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 | 49.72% | - | 15,996,598 | $641.78M | No quote | No quote |
| 2 | EVH | EVOLENT HEALTH INC | 13.99% | - | 8,553,155 | $180.64M | $21.12 | |
| 3 | UPBD | RENT A CTR INC NEW | 9.68% | Reduce -19.3% | 2,355,730 | $125.02M | $53.07 | |
| 4 | STKL | SUNOPTA INC | 9.32% | - | 9,829,298 | $120.31M | $12.24 | |
| 5 | NEWR | NEW RELIC INC | 6.10% | New | 1,176,692 | $78.8M | No quote | No quote |
| 6 | VYX | NCR CORP NEW | 4.80% | Reduce -42.4% | 1,358,147 | $61.95M | $45.61 | |
| 7 | GIL | GILDAN ACTIVEWEAR INC | 4.40% | - | 1,537,036 | $56.75M | $36.92 | |
| 8 | QUOT | QUOTIENT TECHNOLOGY INC | 1.38% | Reduce -13.7% | 1,643,486 | $17.77M | No quote | No quote |
| 9 | IWM | ISHARES TR | 0.61% | Add +178.9% | 34,300 | $7.87M | $229.36 | |
| 10 | CORE | CORE MARK HOLDING CO INC | - | Sold | 0 | $0 | No quote | No quote |