EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC — 13F Holdings & Portfolio
CIK 1080382 · latest 13F-HR filed 2026-02-05
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC manages $890.0K in 13F-reported U.S. long-equity assets across 112 reported positions as of its 2025-12-31 13F-HR filing. Its largest disclosed positions are GTX (5.44%), WBD (5.41%), BN (4.86%). Quarter over quarter (versus its 2025-09-30 filing) the fund opened 5 new positions, exited 3, added to 29, and trimmed 32.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$890.0K
Long-equity book
112
Distinct positions
2025-12-31
Filed 2026-02-05
+5 / −3 / ↑29 / ↓32
vs 2025-09-30
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- FISERV INC$15.3K +3055.7%
- VANECK ETF TRUST$9.5K +151.2%
- GARRETT MOTION INC$9.2K +23.6%
- WARNER BROS DISCOVERY INC$3.6K +8.2%
- IQVIA HLDGS INC$2.6K +18.2%
Top Trims
- FMC CORP-$8.9K -63.6%
- JOHNSON & JOHNSON-$8.9K -33.8%
- GENTEX CORP-$5.7K -22.5%
- POLARIS INC-$5.2K -19.2%
- CNH INDL N V-$4.8K -21.9%
New Positions
- COMCAST CORP NEW$32.8K
- SPECTRUM BRANDS INC$4.7K
- AMERICAN FINL GROUP INC OHIO$530
- ELI LILLY & CO$260
- CUMMINS INC$204
Exited Positions
- JBT MAREL CORPORATION$5.0K
- XEROX HOLDINGS CORP$2.7K
- ALTRIA GROUP INC$218
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | GARRETT MOTION INC | GTX | 366505105 | $48.4K | 5.44% | 2,778,282 | SH |
| 2 | WARNER BROS DISCOVERY INC | WBD | 934423104 | $48.1K | 5.41% | 1,669,261 | SH |
| 3 | BROOKFIELD CORP | BN | 11271J107 | $43.2K | 4.86% | 941,818 | SH |
| 4 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $38.1K | 4.28% | 75,842 | SH |
| 5 | COMCAST CORP NEW | CMCSA | 20030N101 | $32.8K | 3.68% | 1,096,434 | SH |
| 6 | MEDTRONIC PLC | MDT | G5960L103 | $31.5K | 3.54% | 328,225 | SH |
| 7 | DISNEY WALT CO | DIS | 254687106 | $31.2K | 3.50% | 274,190 | SH |
| 8 | PAYPAL HLDGS INC | PYPL | 70450Y103 | $28.9K | 3.24% | 494,520 | SH |
| 9 | INTERNATIONAL FLAVORS&FRAGRA | IFF | 459506101 | $28.4K | 3.19% | 421,850 | SH |
| 10 | LOEWS CORP | L | 540424108 | $26.8K | 3.01% | 254,038 | SH |
| 11 | SLB LIMITED | SLB | 806857108 | $25.2K | 2.83% | 656,205 | SH |
| 12 | ZIMMER BIOMET HOLDINGS INC | ZBH | 98956P102 | $24.6K | 2.76% | 273,475 | SH |
| 13 | BROWN FORMAN CORP | BF.B | 115637209 | $22.6K | 2.53% | 865,461 | SH |
| 14 | KENVUE INC | KVUE | 49177J102 | $22.4K | 2.51% | 1,297,059 | SH |
| 15 | ETSY INC | ETSY | 29786A106 | $22.1K | 2.48% | 398,886 | SH |
| 16 | POLARIS INC | PII | 731068102 | $21.7K | 2.44% | 343,579 | SH |
| 17 | GENTEX CORP | GNTX | 371901109 | $19.5K | 2.19% | 838,323 | SH |
