StockDriftsStockDriftsTop 9 Barington Companies Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| M | MACYS INC | 21.12% | 1.27M | $30.0M | -12.07%(-175.00K) | $17.09(+44.08%) | 2026-06-30 | |
| CHE | CHEMED CORP NEW | 19.69% | 60.1K | $28.0M | +5.25%(+3.00K) | $411.23(+33.75%) | 2026-06-30 | |
| MATW | MATTHEWS INTL CORP | 16% | 845.0K | $22.7M | -8.56%(-79.10K) | $26.51(-13.33%) | 2026-06-30 | |
| EML | EASTERN CO | 12.73% | 650.0K | $18.1M | +0.88%(+5.66K) | $18.72(+31.44%) | 2026-06-30 | |
| BBWI | BATH & BODY WORKS INC | 12.61% | 775.0K | $17.9M | +121.43%(+425.00K) | $21.03(-8.69%) | 2026-06-30 | |
| GIL | GILDAN ACTIVEWEAR INC | 10.71% | 295.0K | $15.2M | +3.51%(+10.00K) | $59.77(-2.42%) | 2026-06-30 | |
| BILL | BILL HOLDINGS INC | 5.01% | 197.0K | $7.1M | -37.22%(-116.80K) | $53.07(-7.69%) | 2026-06-30 | |
| MAT | MATTEL INC | 1.95% | 200.0K | $2.8M | new | $19.35(-22.49%) | 2026-06-30 | |
| HURC | HURCO CO | 0.18% | 11.4K | $262K | new | $18.84(+16.14%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +17.62% | +62.71% | +12.24% | +78.10% |
| Top 20 Holdings Unweighted | +21.54% | +79.56% | +10.51% | +64.80% |
Barington Companies Management LLC reports $142.18M in US-listed equity holdings across 9 positions in its most recent 13F filing. Its largest disclosed positions are M (21.1%), CHE (19.7%) and MATW (16.0%). The top 20 holdings account for 100% of reported assets. Its disclosed equity book has returned +62.71% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Barington Companies Management LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 887762). View Barington Companies Management LLC’s 13F filings on SEC