Copy Invest | Sonar Terminal

Glenn Welling - Engaged Capital

117 trades · 109 closed · 8 open · Win rate: 29.9% · Avg return: -3% · Median return: 0%

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
UPBD - Upbound Group, Inc.	Q4 2016	$11.25	Q2 2024	$30.70	+172.89%	Closed	History

MED - Medifast Inc	Q1 2014	$29.09	Q4 2017	$69.81	+139.98%	Closed	History

SHAK - Shake Shack Inc.	Q1 2023	$55.49	Q2 2024	$90.00	+62.19%	Closed	History

IWM - iShares Russell 2000 ETF	Q2 2020	$143.19	Q3 2021	$218.73	+52.76%	Closed	History

MED - Medifast Inc	Q4 2019	$109.58	Q3 2020	$164.45	+50.07%	Closed	History

CGNX - Cognex Corp.	Q3 2025	$45.30	Open	$65.03	+43.55%	Open	History

YETI - YETI Holdings, Inc.	Q1 2025	$33.10	Open	$47.34	+43.02%	Open	History

IWM - iShares Russell 2000 ETF	Q1 2016	$110.64	Q1 2018	$151.81	+37.21%	Closed	History

PKT - Procera Networks Inc	Q4 2014	$7.19	Q1 2015	$9.39	+30.60%	Closed	History

MGLN - Magellan Health Inc	Q4 2018	$56.89	Q2 2019	$74.23	+30.48%	Closed	History

GIL - Gildan Activewear Inc.	Q4 2020	$28.01	Q3 2021	$36.51	+30.35%	Closed	History

GXO - GXO Logistics, Inc.	Q1 2025	$39.08	Open	$49.67	+27.10%	Open	History

MX - Magnachip Semiconductor Corp.	Q2 2015	$7.72	Q1 2018	$9.60	+24.35%	Closed	History

UEIC - Universal Electronics Inc.	Q2 2018	$33.05	Q3 2018	$39.35	+19.06%	Closed	History

PRXL - Parexel Intl Corp	Q4 2013	$45.18	Q2 2014	$52.84	+16.95%	Closed	History

BSFT - Broadsoft Inc	Q2 2017	$43.05	Q3 2017	$50.30	+16.84%	Closed	History

OUTR - Outerwall Inc	Q4 2015	$36.54	Q2 2016	$42.00	+14.94%	Closed	History

MGLN - Magellan Health Inc	Q2 2020	$72.98	Q4 2020	$82.84	+13.51%	Closed	History

HMHC - Houghton Mifflin Harcourt Co	Q4 2016	$10.85	Q2 2017	$12.30	+13.36%	Closed	History

OSIS - OSI Systems, Inc.	Q4 2013	$53.11	Q1 2014	$59.86	+12.71%	Closed	History

AWI - Armstrong World Industries, Inc.	Q4 2014	$51.11	Q1 2015	$57.49	+12.48%	Closed	History

WEB - Web Com Group Inc	Q3 2016	$17.27	Q1 2017	$19.30	+11.75%	Closed	History

DFRG - Del Friscos Restaurant Group	Q4 2018	$7.15	Q2 2019	$7.96	+11.33%	Closed	History

BHE - Benchmark Electronics, Inc.	Q1 2015	$24.03	Q1 2019	$26.25	+9.24%	Closed	History

STKL - SunOpta Inc	Q3 2016	$7.06	Q1 2023	$7.70	+9.07%	Closed	History

NATL - NCR Atleos Corp.	Q4 2023	$24.29	Q1 2025	$26.38	+8.60%	Closed	History

IWM - iShares Russell 2000 ETF	Q3 2022	$164.93	Q1 2023	$178.40	+8.17%	Closed	History

ENV - Envestnet Inc	Q1 2024	$57.91	Q2 2024	$62.59	+8.08%	Closed	History

TRS - TriMas Corp.	Q3 2014	$19.39	Q2 2017	$20.85	+7.55%	Closed	History

BGFV - Big 5 Sporting Goods Corp	Q1 2015	$13.27	Q2 2015	$14.21	+7.08%	Closed	History

