BARINGTON COMPANIES MANAGEMENT, LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/12/2026
Form type
13F-HR
Num holdings
8
Total value ($000)
$123,125
Net value change ($000)
-29,237 (-19.2%)
New positions
0
Sold out positions
3
Turnover %
30.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
CHE 16,007 287.8%
BBWI 5,029 333.9%
EML 539 4.3%
COLD 153 4.0%
Top Reduces (Value $000, Stocks/ETFs)
VSCO -23,022 -100.0%
MYE -9,268 -100.0%
BILL -9,252 -43.5%
TRS -4,647 -100.0%
M -2,434 -8.5%
MATW -2,260 -8.7%
GIL -81 -0.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type