The Analysis of BARINGTON COMPANIES MANAGEMENT, LLC's Holdings & P&L

Currently, BARINGTON COMPANIES MANAGEMENT, LLC holds 8 types of securities in its portfolio with a total value $123.1M. In the most recent quarter, they have increased their positions in M (+1.4M shares, valued at $26.2M), MATW (+924.1K shares, valued at $23.9M), CHE (+57.1K shares, valued at $21.6M); initiated new positions in M (+1.4M shares, valued at $26.2M), MATW (+924.1K shares, valued at $23.9M), CHE (+57.1K shares, valued at $21.6M).

1M P&L

+2.5M+1.74%

3M P&L

+10.8M+8.08%

HY P&L

+6.4M+4.66%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Department Stores26.2M

21.3%

2Conglomerates23.9M

19.4%

3Medical Care Facilities21.6M

17.5%

Top Industries by Stock Count

1REIT - Industrial1 stocks

12.5%

2Specialty Retail1 stocks

12.5%

3Software - Application1 stocks

12.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

M MACYS INC1.4M sharesnew addition2026-03-312026-05-12

MATW MATTHEWS INTL CORP924.1K sharesnew addition2026-03-312026-05-12

CHE CHEMED CORP NEW57.1K sharesnew addition2026-03-312026-05-12

GIL GILDAN ACTIVEWEAR INC285.0K sharesnew addition2026-03-312026-05-12

EML EASTERN CO644.3K sharesnew addition2026-03-312026-05-12

BILL BILL HOLDINGS INC313.8K sharesnew addition2026-03-312026-05-12

BBWI BATH & BODY WORKS INC350.0K sharesnew addition2026-03-312026-05-12

COLD AMERICOLD REALTY TRUST INC350.0K sharesnew addition2026-03-312026-05-12