Barington Companies Management, LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 13, 2025), Barington Companies Management, LLC reported 8 stock positions worth $107.5 million. Its top holding was Matthews Intl Class A (MATW) at 20.3% of the portfolio, followed by Trimas (TRS, 16.5%) and Victoria's Secret (VSXY, 14.5%). Compared with Q1 2025, it opened 1 new position, sold out of 3, added to 4 and reduced 2. The biggest buy was Victoria's Secret (VSXY, shares +255%) and the biggest sale Macy's (M, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000887762
- Portfolio Value
- $107.5M (Q2 2025)
- SEC Filing
- 0001556008-25-000003 ↗ filed Aug 13, 2025
Holdings Value
Holdings 8 stocks · $107.5M
| MATW Matthews Intl Corp. Class A | 20.30% | 912,804 | $21.8M | Add +14.3% |
| TRS Trimas Corp. | 16.53% | 621,000 | $17.8M | Reduce -10.6% |
| VSXY Victoria's Secret & Co. | 14.45% | 838,886 | $15.5M | Add +255.1% |
| M Macy's Inc. | 13.56% | 1,250,000 | $14.6M | Reduce -2.0% |
| EML The Eastern Co. | 13.37% | 630,100 | $14.4M | No change |
| HBI Hanesbrands Inc. | 10.66% | 2,502,100 | $11.5M | Add +31.5% |
| MYE Myers Industries Inc. | 10.38% | 770,100 | $11.2M | Add +3.4% |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.75% | 10,000 | $808K | New |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 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 |