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 6 of 19 rows. Rows without a quote are marked unavailable.
| 1 | JMBA | JAMBA INC | 17.37% | Add +10.5% | 1,581,889 | $23.27M | No quote | No quote |
| 2 | TRS | TRIMAS CORP | 16.47% | Add +58.7% | 716,672 | $22.07M | $30.79 | No quote |
| 3 | MED | MEDIFAST INC | 13.84% | Add +1.1% | 618,670 | $18.54M | No quote | No quote |
| 4 | RTK | RENTECH INC | 9.50% | Add +44.5% | 11,363,898 | $12.73M | No quote | No quote |
| 5 | PKT | PROCERA NETWORKS INC | 8.40% | Add +1131.5% | 1,198,407 | $11.25M | No quote | No quote |
| 6 | ROVI | ROVI CORP | 7.48% | Add +23.0% | 550,000 | $10.02M | No quote | No quote |
| 7 | WEB | WEB COM GROUP INC | 4.32% | New | 305,317 | $5.79M | No quote | No quote |
| 8 | BHE | BENCHMARK ELECTRS INC | 4.17% | New | 232,699 | $5.59M | $24.03 | No quote |
| 9 | UTIW | UTI WORLDWIDE INC | 3.02% | Add +129.3% | 328,697 | $4.04M | No quote | No quote |
| 10 | 101405 | BOULDER BRANDS INC | 2.92% | New | 410,686 | $3.91M | No quote | No quote |
| 11 | STKL | SUNOPTA INC | 2.59% | New | 326,076 | $3.46M | $10.62 | No quote |
| 12 | ANF | ABERCROMBIE & FITCH CO | 2.38% | Reduce -45.2% | 144,935 | $3.19M | $22.04 | No quote |
| 13 | TEX | TEREX CORP NEW | 2.37% | Add +134.0% | 119,519 | $3.18M | $26.59 | No quote |
| 14 | BGFV | BIG 5 SPORTING GOODS CORP | 2.37% | New | 239,154 | $3.17M | No quote | No quote |
| 15 | HMSY | HMS HLDGS CORP | 1.44% | New | 124,709 | $1.93M | No quote | No quote |
| 16 | AWI | ARMSTRONG WORLD INDS INC NEW | 1.34% | Add +9.4% | 31,295 | $1.8M | $57.49 | No quote |
| 19 | VOLC | VOLCANO CORPORATION | - | Sold | 0 | $0 | No quote | No quote |
| 18 | SIMG | SILICON IMAGE INC | - | Sold | 0 | $0 | No quote | No quote |
| 17 | PRXL | PAREXEL INTL CORP | - | Sold | 0 | $0 | No quote | No quote |