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 5 of 12 rows. Rows without a quote are marked unavailable.
| 1 | HAIN | HAIN CELESTIAL GROUP INC | 54.31% | Reduce -24.1% | 15,996,598 | $504.05M | No quote | No quote |
| 2 | MED | MEDIFAST INC | 17.35% | - | 1,160,376 | $161.03M | No quote | No quote |
| 3 | UPBD | RENT A CTR INC NEW | 15.99% | - | 5,333,609 | $148.38M | $27.82 | |
| 4 | STKL | SUNOPTA INC | 4.93% | Add +11.4% | 9,731,907 | $45.74M | $4.70 | |
| 5 | JACK | JACK IN THE BOX INC | 2.82% | New | 353,378 | $26.18M | No quote | No quote |
| 6 | MGLN | MAGELLAN HEALTH INC | 1.54% | New | 196,100 | $14.31M | No quote | No quote |
| 7 | VYX | NCR CORP NEW | 1.54% | Add +29.2% | 824,267 | $14.28M | $17.32 | |
| 8 | SMPL | SIMPLY GOOD FOODS CO | 0.92% | New | 458,630 | $8.52M | $18.58 | |
| 9 | INWK | INNERWORKINGS INC | 0.37% | - | 2,573,248 | $3.4M | No quote | No quote |
| 10 | IWM | ISHARES TR | 0.25% | New | 16,000 | $2.29M | $143.19 | |
| 12 | TIVO | TIVO CORP | - | Sold | 0 | $0 | No quote | No quote |
| 11 | APOG | APOGEE ENTERPRISES INC | - | Sold | 0 | $0 | No quote | No quote |