Manager
BARINGTON COMPANIES MANAGEMENT, LLC
All 13F filings
This quarter’s activity
2026 Q1 vs 2025 Q4 · filed 5/12/2026
| Action | Issuer | Δ Shares | Δ Port % |
|---|---|---|---|
| Exit | VICTORIAS SECRET AND CO | -425,000 | -15.11 pp |
| Add | CHEMED CORP NEW | +44,100 | +13.87 pp |
| Exit | MYERS INDS INC | -495,100 | -6.08 pp |
| Reduce | BILL HOLDINGS INC | -76,200 | -4.20 pp |
| Add | BATH & BODY WORKS INC | +275,000 | +4.32 pp |
| Exit | TRIMAS CORP | -131,100 | -3.05 pp |
| Add | MACYS INC | +150,000 | +2.49 pp |
| Reduce | MATTHEWS INTL CORP | -75,900 | +2.24 pp |
| Add | EASTERN CO | +9,409 | +2.39 pp |
| Add | AMERICOLD REALTY TRUST INC | +50,000 | +0.73 pp |
| Add | GILDAN ACTIVEWEAR INC | +29,786 | +2.42 pp |
| Filing ID | Report period | Holdings | Value ($000) | Form type | Date filed | Name |
|---|---|---|---|---|---|---|
| 000088776226000004 | Q1 2026 | 8 | 123,125,488 | 13F-HR | 5/12/2026 | BARINGTON COMPANIES MANAGEMENT, LLC |
| 000088776226000002 | Q4 2025 | 11 | 152,362,294 | 13F-HR | 2/13/2026 | BARINGTON COMPANIES MANAGEMENT, LLC |
| 000088776225000012 | Q3 2025 | 12 | 133,168,160 | 13F-HR | 11/13/2025 | BARINGTON COMPANIES MANAGEMENT, LLC |
| 000155600825000003 | Q2 2025 | 8 | 107,508,372 | 13F-HR | 8/13/2025 | BARINGTON CAPITAL GROUP, L.P. |
| 000121390025043958 | Q1 2025 | 10 | 95,141,958 | 13F-HR | 5/15/2025 | BARINGTON CAPITAL GROUP, L.P. |
| 000121390025014029 | Q4 2024 | 9 | 109,775,979 | 13F-HR | 2/14/2025 | BARINGTON CAPITAL GROUP, L.P. |
| 000121390024098128 | Q3 2024 | 9 | 94,501,548 | 13F-HR | 11/14/2024 | BARINGTON CAPITAL GROUP, L.P. |