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 4 of 16 rows. Rows without a quote are marked unavailable.
| 1 | HAIN | HAIN CELESTIAL GROUP INC | 54.72% | Add +43.4% | 16,861,212 | $389.83M | No quote | No quote |
| 2 | UPBD | RENT A CTR INC NEW | 15.62% | - | 5,333,609 | $111.31M | $20.87 | No quote |
| 3 | APOG | APOGEE ENTERPRISES INC | 8.89% | - | 1,689,332 | $63.33M | No quote | No quote |
| 4 | STKL | SUNOPTA INC | 4.24% | Add +27.3% | 8,731,907 | $30.21M | $3.46 | No quote |
| 5 | VYX | NCR CORP NEW | 4.12% | - | 1,076,463 | $29.38M | $27.29 | No quote |
| 6 | TIVO | TIVO CORP | 3.30% | - | 2,525,000 | $23.53M | No quote | No quote |
| 7 | DFRG | DEL FRISCOS RESTAURANT GROUP | 2.99% | - | 3,328,000 | $21.33M | No quote | No quote |
| 8 | MGLN | MAGELLAN HEALTH INC | 2.11% | Reduce -11.0% | 227,558 | $15M | No quote | No quote |
| 9 | INWK | INNERWORKINGS INC | 1.31% | - | 2,582,346 | $9.35M | No quote | No quote |
| 10 | BHE | BENCHMARK ELECTRS INC | 1.27% | Reduce -84.6% | 343,873 | $9.03M | $26.25 | No quote |
| 11 | PETX | ARATANA THERAPEUTICS INC | 1.22% | Reduce -30.7% | 2,417,149 | $8.7M | No quote | No quote |
| 12 | MED | MEDIFAST INC | 0.20% | New | 11,242 | $1.43M | No quote | No quote |
| 16 | GRPN | GROUPON INC | - | Sold | 0 | $0 | No quote | No quote |
| 15 | BW | BABCOCK & WILCOX ENTERPRIS I | - | Sold | 0 | $0 | No quote | No quote |
| 14 | ASTE | ASTEC INDS INC | - | Sold | 0 | $0 | No quote | No quote |
| 13 | ANIK | ANIKA THERAPEUTICS INC | - | Sold | 0 | $0 | No quote | No quote |