BARINGTON COMPANIES MANAGEMENT, LLC

Q3 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2026
Date filed
11/12/2026
Form type
13F-HR
Num holdings
9
Total value ($000)
$125,510
Net value change ($000)
-16,666 (-11.7%)
New positions
1
Sold out positions
1
Turnover %
6.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/12/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
CHE 2,364 8.4%
SMHI 934 NEW
HURC 464 177.1%
MAT 13 0.5%
Top Reduces (Value $000, Stocks/ETFs)
BILL -7,124 -100.0%
GIL -4,991 -32.8%
MATW -4,325 -19.0%
EML -2,594 -14.3%
M -994 -3.3%
BBWI -414 -2.3%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type