Barington Companies Management, LLC 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Barington Companies Management, LLC disclosed 9 US equity positions worth $142.2m in its Q2 2026 13F filing. The largest position was M at 21.1% of the reported book, followed by CHE and MATW. Against the Q1 2026 filing, it opened 2 new positions, added to 4 and reduced 3 among the top 9 holdings.
What did Barington Companies Management, LLC own in Q2 2026? Top 9 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 1 | M MACYS INC | Consumer Cyclical | 21.1% | $30.0m | 1,275,000 | -12% | reduced |
| 2 | CHE CHEMED CORP NEW | Healthcare | 19.7% | $28.0m | 60,100 | 5% | added |
| 3 | MATW MATTHEWS INTL CORP | Industrials | 16.0% | $22.7m | 845,000 | -9% | reduced |
| 4 | EML EASTERN CO | 12.7% | $18.1m | 650,000 | 1% | added | |
| 5 | BBWI BATH & BODY WORKS INC | Consumer Cyclical | 12.6% | $17.9m | 775,000 | 121% | added |
| 6 | GIL GILDAN ACTIVEWEAR INC | Consumer Cyclical | 10.7% | $15.2m | 295,000 | 4% | added |
| 7 | BILL BILL HOLDINGS INC | Technology | 5.0% | $7.1m | 197,000 | -37% | reduced |
| 8 | MAT MATTEL INC | Consumer Cyclical | 2.0% | $2.8m | 200,000 | – | new |
| 9 | HURC HURCO CO | 0.2% | $261.7k | 11,430 | – | new |
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.