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 6 of 18 rows. Rows without a quote are marked unavailable.
| 1 | UPBD | RENT A CTR INC NEW | 20.22% | Add +290.2% | 8,983,609 | $79.69M | $8.87 | No quote |
| 2 | HAIN | HAIN CELESTIAL GROUP INC | 17.81% | New | 1,887,332 | $70.21M | No quote | No quote |
| 3 | TIVO | TIVO CORP | 12.01% | - | 2,525,000 | $47.34M | No quote | No quote |
| 4 | STKL | SUNOPTA INC | 11.91% | Add +3.7% | 6,756,907 | $46.96M | $6.95 | No quote |
| 5 | MED | MEDIFAST INC | 8.89% | Add +2.2% | 789,549 | $35.03M | No quote | No quote |
| 6 | MX | MAGNACHIP SEMICONDUCTOR CORP | 7.82% | Reduce -16.2% | 3,227,974 | $30.83M | $9.55 | No quote |
| 7 | BHE | BENCHMARK ELECTRS INC | 7.14% | Reduce -63.6% | 884,668 | $28.13M | $31.80 | No quote |
| 8 | JMBA | JAMBA INC | 6.19% | Add +21.7% | 2,697,029 | $24.41M | No quote | No quote |
| 9 | NATI | NATIONAL INSTRS CORP | 1.73% | New | 209,606 | $6.83M | No quote | No quote |
| 10 | RT | RUBY TUESDAY INC | 1.44% | - | 2,022,973 | $5.69M | No quote | No quote |
| 11 | TRS | TRIMAS CORP | 1.43% | Reduce -10.1% | 271,563 | $5.64M | $20.75 | No quote |
| 12 | AJRD | AEROJET ROCKETDYNE HLDGS INC | 0.91% | New | 164,556 | $3.57M | No quote | No quote |
| 13 | SCOR | COMSCORE INC | 0.72% | New | 130,573 | $2.82M | No quote | No quote |
| 14 | HMHC | HOUGHTON MIFFLIN HARCOURT CO | 0.68% | Add +22.6% | 262,145 | $2.66M | No quote | No quote |
| 15 | IWM | ISHARES TR | 0.56% | Reduce -47.7% | 16,172 | $2.22M | $137.46 | No quote |
| 16 | WEB | WEB COM GROUP INC | 0.55% | Reduce -11.8% | 111,783 | $2.16M | No quote | No quote |
| 18 | PRXL | PAREXEL INTL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 17 | BDSI | BIODELIVERY SCIENCES INTL IN | - | Sold | 0 | $0 | No quote | No quote |