BARINGTON COMPANIES MANAGEMENT, LLC

Fundamental concentrated ★Highest signal CIK 887762
League rank
#801
in Fundamental concentrated · #7144 overall
Long book
$123.1M
Q1 2026
Positions
8
Top-10 weight
100%
concentration
Last quarter
+19.1%
SPY +14.8%
Turnover
27%
of book per quarter

Strategy in plain words

auto-generated from filings

BARINGTON COMPANIES MANAGEMENT, LLC is a concentrated fundamental stock-picker, running a $123.1M US long book across 8 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: MACY'S INC, MATTHEWS INTL CORP-CLASS A, CHEMED CORP, GILDAN ACTIVEWEAR INC, EASTERN CO/THE.

Over the last 9 quarters its long book ran on average 0.3pp per quarter ahead of the S&P 500, beating the index in 3 of 9 quarters. We rate its filings highest-signal: new buys here are worth attention.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-15.3%
Q2 2024
+3.4%
Q3 2024
-1.2%
Q4 2024
-8.3%
Q1 2025
+6.6%
Q2 2025
+25.7%
Q3 2025
+23.5%
Q4 2025
-10.2%
Q1 2026
+19.1%

Sector allocation

Industrials
31%
Consumer discretionary
28%
Healthcare
18%
Other
13%
Technology
10%

Long book by quarter

$101.6M
Q1 2024
$87.3M
Q2 2024
$94.5M
Q3 2024
$109.8M
Q4 2024
$95.1M
Q1 2025
$107.5M
Q2 2025
$133.2M
Q3 2025
$152.4M
Q4 2025
$123.1M
Q1 2026

What does BARINGTON COMPANIES own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
M MACY'S INCConsumer discretionary1.4M$26.2M21.3%+11.5%
MATW MATTHEWS INTL CORP-CLASS AIndustrials924.1K$23.9M19.4%-7.6%
CHE CHEMED CORPHealthcare57.1K$21.6M17.5%+339.2%
GIL GILDAN ACTIVEWEAR INCOther285.0K$15.9M12.9%+11.7%
EML EASTERN CO/THEIndustrials644.3K$13.0M10.6%+1.5%
BILL BILL HOLDINGS INCTechnology313.8K$12.0M9.8%-19.5%
BBWI BATH & BODY WORKS INCConsumer discretionary350.0K$6.5M5.3%+366.7%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 12, 20268$123.1M canonicalSEC ↗
Q4 202513F-HRFeb 13, 202611$152.4M canonicalSEC ↗
Q3 202513F-HRNov 13, 202512$133.2M canonicalSEC ↗
Q2 202513F-HRAug 13, 20258$107.5M canonicalSEC ↗
Q1 202513F-HRMay 15, 202510$95.1M canonicalSEC ↗
Q4 202413F-HRFeb 14, 20259$109.8M canonicalSEC ↗
Q3 202413F-HRNov 14, 20249$94.5M canonicalSEC ↗
Q2 202413F-HRAug 15, 202413$87.3M canonicalSEC ↗
Q1 202413F-HRMay 15, 202413$101.6M canonicalSEC ↗