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 2026-06-06 from SEC 13F data.
Live quotes available for 7 of 10 rows. Rows without a quote are marked unavailable.
| 1 | NEWR | NEW RELIC INC | 24.89% | Add +7.3% | 2,607,819 | $147.21M | No quote | No quote |
| 2 | VYX | NCR CORP NEW | 20.79% | Add +18.0% | 5,252,456 | $122.96M | $23.41 | |
| 3 | BRCC | BRC INC | 13.79% | Add +0.8% | 13,351,450 | $81.58M | $6.11 | |
| 4 | UPBD | RENT A CTR INC NEW | 13.74% | Add +40.5% | 3,604,216 | $81.28M | $22.55 | |
| 5 | EVH | EVOLENT HEALTH INC | 13.23% | Add +24.3% | 2,786,042 | $78.23M | $28.08 | |
| 6 | BRBR | BELLRING BRANDS INC | 6.77% | New | 1,561,083 | $40.03M | $25.64 | |
| 7 | QUOT | QUOTIENT TECHNOLOGY INC | 4.70% | Add +32.8% | 8,107,150 | $27.81M | No quote | No quote |
| 8 | STKL | SUNOPTA INC | 1.53% | Reduce -46.3% | 1,070,678 | $9.04M | $8.44 | |
| 9 | IWM | ISHARES TR | 0.55% | Reduce -53.9% | 18,800 | $3.28M | $174.36 | |
| 10 | FRPT | FRESHPET INC | - | Sold | 0 | $0 | No quote | No quote |