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 2026-05-08 from SEC 13F data.
Live quotes available for 6 of 10 rows. Rows without a quote are marked unavailable.
| 1 | VFC | V F CORP | 23.57% | - | 5,341,368 | $114.63M | $21.46 | |
| 2 | VYX | NCR VOYIX CORPORATION | 16.42% | Reduce -19.5% | 5,771,033 | $79.87M | $13.84 | |
| 3 | NATL | NCR ATLEOS CORPORATION | 15.39% | Reduce -26.7% | 2,206,041 | $74.83M | $33.92 | |
| 4 | EVH | EVOLENT HEALTH INC | 12.50% | Add +35.5% | 5,404,768 | $60.8M | $11.25 | |
| 5 | PTLO | PORTILLOS INC | 11.82% | - | 6,114,956 | $57.48M | $9.40 | |
| 6 | BRCC | BRC INC | 8.82% | - | 13,535,560 | $42.91M | $3.17 | |
| 7 | GTLS | CHART INDS INC | 8.82% | New | 224,796 | $42.9M | No quote | No quote |
| 8 | PRAA | PRA GROUP INC | 2.66% | Reduce -63.6% | 619,945 | $12.95M | No quote | No quote |
| 10 | NVRO | NEVRO CORP | - | Sold | 0 | $0 | No quote | No quote |
| 9 | BL | BLACKLINE INC | - | Sold | 0 | $0 | No quote | No quote |