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 2026-05-10 from SEC 13F data.
Live quotes available for 7 of 10 rows. Rows without a quote are marked unavailable.
| 1 | EVH | EVOLENT HEALTH INC | 15.78% | Add +15.1% | 3,261,458 | $107.73M | $33.03 | |
| 2 | SHAK | SHAKE SHACK INC | 14.84% | - | 1,367,231 | $101.34M | $74.12 | |
| 3 | VFC | V F CORP | 14.71% | Add +2.8% | 5,341,368 | $100.42M | $18.80 | |
| 4 | VYX | NCR VOYIX CORPORATION | 12.43% | Reduce -38.6%1.63:1 split | 5,018,513 | $84.86M | $16.91 | |
| 5 | UPBD | UPBOUND GROUP INC | 11.93% | Reduce -34.6% | 2,396,916 | $81.42M | $33.97 | |
| 6 | NATL | NCR ATLEOS CORPORATION | 8.93% | New | 2,509,256 | $60.95M | $24.29 | |
| 7 | PRAA | PRA GROUP INC | 7.72% | New | 2,010,750 | $52.68M | No quote | No quote |
| 8 | NVRO | NEVRO CORP | 6.83% | New | 2,168,163 | $46.66M | No quote | No quote |
| 9 | BRCC | BRC INC | 6.83% | Add +3.2% | 12,851,018 | $46.65M | $3.63 | |
| 10 | PRMW | PRIMO WATER CORPORATION | - | Sold | 0 | $0 | No quote | No quote |