# EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1080382. Source: https://holderbook.com/funds/1080382-eubel-brady-suttman-asset-management-inc/

- Reported value: $841.8M
- Positions: 118
- Weight of the ten largest: 36.8%
- Filed: 2026-08-12

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| BROOKFIELD CORP | [BN](https://holderbook.com/stocks/BN/) | $39.5M | 927,451 | 4.7% | 15 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $38.0M | 75,887 | 4.5% | 31 |
| PAYPAL HLDGS INC | [PYPL](https://holderbook.com/stocks/PYPL/) | $32.5M | 752,956 | 3.9% | 13 |
| INTERNATIONAL FLAVORS&FRAGRA | [IFF](https://holderbook.com/stocks/IFF/) | $31.3M | 394,776 | 3.7% | 12 |
| ETSY INC | [ETSY](https://holderbook.com/stocks/ETSY/) | $31.3M | 414,900 | 3.7% | 18 |
| COMCAST CORP NEW | [CMCSA](https://holderbook.com/stocks/CMCSA/) | $30.9M | 1,259,515 | 3.7% | 3 |
| CROCS INC | [CROX](https://holderbook.com/stocks/CROX/) | $27.2M | 225,646 | 3.2% | 2 |
| POOL CORP | [POOL](https://holderbook.com/stocks/POOL/) | $26.4M | 122,722 | 3.1% | 2 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $26.3M | 273,643 | 3.1% | 22 |
| MEDTRONIC PLC | [MDT](https://holderbook.com/stocks/MDT/) | $26.3M | 335,820 | 3.1% | 28 |
| BROWN FORMAN CORP | [BFB](https://holderbook.com/stocks/BFB/) | $25.9M | 970,867 | 3.1% | 8 |
| ZIMMER BIOMET HOLDINGS INC | [ZBH](https://holderbook.com/stocks/ZBH/) | $25.6M | 297,344 | 3.0% | 18 |
| GENTEX CORP | [GNTX](https://holderbook.com/stocks/GNTX/) | $25.6M | 1,012,719 | 3.0% | 8 |
| IQVIA HLDGS INC | [IQV](https://holderbook.com/stocks/IQV/) | $25.6M | 132,319 | 3.0% | 4 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $23.7M | 63,428 | 2.8% | 31 |
| CNH INDL N V | [CNH](https://holderbook.com/stocks/CNH/) | $22.6M | 2,012,702 | 2.7% | 7 |
| GARRETT MOTION INC | [GTX](https://holderbook.com/stocks/GTX/) | $21.4M | 590,802 | 2.5% | 7 |
| LOEWS CORP | [L](https://holderbook.com/stocks/L/) | $20.7M | 183,253 | 2.5% | 31 |
| CARMAX INC | [KMX](https://holderbook.com/stocks/KMX/) | $20.4M | 386,294 | 2.4% | 17 |
| POLARIS INC | [PII](https://holderbook.com/stocks/PII/) | $19.5M | 284,485 | 2.3% | 9 |
| SLB LIMITED | [SLB](https://holderbook.com/stocks/SLB/) | $18.4M | 396,634 | 2.2% | 7 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $18.4M | 51,493 | 2.2% | 31 |
| VONTIER CORPORATION | [VNT](https://holderbook.com/stocks/VNT/) | $18.4M | 632,962 | 2.2% | 23 |
| WELLS FARGO & CO | [WFC](https://holderbook.com/stocks/WFC/) | $16.3M | 197,704 | 1.9% | 31 |
| INTUIT | [INTU](https://holderbook.com/stocks/INTU/) | $16.3M | 62,334 | 1.9% | 4 |
| NEWMARKET CORP | [NEU](https://holderbook.com/stocks/NEU/) | $15.9M | 20,124 | 1.9% | 4 |
| CNX RES CORP | [CNX](https://holderbook.com/stocks/CNX/) | $13.8M | 406,570 | 1.6% | 31 |
| MARKETAXESS HLDGS INC | [MKTX](https://holderbook.com/stocks/MKTX/) | $13.0M | 114,292 | 1.5% | 2 |
| LOCKHEED MARTIN CORP | [LMT](https://holderbook.com/stocks/LMT/) | $12.9M | 25,419 | 1.5% | 19 |
| FISERV INC | [FISV](https://holderbook.com/stocks/FISV/) | $11.7M | 238,684 | 1.4% | 4 |
| CORE NATURAL RESOURCES INC | [CNR](https://holderbook.com/stocks/CNR/) | $11.6M | 145,158 | 1.4% | 6 |
