Glenn Welling - Engaged Capital
As of Q1 2026, Glenn Welling reported 8 long-equity positions worth $303.41M in aggregate.
Copy-investor backtest
- Latest quarter
- -9.47%
- 1-year
- -4.91%
- 3-year
- -27.69%
- 3-year top 5
- -28.85%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. Method & limitations.
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Updated 2026-06-06 from SEC 13F data.
Live quotes available for 4 of 11 rows. Rows without a quote are marked unavailable.
| 1 | EVH | EVOLENT HEALTH INC | 26.68% | Reduce -0.8% | 7,829,692 | $216.65M | $27.67 | |
| 2 | NEWR | NEW RELIC INC | 21.61% | Reduce -0.3% | 1,595,546 | $175.45M | No quote | No quote |
| 3 | UPBD | RENT A CTR INC NEW | 13.94% | - | 2,355,730 | $113.17M | $48.04 | |
| 4 | VYX | NCR CORP NEW | 11.89% | Add +42.0% | 2,402,056 | $96.56M | $40.20 | |
| 5 | HAIN | HAIN CELESTIAL GROUP INC | 9.80% | Reduce -88.3% | 1,867,094 | $79.56M | No quote | No quote |
| 6 | STKL | SUNOPTA INC | 8.41% | - | 9,829,298 | $68.31M | $6.95 | |
| 7 | QUOT | QUOTIENT TECHNOLOGY INC | 5.58% | Add +929.3% | 6,107,150 | $45.32M | No quote | No quote |
| 8 | SBEA | SILVERBOX ENGAGED MERGER CO | 1.79% | New | 1,433,988 | $14.56M | No quote | No quote |
| 9 | SBEAW | SILVERBOX ENGAGED MERGER CO | 0.30% | New | 1,754,667 | $2.46M | No quote | No quote |
| 11 | IWM | ISHARES TR | - | Sold | 0 | $0 | No quote | No quote |
| 10 | GIL | GILDAN ACTIVEWEAR INC | - | Sold | 0 | $0 | No quote | No quote |