Eubel Brady & Suttman Asset Management Inc 13F Holdings · Q2 2026
Eubel Brady & Suttman Asset Management Inc reported 115 securities worth $841.75M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BN (4.69%), BRKB (4.51%), PYPL (3.86%). Among its top 25 positions this quarter: 8 added, 17 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BN | BROOKFIELD CORP | $39.5M | 4.69% | 927,451 | Trimmed |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $38.0M | 4.51% | 75,887 | Trimmed |
| 3 | PYPL | PAYPAL HLDGS INC | $32.5M | 3.86% | 752,956 | Trimmed |
| 4 | IFF | INTERNATIONAL FLAVORS&FRAGRA | $31.3M | 3.72% | 394,776 | Added |
| 5 | ETSY | ETSY INC | $31.3M | 3.71% | 414,900 | Trimmed |
| 6 | CMCSA | COMCAST CORP NEW | $30.9M | 3.67% | 1.3M | Added |
| 7 | CROX | CROCS INC | $27.2M | 3.23% | 225,646 | Trimmed |
| 8 | DIS | DISNEY WALT CO | $26.3M | 3.13% | 273,643 | Trimmed |
| 9 | POOL | POOL CORP | $26.4M | 3.13% | 122,722 | Added |
| 10 | MDT | MEDTRONIC PLC | $26.3M | 3.12% | 335,820 | Added |
| 11 | BFB | BROWN FORMAN CORP | $25.9M | 3.07% | 970,867 | Trimmed |
| 12 | GNTX | GENTEX CORP | $25.6M | 3.04% | 1.0M | Trimmed |
| 13 | IQV | IQVIA HLDGS INC | $25.6M | 3.04% | 132,319 | Added |
| 14 | ZBH | ZIMMER BIOMET HOLDINGS INC | $25.6M | 3.04% | 297,344 | Trimmed |
| 15 | MSFT | MICROSOFT CORP | $23.7M | 2.81% | 63,428 | Trimmed |
| 16 | CNH | CNH INDL N V | $22.6M | 2.69% | 2.0M | Trimmed |
| 17 | GTX | GARRETT MOTION INC | $21.4M | 2.54% | 590,802 | Trimmed |
| 18 | L | LOEWS CORP | $20.7M | 2.46% | 183,253 | Trimmed |
| 19 | KMX | CARMAX INC | $20.4M | 2.43% | 386,294 | Trimmed |
| 20 | PII | POLARIS INC | $19.5M | 2.31% | 284,485 | Trimmed |
| 21 | GOOGL | ALPHABET INC | $18.4M | 2.19% | 51,493 | Trimmed |
| 22 | SLB | SLB LIMITED | $18.4M | 2.19% | 396,634 | Trimmed |
| 23 | VNT | VONTIER CORPORATION | $18.4M | 2.18% | 632,962 | Added |
| 24 | WFC | WELLS FARGO & CO | $16.3M | 1.94% | 197,704 | Added |
| 25 | INTU | INTUIT | $16.3M | 1.93% | 62,334 | Added |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR