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BARINGTON COMPANIES MANAGEMENT, LLC

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13F filer, CIK 887762, NEW YORK, NY

BARINGTON COMPANIES MANAGEMENT, LLC reported $152,362,294 across 11 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-13. Its ten largest share positions make up 99.01% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000887762-26-000002

Period
2025-12-31
Reported value
$152M
Holdings
11
Top 10 weight
99.01%
New
3
Sold out
4

Largest buys vs the previous quarter

SecurityShares changeApprox. value
BILLadded+325,000$17.7M
GILnew+255,214$15.9M
CHEnew+13,000$5.56M
COLDnew+300,000$3.86M
MATWadded+87,196$2.28M

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
VSXYreduced-375,000-$20.3M
HANESBRANDS INCexited-2,502,100-$16.5M
MYEreduced-275,000-$5.15M
TRSreduced-143,900-$5.1M
MSGSexited-15,000-$3.4M

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, Q4 2025

Share positions as resolved from 13F-HR 0000887762-26-000002, largest first. % of portfolio is the value over $152,362,294, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
MMACYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 650,000 shares; 2024Q4: 1,200,000 shares; 2025Q1: 1,275,000 shares; 2025Q2: 1,250,000 shares; 2025Q3: 1,300,000 shares; 2025Q4: 1,300,000 shares 1,300,000$28.7M18.81%0Timeline
MATWMATTHEWS INTL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 455,000 shares; 2024Q4: 563,962 shares; 2025Q1: 798,617 shares; 2025Q2: 912,804 shares; 2025Q3: 912,804 shares; 2025Q4: 1,000,000 shares 1,000,000$26.1M17.14%+87,196Timeline
VSXYVICTORIAS SECRET AND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 236,216 shares; 2025Q2: 838,886 shares; 2025Q3: 800,000 shares; 2025Q4: 425,000 shares 425,000$23M15.11%-375,000Timeline
BILLBILL HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 65,000 shares; 2025Q4: 390,000 shares 390,000$21.3M13.96%+325,000Timeline
GILGILDAN ACTIVEWEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 255,214 shares 255,214$15.9M10.46%newTimeline
EMLEASTERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 630,100 shares; 2024Q4: 630,100 shares; 2025Q1: 630,100 shares; 2025Q2: 630,100 shares; 2025Q3: 630,100 shares; 2025Q4: 634,933 shares 634,933$12.5M8.21%+4,833Timeline
MYEMYERS INDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 820,196 shares; 2025Q1: 745,100 shares; 2025Q2: 770,100 shares; 2025Q3: 770,100 shares; 2025Q4: 495,100 shares 495,100$9.27M6.08%-275,000Timeline
CHECHEMED CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 13,000 shares 13,000$5.56M3.65%newTimeline
TRSTRIMAS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 608,000 shares; 2024Q4: 608,000 shares; 2025Q1: 694,575 shares; 2025Q2: 621,000 shares; 2025Q3: 275,000 shares; 2025Q4: 131,100 shares 131,100$4.65M3.05%-143,900Timeline
COLDAMERICOLD REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 300,000 shares 300,000$3.86M2.53%newTimeline
BBWIBATH & BODY WORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 125,000 shares; 2025Q4: 75,000 shares 75,000$1.51M0.99%-50,000Timeline

Sold out in Q4 2025

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

SecurityShares beforeValue beforeType
HANESBRANDS INCHANESBRANDS INC2,502,100$16.5Mshares
MSGSMADISON SQUARE GRDN SPRT COR15,000$3.4Mshares
KVUEKENVUE INC50,000$812Kshares
SMHISEACOR MARINE HLDGS INC25,000$162Kshares

How Q4 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 0000887762-26-000002 base2026-02-13acceptance time not in the bulk data set