Barington Companies Management, LLC 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Barington Companies Management, LLC disclosed 11 US equity positions worth $152.4m in its Q4 2025 13F filing. The largest position was M at 18.8% of the reported book, followed by MATW and VSXY. Against the Q3 2025 filing, it opened 3 new positions, added to 3 and reduced 4 among the top 11 holdings.
What did Barington Companies Management, LLC own in Q4 2025? Top 11 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | M MACYS INC | Consumer Cyclical | 18.8% | $28.7m | 1,300,000 | 0% | held |
| 2 | MATW MATTHEWS INTL CORP | Industrials | 17.1% | $26.1m | 1,000,000 | 10% | added |
| 3 | VSXY VICTORIAS SECRET AND CO | Consumer Cyclical | 15.1% | $23.0m | 425,000 | -47% | reduced |
| 4 | BILL BILL HOLDINGS INC | Technology | 14.0% | $21.3m | 390,000 | 500% | added |
| 5 | GIL GILDAN ACTIVEWEAR INC | Consumer Cyclical | 10.5% | $15.9m | 255,214 | – | new |
| 6 | EML EASTERN CO | 8.2% | $12.5m | 634,933 | 1% | added | |
| 7 | MYE MYERS INDS INC | Consumer Cyclical | 6.1% | $9.3m | 495,100 | -36% | reduced |
| 8 | CHE CHEMED CORP NEW | Healthcare | 3.7% | $5.6m | 13,000 | – | new |
| 9 | TRS TRIMAS CORP | Consumer Cyclical | 3.1% | $4.6m | 131,100 | -52% | reduced |
| 10 | COLD AMERICOLD REALTY TRUST INC | Real Estate | 2.5% | $3.9m | 300,000 | – | new |
| 11 | BBWI BATH & BODY WORKS INC | Consumer Cyclical | 1.0% | $1.5m | 75,000 | -40% | 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.