| NATURAL RESOURCE PARTNERS LP | [NRP](https://holderbook.com/stocks/NRP/) | $11.4M | 117,500 | 1.4% | 10 |
| ISHARES TR | [IGSB](https://holderbook.com/stocks/IGSB/) | $6.5M | 123,703 | 0.8% | 31 |
| CHEESECAKE FACTORY INC | - | $6.4M | 5,000,000 | 0.8% | 2 |
| VANECK ETF TRUST | [MOAT](https://holderbook.com/stocks/MOAT/) | $6.3M | 61,068 | 0.8% | 16 |
| LYFT INC | - | $6.3M | 6,000,000 | 0.7% | 6 |
| GUIDEWIRE SOFTWARE INC | - | $5.8M | 6,000,000 | 0.7% | 2 |
| BENTLEY SYS INC | - | $5.8M | 6,000,000 | 0.7% | 9 |
| WINNEBAGO INDS INC | - | $5.6M | 6,000,000 | 0.7% | 6 |
| GLOBAL PMTS INC | - | $5.4M | 6,000,000 | 0.6% | 6 |
| SPECTRUM BRANDS INC | - | $5.2M | 5,000,000 | 0.6% | 3 |
| HAEMONETICS CORP MASS | - | $5.1M | 5,000,000 | 0.6% | 2 |
| PARK NATL CORP | [PRK](https://holderbook.com/stocks/PRK/) | $4.2M | 23,123 | 0.5% | 31 |
| ETSY INC | - | $3.7M | 4,000,000 | 0.4% | 16 |
| ETSY INC | - | $3.5M | 3,000,000 | 0.4% | 1 |
| ELI LILLY & CO | [LLY](https://holderbook.com/stocks/LLY/) | $3.1M | 2,616 | 0.4% | 3 |
| VANECK ETF TRUST | [SMOT](https://holderbook.com/stocks/SMOT/) | $3.1M | 79,886 | 0.4% | 8 |
| PATRICK INDS INC | - | $3.0M | 2,000,000 | 0.4% | 15 |
| SERVISFIRST BANCSHARES INC | [SFBS](https://holderbook.com/stocks/SFBS/) | $2.9M | 32,950 | 0.3% | 31 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $2.4M | 8,160 | 0.3% | 30 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $2.0M | 7,884 | 0.2% | 31 |
| VERSANT MEDIA GROUP INC | [VSNT](https://holderbook.com/stocks/VSNT/) | $1.5M | 42,834 | 0.2% | 2 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $1.3M | 3,709 | 0.2% | 4 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.3M | 6,615 | 0.2% | 13 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $1.2M | 7,221 | 0.1% | 31 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $1.2M | 8,685 | 0.1% | 31 |
| MERCK & CO INC | [MRK](https://holderbook.com/stocks/MRK/) | $1.1M | 8,638 | 0.1% | 31 |
| CATERPILLAR INC | [CAT](https://holderbook.com/stocks/CAT/) | $1.1M | 1,035 | 0.1% | 11 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $1.1M | 3,282 | 0.1% | 31 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $1.1M | 7,169 | 0.1% | 31 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $983.0K | 2,601 | 0.1% | 9 |
| CISCO SYS INC | [CSCO](https://holderbook.com/stocks/CSCO/) | $890.0K | 7,579 | 0.1% | 31 |
| HERSHEY CO | [HSY](https://holderbook.com/stocks/HSY/) | $877.0K | 4,996 | 0.1% | 5 |
| LAUDER ESTEE COS INC | [EL](https://holderbook.com/stocks/EL/) | $858.0K | 10,864 | 0.1% | 5 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $826.0K | 6,912 | 0.1% | 6 |
| ADOBE INC | [ADBE](https://holderbook.com/stocks/ADBE/) | $793.0K | 3,870 | 0.1% | 5 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $778.0K | 2,205 | 0.1% | 22 |
| TEXAS INSTRS INC | [TXN](https://holderbook.com/stocks/TXN/) | $739.0K | 2,480 | 0.1% | 4 |
| GE VERNOVA INC | [GEV](https://holderbook.com/stocks/GEV/) | $727.0K | 619 | 0.1% | 5 |
| PEPSICO INC | [PEP](https://holderbook.com/stocks/PEP/) | $696.0K | 5,137 | 0.1% | 31 |
| DEERE & CO | [DE](https://holderbook.com/stocks/DE/) | $645.0K | 1,017 | 0.1% | 4 |
| ZOETIS INC | [ZTS](https://holderbook.com/stocks/ZTS/) | $640.0K | 8,907 | 0.1% | 4 |
