21.7%	2,697,029	$24.41M	No quote	No quote
8	NATI	NATIONAL INSTRS CORP	2.11%	New	209,606	$6.83M	No quote	No quote
9	RT	RUBY TUESDAY INC	1.75%	-	2,022,973	$5.69M	No quote	No quote
10	TRS	TRIMAS CORP	1.74%	Reduce -10.1%	271,563	$5.64M	$20.75	No quote
11	AJRD	AEROJET ROCKETDYNE HLDGS INC	1.10%	New	164,556	$3.57M	No quote	No quote
12	SCOR	COMSCORE INC	0.87%	New	130,573	$2.82M	No quote	No quote
13	HMHC	HOUGHTON MIFFLIN HARCOURT CO	0.82%	Add +22.6%	262,145	$2.66M	No quote	No quote
14	IWM	ISHARES TR	0.69%	Reduce -47.7%	16,172	$2.22M	$137.46	No quote
15	WEB	WEB COM GROUP INC	0.67%	Reduce -11.8%	111,783	$2.16M	No quote	No quote
17	PRXL	PAREXEL INTL CORP	-	Sold	0	$0	No quote	No quote
16	BDSI	BIODELIVERY SCIENCES INTL IN	-	Sold	0	$0	No quote	No quote