JACK - Jack In The Box Inc	Q2 2020	$74.09	Q3 2020	$79.31	+7.05%	Closed	History

TKR - The Timken Co.	Q4 2013	$39.42	Q1 2014	$42.08	+6.74%	Closed	History

AVAV - Aerovironment Inc	Q4 2013	$29.14	Q3 2014	$30.08	+3.23%	Closed	History

IMAX - Imax Corp	Q3 2017	$22.65	Q4 2017	$23.15	+2.21%	Closed	History

STKL - SunOpta Inc	Q1 2015	$10.62	Q2 2015	$10.73	+1.04%	Closed	History

BL - BlackLine, Inc.	Q3 2024	$55.14	Q3 2024	$55.14	+0.00%	Closed	History

BRBR - BellRing Brands, Inc.	Q4 2022	$25.64	Q4 2022	$25.64	+0.00%	Closed	History

BRSS - Global Brass & Coppr Hldgs I	Q2 2014	$16.90	Q2 2014	$16.90	+0.00%	Closed	History

CASY - Casey's General Stores, Inc.	Q2 2018	$105.07	Q2 2018	$105.07	+0.00%	Closed	History

CORE - Core Mark Holding Co Inc	Q1 2021	$38.69	Q1 2021	$38.69	+0.00%	Closed	History

DBDQQ - Diebold Nxdf Inc	Q3 2017	$22.85	Q3 2017	$22.85	+0.00%	Closed	History

DXCM - DexCom, Inc.	Q3 2017	$12.23	Q3 2017	$12.23	+0.00%	Closed	History

EXAR - Exar Corp	Q2 2015	$9.78	Q2 2015	$9.78	+0.00%	Closed	History

EXPRN - Express Inc	Q3 2014	$15.61	Q3 2014	$15.61	+0.00%	Closed	History

FNSR - Finisar Corp	Q1 2018	$15.81	Q1 2018	$15.81	+0.00%	Closed	History

FRPT - Freshpet, Inc.	Q3 2022	$50.09	Q3 2022	$50.09	+0.00%	Closed	History

FRPT - Freshpet, Inc.	Q1 2023	$66.19	Q1 2023	$66.19	+0.00%	Closed	History

GIMO - Gigamon Inc	Q3 2017	$42.15	Q3 2017	$42.15	+0.00%	Closed	History

GTS - Triple-S Mgmt Corp	Q2 2017	$16.91	Q2 2017	$16.91	+0.00%	Closed	History

HAIN - Hain Celestial Group Inc	Q4 2015	$40.39	Q4 2015	$40.39	+0.00%	Closed	History

HMSY - Hms Hldgs Corp	Q1 2015	$15.45	Q1 2015	$15.45	+0.00%	Closed	History

HZN - Horizon Global Corp	Q3 2015	$8.82	Q3 2015	$8.82	+0.00%	Closed	History

ICUI - ICU Medical, Inc.	Q3 2014	$64.20	Q3 2014	$64.20	+0.00%	Closed	History

KTOS - Kratos Defense & Security Solutions, Inc.	Q2 2023	$14.34	Q2 2023	$14.34	+0.00%	Closed	History

MED - Medifast Inc	Q1 2019	$127.56	Q1 2019	$127.56	+0.00%	Closed	History

MX - Magnachip Semiconductor Corp.	Q3 2020	$13.70	Q3 2020	$13.70	+0.00%	Closed	History

NATI - National Instrs Corp	Q1 2017	$32.56	Q1 2017	$32.56	+0.00%	Closed	History

PBYI - Puma Biotechnology Inc	Q3 2018	$45.85	Q3 2018	$45.85	+0.00%	Closed	History

PRMW - Primo Water Corporation	Q3 2023	$13.80	Q3 2023	$13.80	+0.00%	Closed	History

PRXL - Parexel Intl Corp	Q4 2014	$55.57	Q4 2014	$55.57	+0.00%	Closed	History

QEP - Qep Res Inc	Q1 2014	$29.44	Q1 2014	$29.44	+0.00%	Closed	History

RNF - Rentech Nitrogen Partners L	Q2 2015	$14.30	Q2 2015	$14.30	+0.00%	Closed	History

RTKHQ - Rentech Inc	Q3 2015	$5.60	Q3 2015	$5.60	+0.00%	Closed	History

SBEA - Silverbox Engaged Merger Co	Q4 2021	$10.15	Q4 2021	$10.15	+0.00%	Closed	History

SBEAW - Silverbox Engaged Merger Co	Q4 2021	$1.40	Q4 2021	$1.40	+0.00%	Closed	History

