Skip to main content
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
-0.63%
1-year
-3.18%
3-year
-28.47%
5-year
-45.52%
3-year vs S&P 500
-101.71%
5-year vs S&P 500
-119.21%
5-year top 5
-44.74%

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.

Get email alerts when Glenn Welling files a new 13F — sign in or create a free account.

Updated 2026-09-19 from SEC 13F data.

Live quotes available for 3 of 10 rows. Rows without a quote are marked unavailable.

1HAINHAIN CELESTIAL GROUP INC57.32%-21,068,777$452.45MNo quoteNo quote
2UPBDRENT A CTR INC NEW17.43%-5,333,609$137.55M$25.79No quote
3APOGAPOGEE ENTERPRISES INC8.34%-1,689,332$65.87MNo quoteNo quote
4MEDMEDIFAST INC6.73%New512,523$53.11MNo quoteNo quote
5VYXNCR CORP NEW4.30%-1,076,463$33.97M$31.56No quote
6TIVOTIVO CORP2.44%-2,525,000$19.23MNo quoteNo quote
7STKLSUNOPTA INC1.99%-8,731,907$15.72M$1.80No quote
8INWKINNERWORKINGS INC1.45%-2,582,346$11.44MNo quoteNo quote
10MGLNMAGELLAN HEALTH INC-Sold0$0No quoteNo quote
9DFRGDEL FRISCOS RESTAURANT GROUP-Sold0$0No quoteNo quote