Barington Companies Management, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 15, 2025), Barington Companies Management, LLC reported 10 stock positions worth $95.1 million. Its top holding was Matthews Intl Class A (MATW) at 18.7% of the portfolio, followed by Trimas (TRS, 17.1%) and Macy's (M, 16.8%). Compared with Q4 2024, it opened 2 new positions, sold out of 1, added to 4 and reduced 3. The biggest buy was a new position in Victoria's Secret (VSXY) and the biggest sale an exit from Mattel (MAT).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000887762
- Portfolio Value
- $95.1M (Q1 2025)
- SEC Filing
- 0001213900-25-043958 ↗ filed May 15, 2025
Holdings Value
Holdings 10 stocks · $95.1M
| MATW Matthews Intl Corp. Class A | 18.67% | 798,617 | $17.8M | Add +41.6% |
| TRS Trimas Corp. | 17.10% | 694,575 | $16.3M | Add +14.2% |
| M Macy's Inc. | 16.83% | 1,275,000 | $16.0M | Add +6.3% |
| EML The Eastern Co. | 16.77% | 630,100 | $16.0M | No change |
| HBI Hanesbrands Inc. | 11.54% | 1,902,500 | $11.0M | Add +2.7% |
| MYE Myers Industries Inc. | 9.34% | 745,100 | $8.9M | Reduce -9.2% |
| VSXY Victoria's Secret & Co. | 4.61% | 236,216 | $4.4M | New |
| RMBS Rambus Inc. | 2.99% | 55,000 | $2.8M | Reduce -54.2% |
| MSGS Madison Square Garden Sports | 2.05% | 10,000 | $1.9M | New |
| TXT Textron Inc. | 0.09% | 1,225 | $89K | Reduce -96.1% |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 9 | $142.2M | M, CHE, MATW, EML, BBWI |
| Q1 2026 | 8 | $123.1M | M, MATW, CHE, GIL, EML |
| Q4 2025 | 11 | $152.4M | M, MATW, VSXY, BILL, GIL |
| Q3 2025 | 12 | $133.2M | M, MATW, VSXY, HBI, EML |
| Q2 2025 | 8 | $107.5M | MATW, TRS, VSXY, M, EML |
| Q1 2025 | 10 | $95.1M | MATW, TRS, M, EML, HBI |
| Q4 2024 | 9 | $109.8M | M, EML, MATW, HBI, TRS |
| Q3 2024 | 9 | $94.5M | EML, TRS, HBI, MAT, MATW |
| Q2 2024 | 13 | $87.3M | EML, TRS, MAT, MATW, HBI |
| Q1 2024 | 13 | $101.6M | EML, TRS, HBI, MATW, MAT |