| 18 | LOCKHEED MARTIN CORP | LMT | 539830109 | $19.3K | 2.17% | 39,863 | SH |
| 19 | WELLS FARGO CO NEW | WFC | 949746101 | $18.4K | 2.07% | 197,348 | SH |
| 20 | ALPHABET INC | GOOGL | 02079K305 | $18.3K | 2.06% | 58,573 | SH |
| 21 | VONTIER CORPORATION | VNT | 928881101 | $17.7K | 1.99% | 475,906 | SH |
| 22 | JOHNSON & JOHNSON | JNJ | 478160104 | $17.4K | 1.96% | 84,114 | SH |
| 23 | CNH INDL N V | CNH | N20944109 | $17.0K | 1.91% | 1,843,896 | SH |
| 24 | IQVIA HLDGS INC | IQV | 46266C105 | $16.9K | 1.90% | 74,844 | SH |
| 25 | MICROSOFT CORP | MSFT | 594918104 | $16.8K | 1.89% | 34,720 | SH |
| 26 | VANECK ETF TRUST | MOAT | 92189F643 | $15.8K | 1.78% | 152,891 | SH |
| 27 | FISERV INC | FISV | 337738108 | $15.8K | 1.78% | 235,367 | SH |
| 28 | CNX RES CORP | CNX | 12653C108 | $15.0K | 1.69% | 408,557 | SH |
| 29 | CARMAX INC | KMX | 143130102 | $14.8K | 1.66% | 382,955 | SH |
| 30 | FORTIVE CORP | FTV | 34959J108 | $13.7K | 1.54% | 247,657 | SH |
| 31 | NEWMARKET CORP | NEU | 651587107 | $13.6K | 1.52% | 19,734 | SH |
| 32 | CORE NATURAL RESOURCES INC | CNR | 218937100 | $13.2K | 1.48% | 149,028 | SH |
| 33 | NATURAL RESOURCE PARTNERS L | NRP | 63900P608 | $12.3K | 1.38% | 117,500 | SH |
| 34 | LYFT INC | LYFT | 55087PAD6 | $7.2K | 0.81% | 6,000,000 | PRN |
| 35 | ISHARES TR | IGSB | 464288646 | $6.8K | 0.77% | 129,146 | SH |
| 36 | PATRICK INDS INC | PATK | 703343AG8 | $6.8K | 0.76% | 4,000,000 | PRN |
| 37 | AIRBNB INC | ABNB | 009066AB7 | $5.9K | 0.67% | 6,000,000 | PRN |
| 38 | TRIPADVISOR INC | TRIP | 896945AD4 | $5.9K | 0.66% | 6,000,000 | PRN |
| 39 | WINNEBAGO INDS INC | WGO | 974637AF7 | $5.6K | 0.63% | 6,000,000 | PRN |
| 40 | GLOBAL PMTS INC | GPN | 37940XAU6 | $5.4K | 0.60% | 6,000,000 | PRN |
| 41 | FORD MTR CO | — | 345370CZ1 | $5.2K | 0.58% | 5,000,000 | PRN |
| 42 | FMC CORP | FMC | 302491303 | $5.1K | 0.57% | 368,575 | SH |
| 43 | BENTLEY SYS INC | — | 08265TAB5 | $5.0K | 0.56% | 5,000,000 | PRN |
| 44 | GUESS INC | GES | 401617AF2 | $5.0K | 0.56% | 5,000,000 | PRN |
| 45 | SPECTRUM BRANDS INC | SPB | 84762LAZ8 | $4.7K | 0.53% | 5,000,000 | PRN |
| 46 | ETSY INC | ETSY | 29786AAN6 | $3.6K | 0.40% | 4,000,000 | PRN |
| 47 | PARK NATL CORP | PRK | 700658107 | $3.5K | 0.39% | 22,823 | SH |
| 48 | VANECK ETF TRUST | SMOT | 92189H730 | $2.9K | 0.33% | 80,942 | SH |
| 49 | ETSY INC | ETSY | 29786AAL0 | $2.8K | 0.31% | 3,000,000 | PRN |
| 50 | SERVISFIRST BANCSHARES INC | SFBS | 81768T108 | $2.4K | 0.27% | 32,950 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2025-12-31 | 2026-02-05 | $890.0K | 112 | 0001080382-26-000002 |
| 2025-09-30 | 2025-11-06 | $870.3K | 110 | 0001080382-25-000012 |