Barington Companies Management, LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Barington Companies Management, LLC reported 12 stock positions worth $133.2 million. Its top holding was Macy's (M) at 17.5% of the portfolio, followed by Matthews Intl Class A (MATW, 16.6%) and Victoria's Secret (VSXY, 16.3%). Compared with Q2 2025, it opened 5 new positions, sold out of 1, added to 1 and reduced 2. The biggest buy was Macy's (M, shares +4%) and the biggest sale Trimas (TRS, shares −56%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000887762
- Portfolio Value
- $133.2M (Q3 2025)
- SEC Filing
- 0000887762-25-000012 ↗ filed Nov 13, 2025
Holdings Value
Holdings 12 stocks · $133.2M
| M Macy's Inc. | 17.50% | 1,300,000 | $23.3M | Add +4.0% |
| MATW Matthews Intl Corp. Class A | 16.64% | 912,804 | $22.2M | No change |
| VSXY Victoria's Secret & Co. | 16.30% | 800,000 | $21.7M | Reduce -4.6% |
| HBI Hanesbrands Inc. | 12.38% | 2,502,100 | $16.5M | No change |
| EML The Eastern Co. | 11.10% | 630,100 | $14.8M | No change |
| MYE Myers Industries Inc. | 9.80% | 770,100 | $13.0M | No change |
| TRS Trimas Corp. | 7.98% | 275,000 | $10.6M | Reduce -55.7% |
| BILL Bill Holdings Inc. | 2.59% | 65,000 | $3.4M | New |
| MSGS Madison Square Garden Sports | 2.56% | 15,000 | $3.4M | New |
| BBWI Bath & Body Works Inc. | 2.42% | 125,000 | $3.2M | New |
| KVUE Kenvue Inc. | 0.61% | 50,000 | $812K | New |
| SMHI Seacor Marine Holdings Inc. | 0.12% | 25,000 | $162K | New |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 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 |