Barington Companies Management, LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), Barington Companies Management, LLC reported 11 stock positions worth $152.4 million. Its top holding was Macy's (M) at 18.8% of the portfolio, followed by Matthews Intl Class A (MATW, 17.1%) and Victoria's Secret (VSXY, 15.1%). Compared with Q3 2025, it opened 3 new positions, sold out of 4, added to 3 and reduced 4. The biggest buy was Bill (BILL, shares +500%) and the biggest sale an exit from Hanesbrands (HBI).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000887762
- Portfolio Value
- $152.4M (Q4 2025)
- SEC Filing
- 0000887762-26-000002 ↗ filed Feb 13, 2026
Holdings Value
Holdings 11 stocks · $152.4M
| M Macy's Inc. | 18.81% | 1,300,000 | $28.7M | No change |
| MATW Matthews Intl Corp. Class A | 17.14% | 1,000,000 | $26.1M | Add +9.6% |
| VSXY Victoria's Secret & Co. | 15.11% | 425,000 | $23.0M | Reduce -46.9% |
| BILL Bill Holdings Inc. | 13.96% | 390,000 | $21.3M | Add +500.0% |
| GIL Gildan Activewear Inc. | 10.46% | 255,214 | $15.9M | New |
| EML The Eastern Co. | 8.21% | 634,933 | $12.5M | Add +0.8% |
| MYE Myers Industries Inc. | 6.08% | 495,100 | $9.3M | Reduce -35.7% |
| CHE Chemed Corp. | 3.65% | 13,000 | $5.6M | New |
| TRS Trimas Corp. | 3.05% | 131,100 | $4.6M | Reduce -52.3% |
| COLD Americold Realty Trust Inc. | 2.53% | 300,000 | $3.9M | New |
| BBWI Bath & Body Works Inc. | 0.99% | 75,000 | $1.5M | Reduce -40.0% |
Portfolio Sells Q3 2025 → Q4 2025
| HBI Hanesbrands Inc. | Sold out | 0.00% | −12.38 |
| TRS Trimas Corp. | Reduce -52.3% | 3.05% | −4.93 |
| MYE Myers Industries Inc. | Reduce -35.7% | 6.08% | −3.71 |
| MSGS Madison Square Garden Sports | Sold out | 0.00% | −2.56 |
| BBWI Bath & Body Works Inc. | Reduce -40.0% | 0.99% | −1.43 |
| VSXY Victoria's Secret & Co. | Reduce -46.9% | 15.11% | −1.19 |
| KVUE Kenvue Inc. | Sold out | 0.00% | −0.61 |
| SMHI Seacor Marine Holdings Inc. | Sold out | 0.00% | −0.12 |
Portfolio Buys Q3 2025 → Q4 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 |