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
- -1.07%
- 1-year
- -3.61%
- 3-year
- -28.63%
- 5-year
- -46.61%
- 3-year vs S&P 500
- -101.87%
- 5-year vs S&P 500
- -120.29%
- 5-year top 5
- -46.06%
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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Updated 2026-05-10 from SEC 13F data.
Live quotes available for 8 of 11 rows. Rows without a quote are marked unavailable.
| 1 | EVH | EVOLENT HEALTH INC | 17.33% | - | 3,261,458 | $106.94M | $32.79 | |
| 2 | VFC | V F CORP | 13.28% | - | 5,341,368 | $81.94M | $15.34 | |
| 3 | SHAK | SHAKE SHACK INC | 13.06% | Reduce -43.3% | 774,788 | $80.6M | $104.03 | |
| 4 | VYX | NCR VOYIX CORPORATION | 11.94% | Add +16.3% | 5,836,029 | $73.71M | $12.63 | |
| 5 | UPBD | UPBOUND GROUP INC | 9.50% | Reduce -30.5% | 1,665,708 | $58.65M | $35.21 | |
| 6 | BRCC | BRC INC | 8.91% | - | 12,851,018 | $55M | $4.28 | |
| 7 | NATL | NCR ATLEOS CORPORATION | 8.03% | - | 2,509,256 | $49.56M | $19.75 | |
| 8 | PRAA | PRA GROUP INC | 7.83% | Reduce -7.8% | 1,853,249 | $48.33M | No quote | No quote |
| 9 | PTLO | PORTILLOS INC | 4.57% | New | 1,990,000 | $28.22M | $14.18 | |
| 10 | NVRO | NEVRO CORP | 4.41% | Reduce -13.0% | 1,885,956 | $27.23M | No quote | No quote |
| 11 | ENV | ENVESTNET INC | 1.12% | New | 119,434 | $6.92M | No quote | No quote |