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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Live quotes available for 5 of 9 rows. Rows without a quote are marked unavailable.
| 1 | EVH | EVOLENT HEALTH INC | 29.02% | Reduce -13.9% | 6,154,821 | $189.02M | $30.71 | |
| 2 | VYX | NCR CORP NEW | 21.27% | - | 4,452,456 | $138.52M | $31.11 | |
| 3 | NEWR | NEW RELIC INC | 18.68% | Add +143.2% | 2,430,370 | $121.64M | No quote | No quote |
| 4 | BRCC | BRC INC | 13.94% | Reduce -30.6% | 11,125,000 | $90.78M | $8.16 | |
| 5 | STKL | SUNOPTA INC | 7.28% | Reduce -14.6% | 6,091,919 | $47.4M | $7.78 | |
| 6 | UPBD | RENT A CTR INC NEW | 7.04% | - | 2,355,730 | $45.82M | $19.45 | |
| 7 | QUOT | QUOTIENT TECHNOLOGY INC | 2.78% | - | 6,107,150 | $18.14M | No quote | No quote |
| 8 | HAIN | HAIN CELESTIAL GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
Options positions
Put = right to sell at strike (a bearish bet). Call = right to buy at strike (bullish via leverage). The notional column shows the underlying market value reported to the SEC, not the option premium paid - these don't add to the long-equity % portfolio above.
| 1 | NEWR | NEW RELIC INCCOM | CALL | Sold | 0 | $0 |