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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Filing period

Updated 2026-06-06 from SEC 13F data.

Live quotes available for 9 of 17 rows. Rows without a quote are marked unavailable.


1	HAIN	HAIN CELESTIAL GROUP INC	51.20%	Add +13.6%	11,761,242	$377.18M	No quote	No quote
2	UPBD	RENT A CTR INC NEW	10.52%	-	8,983,609	$77.53M	$8.63	No quote
3	STKL	SUNOPTA INC	6.51%	-	6,756,907	$47.97M	$7.10	No quote
4	APOG	APOGEE ENTERPRISES INC	5.88%	New	998,934	$43.3M	No quote	No quote
5	FNSR	FINISAR CORP	5.45%	New	2,538,126	$40.13M	No quote	No quote
6	TIVO	TIVO CORP	4.64%	-	2,525,000	$34.21M	No quote	No quote
7	BHE	BENCHMARK ELECTRS INC	4.43%	Add +14.8%	1,092,710	$32.62M	$29.85	No quote
8	JMBA	JAMBA INC	3.30%	-	2,834,002	$24.32M	No quote	No quote
9	CLS	CELESTICA INC	2.32%	Reduce -9.2%	1,652,439	$17.1M	$10.35	No quote
10	MX	MAGNACHIP SEMICONDUCTOR CORP	1.54%	Reduce -20.3%	1,181,225	$11.34M	$9.60	No quote
11	PETX	ARATANA THERAPEUTICS INC	1.20%	New	2,000,000	$8.82M	No quote	No quote
12	VYX	NCR CORP NEW	1.03%	Reduce -31.4%	241,154	$7.6M	$31.52	No quote
13	BW	BABCOCK & WILCOX ENTERPRIS I	0.81%	Reduce -31.1%	1,358,325	$5.94M	$4.37	No quote
14	CCRN	CROSS CTRY HEALTHCARE INC	0.74%	-	491,669	$5.46M	$11.11	No quote
15	IWM	ISHARES TR	0.43%	Reduce -16.7%	21,000	$3.19M	$151.81	No quote
17	MED	MEDIFAST INC	-	Sold	0	$0	No quote	No quote
16	IMAX	IMAX CORP	-	Sold	0	$0	No quote	No quote