BARINGTON COMPANIES MANAGEMENT, LLC
Top Portfolio Positions
8 positions ·
$123,125,488 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| M |
Macy's, Inc.
Consumer Cyclical
|
1,450,000 | $26,230,500 | 21.30% | |
| MATW |
Matthews International Corp
Industrials
|
924,100 | $23,860,262 | 19.38% | |
| CHE |
Chemed Corp
Healthcare
|
57,100 | $21,568,954 | 17.52% | |
| GIL |
Gildan Activewear Inc.
Consumer Cyclical
|
285,000 | $15,860,250 | 12.88% | |
| EML |
Eastern Co
Industrials
|
644,342 | $13,041,482 | 10.59% | |
| BILL |
BILL Holdings, Inc.
Technology
|
313,800 | $12,018,540 | 9.76% | |
| BBWI |
Bath & Body Works, Inc.
Consumer Cyclical
|
350,000 | $6,534,500 | 5.31% | |
| COLD |
Americold Realty Trust
Real Estate
|
350,000 | $4,011,000 | 3.26% |
Portfolio Trend
25 quarters · across all stocks
Holdings in M
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $26,230,500 | 1,450,000 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $28,665,000 | 1,300,000 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $23,309,000 | 1,300,000 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $14,575,000 | 1,250,000 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $16,014,000 | 1,275,000 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $20,316,000 | 1,200,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $10,198,500 | 650,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,920,000 | 100,000 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,898,050 | 195,000 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,714,224 | 85,200 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $871,911 | 75,100 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $239,023 | 11,575 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $78,350 | 5,000 | Shares | Sole | 2022-11-14 | |
| 2022-03-31 | $3,169,236 | 130,100 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $2,487,100 | 95,000 | Shares | Sole | 2022-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||