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Focused investors/Glenn Welling

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
-0.63%
1-year
-3.18%
3-year
-28.47%
5-year
-45.52%
3-year vs S&P 500
-101.71%
5-year vs S&P 500
-119.21%
5-year top 5
-44.74%

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 2026-09-19 from SEC 13F data.

Live quotes available for 5 of 11 rows. Rows without a quote are marked unavailable.

1BRCCBRC INC33.87%New16,025,000$334.44M$20.8752w: $13.55 - $22.80; reported $20.87
2EVHEVOLENT HEALTH INC23.37%Reduce -8.7%7,146,395$230.83M$32.3052w: $17.62 - $34.60; reported $32.30
3VYXNCR CORP NEW18.12%Add +85.4%4,452,456$178.94M$40.1952w: $21.04 - $30.67; reported $40.19
4NEWRNEW RELIC INC6.77%Reduce -37.4%999,270$66.83MNo quoteNo quote
5UPBDRENT A CTR INC NEW6.01%-2,355,730$59.34M$25.1952w: $22.70 - $67.76; reported $25.19
6HAINHAIN CELESTIAL GROUP INC4.29%Reduce -34.0%1,231,261$42.36MNo quoteNo quote
7QUOTQUOTIENT TECHNOLOGY INC3.95%-6,107,150$38.96MNo quoteNo quote
8STKLSUNOPTA INC3.63%Reduce -27.4%7,132,245$35.8M$5.0252w: $4.22 - $15.96; reported $5.02
10SBEAWSILVERBOX ENGAGED MERGER CO-Sold0$0No quoteNo quote
9SBEASILVERBOX ENGAGED MERGER CO-Sold0$0No quoteNo quote

Options positions

Put = right to sell at strike (a bearish bet). Call = right to buy at strike (bullish via leverage). The notional column shows the underlying market value reported to the SEC, not the option premium paid - these don't add to the long-equity % portfolio above.

1NEWRNEW RELIC INCCOMCALLNew600,000$40.13M