EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC

Miamisburg, OH · CIK 1080382 · 13F filing filed 2025-05-12

SEC-registered investment adviser since 1993 · corporation

Assets managed$2.1bn
Staff34 · 23 in investment roles
Main clients (by assets)High net worth individuals 51%, Mutual funds and ETFs 28%, Individuals 7%
Form ADV · 2026-09-01SEC adviser record

Legal entityEUBEL BRADY & SUTTMAN ASSET MANAGEMENT, INC. (US)

$759.8m reported value +0.2% vs Q4 2024

91positions

38.0%in top 10

12 new 32 added 19 reduced 11 sold out vs Q4 2024

Holdings, Q1 2025

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	73,262	$39.0m5.14%	5.14%	Reduced -7.9k	-7,863 -9.7%
2	BROOKFIELD CORP CL A LTD VT SH BN	BN	685,205	$35.9m4.73%	4.73%	Reduced -1.8k	-1,829 -0.3%
3	MEDTRONIC PLC SHS MDT	MDT	325,345	$29.2m3.85%	3.85%	Added +1.4k	+1,386 0.4%
4	PAYPAL HLDGS INC COM PYPL	PYPL	440,870	$28.8m3.79%	3.79%	Added +17.1k	+17,121 4.0%
5	DISNEY WALT CO COM DIS	DIS	287,205	$28.3m3.73%	3.73%	Added +4.7k	+4,663 1.6%
6	INTERNATIONAL FLAVORS&FRAGRA COM IFF	IFF	362,627	$28.1m3.70%	3.70%	Added +5.3k	+5,301 1.5%
7	ZIMMER BIOMET HOLDINGS INC COM ZBH	ZBH	238,060	$26.9m3.55%	3.55%	Added +4.6k	+4,604 2.0%
8	CARMAX INC COM KMX	KMX	311,584	$24.3m3.20%	3.20%	Added +2.6k	+2,630 0.8%
9	LOEWS CORP COM L	L	260,703	$24.0m3.15%	3.15%	Reduced -574	-574 -0.2%
10	WARNER BROS DISCOVERY INC COM SER A WBD	WBD	2,228,505	$23.9m3.15%	3.15%	Added +227.9k	+227,919 11.4%
11	KENVUE INC COM KVUE	KVUE	969,642	$23.3m3.06%	3.06%	Added +8.5k	+8,504 0.9%
12	JOHNSON & JOHNSON COM JNJ	JNJ	138,509	$23.0m3.02%	3.02%	Added +476	+476 0.3%
13	BROWN FORMAN CORP CL B BF.B	BF.B	596,704	$20.3m2.67%	2.67%	Added +74.3k	+74,336 14.2%
14	POLARIS INC COM PII	PII	485,676	$19.9m2.62%	2.62%	Added +220.2k	+220,159 82.9%
15	GARRETT MOTION INC COM GTX	GTX	2,134,593	$17.9m2.35%	2.35%	Added +424.5k	+424,503 24.8%
16	CNH INDL N V SHS CNH	CNH	1,444,814	$17.7m2.33%	2.33%	Added +25.6k	+25,569 1.8%
17	ETSY INC COM ETSY	ETSY	374,960	$17.7m2.33%	2.33%	Added +106.0k	+106,004 39.4%
18	LOCKHEED MARTIN CORP COM LMT	LMT	37,874	$16.9m2.23%	2.23%	Added +697	+697 1.9%
19	FORTIVE CORP COM FTV	FTV	226,380	$16.6m2.18%	2.18%	Reduced -51.4k	-51,391 -18.5%
20	LABCORP HOLDINGS INC COM SHS LH	LH	70,822	$16.5m2.17%	2.17%	New
21	FMC CORP COM NEW FMC	FMC	389,140	$16.4m2.16%	2.16%	New
22	CENCORA INC COM COR	COR	57,020	$15.9m2.09%	2.09%	Added +215	+215 0.4%
23	GENTEX CORP COM GNTX	GNTX	673,196	$15.7m2.06%	2.06%	Added +114.0k	+113,957 20.4%
24	MICROSOFT CORP COM MSFT	MSFT	41,258	$15.5m2.04%	2.04%	Added +319	+319 0.8%
25	VONTIER CORPORATION COM VNT	VNT	464,226	$15.2m2.01%	2.01%	Added +4.9k	+4,912 1.1%
26	SCHLUMBERGER LTD COM STK SLB	SLB	352,988	$14.8m1.94%	1.94%	Added +986	+986 0.3%
27	KROGER CO COM KR	KR	216,789	$14.7m1.93%	1.93%	Reduced -112.9k	-112,940 -34.2%
28	WELLS FARGO CO NEW COM WFC	WFC	192,203	$13.8m1.82%	1.82%	Reduced -47.8k	-47,801 -19.9%
29	WALGREENS BOOTS ALLIANCE INC COM WBA	WBA	1,136,717	$12.7m1.67%	1.67%	Added +150.0k	+149,953 15.2%
30	ALPHABET INC CAP STK CL A GOOGL	GOOGL	81,197	$12.6m1.65%	1.65%	Added +2.3k	+2,319 2.9%
