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EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001080382

$841.8M

disclosed book value

118

positions

4.7%

largest position share

Positions, as of 2026-06-30

top 100 of 118 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1BNBROOKFIELD CORP927,451$39.5M4.7%
2BRK/BBERKSHIRE HATHAWAY INC DEL75,887$38.0M4.5%
3PYPLPAYPAL HLDGS INC752,956$32.5M3.9%
4IFFINTERNATIONAL FLAVORS&FRAGRA394,776$31.3M3.7%
5ETSYETSY INC414,900$31.3M3.7%
6CMCSACOMCAST CORP NEW1.3M$30.9M3.7%
7CROXCROCS INC225,646$27.2M3.2%
8POOLPOOL CORP122,722$26.4M3.1%
9DISDISNEY WALT CO273,643$26.3M3.1%
10MDTMEDTRONIC PLC335,820$26.3M3.1%
11BF/BBROWN FORMAN CORP970,867$25.9M3.1%
12ZBHZIMMER BIOMET HOLDINGS INC297,344$25.6M3%
13GNTXGENTEX CORP1.0M$25.6M3%
14IQVIQVIA HLDGS INC132,319$25.6M3%
15MSFTMICROSOFT CORP63,428$23.7M2.8%
16CNHCNH INDL N V2.0M$22.6M2.7%
17GTXGARRETT MOTION INC590,802$21.4M2.5%
18LLOEWS CORP183,253$20.7M2.5%
19KMXCARMAX INC386,294$20.4M2.4%
20PIIPOLARIS INC284,485$19.5M2.3%
21SLBSLB LIMITED396,634$18.4M2.2%
22GOOGLALPHABET INC51,493$18.4M2.2%
23VNTVONTIER CORPORATION632,962$18.4M2.2%
24WFCWELLS FARGO & CO197,704$16.3M1.9%
25INTUINTUIT62,334$16.3M1.9%
26NEUNEWMARKET CORP20,124$15.9M1.9%
27CNXCNX RES CORP406,570$13.8M1.6%
28MKTXMARKETAXESS HLDGS INC114,292$13.0M1.5%
29LMTLOCKHEED MARTIN CORP25,419$12.9M1.5%
30FISVFISERV INC238,684$11.7M1.4%
31CNRCORE NATURAL RESOURCES INC145,158$11.6M1.4%
32NRPNATURAL RESOURCE PARTNERS LP117,500$11.4M1.4%
33IGSBISHARES TR123,703$6.5M0.8%
34CAKE 2 03/15/30CHEESECAKE FACTORY INC5.0M$6.4M0.8%
35MOATVANECK ETF TRUST61,068$6.3M0.8%
36LYFT 0.625 03/01/29LYFT INC6.0M$6.3M0.7%
37GWRE 1.25 11/01/29GUIDEWIRE SOFTWARE INC6.0M$5.8M0.7%
38BSY 0.375 07/01/27BENTLEY SYS INC6.0M$5.8M0.7%
39WGO 3.25 01/15/30WINNEBAGO INDS INC6.0M$5.6M0.7%
40GPN 1.5 03/01/31GLOBAL PMTS INC6.0M$5.4M0.6%
41SPB 3.375 06/01/29SPECTRUM BRANDS INC5.0M$5.2M0.6%
42HAE 2.5 06/01/29HAEMONETICS CORP MASS5.0M$5.1M0.6%
43PRKPARK NATL CORP23,123$4.2M0.5%
44ETSY 0.25 06/15/28ETSY INC4.0M$3.7M0.4%
45ETSY 1 06/15/30ETSY INC3.0M$3.5M0.4%
46LLYELI LILLY & CO2,616$3.1M0.4%
47SMOTVANECK ETF TRUST79,886$3.1M0.4%
48PATK 1.75 12/01/28PATRICK INDS INC2.0M$3.0M0.4%
49SFBSSERVISFIRST BANCSHARES INC32,950$2.9M0.3%
50AAPLAPPLE INC8,160$2.4M0.3%
51JNJJOHNSON & JOHNSON7,884$2.0M0.2%
52VSNTVERSANT MEDIA GROUP INC42,834$1.5M0.2%
53AMGNAMGEN INC3,709$1.3M0.2%
54NVDANVIDIA CORPORATION6,615$1.3M0.2%
55CVXCHEVRON CORPORATION7,221$1.2M0.1%
56XOMEXXON MOBIL CORP8,685$1.2M0.1%
57MRKMERCK & CO INC8,638$1.1M0.1%
58CATCATERPILLAR INC1,035$1.1M0.1%
59JPMJPMORGAN CHASE & CO3,282$1.1M0.1%
60PGPROCTER & GAMBLE CO7,169$1.1M0.1%
61AVGOBROADCOM INC2,601$983,0000.1%
62CSCOCISCO SYS INC7,579$890,0000.1%
63HSYHERSHEY CO4,996$877,0000.1%
64ELLAUDER ESTEE COS INC10,864$858,0000.1%
65VGTVANGUARD WORLD FD6,912$826,0000.1%
66ADBEADOBE INC3,870$793,0000.1%
67HDHOME DEPOT INC2,205$778,0000.1%
68TXNTEXAS INSTRS INC2,480$739,0000.1%
69GEVGE VERNOVA INC619$727,0000.1%
70PEPPEPSICO INC5,137$696,0000.1%
71DEDEERE & CO1,017$645,0000.1%
72ZTSZOETIS INC8,907$640,0000.1%
73FTVFORTIVE CORP9,870$603,0000.1%
74INTCINTEL CORP4,146$579,0000.1%
75AMZNAMAZON COM INC2,382$568,0000.1%
76LNCLINCOLN NATL CORP IND15,673$554,0000.1%
77AFGAMERICAN FINANCIAL GROUP INC3,876$542,0000.1%
78BABOEING CO2,432$526,0000.1%
79QQQINVESCO QQQ TR701$516,0000.1%
80IVVISHARES TR666$499,0000.1%
81UNHUNITEDHEALTH GROUP INC1,186$493,0000.1%
82GEGE AEROSPACE1,203$450,0000.1%
83WMWASTE MGMT INC DEL1,984$442,0000.1%
84WMTWALMART INC3,885$440,0000.1%
85UNPUNION PAC CORP1,616$440,0000.1%
86USBUS BANCORP7,243$437,0000.1%
87CLCOLGATE PALMOLIVE CO4,645$426,0000.1%
88IYCISHARES TR4,000$404,0000%
89ABBVABBVIE INC1,530$385,0000%
90KVUEKENVUE INC19,953$381,0000%
91PMPHILIP MORRIS INTL INC2,100$380,0000%
92MCDMCDONALDS CORP1,385$374,0000%
93GLWCORNING INC1,403$358,0000%
94XLKSELECT SECTOR SPDR TR1,854$353,0000%
95AXPAMERICAN EXPRESS CO1,011$342,0000%
96MSMORGAN STANLEY1,604$335,0000%
97IWPISHARES TR2,120$310,0000%
98TSLATESLA INC726$305,0000%
99XLFSELECT SECTOR SPDR TR5,665$304,0000%
100RTXRTX CORPORATION1,595$303,0000%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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