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 | 52.98% | - | 15,996,598 | $642.26M | No quote | No quote |
| 2 | EVH | EVOLENT HEALTH INC | 11.31% | - | 8,553,155 | $137.11M | $16.03 | |
| 3 | STKL | SUNOPTA INC | 9.46% | Add +0.1% | 9,829,298 | $114.71M | $11.67 | |
| 4 | UPBD | RENT A CTR INC NEW | 9.22% | - | 2,918,609 | $111.75M | $38.29 | |
| 5 | VYX | NCR CORP NEW | 6.62% | Add +2.4% | 2,135,259 | $80.22M | $37.57 | |
| 6 | GIL | GILDAN ACTIVEWEAR INC | 3.55% | New | 1,537,036 | $43.05M | $28.01 | |
| 7 | QUOT | QUOTIENT TECHNOLOGY INC | 3.30% | New | 4,245,287 | $39.99M | No quote | No quote |
| 8 | MGLN | MAGELLAN HEALTH INC | 2.77% | Add +106.7% | 405,394 | $33.58M | No quote | No quote |
| 9 | IWM | ISHARES TR | 0.79% | Add +13.5% | 48,800 | $9.57M | $196.07 | |
| 12 | MED | MEDIFAST INC | - | Sold | 0 | $0 | No quote | No quote |
| 11 | MX | MAGNACHIP SEMICONDUCTOR CORP | - | Sold | 0 | $0 | No quote | No quote |
| 10 | JACK | JACK IN THE BOX INC | - | Sold | 0 | $0 | No quote | No quote |