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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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 7 of 20 rows. Rows without a quote are marked unavailable.
| 1 | HAIN | HAIN CELESTIAL GROUP INC | 46.34% | New | 8,043,350 | $312.24M | No quote | No quote |
| 2 | UPBD | RENT A CTR INC NEW | 15.63% | - | 8,983,609 | $105.29M | $11.72 | No quote |
| 3 | STKL | SUNOPTA INC | 10.23% | - | 6,756,907 | $68.92M | $10.20 | No quote |
| 4 | TIVO | TIVO CORP | 6.99% | - | 2,525,000 | $47.09M | No quote | No quote |
| 5 | MED | MEDIFAST INC | 4.86% | - | 789,549 | $32.74M | No quote | No quote |
| 6 | BHE | BENCHMARK ELECTRS INC | 4.42% | Add +4.2% | 922,005 | $29.78M | $32.30 | No quote |
| 7 | MX | MAGNACHIP SEMICONDUCTOR CORP | 3.36% | Reduce -28.4% | 2,311,225 | $22.65M | $9.80 | No quote |
| 8 | JMBA | JAMBA INC | 3.28% | Add +5.1% | 2,834,002 | $22.08M | No quote | No quote |
| 9 | TRS | TRIMAS CORP | 0.98% | Add +16.5% | 316,385 | $6.6M | $20.85 | No quote |
| 10 | BSFT | BROADSOFT INC | 0.66% | New | 102,820 | $4.43M | No quote | No quote |
| 11 | RT | RUBY TUESDAY INC | 0.60% | - | 2,022,973 | $4.07M | No quote | No quote |
| 12 | FNSR | FINISAR CORP | 0.60% | New | 154,461 | $4.01M | No quote | No quote |
| 13 | AJRD | AEROJET ROCKETDYNE HLDGS INC | 0.53% | Add +4.3% | 171,552 | $3.57M | No quote | No quote |
| 14 | CCRN | CROSS CTRY HEALTHCARE INC | 0.52% | New | 273,914 | $3.54M | $12.91 | No quote |
| 15 | GTS | TRIPLE-S MGMT CORP | 0.49% | New | 197,070 | $3.33M | No quote | No quote |
| 16 | HMHC | HOUGHTON MIFFLIN HARCOURT CO | 0.38% | Reduce -19.6% | 210,621 | $2.59M | No quote | No quote |
| 17 | IWM | ISHARES TR | 0.13% | Reduce -62.9% | 6,000 | $846K | $141.00 | No quote |
| 20 | WEB | WEB COM GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 19 | NATI | NATIONAL INSTRS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 18 | SCOR | COMSCORE INC | - | Sold | 0 | $0 | No quote | No quote |