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BARINGTON COMPANIES MANAGEMENT, LLC

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13F filer, CIK 887762, NEW YORK, NY

BARINGTON COMPANIES MANAGEMENT, LLC reported $107,508,372 across 8 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-13.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001556008-25-000003

Period
2025-06-30
Reported value
$108M
Holdings
8
Top 10 weight
100%
New
1
Sold out
3

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VSXYadded+602,670$11.2M
HANESBRANDS INCadded+599,600$2.75M
MATWadded+114,187$2.73M
ELnew+10,000$808K
MYEadded+25,000$362K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
RMBSexited-55,000-$2.85M
TRSreduced-73,575-$2.1M
MSGSexited-10,000-$1.95M
Mreduced-25,000-$292K
TXTexited-1,225-$88.5K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001556008-25-000003, largest first. % of portfolio is the value over $107,508,372, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MATWMATTHEWS INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,000 shares; 2024Q4: 563,962 shares; 2025Q1: 798,617 shares; 2025Q2: 912,804 shares 912,804$21.8M20.3%+114,187Timeline
TRSTRIMAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608,000 shares; 2024Q4: 608,000 shares; 2025Q1: 694,575 shares; 2025Q2: 621,000 shares 621,000$17.8M16.53%-73,575Timeline
VSXYVICTORIAS SECRET AND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 236,216 shares; 2025Q2: 838,886 shares 838,886$15.5M14.45%+602,670Timeline
MMACYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650,000 shares; 2024Q4: 1,200,000 shares; 2025Q1: 1,275,000 shares; 2025Q2: 1,250,000 shares 1,250,000$14.6M13.56%-25,000Timeline
EMLEASTERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630,100 shares; 2024Q4: 630,100 shares; 2025Q1: 630,100 shares; 2025Q2: 630,100 shares 630,100$14.4M13.37%0Timeline
HANESBRANDS INCHANESBRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,852,500 shares; 2024Q4: 1,852,500 shares; 2025Q1: 1,902,500 shares; 2025Q2: 2,502,100 shares 2,502,100$11.5M10.66%+599,600
MYEMYERS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 820,196 shares; 2025Q1: 745,100 shares; 2025Q2: 770,100 shares 770,100$11.2M10.38%+25,000Timeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,000 shares 10,000$808K0.75%newTimeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
RMBSRAMBUS INC DEL55,000$2.85Mshares
MSGSMADISON SQUARE GRDN SPRT COR10,000$1.95Mshares
TXTTEXTRON INC1,225$88.5Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001556008-25-000003 base2025-08-13acceptance time not in the bulk data set