Portfolio (Quarterly) Guide ↗

BARINGTON COMPANIES MANAGEMENT, LLC

· CIK 0000887762

13F Portfolio $123M AUM 8 positions Filed May 12, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 Added 2 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	VSCO	VICTORIAS SECRET AND CO	Consumer Cyclical	425,000	$23.0M	15.11%	SOLD
2	MYE	MYERS INDS INC	Consumer Cyclical	495,100	$9.3M	6.08%	SOLD
3	TRS	TRIMAS CORP	Consumer Cyclical	131,100	$4.6M	3.05%	SOLD

Sector Allocation

Consumer Cyclical 39.5%

Industrials 30.0%

Healthcare 17.5%

Technology 9.8%

Real Estate 3.3%