| FORTIVE CORP | [FTV](https://holderbook.com/stocks/FTV/) | $603.0K | 9,870 | 0.1% | 31 |
| INTEL CORP | [INTC](https://holderbook.com/stocks/INTC/) | $579.0K | 4,146 | 0.1% | 1 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $568.0K | 2,382 | 0.1% | 5 |
| LINCOLN NATL CORP IND | [LNC](https://holderbook.com/stocks/LNC/) | $554.0K | 15,673 | 0.1% | 28 |
| AMERICAN FINANCIAL GROUP INC | [AFG](https://holderbook.com/stocks/AFG/) | $542.0K | 3,876 | 0.1% | 3 |
| BOEING CO | [BA](https://holderbook.com/stocks/BA/) | $526.0K | 2,432 | 0.1% | 31 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $516.0K | 701 | 0.1% | 14 |
| ISHARES TR | [IVV](https://holderbook.com/stocks/IVV/) | $499.0K | 666 | 0.1% | 22 |
| UNITEDHEALTH GROUP INC | [UNH](https://holderbook.com/stocks/UNH/) | $493.0K | 1,186 | 0.1% | 31 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $450.0K | 1,203 | 0.1% | 20 |
| WASTE MGMT INC DEL | [WM](https://holderbook.com/stocks/WM/) | $442.0K | 1,984 | 0.1% | 31 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $440.0K | 1,616 | 0.1% | 31 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $440.0K | 3,885 | 0.1% | 10 |
| US BANCORP | [USB](https://holderbook.com/stocks/USB/) | $437.0K | 7,243 | 0.1% | 4 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $426.0K | 4,645 | 0.1% | 4 |
| ISHARES TR | [IYC](https://holderbook.com/stocks/IYC/) | $404.0K | 4,000 | 0.0% | 25 |
| ABBVIE INC | [ABBV](https://holderbook.com/stocks/ABBV/) | $385.0K | 1,530 | 0.0% | 4 |
| KENVUE INC | [KVUE](https://holderbook.com/stocks/KVUE/) | $381.0K | 19,953 | 0.0% | 12 |
| PHILIP MORRIS INTL INC | [PM](https://holderbook.com/stocks/PM/) | $380.0K | 2,100 | 0.0% | 22 |
| MCDONALDS CORP | [MCD](https://holderbook.com/stocks/MCD/) | $374.0K | 1,385 | 0.0% | 22 |
| CORNING INC | [GLW](https://holderbook.com/stocks/GLW/) | $358.0K | 1,403 | 0.0% | 1 |
| SELECT SECTOR SPDR TR | [XLK](https://holderbook.com/stocks/XLK/) | $353.0K | 1,854 | 0.0% | 5 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $342.0K | 1,011 | 0.0% | 4 |
| MORGAN STANLEY | [MS](https://holderbook.com/stocks/MS/) | $335.0K | 1,604 | 0.0% | 5 |
| ISHARES TR | [IWP](https://holderbook.com/stocks/IWP/) | $310.0K | 2,120 | 0.0% | 11 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $305.0K | 726 | 0.0% | 5 |
| SELECT SECTOR SPDR TR | [XLF](https://holderbook.com/stocks/XLF/) | $304.0K | 5,665 | 0.0% | 11 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $303.0K | 1,595 | 0.0% | 6 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +4.3% | +14.8% | -10.5% | 93% |
| Q1 2026 | -2.0% | -4.6% | +2.6% | 93% |
| Q4 2025 | +2.9% | +2.4% | +0.5% | 92% |
| Q3 2025 | +8.2% | +7.8% | +0.4% | 92% |
| Q2 2025 | +1.5% | +10.5% | -9.0% | 92% |
| Q1 2025 | -2.1% | -4.6% | +2.4% | 91% |
| Q4 2024 | +1.3% | +2.1% | -0.9% | 92% |
| Q3 2024 | +9.1% | +5.4% | +3.7% | 90% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $841.8M | 118 |
| Q1 2026 | $845.1M | 113 |
| Q4 2025 | $890.0M | 112 |
| Q3 2025 | $870.3M | 110 |
| Q2 2025 | $791.4M | 97 |
| Q1 2025 | $759.8M | 91 |
| Q4 2024 | $758.2M | 90 |
| Q3 2024 | $766.4M | 88 |
| Q2 2024 | $691.2M | 92 |
| Q1 2024 | $786.0M | 90 |
| Q4 2023 | $753.9M | 90 |
| Q3 2023 | $684.5M | 89 |