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 6 of 10 rows. Rows without a quote are marked unavailable.
| 1 | HAIN | HAIN CELESTIAL GROUP INC | 50.37% | - | 15,996,598 | $697.45M | No quote | No quote |
| 2 | EVH | EVOLENT HEALTH INC | 12.48% | - | 8,553,155 | $172.77M | $20.20 | |
| 3 | UPBD | RENT A CTR INC NEW | 12.15% | - | 2,918,609 | $168.29M | $57.66 | |
| 4 | STKL | SUNOPTA INC | 10.48% | - | 9,829,298 | $145.18M | $14.77 | |
| 5 | VYX | NCR CORP NEW | 6.46% | Add +10.4% | 2,356,447 | $89.43M | $37.95 | |
| 6 | GIL | GILDAN ACTIVEWEAR INC | 3.40% | - | 1,537,036 | $47.13M | $30.66 | |
| 7 | QUOT | QUOTIENT TECHNOLOGY INC | 2.25% | Reduce -55.1% | 1,904,416 | $31.12M | No quote | No quote |
| 8 | CORE | CORE MARK HOLDING CO INC | 2.22% | New | 793,586 | $30.7M | No quote | No quote |
| 9 | IWM | ISHARES TR | 0.20% | Reduce -74.8% | 12,300 | $2.72M | $220.98 | |
| 10 | MGLN | MAGELLAN HEALTH INC | - | Sold | 0 | $0 | No quote | No quote |