1y return+58.0%S&P 500 +20.9%
3y return+63.2%S&P 500 +68.5%
5y return+78.3%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2020: $436 against $242 in the S&P 500.2
Barington Companies Management, LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MMacys Inc | $30.0M | 21.1% | −12.1% |
| CHEChemed Corp New | $28.0M | 19.7% | +5.3% |
| MATWMatthews Intl Corp | $22.7M | 16.0% | −8.6% |
| EMLEastern Co | $18.1M | 12.7% | |
| BBWIBath & Body Works Inc | $17.9M | 12.6% | +121.4% |
| GILGildan Activewear Inc | $15.2M | 10.7% | +3.5% |
| BILLBill Holdings Inc | $7.1M | 5.0% | −37.2% |
| MATMattel Inc | $2.8M | 2.0% | New |
| HURCHurco Co | $262K | 0.2% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| MMacys Inc | September 30, 2023 | +102.8% | $30.0M |
| EMLEastern Co | June 30, 2020 | +55.9% | $18.1M |
| CHEChemed Corp New | December 31, 2025 | +8.9% | $28.0M |
| MATWMatthews Intl Corp | June 30, 2022 | −6.1% | $22.7M |
| BBWIBath & Body Works Inc | September 30, 2025 | −10.2% | $17.9M |
| GILGildan Activewear Inc | December 31, 2025 | −17.4% | $15.2M |
| BILLBill Holdings Inc | September 30, 2025 | −31.7% | $7.1M |
Sold off last quarter
- COLDAmericold Realty Trust Inc was $4.0M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +16.3% | +14.8% |
| March 31, 2026 | −10.8% | −4.6% |
| December 31, 2025 | +19.8% | +2.4% |
| September 30, 2025 | +27.0% | +7.8% |
| June 30, 2025 | +2.8% | +10.5% |
| March 31, 2025 | −11.7% | −4.6% |
| December 31, 2024 | +0.2% | +2.1% |
| September 30, 2024 | +7.9% | +5.4% |
| June 30, 2024 | −15.2% | +4.0% |
| March 31, 2024 | +14.6% | +10.0% |
| December 31, 2023 | +14.9% | +11.2% |
| September 30, 2023 | −5.8% | −3.6% |
| June 30, 2023 | +10.5% | +8.3% |
| March 31, 2023 | +12.5% | +7.0% |
| December 31, 2022 | +25.8% | +7.1% |
| September 30, 2022 | −3.0% | −5.3% |
| June 30, 2022 | −24.8% | −16.5% |
| March 31, 2022 | −8.4% | −4.9% |
| December 31, 2021 | +8.8% | +10.7% |
| September 30, 2021 | −4.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Barington Companies Management, LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=887762&type=13F-HR&dateb=&owner=include&count=40CIK 887762
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/887762/000088776226000006/Filed August 12, 2026 · accession 0000887762-26-000006