Eubel Brady & Suttman Asset Management Inc Portfolio Stock Holdings
According to the SEC 13F filed on August 12, 2026, Eubel Brady & Suttman Asset Management Inc disclosed 105 stock positions valued at approximately $841.75M as of quarter-end June 30, 2026. The largest holdings include BROOKFIELD CORP, BERKSHIRE HATHAWAY INC DEL, and PAYPAL HLDGS INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 105
- Portfolio Value
- $841.75M
Holdings by Sector
Eubel Brady & Suttman Asset Management Inc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BROOKFIELD CORP | BN | Financial Services | 4.69% | 927,451 | -13,678 | -1.45% | $39,500,000 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 4.51% | 75,887 | -509 | -0.67% | $37,973,000 |
| PAYPAL HLDGS INC | PYPL | Financial Services | 3.86% | 752,956 | -17,030 | -2.21% | $32,513,000 |
| INTERNATIONAL FLAVORS&FRAGRA | IFF | Basic Materials | 3.72% | 394,776 | +425 | +0.11% | $31,274,000 |
| ETSY INC | ETSY | Consumer Cyclical | 3.71% | 414,900 | -5,194 | -1.24% | $31,254,000 |
| COMCAST CORP NEW | CMCSA | Communication Services | 3.67% | 1,259,515 | +10,313 | +0.83% | $30,921,000 |
| CROCS INC | CROX | Consumer Cyclical | 3.23% | 225,646 | -8,139 | -3.48% | $27,222,000 |
| POOL CORP | POOL | Industrials | 3.13% | 122,722 | +16,592 | +15.63% | $26,373,000 |
| DISNEY WALT CO | DIS | Communication Services | 3.13% | 273,643 | -2,796 | -1.01% | $26,338,000 |
| MEDTRONIC PLC | MDT | Other | 3.12% | 335,820 | +5,126 | +1.55% | $26,271,000 |
| BROWN FORMAN CORP | BF-B | Consumer Defensive | 3.07% | 970,867 | -6,365 | -0.65% | $25,874,000 |
| ZIMMER BIOMET HOLDINGS INC | ZBH | Healthcare | 3.04% | 297,344 | -2,746 | -0.92% | $25,598,000 |
| GENTEX CORP | GNTX | Consumer Cyclical | 3.04% | 1,012,719 | -14,781 | -1.44% | $25,591,000 |
| IQVIA HLDGS INC | IQV | Healthcare | 3.04% | 132,319 | +56,557 | +74.65% | $25,567,000 |
| MICROSOFT CORP | MSFT | Technology | 2.81% | 63,428 | -514 | -0.80% | $23,660,000 |
| CNH INDL N V | CNH | Other | 2.69% | 2,012,702 | -3,854 | -0.19% | $22,603,000 |
| GARRETT MOTION INC | GTX | Consumer Cyclical | 2.54% | 590,802 | -556,690 | -48.51% | $21,405,000 |
| LOEWS CORP | L | Financial Services | 2.46% | 183,253 | -1,339 | -0.73% | $20,746,000 |
| CARMAX INC | KMX | Consumer Cyclical | 2.43% | 386,294 | -60,584 | -13.56% | $20,431,000 |
| POLARIS INC | PII | Consumer Cyclical | 2.31% | 284,485 | -65,109 | -18.62% | $19,470,000 |
| SLB LIMITED | SLB | Energy | 2.19% | 396,634 | -67,853 | -14.61% | $18,440,000 |
| ALPHABET INC | GOOGL | Communication Services | 2.19% | 51,493 | -600 | -1.15% | $18,402,000 |
| VONTIER CORPORATION | VNT | Technology | 2.18% | 632,962 | +152,086 | +31.63% | $18,356,000 |
| WELLS FARGO & CO | WFC | Financial Services | 1.94% | 197,704 | +761 | +0.39% | $16,338,000 |
| INTUIT | INTU | Technology | 1.93% | 62,334 | +524 | +0.85% | $16,269,000 |
| NEWMARKET CORP | NEU | Basic Materials | 1.89% | 20,124 | -278 | -1.36% | $15,923,000 |
| CNX RES CORP | CNX | Energy | 1.64% | 406,570 | -1,892 | -0.46% | $13,795,000 |
| MARKETAXESS HLDGS INC | MKTX | Financial Services | 1.54% | 114,292 | +2,809 | +2.52% | $12,971,000 |
| LOCKHEED MARTIN CORP | LMT | Industrials | 1.54% | 25,419 | +211 | +0.84% | $12,950,000 |
| FISERV INC | FI | Technology | 1.39% | 238,684 | -5 | -0.00% | $11,707,000 |
Showing 30 of 105 holdings in the latest reporting period.