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 9 rows. Rows without a quote are marked unavailable.
| 1 | HAIN | HAIN CELESTIAL GROUP INC | 49.16% | - | 15,996,598 | $684.33M | No quote | No quote |
| 2 | EVH | EVOLENT HEALTH INC | 17.58% | Reduce -7.7% | 7,893,194 | $244.69M | $31.00 | |
| 3 | UPBD | RENT A CTR INC NEW | 9.51% | - | 2,355,730 | $132.42M | $56.21 | |
| 4 | NEWR | NEW RELIC INC | 8.25% | Add +36.0% | 1,599,746 | $114.81M | No quote | No quote |
| 5 | STKL | SUNOPTA INC | 6.31% | - | 9,829,298 | $87.78M | $8.93 | |
| 6 | VYX | NCR CORP NEW | 4.71% | Add +24.5% | 1,691,430 | $65.56M | $38.76 | |
| 7 | GIL | GILDAN ACTIVEWEAR INC | 4.03% | - | 1,537,036 | $56.12M | $36.51 | |
| 8 | QUOT | QUOTIENT TECHNOLOGY INC | 0.25% | Reduce -63.9% | 593,314 | $3.45M | No quote | No quote |
| 9 | IWM | ISHARES TR | 0.21% | Reduce -60.9% | 13,400 | $2.93M | $218.73 |