Barington Companies Management, LLC 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Barington Companies Management, LLC disclosed 12 US equity positions worth $133.2m in its Q3 2025 13F filing. The largest position was M at 17.5% of the reported book, followed by MATW and VSXY. Against the Q2 2025 filing, it opened 5 new positions, added to 1 and reduced 2 among the top 12 holdings.
What did Barington Companies Management, LLC own in Q3 2025? Top 12 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | M MACYS INC | Consumer Cyclical | 17.5% | $23.3m | 1,300,000 | 4% | added |
| 2 | MATW MATTHEWS INTL CORP | Industrials | 16.6% | $22.2m | 912,804 | 0% | held |
| 3 | VSXY VICTORIAS SECRET AND CO | Consumer Cyclical | 16.3% | $21.7m | 800,000 | -5% | reduced |
| 4 | HN9 HANESBRANDS INC | 12.4% | $16.5m | 2,502,100 | 0% | held | |
| 5 | EML EASTERN CO | 11.1% | $14.8m | 630,100 | 0% | held | |
| 6 | MYE MYERS INDS INC | Consumer Cyclical | 9.8% | $13.0m | 770,100 | 0% | held |
| 7 | TRS TRIMAS CORP | Consumer Cyclical | 8.0% | $10.6m | 275,000 | -56% | reduced |
| 8 | BILL BILL HOLDINGS INC | Technology | 2.6% | $3.4m | 65,000 | – | new |
| 9 | MSGS MADISON SQUARE GRDN SPRT COR | Communication Services | 2.6% | $3.4m | 15,000 | – | new |
| 10 | BBWI BATH & BODY WORKS INC | Consumer Cyclical | 2.4% | $3.2m | 125,000 | – | new |
| 11 | KVUE KENVUE INC | Consumer Defensive | 0.6% | $811.5k | 50,000 | – | new |
| 12 | SMHI SEACOR MARINE HLDGS INC | 0.1% | $162.2k | 25,000 | – | 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.