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BARINGTON COMPANIES MANAGEMENT, LLC

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13F filer, CIK 887762, NEW YORK, NY

BARINGTON COMPANIES MANAGEMENT, LLC reported $123,125,488 across 8 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-12.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000887762-26-000004

Period
2026-03-31
Reported value
$123M
Holdings
8
Top 10 weight
100%
New
0
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
CHEadded+44,100$16.7M
BBWIadded+275,000$5.13M
Madded+150,000$2.71M
GILadded+29,786$1.66M
COLDadded+50,000$573K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
VSXYexited-425,000-$23M
MYEexited-495,100-$9.27M
TRSexited-131,100-$4.65M
BILLreduced-76,200-$2.92M
MATWreduced-75,900-$1.96M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0000887762-26-000004, largest first. % of portfolio is the value over $123,125,488, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MMACYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 650,000 shares; 2024Q4: 1,200,000 shares; 2025Q1: 1,275,000 shares; 2025Q2: 1,250,000 shares; 2025Q3: 1,300,000 shares; 2025Q4: 1,300,000 shares; 2026Q1: 1,450,000 shares 1,450,000$26.2M21.3%+150,000Timeline
MATWMATTHEWS INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 455,000 shares; 2024Q4: 563,962 shares; 2025Q1: 798,617 shares; 2025Q2: 912,804 shares; 2025Q3: 912,804 shares; 2025Q4: 1,000,000 shares; 2026Q1: 924,100 shares 924,100$23.9M19.38%-75,900Timeline
CHECHEMED CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,000 shares; 2026Q1: 57,100 shares 57,100$21.6M17.52%+44,100Timeline
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 255,214 shares; 2026Q1: 285,000 shares 285,000$15.9M12.88%+29,786Timeline
EMLEASTERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 630,100 shares; 2024Q4: 630,100 shares; 2025Q1: 630,100 shares; 2025Q2: 630,100 shares; 2025Q3: 630,100 shares; 2025Q4: 634,933 shares; 2026Q1: 644,342 shares 644,342$13M10.59%+9,409Timeline
BILLBILL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,000 shares; 2025Q4: 390,000 shares; 2026Q1: 313,800 shares 313,800$12M9.76%-76,200Timeline
BBWIBATH & BODY WORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125,000 shares; 2025Q4: 75,000 shares; 2026Q1: 350,000 shares 350,000$6.53M5.31%+275,000Timeline
COLDAMERICOLD REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300,000 shares; 2026Q1: 350,000 shares 350,000$4.01M3.26%+50,000Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
VSXYVICTORIAS SECRET AND CO425,000$23Mshares
MYEMYERS INDS INC495,100$9.27Mshares
TRSTRIMAS CORP131,100$4.65Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000887762-26-000004 base2026-05-12acceptance time not in the bulk data set