Barington Companies Management
Barington Companies Management
Period
Q1 2026
Portfolio Date
Mar 31, 2026
Stocks Held
8
Market Value
$123.1M
Holdings Value Trend
Q2 2024
Q3 2024
Q4 2024
Q1 2025
Q2 2025
Q3 2025
Q4 2025
Q1 2026
Top 5 Holdings
1
M
$M
Macy's, Inc.
21.3%
% of Portfolio
Increased 11.54%
2M
$MATW
Matthews International Corporation
19.4%
% of Portfolio
Decreased 7.59%
3C
$CHE
Chemed Corporation
17.5%
% of Portfolio
Increased 339.23%
4G
$GIL
Gildan Activewear Inc.
12.9%
% of Portfolio
Increased 11.67%
5E
$EML
The Eastern Company
10.6%
% of Portfolio
Increased 1.48%
Historical Positions
| Symbol | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 |
|---|---|---|---|---|
| M | 21.3% | 18.8% | 17.5% | 13.6% |
| MATW | 19.4% | 17.1% | 16.6% | 20.3% |
| CHE | 17.5% | 3.6% | - | - |
| GIL | 12.9% | 10.5% | - | - |
| EML | 10.6% | 8.2% | 11.1% | 13.4% |
| BILL | 9.8% | 14.0% | 2.6% | - |
| BBWI | 5.3% | - | 2.4% | - |
| COLD | 3.3% | 2.5% | - | - |
Post-Filing Contributors
Price change since reported price, ranked by portfolio contribution
M+32.06%
CHE+15.43%
GIL-4.53%
EML+8.30%
MATW-1.28%
Post-Filing Detractors
Price change since reported price, ranked by portfolio contribution
BILL-15.95%
Sector Analysis
Healthcare17.5%
Technology9.8%
Industrials30.0%
Real Estate3.3%
Consumer Discretionary39.5%
Trading Summary
No stocks in this category