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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 3 of 8 rows. Rows without a quote are marked unavailable.

1HAINHAIN CELESTIAL GROUP INC56.80%-21,068,777$546.84MNo quoteNo quote
2UPBDRENT A CTR INC NEW15.98%-5,333,609$153.82M$28.84No quote
3MEDMEDIFAST INC13.21%New1,160,376$127.15MNo quoteNo quote
4APOGAPOGEE ENTERPRISES INC5.23%Reduce -8.3%1,549,888$50.37MNo quoteNo quote
5VYXNCR CORP NEW2.82%Reduce -28.2%773,010$27.18M$35.16No quote
6STKLSUNOPTA INC2.27%-8,731,907$21.83M$2.50No quote
7TIVOTIVO CORP2.22%-2,525,000$21.41MNo quoteNo quote
8INWKINNERWORKINGS INC1.47%Reduce -0.3%2,573,348$14.18MNo quoteNo quote