31	CNX RES CORP COM CNX	CNX	387,684	$12.2m1.61%	1.61%	Added +7.5k	+7,472 2.0%
32	NATURAL RESOURCE PARTNERS L COM UNIT LTD PAR NRP	NRP	117,400	$12.2m1.61%	1.61%	Unchanged
33	CORE NATURAL RESOURCES INC COM SHS CNR	CNR	100,361	$7.7m1.02%	1.02%	New
34	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	133,781	$7.0m0.92%	0.92%	Reduced -2.2k	-2,236 -1.6%
35	LYFT INC NOTE 0.625% 3/0 · principal LYFT 0.625 03.01.29 · principal	LYFT 0.625 03.01.29	6,000,000	$5.8m0.76%	0.76%	New
36	TRIPADVISOR INC NOTE 0.250% 4/0 · principal TRIP 0.25 04.01.26 · principal	TRIP 0.25 04.01.26	6,000,000	$5.8m0.76%	0.76%	Unchanged
37	AIRBNB INC NOTE 3/1 · principal ABNB 0 03.15.26 · principal	ABNB 0 03.15.26	6,000,000	$5.7m0.75%	0.75%	Unchanged
38	PATRICK INDS INC NOTE 1.750%12/0 · principal PATK 1.75 12.01.28 · principal	PATK 1.75 12.01.28	4,000,000	$5.6m0.74%	0.74%	Unchanged
39	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	60,007	$5.3m0.70%	0.70%	Reduced -90.5k	-90,521 -60.1%
40	JOHN BEAN TECHNOLOGIES CORP NOTE 0.250% 5/1 · principal JBTM 0.25 05.15.26 · principal	JBTM 0.25 05.15.26	5,000,000	$5.0m0.66%	0.66%	Unchanged
41	FORD MTR CO DEL NOTE 3/1 · principal F 0 03.15.26 · principal	F 0 03.15.26	5,000,000	$4.9m0.64%	0.64%	Unchanged
42	BENTLEY SYS INC NOTE 0.125% 1/1 · principal BSY 0.125 01.15.26 · principal	BSY 0.125 01.15.26	5,000,000	$4.8m0.63%	0.63%	Unchanged
43	GLOBAL PMTS INC NOTE 1.500% 3/0 · principal GPN 1.5 03.01.31 · principal	GPN 1.5 03.01.31	5,000,000	$4.7m0.62%	0.62%	New
44	GUESS INC NOTE 3.750% 4/1 · principal GES 3.75 04.15.28 · principal	GES 3.75 04.15.28	5,000,000	$4.6m0.60%	0.60%	New
45	WINNEBAGO INDS INC NOTE 3.250% 1/1 · principal WGO 3.25 01.15.30 · principal	WGO 3.25 01.15.30	5,000,000	$4.4m0.58%	0.58%	New
46	PARK NATL CORP COM PRK	PRK	22,823	$3.5m0.45%	0.45%	Unchanged
47	ETSY INC NOTE 0.250% 6/1 · principal ETSY 0.25 06.15.28 · principal	ETSY 0.25 06.15.28	4,000,000	$3.4m0.45%	0.45%	Unchanged
48	XEROX HOLDINGS CORP NOTE 3.750% 3/1 · principal XRX 3.75 03.15.30 · principal	XRX 3.75 03.15.30	6,000,000	$3.4m0.45%	0.45%	New
49	SERVISFIRST BANCSHARES INC COM SFBS	SFBS	32,950	$2.7m0.36%	0.36%	Unchanged
50	ETSY INC NOTE 0.125% 9/0 · principal ETSY 0.125 09.01.27 · principal	ETSY 0.125 09.01.27	3,000,000	$2.6m0.35%	0.35%	Unchanged
51	VANECK ETF TRUST MORNINGSTAR SMID SMOT	SMOT	77,776	$2.5m0.34%	0.34%	Reduced -3.2k	-3,186 -3.9%
52	APPLE INC COM AAPL	AAPL	8,240	$1.8m0.24%	0.24%	Reduced -68	-68 -0.8%
53	PROCTER AND GAMBLE CO COM PG	PG	7,346	$1.3m0.16%	0.16%	Added +1	+1 0.0%
54	JPMORGAN CHASE & CO COM JPM	JPM	4,636	$1.1m0.15%	0.15%	Reduced -271	-271 -5.5%
55	EXXON MOBIL CORP COM XOM	XOM	8,678	$1.0m0.14%	0.14%	Unchanged
56	CHEVRON CORP NEW COM CVX	CVX	5,423	$907.0k0.12%	0.12%	Unchanged
57	BENTLEY SYS INC NOTE 0.375% 7/0 · principal BSY 0.375 07.01.27 · principal	BSY 0.375 07.01.27	1,000,000	$906.0k0.12%	0.12%	Unchanged
58	CISCO SYS INC COM CSCO	CSCO	14,251	$879.0k0.12%	0.12%	Reduced -650	-650 -4.4%
59	JOHNSON CTLS INTL PLC SHS JCI	JCI	10,324	$827.0k0.11%	0.11%	Reduced -262.6k	-262,635 -96.2%
60	NVIDIA CORPORATION COM NVDA	NVDA	6,592	$714.0k0.09%	0.09%	Reduced -425	-425 -6.1%
