BARINGTON COMPANIES MANAGEMENT, LLC
CIK: 0000887762SEC EDGAR →
Portfolio Value
$152.4M
Holdings
11
As of
Q4 2025
New Positions
5
Closed Positions
1
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | MACYS INC | 1,300,000 | $28.7M | 18.81% |
| 2 | MATTHEWS INTL CORP | 1,000,000 | $26.1M | 17.14% |
| 3 | VICTORIAS SECRET AND CO | 425,000 | $23.0M | 15.11% |
| 4 | BILL HOLDINGS INC | 390,000 | $21.3M | 13.96% |
| 5 | GILDAN ACTIVEWEAR INC | 255,214 | $15.9M | 10.46% |
| 6 | EASTERN CO | 634,933 | $12.5M | 8.20% |
| 7 | MYERS INDS INC | 495,100 | $9.3M | 6.08% |
| 8 | CHEMED CORP NEW | 13,000 | $5.6M | 3.65% |
| 9 | TRIMAS CORP | 131,100 | $4.6M | 3.05% |
| 10 | AMERICOLD REALTY TRUST INC | 300,000 | $3.9M | 2.53% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Cyclical | 5 | $54.4M | 35.7% |
| Industrials | 2 | $38.6M | 25.3% |
| Unknown | 1 | $28.7M | 18.8% |
| Technology | 1 | $21.3M | 14.0% |
| Healthcare | 1 | $5.6M | 3.7% |
| Real Estate | 1 | $3.9M | 2.5% |