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.
| 1 | HAIN | HAIN CELESTIAL GROUP INC | 44.74% | - | 11,761,242 | $318.97M | No quote | No quote |
| 2 | UPBD | RENT A CTR INC NEW | 9.14% | Reduce -49.5% | 4,533,609 | $65.19M | $14.38 | No quote |
| 3 | APOG | APOGEE ENTERPRISES INC | 8.64% | - | 1,491,020 | $61.61M | No quote | No quote |
| 4 | BHE | BENCHMARK ELECTRS INC | 7.45% | Add +66.0% | 2,268,787 | $53.09M | $23.40 | No quote |
| 5 | STKL | SUNOPTA INC | 7.07% | - | 6,856,907 | $50.4M | $7.35 | No quote |
| 6 | TIVO | TIVO CORP | 4.41% | - | 2,525,000 | $31.44M | No quote | No quote |
| 7 | VYX | NCR CORP NEW | 4.30% | Add +203.3% | 1,079,063 | $30.66M | $28.41 | No quote |
| 8 | PETX | ARATANA THERAPEUTICS INC | 3.33% | Add +69.4% | 4,065,079 | $23.74M | No quote | No quote |
| 9 | ANIK | ANIKA THERAPEUTICS INC | 2.29% | New | 386,926 | $16.32M | No quote | No quote |
| 10 | CLS | CELESTICA INC | 2.19% | Reduce -12.6% | 1,444,681 | $15.65M | $10.83 | No quote |
| 11 | INWK | INNERWORKINGS INC | 1.89% | New | 1,704,656 | $13.5M | No quote | No quote |
| 12 | GRPN | GROUPON INC | 1.33% | Add +189.8% | 2,515,920 | $9.49M | No quote | No quote |
| 13 | UEIC | UNIVERSAL ELECTRS INC | 1.06% | Reduce -23.8% | 191,810 | $7.55M | $39.35 | No quote |
| 14 | PBYI | PUMA BIOTECHNOLOGY INC | 0.98% | New | 151,689 | $6.96M | $45.85 | No quote |
| 15 | BW | BABCOCK & WILCOX ENTERPRIS I | 0.65% | Reduce -6.7% | 4,506,777 | $4.64M | $1.03 | No quote |
| 16 | ASTE | ASTEC INDS INC | 0.52% | New | 73,605 | $3.71M | $50.40 | No quote |
| 19 | JMBA | JAMBA INC | - | Sold | 0 | $0 | No quote | No quote |
| 18 | CCRN | CROSS CTRY HEALTHCARE INC | - | Sold | 0 | $0 | No quote | No quote |
| 17 | CASY | CASEYS GEN STORES INC | - | Sold | 0 | $0 | No quote | No quote |