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 2026-05-10 from SEC 13F data.
Live quotes available for 6 of 10 rows. Rows without a quote are marked unavailable.
| 1 | VYX | NCR CORP NEW | 24.67% | Reduce -4.5% | 5,018,513 | $135.35M | $26.97 | |
| 2 | UPBD | UPBOUND GROUP INC | 19.69% | Reduce -4.9% | 3,667,373 | $108M | $29.45 | |
| 3 | VFC | V F CORP | 16.74% | New | 5,196,284 | $91.82M | $17.67 | |
| 4 | SHAK | SHAKE SHACK INC | 14.47% | Reduce -26.7% | 1,367,231 | $79.4M | $58.07 | |
| 5 | EVH | EVOLENT HEALTH INC | 14.06% | Add +62.1% | 2,832,810 | $77.14M | $27.23 | |
| 6 | BRCC | BRC INC | 8.15% | Reduce -6.7% | 12,451,018 | $44.7M | $3.59 | |
| 7 | PRMW | PRIMO WATER CORPORATION | 2.21% | New | 878,751 | $12.13M | No quote | No quote |
| 10 | QUOT | QUOTIENT TECHNOLOGY INC | - | Sold | 0 | $0 | No quote | No quote |
| 9 | NEWR | NEW RELIC INC | - | Sold | 0 | $0 | No quote | No quote |
| 8 | KTOS | KRATOS DEFENSE & SEC SOLUTIO | - | Sold | 0 | $0 | No quote | No quote |