Q3 2025 · 13F-HR
BARINGTON COMPANIES MANAGEMENT, LLCholdings as filed
Filed 2025-11-13 · accession 0000887762-25-000012
$133.2M
Reported value
12
Positions
2025-09-30
Period end
The Brief · BARINGTON COMPANIES MANAGEMENT, LLC · Q3 2025
AI · grounded in 13F
BARINGTON COMPANIES MANAGEMENT, LLC established a new position in M valued at $23.3M. The fund also initiated new stakes in MATW for $22.2M and VSCO for $21.7M. Additional new positions include HN9 at $16.5M and EML at $14.8M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 55616P104 | M | MACYS INC | $23.3M | 17.5% | 1,300,000 | Common | SOLE |
| 577128101 | MATW | MATTHEWS INTL CORP | $22.2M | 16.6% | 912,804 | Common | SOLE |
| 926400102 | VSCO | VICTORIAS SECRET AND CO | $21.7M | 16.3% | 800,000 | Common | SOLE |
| 410345102 | HN9 | HANESBRANDS INC | $16.5M | 12.4% | 2,502,100 | Common | SOLE |
| 276317104 | EML | EASTERN CO | $14.8M | 11.1% | 630,100 | Common | SOLE |
| 628464109 | MYE | MYERS INDS INC | $13.0M | 9.80% | 770,100 | Common | SOLE |
| 896215209 | TRS | TRIMAS CORP | $10.6M | 7.98% | 275,000 | Common | SOLE |
| 090043100 | BILL | BILL HOLDINGS INC | $3.4M | 2.59% | 65,000 | Common | SOLE |
| 55825T103 | MSGS | MADISON SQUARE GRDN SPRT COR | $3.4M | 2.56% | 15,000 | Common | SOLE |
| 070830104 | BBWI | BATH & BODY WORKS INC | $3.2M | 2.42% | 125,000 | Common | SOLE |
| 49177J102 | KVUE | KENVUE INC | $811,500 | 0.61% | 50,000 | Common | SOLE |
| 78413P101 | SMHI | SEACOR MARINE HLDGS INC | $162,250 | 0.12% | 25,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.