DOSSIER · 13F-HR · Q1 2026

BARINGTON COMPANIES MANAGEMENT, LLC

BARINGTON COMPANIES's asset manager based in Stamford, CT $123M in tracked AUM across 8 positions as of Q1 2026.

BC
BARINGTON COMPANIES·Stamford, CT·Asset Manager
CIK 0000887762 · last filed Mar 31, 2026
Total AUM
$123M
16.7%
vs prior
Holdings
8
positions
Whale Score
71
71
strong
Activity
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview

Between 2025-06-30 and 2025-09-30 Barington Companies Management reduced reported long-equity assets from $107.51M to $27.69M, a decline of $79.82M or -74.2%. The current 13F shows an extremely small, concentrated portfolio of 4 long holdings valued at $27.69M. The top holding accounts for $23.31M (84.19% of the portfolio). The manager executed substantial liquidation activity this quarter (see “Quarter Changes” below), leaving a portfolio that is essentially a single-name c...

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
M
MACYS INC
$26M1.4M21.3%
02
MATW
MATTHEWS INTL CORP
$24M924K19.4%
03
CHE
CHEMED CORP NEW
$22M57K17.5%
04
GIL
GILDAN ACTIVEWEAR INC
$16M285K12.9%
05
EML
EASTERN CO
$13M644K10.6%
06
BILL
BILL HOLDINGS INC
$12M314K9.8%
07
BBWI
BATH & BODY WORKS INC
$7M350K5.3%
08
COLD
AMERICOLD REALTY TRUST INC
$4M350K3.3%

Filing history

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