Barington Companies Management, LLC 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Barington Companies Management, LLC disclosed 8 US equity positions worth $123.1m in its Q1 2026 13F filing. The largest position was M at 21.3% of the reported book, followed by MATW and CHE.
What did Barington Companies Management, LLC own in Q1 2026? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | M MACYS INC | Consumer Cyclical | 21.3% | $26.2m | 1,450,000 | – | |
| 2 | MATW MATTHEWS INTL CORP | Industrials | 19.4% | $23.9m | 924,100 | – | |
| 3 | CHE CHEMED CORP NEW | Healthcare | 17.5% | $21.6m | 57,100 | – | |
| 4 | GIL GILDAN ACTIVEWEAR INC | Consumer Cyclical | 12.9% | $15.9m | 285,000 | – | |
| 5 | EML EASTERN CO | 10.6% | $13.0m | 644,342 | – | ||
| 6 | BILL BILL HOLDINGS INC | Technology | 9.8% | $12.0m | 313,800 | – | |
| 7 | BBWI BATH & BODY WORKS INC | Consumer Cyclical | 5.3% | $6.5m | 350,000 | – | |
| 8 | COLD AMERICOLD REALTY TRUST INC | Real Estate | 3.3% | $4.0m | 350,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.