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 2026-06-06 from SEC 13F data.
Live quotes available for 2 of 12 rows. Rows without a quote are marked unavailable.
| 1 | VOLC | VOLCANO CORPORATION | 24.65% | - | 2,017,403 | $35.53M | No quote | No quote |
| 2 | RTK | RENTECH INC | 13.37% | - | 7,442,412 | $19.28M | No quote | No quote |
| 3 | MED | MEDIFAST INC | 11.77% | - | 558,000 | $16.97M | No quote | No quote |
| 4 | OPLK | OPLINK COMMUNICATIONS INC | 10.17% | - | 863,468 | $14.65M | No quote | No quote |
| 5 | ANF | ABERCROMBIE & FITCH CO | 8.89% | - | 296,296 | $12.82M | $43.25 | No quote |
| 6 | PRXL | PAREXEL INTL CORP | 8.51% | - | 232,157 | $12.27M | No quote | No quote |
| 7 | SIMG | SILICON IMAGE INC | 7.34% | - | 2,100,227 | $10.59M | No quote | No quote |
| 8 | ROVI | ROVI CORP | 6.47% | - | 389,472 | $9.33M | No quote | No quote |
| 9 | JMBA | JAMBA INC | 5.98% | - | 712,464 | $8.62M | No quote | No quote |
| 10 | BRSS | GLOBAL BRASS & COPPR HLDGS I | 1.18% | - | 100,380 | $1.7M | No quote | No quote |
| 11 | UTIW | UTI WORLDWIDE INC | 1.11% | - | 155,011 | $1.6M | No quote | No quote |
| 12 | AVAV | AEROVIRONMENT INC | 0.55% | - | 25,000 | $795K | $31.80 | No quote |