BARINGTON COMPANIES MANAGEMENT, LLC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/12/2026
Form type
13F-HR
Num holdings
9
Total value ($000)
$142,176
Net value change ($000)
+19,051 (15.5%)
New positions
2
Sold out positions
1
Turnover %
5.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
BBWI 11,391 174.3%
CHE 6,422 29.8%
EML 5,062 38.8%
M 3,795 14.5%
MAT 2,776 NEW
HURC 262 NEW
Top Reduces (Value $000, Stocks/ETFs)
BILL -4,895 -40.7%
COLD -4,011 -100.0%
MATW -1,113 -4.7%
GIL -638 -4.0%
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