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 5 of 22 rows. Rows without a quote are marked unavailable.
| 1 | JMBA | JAMBA INC | 14.57% | Add +3.4% | 1,634,918 | $25.33M | No quote | No quote |
| 2 | TRS | TRIMAS CORP | 14.49% | Add +18.7% | 850,865 | $25.19M | $29.60 | No quote |
| 3 | MED | MEDIFAST INC | 13.69% | Add +19.0% | 736,266 | $23.8M | No quote | No quote |
| 4 | 101405 | BOULDER BRANDS INC | 12.06% | Add +635.2% | 3,019,383 | $20.96M | No quote | No quote |
| 5 | RTK | RENTECH INC | 7.00% | - | 11,363,898 | $12.16M | No quote | No quote |
| 6 | MX | MAGNACHIP SEMICONDUCTOR CORP | 6.56% | New | 1,478,135 | $11.41M | $7.72 | No quote |
| 7 | ABM | ABM INDS INC | 6.55% | New | 346,151 | $11.38M | $32.87 | No quote |
| 8 | BHE | BENCHMARK ELECTRS INC | 5.76% | Add +97.5% | 459,544 | $10.01M | $21.78 | No quote |
| 9 | ROVI | ROVI CORP | 5.05% | - | 550,000 | $8.77M | No quote | No quote |
| 10 | EXAR | EXAR CORP | 4.89% | New | 868,510 | $8.49M | No quote | No quote |
| 11 | ZIXI | ZIX CORP | 2.53% | New | 851,822 | $4.4M | No quote | No quote |
| 12 | SEAC | SEACHANGE INTL INC | 2.11% | New | 522,368 | $3.66M | No quote | No quote |
| 13 | STKL | SUNOPTA INC | 2.01% | - | 326,076 | $3.5M | $10.73 | No quote |
| 14 | BGFV | BIG 5 SPORTING GOODS CORP | 1.95% | - | 239,154 | $3.4M | No quote | No quote |
| 15 | RNF | RENTECH NITROGEN PARTNERS L | 0.79% | New | 96,201 | $1.38M | No quote | No quote |
| 22 | WEB | WEB COM GROUP INC | - | Sold | 0 | $0 | No quote | No quote |
| 21 | UTIW | UTI WORLDWIDE INC | - | Sold | 0 | $0 | No quote | No quote |
| 20 | TEX | TEREX CORP NEW | - | Sold | 0 | $0 | No quote | No quote |
| 19 | PKT | PROCERA NETWORKS INC | - | Sold | 0 | $0 | No quote | No quote |
| 18 | HMSY | HMS HLDGS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 17 | AWI | ARMSTRONG WORLD INDS INC NEW | - | Sold | 0 | $0 | No quote | No quote |
| 16 | ANF | ABERCROMBIE & FITCH CO | - | Sold | 0 | $0 | No quote | No quote |