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 6 of 18 rows. Rows without a quote are marked unavailable.
| 1 | HAIN | HAIN CELESTIAL GROUP INC | 34.59% | - | 11,761,242 | $186.53M | No quote | No quote |
| 2 | UPBD | RENT A CTR INC NEW | 16.01% | Add +17.6% | 5,333,609 | $86.35M | $16.19 | No quote |
| 3 | APOG | APOGEE ENTERPRISES INC | 9.35% | Add +13.3% | 1,689,332 | $50.43M | No quote | No quote |
| 4 | BHE | BENCHMARK ELECTRS INC | 8.78% | Reduce -1.4% | 2,236,787 | $47.38M | $21.18 | No quote |
| 5 | STKL | SUNOPTA INC | 4.92% | - | 6,856,907 | $26.54M | $3.87 | No quote |
| 6 | VYX | NCR CORP NEW | 4.61% | Reduce -0.2% | 1,076,463 | $24.85M | $23.08 | No quote |
| 7 | DFRG | DEL FRISCOS RESTAURANT GROUP | 4.41% | New | 3,328,000 | $23.8M | No quote | No quote |
| 8 | TIVO | TIVO CORP | 4.41% | - | 2,525,000 | $23.76M | No quote | No quote |
| 9 | PETX | ARATANA THERAPEUTICS INC | 3.96% | Reduce -14.2% | 3,487,149 | $21.38M | No quote | No quote |
| 10 | MGLN | MAGELLAN HEALTH INC | 2.70% | New | 255,761 | $14.55M | No quote | No quote |
| 11 | ANIK | ANIKA THERAPEUTICS INC | 2.34% | Reduce -3.1% | 374,926 | $12.6M | No quote | No quote |
| 12 | INWK | INNERWORKINGS INC | 1.79% | Add +51.5% | 2,582,346 | $9.66M | No quote | No quote |
| 13 | GRPN | GROUPON INC | 1.45% | Reduce -2.8% | 2,445,406 | $7.83M | No quote | No quote |
| 14 | ASTE | ASTEC INDS INC | 0.41% | - | 73,605 | $2.22M | $30.19 | No quote |
| 15 | BW | BABCOCK & WILCOX ENTERPRIS I | 0.27% | Reduce -16.2% | 3,774,724 | $1.47M | $0.39 | No quote |
| 18 | UEIC | UNIVERSAL ELECTRS INC | - | Sold | 0 | $0 | No quote | No quote |
| 17 | PBYI | PUMA BIOTECHNOLOGY INC | - | Sold | 0 | $0 | No quote | No quote |
| 16 | CLS | CELESTICA INC | - | Sold | 0 | $0 | No quote | No quote |