EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC

Miamisburg, OH · CIK 1080382 · 13F filing filed 2025-11-06

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)

$870.3m reported value +10.0% vs Q2 2025

110positions

39.7%in top 10

17 new 49 added 15 reduced 4 sold out vs Q2 2025

Holdings, Q3 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	BROOKFIELD CORP CL A LTD VT SH BN	BN	650,639	$44.6m5.13%	5.13%	Reduced -34.8k	-34,801 -5.1%
2	WARNER BROS DISCOVERY INC COM SER A WBD	WBD	2,277,642	$44.5m5.11%	5.11%	Reduced -63.9k	-63,865 -2.7%
3	GARRETT MOTION INC COM GTX	GTX	2,877,151	$39.2m4.50%	4.50%	Reduced -48.6k	-48,619 -1.7%
4	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	76,164	$38.3m4.40%	4.40%	Added +1.1k	+1,056 1.4%
5	MEDTRONIC PLC SHS MDT	MDT	335,792	$32.0m3.67%	3.67%	Added +3.8k	+3,808 1.1%
6	PAYPAL HLDGS INC COM PYPL	PYPL	472,379	$31.7m3.64%	3.64%	Added +13.1k	+13,052 2.8%
7	DISNEY WALT CO COM DIS	DIS	274,720	$31.5m3.61%	3.61%	Added +8.0k	+8,025 3.0%
8	ZIMMER BIOMET HOLDINGS INC COM ZBH	ZBH	292,749	$28.8m3.31%	3.31%	Added +1.6k	+1,584 0.5%
9	INTERNATIONAL FLAVORS&FRAGRA COM IFF	IFF	455,277	$28.0m3.22%	3.22%	Added +78.2k	+78,170 20.7%
10	POLARIS INC COM PII	PII	462,437	$26.9m3.09%	3.09%	Reduced -144.3k	-144,311 -23.8%
11	ETSY INC COM ETSY	ETSY	396,458	$26.3m3.02%	3.02%	Added +2.6k	+2,613 0.7%
12	JOHNSON & JOHNSON COM JNJ	JNJ	141,759	$26.3m3.02%	3.02%	Added +458	+458 0.3%
13	LOEWS CORP COM L	L	259,381	$26.0m2.99%	2.99%	Reduced -2.1k	-2,072 -0.8%
14	GENTEX CORP COM GNTX	GNTX	889,638	$25.2m2.89%	2.89%	Added +3.5k	+3,493 0.4%
15	BROWN FORMAN CORP CL B BF.B	BF.B	901,616	$24.4m2.81%	2.81%	Reduced -8.1k	-8,108 -0.9%
16	SCHLUMBERGER LTD COM STK SLB	SLB	663,168	$22.8m2.62%	2.62%	Added +291.2k	+291,210 78.3%
17	KENVUE INC COM KVUE	KVUE	1,371,886	$22.3m2.56%	2.56%	Added +389.7k	+389,704 39.7%
18	CNH INDL N V SHS CNH	CNH	2,007,597	$21.8m2.50%	2.50%	Added +505.2k	+505,221 33.6%
19	VONTIER CORPORATION COM VNT	VNT	475,993	$20.0m2.30%	2.30%	Reduced -3.0k	-3,041 -0.6%
20	LOCKHEED MARTIN CORP COM LMT	LMT	39,920	$19.9m2.29%	2.29%	Added +1.5k	+1,472 3.8%
21	ALPHABET INC CAP STK CL A GOOGL	GOOGL	80,117	$19.5m2.24%	2.24%	Reduced -33.5k	-33,490 -29.5%
22	CARMAX INC COM KMX	KMX	406,657	$18.2m2.10%	2.10%	Added +84.1k	+84,086 26.1%
23	MICROSOFT CORP COM MSFT	MSFT	35,030	$18.1m2.08%	2.08%	Reduced -6.2k	-6,235 -15.1%
24	WELLS FARGO CO NEW COM WFC	WFC	198,929	$16.7m1.92%	1.92%	Added +5.3k	+5,263 2.7%
25	NEWMARKET CORP COM NEU	NEU	19,725	$16.3m1.88%	1.88%	New
26	IQVIA HLDGS INC COM IQV	IQV	75,170	$14.3m1.64%	1.64%	New
27	FMC CORP COM NEW FMC	FMC	417,371	$14.0m1.61%	1.61%	Added +17.9k	+17,877 4.5%
28	CNX RES CORP COM CNX	CNX	410,579	$13.2m1.52%	1.52%	Added +13.6k	+13,574 3.4%
29	CORE NATURAL RESOURCES INC COM SHS CNR	CNR	150,646	$12.6m1.44%	1.44%	Added +2.0k	+2,050 1.4%
30	NATURAL RESOURCE PARTNERS L COM UNIT LTD PAR NRP	NRP	117,500	$12.3m1.42%	1.42%	Unchanged
31	FORTIVE CORP COM FTV	FTV	250,007	$12.2m1.41%	1.41%	Added +16.6k	+16,606 7.1%
