Barington Capital Group, L.P.
Barington Capital Group, L.P. is a New York-based hedge fund founded in 1991. The firm specializes in value-oriented activist investing, with a focus on U.S. publicly traded companies. Barington typically works to enhance shareholder value by advocating for operational, strategic, and governance changes. The company manages assets and provides investment services primarily to institutional clients. Employee count is not publicly disclosed, but such activist funds typically have a small core team.
Investment Strategy
Barington Capital Group, L.P. employs a value-oriented activist investment strategy, primarily targeting undervalued small- and mid-cap U.S. public companies. The firm seeks to increase shareholder value by working actively with management and boards to advocate for operational improvements, capital allocation changes, and enhanced corporate governance. Barington often takes significant minority stakes and leverages in-depth research and direct engagement to pursue catalysts for value creation.
Top Holdings
Equity Positions (8)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MATW | MATTHEWS INTL CORP | 20.30% | $21.8M | 912,804 | $25.42 | $23.91 | +$4.1M |
T TRS | TRIMAS CORP | 16.53% | $17.8M | 621,000 | $25.41 | $28.61 | +$1.5M |
V VSCO | VICTORIAS SECRET AND CO | 14.45% | $15.5M | 838,886 | $18.54 | $18.52 | +$11.1M |
M M | MACYS INC | 13.56% | $14.6M | 1,250,000 | $16.11 | $11.66 | -$1.4M |
E EML | EASTERN CO | 13.37% | $14.4M | 630,100 | $20.11 | $22.82 | -$1.6M |
Industry Allocation
Investment Team (2)
| Name | Role | Location | |
|---|---|---|---|
A August Vlak | Managing Director | Darien, CT , United States | |
G Greg Klochkoff | Investment Analyst | New York, NY , United States |