BARINGTON COMPANIES MANAGEMENT, LLC Diversified Active

Name: BARINGTON COMPANIES MANAGEMENT, LLC Q1 2026 13F Filing | 13F Explorer
Creator: BARINGTON COMPANIES MANAGEMENT, LLC
Published: 2026-05-12

Location: New York, NY

CIK: 0000887762 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 12, 2026

Total Value: $123M (100.0% shares, 0.0% debt)

Holdings (8)

M MACYS INC 21.3%

Value $26.23M Shares 1,450,000 Est. Cost $16.57 Unrealized +30.1%

MATW MATTHEWS INTL CORP 19.4%

Value $23.86M Shares 924,100 Est. Cost $24.59 Unrealized +8.0%

CHE CHEMED CORP NEW 17.5%

Value $21.57M Shares 57,100 Est. Cost $447.16 Unrealized +0.8%

GIL GILDAN ACTIVEWEAR INC 12.9%

Value $15.86M Shares 285,000 Est. Cost $60.28 Unrealized +11.8%

EML EASTERN CO 10.6%

Value $13.04M Shares 644,342 Est. Cost $15.50 Unrealized +18.8%

BILL BILL HOLDINGS INC 9.8%

Value $12.02M Shares 313,800 Est. Cost $50.55 Unrealized -7.1%

BBWI BATH & BODY WORKS INC 5.3%

Value $6.535M Shares 350,000 Est. Cost $23.81 Unrealized -5.8%

COLD AMERICOLD REALTY TRUST INC 3.3%

Value $4.011M Shares 350,000 Est. Cost $12.66 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
M	MACYS INC	1,450,000	$26.23M	21.3%	$16.57	+30.1%	COM	55616P104
MATW	MATTHEWS INTL CORP	924,100	$23.86M	19.4%	$24.59	+8.0%	CL A	577128101
CHE	CHEMED CORP NEW	57,100	$21.57M	17.5%	$447.16	+0.8%	COM	16359R103
GIL	GILDAN ACTIVEWEAR INC	285,000	$15.86M	12.9%	$60.28	+11.8%	COM	375916103
EML	EASTERN CO	644,342	$13.04M	10.6%	$15.50	+18.8%	COM	276317104
BILL	BILL HOLDINGS INC	313,800	$12.02M	9.8%	$50.55	-7.1%	COM	090043100
BBWI	BATH & BODY WORKS INC	350,000	$6.535M	5.3%	$23.81	-5.8%	COM	070830104
COLD	AMERICOLD REALTY TRUST INC	350,000	$4.011M	3.3%	$12.66	—	COM	03064D108