EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC
Q2 2026 13F filing
Updated 29 days ago118 disclosed positions worth $841.8M
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | B BXDIF BROOKFIELD CORP | $39.5M | 927.5K | 4.69% | Trimmed(-1.4%) |
| 2 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $38M | 75.9K | 4.51% | Trimmed(-0.7%) |
| 3 | P PYPL PAYPAL HLDGS INC | $32.5M | 753.0K | 3.86% | Trimmed(-2.2%) |
| 4 | I IFF INTERNATIONAL FLAVORS&FRAGRA | $31.3M | 394.8K | 3.72% | Added(+0.1%) |
| 5 | E ETSY ETSY INC | $31.3M | 414.9K | 3.71% | Trimmed(-1.2%) |
| 6 | C CCZ COMCAST CORP NEW | $30.9M | 1.26M | 3.67% | Added(+0.8%) |
| 7 | C CROX CROCS INC | $27.2M | 225.6K | 3.23% | Trimmed(-3.5%) |
| 8 | P POOL POOL CORP | $26.4M | 122.7K | 3.13% | Added(+15.6%) |
| 9 | D DIS DISNEY WALT CO | $26.3M | 273.6K | 3.13% | Trimmed(-1.0%) |
| 10 | M MDT MEDTRONIC PLC | $26.3M | 335.8K | 3.12% | Added(+1.6%) |
| 11 | B BF-B BROWN FORMAN CORP | $25.9M | 970.9K | 3.07% | Trimmed(-0.7%) |
| 12 | Z ZBH ZIMMER BIOMET HOLDINGS INC | $25.6M | 297.3K | 3.04% | Trimmed(-0.9%) |
| 13 | G GNTX GENTEX CORP | $25.6M | 1.01M | 3.04% | Trimmed(-1.4%) |
| 14 | I IQV IQVIA HLDGS INC | $25.6M | 132.3K | 3.04% | Added(+74.7%) |
| 15 | M MSFT MICROSOFT CORP | $23.7M | 63.4K | 2.81% | Trimmed(-0.8%) |
| 16 | C CNH CNH INDL N V | $22.6M | 2.01M | 2.69% | Trimmed(-0.2%) |
| 17 | G GTX GARRETT MOTION INC | $21.4M | 590.8K | 2.54% | Trimmed(-48.5%) |
| 18 | L L LOEWS CORP | $20.7M | 183.3K | 2.46% | Trimmed(-0.7%) |
| 19 | K KMX CARMAX INC | $20.4M | 386.3K | 2.43% | Trimmed(-13.6%) |
| 20 | P PII POLARIS INC | $19.5M | 284.5K | 2.31% | Trimmed(-18.6%) |
| 21 | R RPRX SLB LIMITED | $18.4M | 396.6K | 2.19% | Trimmed(-14.6%) |
| 22 | G GOOGN ALPHABET INC | $18.4M | 51.5K | 2.19% | Trimmed(-1.1%) |
| 23 | V VNT VONTIER CORPORATION | $18.4M | 633.0K | 2.18% | Added(+31.6%) |
| 24 | W WFC-PZ WELLS FARGO & CO | $16.3M | 197.7K | 1.94% | Added(+0.4%) |
| 25 | I INTU INTUIT | $16.3M | 62.3K | 1.93% | Added(+0.8%) |
| 26 | N NEU NEWMARKET CORP | $15.9M | 20.1K | 1.89% | Trimmed(-1.4%) |
| 27 | C CNX CNX RES CORP | $13.8M | 406.6K | 1.64% | Trimmed(-0.5%) |
| 28 | M MKTX MARKETAXESS HLDGS INC | $13M | 114.3K | 1.54% | Added(+2.5%) |
| 29 | L LMT LOCKHEED MARTIN CORP | $12.9M | 25.4K | 1.54% | Added(+0.8%) |
| 30 | F FISV FISERV INC | $11.7M | 238.7K | 1.39% | Trimmed(0.0%) |
| 31 | G GLW CORE NATURAL RESOURCES INC | $11.6M | 145.2K | 1.38% | Trimmed(-0.9%) |
| 32 | N NRP NATURAL RESOURCE PARTNERS LP | $11.4M | 117.5K | 1.35% | Unchanged |
| 33 | E ETHA ISHARES TR | $6.5M | 123.7K | 0.77% | Trimmed(-0.4%) |
| 34 | C CAKE CHEESECAKE FACTORY INC | $6.4M | 5.00M | 0.76% | Unchanged |
| 35 | H HODL VANECK ETF TRUST | $6.3M | 61.1K | 0.75% | Added(+3.9%) |
| 36 | ? N/A LYFT INC | $6.3M | 6.00M | 0.75% | Unchanged |
| 37 | G GWRE GUIDEWIRE SOFTWARE INC | $5.8M | 6.00M | 0.68% | Unchanged |
| 38 | B BSY BENTLEY SYS INC | $5.8M | 6.00M | 0.68% | Unchanged |
| 39 | W WGO WINNEBAGO INDS INC | $5.6M | 6.00M | 0.66% | Unchanged |
| 40 | G GPN GLOBAL PMTS INC | $5.4M | 6.00M | 0.64% | Unchanged |
| 41 | S SPB SPECTRUM BRANDS INC | $5.2M | 5.00M | 0.62% | Unchanged |
| 42 | H HAE HAEMONETICS CORP MASS | $5.1M | 5.00M | 0.60% | Unchanged |
| 43 | P PRK PARK NATL CORP | $4.2M | 23.1K | 0.50% | Added(+0.6%) |
| 44 | E ETSY ETSY INC | $3.7M | 4.00M | 0.43% | Unchanged |
| 45 | E ETSY ETSY INC | $3.5M | 3.00M | 0.41% | — |
| 46 | L LLY ELI LILLY & CO | $3.1M | 2.6K | 0.37% | Added(+981.0%) |
| 47 | ? N/A VANECK ETF TRUST | $3.1M | 79.9K | 0.37% | Trimmed(-1.9%) |
| 48 | P PATK PATRICK INDS INC | $3M | 2.00M | 0.35% | Unchanged |
| 49 | S SYY SERVISFIRST BANCSHARES INC | $2.9M | 33.0K | 0.34% | Unchanged |
| 50 | A AAPL APPLE INC | $2.4M | 8.2K | 0.28% | Added(+1.1%) |