32	LYFT INC NOTE 0.625% 3/0 · principal LYFT 0.625 03.01.29 · principal	LYFT 0.625 03.01.29	6,000,000	$7.7m0.89%	0.89%	Unchanged
33	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	127,731	$6.8m0.78%	0.78%	Reduced -2.2k	-2,209 -1.7%
34	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	$6.5m0.75%	0.75%	Unchanged
35	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	63,587	$6.3m0.72%	0.72%	Added +3.8k	+3,846 6.4%
36	AIRBNB INC NOTE 3/1 · principal ABNB 0 03.15.26 · principal	ABNB 0 03.15.26	6,000,000	$5.9m0.67%	0.67%	Unchanged
37	TRIPADVISOR INC NOTE 0.250% 4/0 · principal TRIP 0.25 04.01.26 · principal	TRIP 0.25 04.01.26	6,000,000	$5.8m0.67%	0.67%	Unchanged
38	GLOBAL PMTS INC NOTE 1.500% 3/0 · principal GPN 1.5 03.01.31 · principal	GPN 1.5 03.01.31	6,000,000	$5.5m0.63%	0.63%	Added +1.0m	+1,000,000 20.0%
39	WINNEBAGO INDS INC NOTE 3.250% 1/1 · principal WGO 3.25 01.15.30 · principal	WGO 3.25 01.15.30	6,000,000	$5.4m0.62%	0.62%	Added +1.0m	+1,000,000 20.0%
40	FORD MTR CO DEL NOTE 3/1 · principal F 0 03.15.26 · principal	F 0 03.15.26	5,000,000	$5.1m0.58%	0.58%	Unchanged
41	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	$5.0m0.58%	0.58%	Unchanged
42	GUESS INC NOTE 3.750% 4/1 · principal GES 3.75 04.15.28 · principal	GES 3.75 04.15.28	5,000,000	$5.0m0.57%	0.57%	Unchanged
43	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	$4.9m0.57%	0.57%	Unchanged
44	PARK NATL CORP COM PRK	PRK	22,823	$3.7m0.43%	0.43%	Unchanged
45	ETSY INC NOTE 0.250% 6/1 · principal ETSY 0.25 06.15.28 · principal	ETSY 0.25 06.15.28	4,000,000	$3.5m0.41%	0.41%	Unchanged
46	VANECK ETF TRUST MORNINGSTAR SMID SMOT	SMOT	80,383	$2.9m0.33%	0.33%	Added +3.2k	+3,183 4.1%
47	ETSY INC NOTE 0.125% 9/0 · principal ETSY 0.125 09.01.27 · principal	ETSY 0.125 09.01.27	3,000,000	$2.8m0.32%	0.32%	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	$2.7m0.31%	0.31%	Unchanged
49	SERVISFIRST BANCSHARES INC COM SFBS	SFBS	32,950	$2.7m0.30%	0.30%	Unchanged
50	APPLE INC COM AAPL	AAPL	8,068	$2.1m0.24%	0.24%	Added +31	+31 0.4%
51	NVIDIA CORPORATION COM NVDA	NVDA	6,745	$1.3m0.14%	0.14%	Added +72	+72 1.1%
52	AMGEN INC COM AMGN	AMGN	4,416	$1.2m0.14%	0.14%	New
53	JPMORGAN CHASE & CO COM JPM	JPM	3,825	$1.2m0.14%	0.14%	Reduced -593	-593 -13.4%
54	ADOBE INC COM ADBE	ADBE	3,243	$1.1m0.13%	0.13%	Added +1.4k	+1,438 79.7%
55	CHEVRON CORP NEW COM CVX	CVX	7,279	$1.1m0.13%	0.13%	Added +1.8k	+1,820 33.3%
56	PROCTER AND GAMBLE CO COM PG	PG	7,114	$1.1m0.13%	0.13%	Reduced -233	-233 -3.2%
57	HERSHEY CO COM HSY	HSY	5,640	$1.1m0.12%	0.12%	Added +1.1k	+1,057 23.1%
58	CISCO SYS INC COM CSCO	CSCO	15,317	$1.0m0.12%	0.12%	Added +198	+198 1.3%
59	EXXON MOBIL CORP COM XOM	XOM	8,709	$982.0k0.11%	0.11%	Added +11	+11 0.1%
60	LAUDER ESTEE COS INC CL A EL	EL	11,097	$978.0k0.11%	0.11%	Added +2.6k	+2,558 30.0%
61	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	$942.0k0.11%	0.11%	Unchanged
62	HOME DEPOT INC COM HD	HD	2,103	$852.0k0.10%	0.10%	Added +696	+696 49.5%
63	BROADCOM INC COM AVGO	AVGO	2,509	$828.0k0.10%	0.10%	Added +23	+23 0.9%
