Barington Companies Management, LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 12, 2026), Barington Companies Management, LLC reported 8 stock positions worth $123.1 million. Its top holding was Macy's (M) at 21.3% of the portfolio, followed by Matthews Intl Class A (MATW, 19.4%) and Chemed (CHE, 17.5%). Compared with Q4 2025, it sold out of 3, added to 6 and reduced 2. The biggest buy was Chemed (CHE, shares +339%) and the biggest sale an exit from Victoria's Secret (VSXY).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000887762
- Portfolio Value
- $123.1M (Q1 2026)
- SEC Filing
- 0000887762-26-000004 ↗ filed May 12, 2026
Holdings Value
Holdings 8 stocks · $123.1M
| M Macy's Inc. | 21.30% | 1,450,000 | $26.2M | Add +11.5% |
| MATW Matthews Intl Corp. Class A | 19.38% | 924,100 | $23.9M | Reduce -7.6% |
| CHE Chemed Corp. | 17.52% | 57,100 | $21.6M | Add +339.2% |
| GIL Gildan Activewear Inc. | 12.88% | 285,000 | $15.9M | Add +11.7% |
| EML The Eastern Co. | 10.59% | 644,342 | $13.0M | Add +1.5% |
| BILL Bill Holdings Inc. | 9.76% | 313,800 | $12.0M | Reduce -19.5% |
| BBWI Bath & Body Works Inc. | 5.31% | 350,000 | $6.5M | Add +366.7% |
| COLD Americold Realty Trust Inc. | 3.26% | 350,000 | $4.0M | Add +16.7% |
Portfolio Sells Q4 2025 → Q1 2026
Portfolio Buys Q4 2025 → Q1 2026
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 9 | $142.2M | M, CHE, MATW, EML, BBWI |
| Q1 2026 | 8 | $123.1M | M, MATW, CHE, GIL, EML |
| Q4 2025 | 11 | $152.4M | M, MATW, VSXY, BILL, GIL |
| Q3 2025 | 12 | $133.2M | M, MATW, VSXY, HBI, EML |
| Q2 2025 | 8 | $107.5M | MATW, TRS, VSXY, M, EML |
| Q1 2025 | 10 | $95.1M | MATW, TRS, M, EML, HBI |
| Q4 2024 | 9 | $109.8M | M, EML, MATW, HBI, TRS |
| Q3 2024 | 9 | $94.5M | EML, TRS, HBI, MAT, MATW |
| Q2 2024 | 13 | $87.3M | EML, TRS, MAT, MATW, HBI |
| Q1 2024 | 13 | $101.6M | EML, TRS, HBI, MATW, MAT |