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 11 of 25 rows. Rows without a quote are marked unavailable.
| 1 | HAIN | HAIN CELESTIAL GROUP INC | 52.40% | Add +28.7% | 10,353,699 | $426.06M | No quote | No quote |
| 2 | UPBD | RENT A CTR INC NEW | 12.68% | - | 8,983,609 | $103.13M | $11.48 | No quote |
| 3 | STKL | SUNOPTA INC | 7.23% | - | 6,756,907 | $58.79M | $8.70 | No quote |
| 4 | TIVO | TIVO CORP | 6.16% | - | 2,525,000 | $50.12M | No quote | No quote |
| 5 | MED | MEDIFAST INC | 5.76% | - | 789,549 | $46.88M | No quote | No quote |
| 6 | BHE | BENCHMARK ELECTRS INC | 3.23% | Reduce -16.5% | 769,782 | $26.29M | $34.15 | No quote |
| 7 | JMBA | JAMBA INC | 3.01% | - | 2,834,002 | $24.49M | No quote | No quote |
| 8 | MX | MAGNACHIP SEMICONDUCTOR CORP | 2.07% | Reduce -35.9% | 1,481,225 | $16.81M | $11.35 | No quote |
| 9 | BSFT | BROADSOFT INC | 1.01% | Add +58.9% | 163,328 | $8.22M | No quote | No quote |
| 10 | THC | TENET HEALTHCARE CORP | 1.01% | New | 498,613 | $8.19M | $16.43 | No quote |
| 11 | CCRN | CROSS CTRY HEALTHCARE INC | 0.99% | Add +106.8% | 566,422 | $8.06M | $14.23 | No quote |
| 12 | FNSR | FINISAR CORP | 0.63% | Add +48.6% | 229,461 | $5.09M | No quote | No quote |
| 13 | RT | RUBY TUESDAY INC | 0.61% | Add +14.4% | 2,314,457 | $4.95M | No quote | No quote |
| 14 | CLS | CELESTICA INC | 0.55% | New | 358,214 | $4.44M | $12.38 | No quote |
| 15 | GIMO | GIGAMON INC | 0.52% | New | 100,000 | $4.22M | No quote | No quote |
| 16 | IMAX | IMAX CORP | 0.52% | New | 185,814 | $4.21M | $22.65 | No quote |
| 17 | DBD | DIEBOLD NXDF INC | 0.51% | New | 180,000 | $4.11M | No quote | No quote |
| 18 | VYX | NCR CORP NEW | 0.49% | New | 105,134 | $3.95M | $37.52 | No quote |
| 19 | DXCM | DEXCOM INC | 0.36% | New | 60,000 | $2.94M | $48.93 | No quote |
| 20 | XPER | XPERI CORP | 0.17% | New | 53,257 | $1.35M | No quote | No quote |
| 21 | IWM | ISHARES TR | 0.11% | Reduce -3.3% | 5,800 | $859K | $148.10 | No quote |
| 25 | GTS | TRIPLE-S MGMT CORP | - | Sold | 0 | $0 | No quote | No quote |
| 24 | TRS | TRIMAS CORP | - | Sold | 0 | $0 | No quote | No quote |
| 23 | HMHC | HOUGHTON MIFFLIN HARCOURT CO | - | Sold | 0 | $0 | No quote | No quote |
| 22 | AJRD | AEROJET ROCKETDYNE HLDGS INC | - | Sold | 0 | $0 | No quote | No quote |