64	GOLDMAN SACHS GROUP INC COM GS	GS	990	$788.0k0.09%	0.09%	Reduced -75	-75 -7.0%
65	MERCK & CO INC COM MRK	MRK	8,392	$704.0k0.08%	0.08%	Added +2.5k	+2,526 43.1%
66	JOHNSON CTLS INTL PLC SHS JCI	JCI	6,402	$704.0k0.08%	0.08%	Reduced -384	-384 -5.7%
67	PEPSICO INC COM PEP	PEP	4,959	$696.0k0.08%	0.08%	Added +2.0k	+1,952 64.9%
68	VANGUARD WORLD FD INF TECH ETF VGT	VGT	864	$645.0k0.07%	0.07%	Unchanged
69	LINCOLN NATL CORP IND COM LNC	LNC	15,673	$632.0k0.07%	0.07%	Unchanged
70	BOEING CO COM BA	BA	2,416	$521.0k0.06%	0.06%	Unchanged
71	ORACLE CORP COM ORCL	ORCL	1,800	$506.0k0.06%	0.06%	Unchanged
72	FISERV INC COM FISV	FISV	3,888	$501.0k0.06%	0.06%	New
73	AMAZON COM INC COM AMZN	AMZN	2,214	$486.0k0.06%	0.06%	Added +1.2k	+1,161 110.3%
74	HONEYWELL INTL INC COM COM		2,203	$464.0k0.05%	0.05%	Added +1.3k	+1,316 148.4%
75	ISHARES TR CORE S&P500 ETF IVV	IVV	687	$460.0k0.05%	0.05%	Added +102	+102 17.4%
76	WASTE MGMT INC DEL COM WM	WM	1,976	$436.0k0.05%	0.05%	Added +2	+2 0.1%
77	DEERE & CO COM DE	DE	950	$434.0k0.05%	0.05%	New
78	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	2,347	$428.0k0.05%	0.05%	Unchanged
79	TEXAS INSTRS INC COM TXN	TXN	2,320	$426.0k0.05%	0.05%	New
80	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	701	$421.0k0.05%	0.05%	Unchanged
81	ISHARES TR US CONSUM DISCRE IYC	IYC	4,000	$419.0k0.05%	0.05%	Unchanged
82	UNITEDHEALTH GROUP INC COM UNH	UNH	1,164	$402.0k0.05%	0.05%	Added +77	+77 7.1%
83	WALMART INC COM WMT	WMT	3,821	$394.0k0.05%	0.05%	Added +21	+21 0.6%
84	MCDONALDS CORP COM MCD	MCD	1,288	$391.0k0.04%	0.04%	Added +2	+2 0.2%
85	UNION PAC CORP COM UNP	UNP	1,606	$380.0k0.04%	0.04%	Added +20	+20 1.3%
86	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	2,032	$363.0k0.04%	0.04%	Added +27	+27 1.4%
87	COLGATE PALMOLIVE CO COM CL	CL	4,298	$344.0k0.04%	0.04%	New
88	PHILIP MORRIS INTL INC COM PM	PM	2,099	$340.0k0.04%	0.04%	Added +60	+60 2.9%
89	CATERPILLAR INC COM CAT	CAT	707	$337.0k0.04%	0.04%	Added +1	+1 0.1%
90	GE VERNOVA INC COM GEV	GEV	546	$336.0k0.04%	0.04%	Added +20	+20 3.8%
91	TESLA INC COM TSLA	TSLA	731	$325.0k0.04%	0.04%	Unchanged
92	US BANCORP DEL COM NEW USB	USB	6,655	$322.0k0.04%	0.04%	New
93	GE AEROSPACE COM NEW GE	GE	1,067	$321.0k0.04%	0.04%	Unchanged
94	ZOETIS INC CL A ZTS	ZTS	2,161	$316.0k0.04%	0.04%	New
95	AMERICAN EXPRESS CO COM AXP	AXP	929	$309.0k0.04%	0.04%	New
96	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	5,665	$305.0k0.04%	0.04%	Unchanged
97	ISHARES TR RUS MD CP GR ETF IWP	IWP	2,120	$302.0k0.03%	0.03%	Unchanged
98	INTUIT COM INTU	INTU	421	$288.0k0.03%	0.03%	New
99	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,010	$285.0k0.03%	0.03%	Unchanged
100	RTX CORPORATION COM RTX	RTX	1,615	$270.0k0.03%	0.03%	Reduced -25	-25 -1.5%

Sold out since Q2 2025

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WALGREENS BOOTS ALLIANCE INC WBA	WBA	1,161,132	$13.3m1.2m shares
AMEDISYS INC AMED	AMED	8,239	$811.0k8.2k shares
BANK NEW YORK MELLON CORP BNY	BNY	7,313	$666.0k7.3k shares