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 2026-05-07 from SEC 13F data.
Live quotes available for 7 of 10 rows. Rows without a quote are marked unavailable.
| 1 | YETI | YETI HLDGS INC | 19.06% | Add +40.1% | 2,162,518 | $68.16M | $31.52 | |
| 2 | EVH | EVOLENT HEALTH INC | 18.43% | Add +13.0% | 5,854,468 | $65.92M | $11.26 | |
| 3 | VFC | V F CORP | 17.80% | Reduce -1.2% | 5,417,368 | $63.65M | $11.75 | |
| 4 | PTLO | PORTILLOS INC | 15.77% | Reduce -11.8% | 4,831,911 | $56.39M | $11.67 | |
| 5 | GXO | GXO LOGISTICS INCORPORATED | 12.22% | Reduce -1.6% | 897,000 | $43.68M | $48.70 | |
| 6 | FRPT | FRESHPET INC | 11.77% | New | 619,130 | $42.08M | $67.96 | |
| 7 | BRCC | BRC INC | 4.96% | - | 13,535,560 | $17.73M | $1.31 | |
| 10 | VYX | NCR VOYIX CORPORATION | - | Sold | 0 | $0 | No quote | No quote |
| 9 | NATL | NCR ATLEOS CORPORATION | - | Sold | 0 | $0 | No quote | No quote |
| 8 | GTLS | CHART INDS INC | - | Sold | 0 | $0 | No quote | No quote |