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 2026-08-14 from SEC 13F data.
Live quotes available for 9 of 10 rows. Rows without a quote are marked unavailable.
| 1 | VFC | V F CORP | 23.36% | Reduce -3.4% | 4,521,894 | $75.43M | $16.68 | |
| 2 | YETI | YETI HLDGS INC | 18.33% | Reduce -33.1% | 1,194,095 | $59.18M | $49.56 | |
| 3 | GXO | GXO LOGISTICS INCORPORATED | 15.46% | Add +19.8% | 984,769 | $49.93M | $50.70 | |
| 4 | EVH | EVOLENT HEALTH INC | 9.34% | - | 5,563,912 | $30.16M | $5.42 | |
| 5 | FRPT | FRESHPET INC | 8.87% | New | 484,741 | $28.66M | $59.12 | |
| 6 | CGNX | COGNEX CORP | 7.60% | Reduce -30.0% | 339,000 | $24.55M | $72.42 | |
| 7 | BL | BLACKLINE INC | 7.19% | Reduce -39.5% | 827,619 | $23.23M | $28.07 | |
| 8 | PTLO | PORTILLOS INC | 5.05% | - | 3,442,990 | $16.32M | $4.74 | |
| 9 | BRCC | BRC INC | 4.79% | - | 13,935,560 | $15.47M | $1.11 |
Other instruments
Bonds, warrants, or non-share principal positions reported alongside the equity portfolio.
| 1 | - | EVOLENT HEALTH INCNOTE 3.500%12/0 | OTHER | 5,500,000 | $4.16M |