Barington Capital Group, L.P.
- SEC CIK
- 0000887762
- Latest filing
- Aug 12, 2026
Holdings in Q1 2026
Holdings as of Mar 31, 2026, filed May 12, 2026. Long positions only; changes compare share counts with Q4 2025.
- Positions
- 8
- −3 vs. Q4 2025
- Portfolio value
- $123.1M
- −$29.2M (−19.2%) vs. Q4 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MMacy's, Inc. | COM | 1,450,000 | $26.2M | 21.3% | +150,000+11.5% | Added | History |
| MATWMatthews International Corp | CL A | 924,100 | $23.9M | 19.4% | −75,900−7.6% | Reduced | History |
| CHEChemed Corp | COM | 57,100 | $21.6M | 17.5% | +44,100+339.2% | Added | History |
| GILGildan Activewear Inc. | Stock | 285,000 | $15.9M | 12.9% | +29,786+11.7% | Added | History |
| EMLEastern Co | COM | 644,342 | $13.0M | 10.6% | +9,409+1.5% | Added | History |
| BILLBILL Holdings, Inc. | Stock | 313,800 | $12.0M | 9.8% | −76,200−19.5% | Reduced | History |
| BBWIBath & Body Works, Inc. | COM | 350,000 | $6.53M | 5.3% | +275,000+366.7% | Added | History |
| COLDAmericold Realty Trust | COM | 350,000 | $4.01M | 3.3% | +50,000+16.7% | Added | History |
Sold out since Q4 2025 (3)
Positions held at the end of Q4 2025 that are gone from this filing.
| Security | Class | Shares in Q4 2025 | Value in Q4 2025 | % of portfolio in Q4 2025 | History |
|---|---|---|---|---|---|
| VSXYVictoria's Secret & Co. | COMMON STOCK | 425,000 | $23.0M | 15.1% | History |
| MYEMyers Industries Inc | COM | 495,100 | $9.27M | 6.1% | History |
| TRSTrimas Corp | COM NEW | 131,100 | $4.65M | 3.1% | History |