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.
Get email alerts when Glenn Welling files a new 13F — sign in or create a free account.
Updated 2026-06-06 from SEC 13F data.
Live quotes available for 7 of 9 rows. Rows without a quote are marked unavailable.
| 1 | NEWR | NEW RELIC INC | 27.57% | - | 2,430,370 | $139.46M | No quote | No quote |
| 2 | BRCC | BRC INC | 20.25% | Add +19.1% | 13,251,450 | $102.43M | $7.73 | |
| 3 | VYX | NCR CORP NEW | 16.74% | - | 4,452,456 | $84.64M | $19.01 | |
| 4 | EVH | EVOLENT HEALTH INC | 15.93% | Reduce -63.6% | 2,241,992 | $80.56M | $35.93 | |
| 5 | UPBD | RENT A CTR INC NEW | 8.88% | Add +8.9% | 2,564,544 | $44.91M | $17.51 | |
| 6 | STKL | SUNOPTA INC | 3.58% | Reduce -67.3% | 1,991,919 | $18.13M | $9.10 | |
| 7 | FRPT | FRESHPET INC | 2.92% | New | 295,313 | $14.79M | $50.09 | |
| 8 | QUOT | QUOTIENT TECHNOLOGY INC | 2.79% | - | 6,107,150 | $14.11M | No quote | No quote |
| 9 | IWM | ISHARES TR | 1.33% | New | 40,800 | $6.73M | $164.93 |