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 9 of 9 rows. Rows without a quote are marked unavailable.
| 1 | VFC | V F CORP | 24.47% | Reduce -9.5% | 5,306,548 | $95.94M | $18.08 | |
| 2 | YETI | YETI HLDGS INC | 22.90% | Reduce -6.3% | 2,032,695 | $89.78M | $44.17 | |
| 3 | BL | BLACKLINE INC | 15.28% | Add +138.8% | 1,083,619 | $59.91M | $55.29 | |
| 4 | GXO | GXO LOGISTICS INCORPORATED | 11.14% | Reduce -15.2% | 829,769 | $43.68M | $52.64 | |
| 5 | CGNX | COGNEX CORP | 8.56% | Add +9.1% | 933,000 | $33.57M | $35.98 | |
| 6 | FRPT | FRESHPET INC | 6.23% | Reduce -35.2% | 401,130 | $24.44M | $60.93 | |
| 7 | EVH | EVOLENT HEALTH INC | 5.68% | Reduce -1.8% | 5,563,912 | $22.26M | $4.00 | |
| 8 | BRCC | BRC INC | 3.95% | - | 13,935,560 | $15.47M | $1.11 | |
| 9 | PTLO | PORTILLOS INC | 1.78% | Reduce -69.7% | 1,534,990 | $6.97M | $4.54 |