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 12 rows. Rows without a quote are marked unavailable.
| 1 | HAIN | HAIN CELESTIAL GROUP INC | 56.74% | - | 15,996,598 | $548.68M | No quote | No quote |
| 2 | EVH | EVOLENT HEALTH INC | 10.98% | New | 8,553,155 | $106.15M | $12.41 | |
| 3 | UPBD | RENT A CTR INC NEW | 9.02% | Reduce -45.3% | 2,918,609 | $87.24M | $29.89 | |
| 4 | STKL | SUNOPTA INC | 7.54% | Add +0.9% | 9,824,467 | $72.9M | $7.42 | |
| 5 | VYX | NCR CORP NEW | 4.77% | Add +153.0% | 2,085,367 | $46.17M | $22.14 | |
| 6 | MED | MEDIFAST INC | 4.55% | Reduce -76.9% | 267,543 | $44M | No quote | No quote |
| 7 | JACK | JACK IN THE BOX INC | 2.90% | - | 353,378 | $28.03M | No quote | No quote |
| 8 | MGLN | MAGELLAN HEALTH INC | 1.54% | - | 196,100 | $14.86M | No quote | No quote |
| 9 | MX | MAGNACHIP SEMICONDUCTOR CORP | 1.29% | New | 910,877 | $12.48M | $13.70 | |
| 10 | IWM | ISHARES TR | 0.67% | Add +168.8% | 43,000 | $6.44M | $149.79 | |
| 12 | SMPL | SIMPLY GOOD FOODS CO | - | Sold | 0 | $0 | No quote | No quote |
| 11 | INWK | INNERWORKINGS INC | - | Sold | 0 | $0 | No quote | No quote |