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Portfolio (Quarterly) Guide ↗

BARINGTON COMPANIES MANAGEMENT, LLC

· CIK 0000887762
13F Portfolio $123M AUM 8 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 Added 2 Reduced 3 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MATW MATTHEWS INTL CORP Industrials 924,100.0 $23.9M 19.38% -76K -7.6% $25.82 +4.0%
2 BILL BILL HOLDINGS INC Technology 313,800.0 $12.0M 9.76% -76K -19.5% $38.30 -1.4%

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Cyclical 39.5%
Industrials 30.0%
Healthcare 17.5%
Technology 9.8%
Real Estate 3.3%