BARINGTON COMPANIES MANAGEMENT, LLC
•CIK: 887762•Filing: Q4 2025
**BARINGTON COMPANIES MANAGEMENT, LLC** manages $152M across 11 concentrated positions. The portfolio exhibits significant conviction in technology and growth names, anchored by a substantial allocation to Microsoft ($28.7M) and MATW ($26.1M). Further notable holdings include VSCO ($23.0M) and BILL ($21.3M), suggesting a focused, high-conviction approach to market opportunities. This structure indicates a mandate prioritizing established market leaders with significant capital deployment.
Total AUM
$152.4M
QoQ Performance
+14.4%
Positions
11
Top 10 Concentration
99.0%
Latest Filing
Q4 2025
Top Holdings Allocation
M
MATW
VSCO
BILL
GIL
EML
MYE
M18.8%
MATW17.1%
VSCO15.1%
BILL14.0%
GIL10.5%
EML8.2%
MYE6.1%
CHE3.7%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other100.0%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑3 increased
↓4 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023