Barington Companies Management, LLC 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Barington Companies Management, LLC disclosed 10 US equity positions worth $95.1m in its Q1 2025 13F filing. The largest position was MATW at 18.7% of the reported book, followed by TRS and M. Against the Q4 2024 filing, it opened 2 new positions, added to 4 and reduced 3 among the top 10 holdings.
What did Barington Companies Management, LLC own in Q1 2025? Top 10 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | MATW Matthews Intl Corp | Industrials | 18.7% | $17.8m | 798,617 | 42% | added |
| 2 | TRS TriMas Corp | Consumer Cyclical | 17.1% | $16.3m | 694,575 | 14% | added |
| 3 | M Macys Inc | Consumer Cyclical | 16.8% | $16.0m | 1,275,000 | 6% | added |
| 4 | EML Eastern Co | 16.8% | $16.0m | 630,100 | 0% | held | |
| 5 | HN9 Hanesbrands Inc. | 11.5% | $11.0m | 1,902,500 | 3% | added | |
| 6 | MYE Myers Inds Inc | Consumer Cyclical | 9.3% | $8.9m | 745,100 | -9% | reduced |
| 7 | VSXY Victorias Secret and Co | Consumer Cyclical | 4.6% | $4.4m | 236,216 | – | new |
| 8 | RMBS Rambus Inc Del | Technology | 3.0% | $2.8m | 55,000 | -54% | reduced |
| 9 | MSGS Madison Square Grdn Sprt Cor | Communication Services | 2.0% | $1.9m | 10,000 | – | new |
| 10 | TXT Textron Inc | Industrials | 0.1% | $88.5k | 1,225 | -96% | reduced |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.