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BARINGTON COMPANIES MANAGEMENT, LLC
特别关注No.8340 数据截至 2026Q2环比变动 Q1 2026
+$1,905.1万+15.5%
| 股票 | 历史所有权 | 投资组合占比 | 上一季度占比 | Q2 2026 市值 | Q2 2026 股数 | 上季度市值 | 上季度股数 | 股数变动 | 操作 |
|---|
 MACYS COMM |
| 21.12% | 21.3% | $3,002.6万 | 127.5万股 | $2,623.1万 | 145.0万股 | -17.5万股-12.07% | 减仓 |
| CCHEMED NEWCHE |
| 19.69% | 17.52% | $2,799.1万 | 6.0万股 | $2,156.9万 | 5.7万股 | +3,000股+5.25% | 加仓 |
| MMATTHEWS INTLMATW |
| 16% | 19.38% | $2,274.7万 | 84.5万股 | $2,386.0万 | 92.4万股 | -7.9万股-8.56% | 减仓 |
 EASTERN CO COMEML |
| 12.73% | 10.59% | $1,810.3万 | 65.0万股 | $1,304.1万 | 64.4万股 | +5,658股+0.88% | 加仓 |
| BBATH & BODYBBWI |
| 12.61% | 5.31% | $1,792.6万 | 77.5万股 | $653.5万 | 35.0万股 | +42.5万股+121.43% | 加仓 |
 GILDAN ACTIVEWEARGIL |
| 10.71% | 12.88% | $1,522.2万 | 29.5万股 | $1,586.0万 | 28.5万股 | +1.0万股+3.51% | 加仓 |
| BBILLBILL |
| 5.01% | 9.76% | $712.4万 | 19.7万股 | $1,201.9万 | 31.4万股 | -11.7万股-37.22% | 减仓 |
 MATTELMAT |
| 1.95% | — | $277.6万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
 HURCOHURC |
| 0.18% | — | $26.2万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
