Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 13F Holdings -- Portfolio & Top Positions (2026-03-31)

EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC (CIK 1080382) reported $845.1M across 110 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: BN ($38.1M, 4.51%), BRK/B ($36.6M, 4.33%), CMCSA ($35.9M, 4.24%), PYPL ($34.8M, 4.12%), IFF ($28.6M, 3.39%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1BNBROOKFIELD CORP$38.1M4.51%941,129Trimmed
2BRK/BBERKSHIRE HATHAWAY INC DEL$36.6M4.33%76,396Added
3CMCSACOMCAST CORP NEW$35.9M4.24%1.2MAdded
4PYPLPAYPAL HLDGS INC$34.8M4.12%769,986Added
5IFFINTERNATIONAL FLAVORS&FRAGRA$28.6M3.39%394,351Trimmed
6MDTMEDTRONIC PLC$28.7M3.39%330,694Added
7ZBHZIMMER BIOMET HOLDINGS INC$27.1M3.21%300,090Added
8INTUINTUIT$26.7M3.16%61,810Added
9DISDISNEY WALT CO$26.6M3.15%276,439Added
10BF/BBROWN FORMAN CORP$25.8M3.06%977,232Added
11SLBSLB LIMITED$23.9M2.82%464,487Trimmed
12MSFTMICROSOFT CORP$23.7M2.80%63,942Added
13KVUEKENVUE INC$23.4M2.77%1.4MAdded
14GNTXGENTEX CORP$22.5M2.66%1.0MAdded
15CNHICNH INDL N V$22.2M2.62%2.0MAdded
16POOLPOOL CORP$21.5M2.54%106,130New
17ETSYETSY INC$21.0M2.48%420,094Added
18GTXGARRETT MOTION INC$20.9M2.47%1.1MTrimmed
19LLOEWS CORP$19.7M2.33%184,592Trimmed
20CROXCROCS INC$19.4M2.30%233,785New
21PIIPOLARIS INC$19.1M2.25%349,594Added
22KMXCARMAX INC$18.6M2.20%446,878Added
23MKTXMARKETAXESS HLDGS INC$18.4M2.18%111,483New
24VNTVONTIER CORPORATION$17.1M2.02%480,876Added
25WFCWELLS FARGO & CO$15.7M1.86%196,943Trimmed

Source: SEC Form 13F filings · as of 2026-03-31