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 2026-05-16 from SEC 13F data.
Live quotes available for 8 of 9 rows. Rows without a quote are marked unavailable.
| 1 | VFC | V F CORP | 26.20% | Reduce -11.8% | 4,678,989 | $79.5M | $16.99 | |
| 2 | YETI | YETI HLDGS INC | 21.52% | Reduce -12.2% | 1,784,095 | $65.28M | $36.59 | |
| 3 | BL | BLACKLINE INC | 16.68% | Add +26.2% | 1,367,619 | $50.6M | $37.00 | |
| 4 | GXO | GXO LOGISTICS INCORPORATED | 14.04% | Reduce -1.0% | 821,769 | $42.61M | $51.85 | |
| 5 | CGNX | COGNEX CORP | 7.81% | Reduce -48.1% | 484,000 | $23.71M | $48.99 | |
| 6 | PTLO | PORTILLOS INC | 6.00% | Add +124.3% | 3,442,990 | $18.21M | $5.29 | |
| 7 | EVH | EVOLENT HEALTH INC | 4.18% | - | 5,563,912 | $12.69M | $2.28 | |
| 8 | BRCC | BRC INC | 3.56% | - | 13,935,560 | $10.82M | $0.78 | |
| 9 | FRPT | FRESHPET INC | - | Sold | 0 | $0 | No quote | No quote |