BARINGTON COMPANIES MANAGEMENT, LLC
CIK: 0000887762Latest portfolio: $152.4M · Q4 2025
Holdings
11
Total Value
$152.4M
New Positions
3
Closed Positions
4
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | FDO.FMACYS INC | 1,300,000 | $28.7M | 18.81% | — | |
| 2 | MATWMATTHEWS INTL CORP | 1,000,000 | $26.1M | 17.14% | +87K | |
| 3 | VSCOVICTORIAS SECRET AND CO | 425,000 | $23.0M | 15.11% | -375,000 | |
| 4 | BILLBILL HOLDINGS INC | 390,000 | $21.3M | 13.96% | +325K | |
| 5 | GILGILDAN ACTIVEWEAR INC | 255,214 | $15.9M | 10.46% | NEW | |
| 6 | EMLEASTERN CO | 634,933 | $12.5M | 8.20% | +5K | |
| 7 | MYEMYERS INDS INC | 495,100 | $9.3M | 6.08% | -275,000 | |
| 8 | CHECHEMED CORP NEW | 13,000 | $5.6M | 3.65% | NEW | |
| 9 | TRSTRIMAS CORP | 131,100 | $4.6M | 3.05% | -143,900 | |
| 10 | COLDAMERICOLD REALTY TRUST INC | 300,000 | $3.9M | 2.53% | NEW | |
| 11 | BBWIBATH & BODY WORKS INC | 75,000 | $1.5M | 0.99% | -50,000 |
Quarterly Changes
Sector Breakdown
Consumer Cyclical0.0% ($2302215940926.8T)
Industrials0.0% ($2.6T)
Unknown0.0% ($28.7M)
Technology0.0% ($21.3M)
Healthcare0.0% ($5.6M)
Real Estate0.0% ($3.9M)
Filing History
Fund Information
BARINGTON COMPANIES MANAGEMENT, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $152.4M across 11 holdings. The largest position is MACYS INC (FDO.F), representing 18.8% of the portfolio. Compared to the previous quarter, the fund opened 3 new positions and closed 4 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.