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 2026-05-08 from SEC 13F data.
Live quotes available for 7 of 13 rows. Rows without a quote are marked unavailable.
| 1 | EVH | EVOLENT HEALTH INC | 18.30% | Reduce -3.0% | 3,989,468 | $112.82M | $28.28 | |
| 2 | VFC | V F CORP | 17.28% | - | 5,341,368 | $106.56M | $19.95 | |
| 3 | VYX | NCR VOYIX CORPORATION | 15.78% | Add +14.1% | 7,171,029 | $97.31M | $13.57 | |
| 4 | NATL | NCR ATLEOS CORPORATION | 13.92% | Add +19.9% | 3,008,223 | $85.82M | $28.53 | |
| 5 | PTLO | PORTILLOS INC | 13.36% | Add +121.5% | 6,114,956 | $82.37M | $13.47 | |
| 6 | BRCC | BRC INC | 7.51% | Add +5.3% | 13,535,560 | $46.29M | $3.42 | |
| 7 | PRAA | PRA GROUP INC | 6.18% | - | 1,703,512 | $38.09M | No quote | No quote |
| 8 | BL | BLACKLINE INC | 5.45% | New | 609,713 | $33.62M | $55.14 | |
| 9 | NVRO | NEVRO CORP | 2.21% | Add +29.5% | 2,442,956 | $13.66M | No quote | No quote |
| 13 | UPBD | UPBOUND GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 12 | SMAR | SMARTSHEET INC | - | Sold | 0 | $0 | No quote | No quote |
| 11 | SHAK | SHAKE SHACK INC | - | Sold | 0 | $0 | No quote | No quote |
| 10 | ENV | ENVESTNET INC | - | Sold | 0 | $0 | No quote | No quote |