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 2026-05-11 from SEC 13F data.
Live quotes available for 8 of 11 rows. Rows without a quote are marked unavailable.
| 1 | NEWR | NEW RELIC INC | 21.43% | Reduce -23.3% | 1,999,703 | $150.56M | No quote | No quote |
| 2 | VYX | NCR CORP NEW | 17.64% | - | 5,252,456 | $123.91M | $23.59 | |
| 3 | SHAK | SHAKE SHACK INC | 13.57% | New | 1,717,943 | $95.33M | $55.49 | |
| 4 | UPBD | UPBOUND GROUP INC | 13.46% | Add +7.0% | 3,857,916 | $94.56M | $24.51 | |
| 5 | EVH | EVOLENT HEALTH INC | 10.22% | Reduce -20.6% | 2,213,454 | $71.83M | $32.45 | |
| 6 | BRCC | BRC INC | 9.77% | - | 13,351,450 | $68.63M | $5.14 | |
| 7 | STKL | SUNOPTA INC | 6.48% | Add +452.5% | 5,915,435 | $45.55M | $7.70 | |
| 8 | QUOT | QUOTIENT TECHNOLOGY INC | 3.78% | - | 8,107,150 | $26.59M | No quote | No quote |
| 9 | FRPT | FRESHPET INC | 2.89% | New | 306,716 | $20.3M | $66.19 | |
| 10 | IWM | ISHARES TR | 0.76% | Add +58.5% | 29,800 | $5.32M | $178.40 | |
| 11 | BRBR | BELLRING BRANDS INC | - | Sold | 0 | $0 | No quote | No quote |