Glenn W. Welling - Engaged Capital Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: December 2013 to March 2026 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+0.30B
+9,999%+
Winning Positions
+45.10%
23 wins / 51 positions
Average Gain (Winners)
$10.13M
+9,999%+ avg per position
Active Positions
8
18 losing positions
Portfolio Value Over Time
Total Positions Tracked
51
All holdings over time
Win/Loss Ratio
1.28
23 gains / 18 losses
Active vs. Exited
8 / 43
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| STKL | SunOpta, Inc. | Consumer Defensive | Mar 2015 | EXITED | $3.46K | $45.55M | $45.55M | +9,999%+ |
| ENV | Envestnet, Inc | Technology | Mar 2024 | EXITED | $6.92M | $43.34M | $36.43M | +526.66% |
| UPBD | Upbound Group, Inc. | Technology | Dec 2016 | EXITED | $25.90K | $35.83M | $35.80M | +9,999%+ |
| FRPT | Freshpet, Inc. | Consumer Defensive | Sep 2022 | EXITED | $14.79K | $34.12M | $34.11M | +9,999%+ |
| BL | BlackLine, Inc. | Technology | Sep 2024 | ACTIVE | $33.62M | $50.60M | $16.98M | +50.51% |
| YETI | YETI Holdings, Inc. | Consumer Cyclical | Mar 2025 | ACTIVE | $51.09M | $65.28M | $14.19M | +27.77% |
| EVH | Evolent Health, Inc | Healthcare | Sep 2020 | ACTIVE | $106.14K | $12.69M | $12.58M | +9,999%+ |
| BRCC | BRC Inc. | Consumer Defensive | Mar 2022 | ACTIVE | $334.44K | $10.82M | $10.48M | +3134.28% |
| GTLS | Chart Industries, Inc. | Industrials | Dec 2024 | EXITED | $42.90M | $53.27M | $10.37M | +24.17% |
| GXO | GXO Logistics, Inc. | Industrials | Mar 2025 | ACTIVE | $35.64M | $42.61M | $6.97M | +19.55% |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.