Barington Companies Management, LLC 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Barington Companies Management, LLC disclosed 8 US equity positions worth $107.5m in its Q2 2025 13F filing. The largest position was MATW at 20.3% of the reported book, followed by TRS and VSXY. Against the Q1 2025 filing, it opened 1 new position, added to 4 and reduced 2 among the top 8 holdings.
What did Barington Companies Management, LLC own in Q2 2025? Top 8 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | MATW MATTHEWS INTL CORP | Industrials | 20.3% | $21.8m | 912,804 | 14% | added |
| 2 | TRS TRIMAS CORP | Consumer Cyclical | 16.5% | $17.8m | 621,000 | -11% | reduced |
| 3 | VSXY VICTORIAS SECRET AND CO | Consumer Cyclical | 14.5% | $15.5m | 838,886 | 255% | added |
| 4 | M MACYS INC | Consumer Cyclical | 13.6% | $14.6m | 1,250,000 | -2% | reduced |
| 5 | EML EASTERN CO | 13.4% | $14.4m | 630,100 | 0% | held | |
| 6 | HN9 HANESBRANDS INC | 10.7% | $11.5m | 2,502,100 | 32% | added | |
| 7 | MYE MYERS INDS INC | Consumer Cyclical | 10.4% | $11.2m | 770,100 | 3% | added |
| 8 | EL LAUDER ESTEE COS INC | Consumer Defensive | 0.8% | $808.0k | 10,000 | – | new |
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.