61	AMEDISYS INC COM AMED	AMED	6,881	$637.0k0.08%	0.08%	Reduced -1.6k	-1,620 -19.1%
62	BANK NEW YORK MELLON CORP COM BNY	BNY	7,342	$616.0k0.08%	0.08%	Reduced -1.7k	-1,660 -18.4%
63	GOLDMAN SACHS GROUP INC COM GS	GS	1,073	$586.0k0.08%	0.08%	Reduced -54	-54 -4.8%
64	LINCOLN NATL CORP IND COM LNC	LNC	15,673	$563.0k0.07%	0.07%	Unchanged
65	MERCK & CO INC COM MRK	MRK	6,066	$544.0k0.07%	0.07%	Added +768	+768 14.5%
66	HOME DEPOT INC COM HD	HD	1,377	$505.0k0.07%	0.07%	Added +14	+14 1.0%
67	UNITEDHEALTH GROUP INC COM UNH	UNH	938	$491.0k0.06%	0.06%	Added +13	+13 1.4%
68	WASTE MGMT INC DEL COM WM	WM	1,971	$456.0k0.06%	0.06%	Added +2	+2 0.1%
69	PEPSICO INC COM PEP	PEP	2,997	$449.0k0.06%	0.06%	Unchanged
70	BOEING CO COM BA	BA	2,418	$412.0k0.05%	0.05%	Added +27	+27 1.1%
71	BROADCOM INC COM AVGO	AVGO	2,425	$406.0k0.05%	0.05%	Added +275	+275 12.8%
72	MCDONALDS CORP COM MCD	MCD	1,296	$405.0k0.05%	0.05%	Unchanged
73	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	801	$376.0k0.05%	0.05%	Unchanged
74	UNION PAC CORP COM UNP	UNP	1,531	$362.0k0.05%	0.05%	Unchanged
75	ISHARES TR US CONSUM DISCRE IYC	IYC	4,000	$353.0k0.05%	0.05%	Unchanged
76	WALMART INC COM WMT	WMT	3,787	$332.0k0.04%	0.04%	Added +10	+10 0.3%
77	ISHARES TR CORE S&P500 ETF IVV	IVV	585	$329.0k0.04%	0.04%	Unchanged
78	PHILIP MORRIS INTL INC COM PM	PM	2,039	$324.0k0.04%	0.04%	Unchanged
79	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	5,665	$282.0k0.04%	0.04%	Unchanged
80	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	2,005	$265.0k0.03%	0.03%	New
81	ORACLE CORP COM ORCL	ORCL	1,800	$252.0k0.03%	0.03%	Unchanged
82	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,010	$251.0k0.03%	0.03%	Unchanged
83	ISHARES TR RUS MD CP GR ETF IWP	IWP	2,120	$249.0k0.03%	0.03%	Unchanged
84	3M CO COM MMM	MMM	1,642	$241.0k0.03%	0.03%	Unchanged
85	CATERPILLAR INC COM CAT	CAT	706	$233.0k0.03%	0.03%	Added +1	+1 0.1%
86	SHELL PLC SPON ADS SHEL	SHEL	3,115	$228.0k0.03%	0.03%	Reduced -107	-107 -3.3%
87	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	3,687	$225.0k0.03%	0.03%	Unchanged
88	RTX CORPORATION COM RTX	RTX	1,648	$218.0k0.03%	0.03%	New
89	VANGUARD WORLD FD INF TECH ETF VGT	VGT	401	$217.0k0.03%	0.03%	New
90	ABBVIE INC COM ABBV	ABBV	1,029	$216.0k0.03%	0.03%	New
91	GE AEROSPACE COM NEW GE	GE	1,061	$212.0k0.03%	0.03%	Reduced -1.0k	-1,038 -49.5%

Sold out since Q4 2024

Security	Ticker	Shares held before	Value then
CONSOL ENERGY INC NEW		92,912	$9.9m92.9k shares
SPOTIFY USA INC SPOT 0 03.15.26	SPOT 0 03.15.26	6,000,000	$6.4m6.0m shares
ENVESTNET INC ENV 0.75 08.15.25	ENV 0.75 08.15.25	5,500,000	$5.5m5.5m shares
PROSPECT CAP CORP PSEC 6.375 03.01.25	PSEC 6.375 03.01.25	3,272,000	$3.2m3.3m shares
CHEGG INC CHGG 0.125 03.15.25	CHGG 0.125 03.15.25	3,000,000	$2.9m3.0m shares
CHEGG INC CHGG 0 09.01.26	CHGG 0 09.01.26	3,000,000	$2.4m3.0m shares
TESLA INC TSLA	TSLA	720	$291.0k720 shares
AMAZON COM INC AMZN	AMZN	1,175	$258.0k1.2k shares
SELECT SECTOR SPDR TR XLK	XLK	927	$216.0k927 shares
MORGAN STANLEY MS	MS	1,597	$201.0k1.6k shares
HONEYWELL INTL INC		887	$200.0k887 shares