Q4 2025 · 13F-HR
BARINGTON COMPANIES MANAGEMENT, LLCholdings as filed
Filed 2026-02-13 · accession 0000887762-26-000002
$152.4M
Reported value
11
Positions
2025-12-31
Period end
The Brief · BARINGTON COMPANIES MANAGEMENT, LLC · Q4 2025
AI · grounded in 13F
BARINGTON COMPANIES MANAGEMENT, LLC closed its position in Hanesbrands Inc HN9, reducing exposure by $16.49M. The fund established a new position in Gildan Activewear Inc GIL worth $15.94M and added Chemed Corp New CHE with a $5.56M investment. Additionally, the fund increased its stake in Bill Holdings Inc BILL by 500%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 55616P104 | M | MACYS INC | $28.7M | 18.8% | 1,300,000 | Common | SOLE |
| 577128101 | MATW | MATTHEWS INTL CORP | $26.1M | 17.1% | 1,000,000 | Common | SOLE |
| 926400102 | VSCO | VICTORIAS SECRET AND CO | $23.0M | 15.1% | 425,000 | Common | SOLE |
| 090043100 | BILL | BILL HOLDINGS INC | $21.3M | 14.0% | 390,000 | Common | SOLE |
| 375916103 | GIL | GILDAN ACTIVEWEAR INC | $15.9M | 10.5% | 255,214 | Common | SOLE |
| 276317104 | EML | EASTERN CO | $12.5M | 8.21% | 634,933 | Common | SOLE |
| 628464109 | MYE | MYERS INDS INC | $9.3M | 6.08% | 495,100 | Common | SOLE |
| 16359R103 | CHE | CHEMED CORP NEW | $5.6M | 3.65% | 13,000 | Common | SOLE |
| 896215209 | TRS | TRIMAS CORP | $4.6M | 3.05% | 131,100 | Common | SOLE |
| 03064D108 | COLD | AMERICOLD REALTY TRUST INC | $3.9M | 2.53% | 300,000 | Common | SOLE |
| 070830104 | BBWI | BATH & BODY WORKS INC | $1.5M | 0.99% | 75,000 | 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.