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 3 of 12 rows. Rows without a quote are marked unavailable.
| 1 | HAIN | HAIN CELESTIAL GROUP INC | 56.12% | Add +24.9% | 21,068,777 | $461.41M | No quote | No quote |
| 2 | UPBD | RENT A CTR INC NEW | 17.28% | - | 5,333,609 | $142.03M | $26.63 | No quote |
| 3 | APOG | APOGEE ENTERPRISES INC | 8.93% | - | 1,689,332 | $73.39M | No quote | No quote |
| 4 | VYX | NCR CORP NEW | 4.07% | - | 1,076,463 | $33.48M | $31.10 | No quote |
| 5 | STKL | SUNOPTA INC | 3.49% | - | 8,731,907 | $28.73M | $3.29 | No quote |
| 6 | MGLN | MAGELLAN HEALTH INC | 3.43% | Add +66.7% | 379,400 | $28.16M | No quote | No quote |
| 7 | DFRG | DEL FRISCOS RESTAURANT GROUP | 3.22% | - | 3,328,000 | $26.49M | No quote | No quote |
| 8 | TIVO | TIVO CORP | 2.26% | - | 2,525,000 | $18.61M | No quote | No quote |
| 9 | INWK | INNERWORKINGS INC | 1.20% | - | 2,582,346 | $9.87M | No quote | No quote |
| 12 | MED | MEDIFAST INC | - | Sold | 0 | $0 | No quote | No quote |
| 11 | BHE | BENCHMARK ELECTRS INC | - | Sold | 0 | $0 | No quote | No quote |
| 10 | PETX | ARATANA THERAPEUTICS INC | - | Sold | 0 | $0 | No quote | No quote |