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.
| 1 | HAIN | HAIN CELESTIAL GROUP INC | 71.73% | - | 21,068,777 | $547.16M | No quote | No quote |
| 2 | UPBD | RENT A CTR INC NEW | 9.89% | - | 5,333,609 | $75.42M | $14.14 | |
| 3 | MED | MEDIFAST INC | 9.51% | - | 1,160,376 | $72.52M | No quote | No quote |
| 4 | APOG | APOGEE ENTERPRISES INC | 2.69% | Reduce -36.5% | 984,759 | $20.5M | No quote | No quote |
| 5 | TIVO | TIVO CORP | 2.34% | - | 2,525,000 | $17.88M | No quote | No quote |
| 6 | STKL | SUNOPTA INC | 1.97% | - | 8,731,907 | $15.02M | $1.72 | |
| 7 | VYX | NCR CORP NEW | 1.48% | Reduce -17.5% | 638,010 | $11.29M | $17.70 | |
| 8 | INWK | INNERWORKINGS INC | 0.39% | Reduce 0.0% | 2,573,248 | $3.01M | No quote | No quote |