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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Live quotes available for 5 of 11 rows. Rows without a quote are marked unavailable.
| 1 | BRCC | BRC INC | 33.87% | New | 16,025,000 | $334.44M | $20.87 | |
| 2 | EVH | EVOLENT HEALTH INC | 23.37% | Reduce -8.7% | 7,146,395 | $230.83M | $32.30 | |
| 3 | VYX | NCR CORP NEW | 18.12% | Add +85.4% | 4,452,456 | $178.94M | $40.19 | |
| 4 | NEWR | NEW RELIC INC | 6.77% | Reduce -37.4% | 999,270 | $66.83M | No quote | No quote |
| 5 | UPBD | RENT A CTR INC NEW | 6.01% | - | 2,355,730 | $59.34M | $25.19 | |
| 6 | HAIN | HAIN CELESTIAL GROUP INC | 4.29% | Reduce -34.0% | 1,231,261 | $42.36M | No quote | No quote |
| 7 | QUOT | QUOTIENT TECHNOLOGY INC | 3.95% | - | 6,107,150 | $38.96M | No quote | No quote |
| 8 | STKL | SUNOPTA INC | 3.63% | Reduce -27.4% | 7,132,245 | $35.8M | $5.02 | |
| 10 | SBEAW | SILVERBOX ENGAGED MERGER CO | - | Sold | 0 | $0 | No quote | No quote |
| 9 | SBEA | SILVERBOX ENGAGED MERGER CO | - | Sold | 0 | $0 | No quote | No 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.
| 1 | NEWR | NEW RELIC INCCOM | CALL | New | 600,000 | $40.13M |