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 9 of 19 rows. Rows without a quote are marked unavailable.
| 1 | HAIN | HAIN CELESTIAL GROUP INC | 44.10% | - | 11,761,242 | $350.49M | No quote | No quote |
| 2 | UPBD | RENT A CTR INC NEW | 16.64% | - | 8,983,609 | $132.24M | $14.72 | No quote |
| 3 | APOG | APOGEE ENTERPRISES INC | 9.04% | Add +49.3% | 1,491,020 | $71.82M | No quote | No quote |
| 4 | STKL | SUNOPTA INC | 7.25% | Add +1.5% | 6,856,907 | $57.6M | $8.40 | No quote |
| 5 | BHE | BENCHMARK ELECTRS INC | 5.01% | Add +25.1% | 1,366,874 | $39.84M | $29.15 | No quote |
| 6 | TIVO | TIVO CORP | 4.27% | - | 2,525,000 | $33.96M | No quote | No quote |
| 7 | JMBA | JAMBA INC | 3.80% | - | 2,834,002 | $30.18M | No quote | No quote |
| 8 | CLS | CELESTICA INC | 2.47% | - | 1,652,439 | $19.61M | $11.87 | No quote |
| 9 | BW | BABCOCK & WILCOX ENTERPRIS I | 1.45% | Add +255.5% | 4,828,536 | $11.49M | $2.38 | No quote |
| 10 | VYX | NCR CORP NEW | 1.34% | Add +47.5% | 355,799 | $10.67M | $29.98 | No quote |
| 11 | PETX | ARATANA THERAPEUTICS INC | 1.28% | Add +20.0% | 2,400,000 | $10.2M | No quote | No quote |
| 12 | ANIK | ANIKA THERAPEUTICS INC | 1.06% | New | 262,547 | $8.4M | No quote | No quote |
| 13 | UEIC | UNIVERSAL ELECTRS INC | 1.05% | New | 251,676 | $8.32M | $33.05 | No quote |
| 14 | CASY | CASEYS GEN STORES INC | 0.48% | New | 36,672 | $3.85M | $105.07 | No quote |
| 15 | GRPN | GROUPON INC | 0.47% | New | 868,119 | $3.73M | No quote | No quote |
| 16 | CCRN | CROSS CTRY HEALTHCARE INC | 0.29% | Reduce -57.8% | 207,680 | $2.34M | $11.25 | No quote |
| 19 | MX | MAGNACHIP SEMICONDUCTOR CORP | - | Sold | 0 | $0 | No quote | No quote |
| 18 | IWM | ISHARES TR | - | Sold | 0 | $0 | No quote | No quote |
| 17 | FNSR | FINISAR CORP | - | Sold | 0 | $0 | No quote | No quote |