BARINGTON COMPANIES MANAGEMENT, LLC — 13F holdings

BARINGTON COMPANIES MANAGEMENT, LLC reported 9 holdings worth $142M in its 13F filing for Q2 2026, filed August 12, 2026. That's up 15.5% from $123M in Q1 2026, when it reported 8 holdings.

BARINGTON COMPANIES MANAGEMENT, LLC's largest positions in Q2 2026

  1. M MACYS INC — $30.0M (21.1%) · cut 12%
  2. CHE CHEMED CORP NEW — $28.0M (19.7%) · added 5%
  3. MATW MATTHEWS INTL CORP — $22.7M (16.0%) · cut 9%
  4. EML EASTERN CO — $18.1M (12.7%) · unchanged
  5. BBWI BATH & BODY WORKS INC — $17.9M (12.6%) · added 121%
  6. GIL GILDAN ACTIVEWEAR INC — $15.2M (10.7%) · added 4%
  7. BILL BILL HOLDINGS INC — $7.12M (5.0%) · cut 37%
  8. MAT MATTEL INC — $2.78M (2.0%) · new position
  9. HURC HURCO CO — $262K (0.2%) · new position

What BARINGTON COMPANIES MANAGEMENT, LLC bought in Q2 2026

2 new positions and 3 positions added to.

  1. BBWI BATH & BODY WORKS INC — added, about $9.83M
  2. MAT MATTEL INC — new position, about $2.78M
  3. CHE CHEMED CORP NEW — added, about $1.40M
  4. GIL GILDAN ACTIVEWEAR INC — added, about $516K
  5. HURC HURCO CO — new position, about $262K

What BARINGTON COMPANIES MANAGEMENT, LLC sold in Q2 2026

1 position sold out and 3 reduced.

  1. COLD AMERICOLD REALTY TRUST INC — sold out, about $5.50M
  2. BILL BILL HOLDINGS INC — cut 37%, about $4.22M
  3. M MACYS INC — cut 12%, about $4.12M
  4. MATW MATTHEWS INTL CORP — cut 9%, about $2.13M

BARINGTON COMPANIES MANAGEMENT, LLC portfolio value by quarter

What does BARINGTON COMPANIES MANAGEMENT, LLC own?

Its largest positions in Q2 2026 were M, CHE, MATW, EML, BBWI, out of 9 holdings worth $142M.

What did BARINGTON COMPANIES MANAGEMENT, LLC buy last quarter?

In Q2 2026 it opened 2 new positions and added to 3; the largest buys were BBWI, MAT, CHE.

What did BARINGTON COMPANIES MANAGEMENT, LLC sell last quarter?

In Q2 2026 it sold out of 1 position and reduced 3, including COLD.