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 10 of 23 rows. Rows without a quote are marked unavailable.
| 1 | HAIN | HAIN CELESTIAL GROUP INC | 55.70% | - | 10,353,699 | $438.89M | No quote | No quote |
| 2 | UPBD | RENT A CTR INC NEW | 12.65% | - | 8,983,609 | $99.72M | $11.10 | No quote |
| 3 | STKL | SUNOPTA INC | 6.65% | - | 6,756,907 | $52.37M | $7.75 | No quote |
| 4 | TIVO | TIVO CORP | 5.00% | - | 2,525,000 | $39.39M | No quote | No quote |
| 5 | BHE | BENCHMARK ELECTRS INC | 3.51% | Add +23.6% | 951,462 | $27.69M | $29.10 | No quote |
| 6 | JMBA | JAMBA INC | 2.90% | - | 2,834,002 | $22.84M | No quote | No quote |
| 7 | CLS | CELESTICA INC | 2.42% | Add +407.8% | 1,819,140 | $19.07M | $10.48 | No quote |
| 8 | MED | MEDIFAST INC | 2.34% | Reduce -66.5% | 264,549 | $18.47M | No quote | No quote |
| 9 | APOG | APOGEE ENTERPRISES INC | 2.19% | New | 378,167 | $17.29M | No quote | No quote |
| 10 | MX | MAGNACHIP SEMICONDUCTOR CORP | 1.87% | - | 1,481,225 | $14.74M | $9.95 | No quote |
| 11 | VYX | NCR CORP NEW | 1.52% | Add +234.3% | 351,467 | $11.95M | $33.99 | No quote |
| 12 | BW | BABCOCK & WILCOX ENTERPRIS I | 1.42% | New | 1,970,214 | $11.19M | $5.68 | No quote |
| 13 | CCRN | CROSS CTRY HEALTHCARE INC | 0.80% | Reduce -13.2% | 491,669 | $6.27M | $12.76 | No quote |
| 14 | IMAX | IMAX CORP | 0.55% | - | 185,814 | $4.3M | $23.15 | No quote |
| 15 | IWM | ISHARES TR | 0.49% | Add +334.5% | 25,200 | $3.84M | $152.46 | No quote |
| 23 | XPER | XPERI CORP | - | Sold | 0 | $0 | No quote | No quote |
| 22 | THC | TENET HEALTHCARE CORP | - | Sold | 0 | $0 | No quote | No quote |
| 21 | RT | RUBY TUESDAY INC | - | Sold | 0 | $0 | No quote | No quote |
| 20 | GIMO | GIGAMON INC | - | Sold | 0 | $0 | No quote | No quote |
| 19 | FNSR | FINISAR CORP | - | Sold | 0 | $0 | No quote | No quote |
| 18 | DBD | DIEBOLD NXDF INC | - | Sold | 0 | $0 | No quote | No quote |
| 17 | DXCM | DEXCOM INC | - | Sold | 0 | $0 | No quote | No quote |
| 16 | BSFT | BROADSOFT INC | - | Sold | 0 | $0 | No quote | No quote |