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Focused investors/Glenn Welling

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 9 of 19 rows. Rows without a quote are marked unavailable.

1HAINHAIN CELESTIAL GROUP INC44.74%-11,761,242$318.97MNo quoteNo quote
2UPBDRENT A CTR INC NEW9.14%Reduce -49.5%4,533,609$65.19M$14.38No quote
3APOGAPOGEE ENTERPRISES INC8.64%-1,491,020$61.61MNo quoteNo quote
4BHEBENCHMARK ELECTRS INC7.45%Add +66.0%2,268,787$53.09M$23.40No quote
5STKLSUNOPTA INC7.07%-6,856,907$50.4M$7.35No quote
6TIVOTIVO CORP4.41%-2,525,000$31.44MNo quoteNo quote
7VYXNCR CORP NEW4.30%Add +203.3%1,079,063$30.66M$28.41No quote
8PETXARATANA THERAPEUTICS INC3.33%Add +69.4%4,065,079$23.74MNo quoteNo quote
9ANIKANIKA THERAPEUTICS INC2.29%New386,926$16.32MNo quoteNo quote
10CLSCELESTICA INC2.19%Reduce -12.6%1,444,681$15.65M$10.83No quote
11INWKINNERWORKINGS INC1.89%New1,704,656$13.5MNo quoteNo quote
12GRPNGROUPON INC1.33%Add +189.8%2,515,920$9.49MNo quoteNo quote
13UEICUNIVERSAL ELECTRS INC1.06%Reduce -23.8%191,810$7.55M$39.35No quote
14PBYIPUMA BIOTECHNOLOGY INC0.98%New151,689$6.96M$45.85No quote
15BWBABCOCK & WILCOX ENTERPRIS I0.65%Reduce -6.7%4,506,777$4.64M$1.03No quote
16ASTEASTEC INDS INC0.52%New73,605$3.71M$50.40No quote
19JMBAJAMBA INC-Sold0$0No quoteNo quote
18CCRNCROSS CTRY HEALTHCARE INC-Sold0$0No quoteNo quote
17CASYCASEYS GEN STORES INC-Sold0$0No quoteNo quote