SCOR - Comscore Inc	Q3 2016	$613.20	Q3 2016	$613.20	+0.00%	Closed	History

SCOR - Comscore Inc	Q1 2017	$431.80	Q1 2017	$431.80	+0.00%	Closed	History

SEAC - Seachange Intl Inc	Q2 2015	$140.20	Q2 2015	$140.20	+0.00%	Closed	History

SMAR - Smartsheet Inc	Q2 2024	$44.08	Q2 2024	$44.08	+0.00%	Closed	History

SMPL - The Simply Good Foods Co.	Q2 2020	$18.58	Q2 2020	$18.58	+0.00%	Closed	History

THC - Tenet Healthcare Corp.	Q3 2017	$16.43	Q3 2017	$16.43	+0.00%	Closed	History

WEB - Web Com Group Inc	Q1 2015	$18.95	Q1 2015	$18.95	+0.00%	Closed	History

XPER - Xperi Corp	Q3 2017	$25.29	Q3 2017	$25.29	+0.00%	Closed	History

OPLK - Oplink Communications Inc	Q2 2014	$16.97	Q3 2014	$16.82	-0.88%	Closed	History

NEWR - New Relic Inc	Q2 2021	$66.97	Q2 2023	$65.44	-2.28%	Closed	History

AJRD - Aerojet Rocketdyne Hldgs Inc	Q1 2017	$21.70	Q2 2017	$20.80	-4.15%	Closed	History

TEX - Terex Corp.	Q4 2014	$27.88	Q1 2015	$26.59	-4.63%	Closed	History

PRXL - Parexel Intl Corp	Q3 2016	$69.44	Q4 2016	$65.72	-5.36%	Closed	History

VFC - V.F. Corp.	Q3 2023	$17.67	Open	$16.67	-5.66%	Open	History

LXU - LSB Industries, Inc.	Q4 2013	$31.55	Q1 2014	$28.78	-8.78%	Closed	History

FRPT - Freshpet, Inc.	Q2 2025	$67.96	Q4 2025	$60.93	-10.34%	Closed	History

URS - Urs Corp New	Q4 2013	$53.00	Q1 2014	$47.08	-11.17%	Closed	History

HAIN - Hain Celestial Group Inc	Q2 2017	$38.82	Q1 2022	$34.40	-11.39%	Closed	History

JMBA - Jamba Inc	Q2 2014	$12.10	Q2 2018	$10.65	-11.98%	Closed	History

CLS - Celestica Inc.	Q3 2017	$12.38	Q3 2018	$10.83	-12.52%	Closed	History

CCRN - Cross Country Healthcare, Inc.	Q2 2017	$12.91	Q2 2018	$11.25	-12.86%	Closed	History

BDBD - Boulder Brands Inc	Q1 2015	$9.53	Q3 2015	$8.19	-14.06%	Closed	History

RT - Ruby Tuesday Inc	Q3 2016	$2.50	Q3 2017	$2.14	-14.40%	Closed	History

FNSR - Finisar Corp	Q2 2017	$25.98	Q3 2017	$22.17	-14.67%	Closed	History

LBYYQ - Libbey Inc	Q4 2015	$21.32	Q3 2016	$17.85	-16.28%	Closed	History

ABM - ABM Industries Inc.	Q2 2015	$32.87	Q3 2015	$27.31	-16.92%	Closed	History

VOLC - Volcano Corporation	Q4 2013	$21.85	Q4 2014	$17.88	-18.17%	Closed	History

PETX - Aratana Therapeutics Inc	Q1 2018	$4.41	Q1 2019	$3.60	-18.37%	Closed	History

ZIXI - Zix Corp	Q2 2015	$5.17	Q3 2015	$4.21	-18.57%	Closed	History

SIMG - Silicon Image Inc	Q1 2014	$6.90	Q4 2014	$5.52	-20.00%	Closed	History

PRAA - Pra Group Inc	Q4 2023	$26.20	Q4 2024	$20.89	-20.27%	Closed	History

ANIK - Anika Therapeutics Inc	Q3 2018	$42.18	Q4 2018	$33.61	-20.32%	Closed	History

ROVI - Rovi Corp	Q4 2013	$19.69	Q2 2016	$15.64	-20.57%	Closed	History

AMAG - Amag Pharmaceuticals Inc	Q4 2015	$30.18	Q2 2016	$23.92	-20.74%	Closed	History

GTLS - Chart Inds Inc	Q4 2024	$190.84	Q1 2025	$144.36	-24.36%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.