BARINGTON CAPITAL GROUP, L.P.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MACYS INC(M) | 1,250,000 | 1,300,000 | +50,000 | 14,575,000 | 23,309,000 | 17.50% | +8,734,000 |
| VICTORIAS SECRET AND CO(VSXY) | 838,886 | 800,000 | -38,886 | 15,536,169 | 21,712,000 | 16.30% | +6,175,831 |
| HANESBRANDS INC | 2,502,100 | 2,502,100 | 0 | 11,459,618 | 16,488,839 | 12.38% | +5,029,221 |
| BILL HOLDINGS INC | 0 | 65,000 | +65,000 | 0 | 3,443,050 | 2.59% | +3,443,050 |
| MADISON SQUARE GRDN SPRT COR(MSGS) | 0 | 15,000 | +15,000 | 0 | 3,405,000 | 2.56% | +3,405,000 |
| BATH & BODY WORKS INC | 0 | 125,000 | +125,000 | 0 | 3,220,000 | 2.42% | +3,220,000 |
| MYERS INDS INC(MYE) | 770,100 | 770,100 | 0 | 11,158,749 | 13,045,494 | 9.80% | +1,886,745 |
| KENVUE INC(KVUE) | 0 | 50,000 | +50,000 | 0 | 811,500 | 0.61% | +811,500 |
| EASTERN CO | 630,100 | 630,100 | 0 | 14,378,882 | 14,782,146 | 11.10% | +403,264 |
| MATTHEWS INTL CORP(MATW) | 912,804 | 912,804 | 0 | 21,825,144 | 22,162,881 | 16.64% | +337,737 |
| SEACOR MARINE HLDGS INC | 0 | 25,000 | +25,000 | 0 | 162,250 | 0.12% | +162,250 |
| LAUDER ESTEE COS INC(EL) | 10,000 | 0 | -10,000 | 808,000 | 0 | — | -808,000 |
| TRIMAS CORP(TRS) | 621,000 | 275,000 | -346,000 | 17,766,810 | 10,626,000 | 7.98% | -7,140,810 |