EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC

Miamisburg, OH · CIK 1080382 · 13F filing filed 2026-02-05

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)

$890.0m reported value +2.3% vs Q3 2025

112positions

40.2%in top 10

5 new 27 added 43 reduced 3 sold out vs Q3 2025

Holdings, Q4 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	GARRETT MOTION INC COM GTX	GTX	2,778,282	$48.4m5.44%	5.44%	Reduced -98.9k	-98,869 -3.4%
2	WARNER BROS DISCOVERY INC COM SER A WBD	WBD	1,669,261	$48.1m5.41%	5.41%	Reduced -608.4k	-608,381 -26.7%
3	BROOKFIELD CORP CL A LTD VT SH BN	BN	941,818	$43.2m4.86%	4.86%	Reduced -34.1k	-34,140 -3.5%
4	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	75,842	$38.1m4.28%	4.28%	Reduced -322	-322 -0.4%
5	COMCAST CORP NEW CL A CMCSA	CMCSA	1,096,434	$32.8m3.68%	3.68%	New
6	MEDTRONIC PLC SHS MDT	MDT	328,225	$31.5m3.54%	3.54%	Reduced -7.6k	-7,567 -2.2%
7	DISNEY WALT CO COM DIS	DIS	274,190	$31.2m3.50%	3.50%	Reduced -530	-530 -0.2%
8	PAYPAL HLDGS INC COM PYPL	PYPL	494,520	$28.9m3.24%	3.24%	Added +22.1k	+22,141 4.7%
9	INTERNATIONAL FLAVORS&FRAGRA COM IFF	IFF	421,850	$28.4m3.19%	3.19%	Reduced -33.4k	-33,427 -7.3%
10	LOEWS CORP COM L	L	254,038	$26.8m3.01%	3.01%	Reduced -5.3k	-5,343 -2.1%
11	SCHLUMBERGER LTD COM STK SLB	SLB	656,205	$25.2m2.83%	2.83%	Reduced -7.0k	-6,963 -1.1%
12	ZIMMER BIOMET HOLDINGS INC COM ZBH	ZBH	273,475	$24.6m2.76%	2.76%	Reduced -19.3k	-19,274 -6.6%
13	BROWN FORMAN CORP CL B BF.B	BF.B	865,461	$22.6m2.53%	2.53%	Reduced -36.2k	-36,155 -4.0%
14	KENVUE INC COM KVUE	KVUE	1,297,059	$22.4m2.51%	2.51%	Reduced -74.8k	-74,827 -5.5%
15	ETSY INC COM ETSY	ETSY	398,886	$22.1m2.48%	2.48%	Added +2.4k	+2,428 0.6%
16	POLARIS INC COM PII	PII	343,579	$21.7m2.44%	2.44%	Reduced -118.9k	-118,858 -25.7%
17	GENTEX CORP COM GNTX	GNTX	838,323	$19.5m2.19%	2.19%	Reduced -51.3k	-51,315 -5.8%
18	LOCKHEED MARTIN CORP COM LMT	LMT	39,863	$19.3m2.17%	2.17%	Reduced -57	-57 -0.1%
19	WELLS FARGO CO NEW COM WFC	WFC	197,348	$18.4m2.07%	2.07%	Reduced -1.6k	-1,581 -0.8%
20	ALPHABET INC CAP STK CL A GOOGL	GOOGL	58,573	$18.3m2.06%	2.06%	Reduced -21.5k	-21,544 -26.9%
21	VONTIER CORPORATION COM VNT	VNT	475,906	$17.7m1.99%	1.99%	Reduced -87	-87 -0.0%
22	JOHNSON & JOHNSON COM JNJ	JNJ	84,114	$17.4m1.96%	1.96%	Reduced -57.6k	-57,645 -40.7%
23	CNH INDL N V SHS CNH	CNH	1,843,896	$17.0m1.91%	1.91%	Reduced -163.7k	-163,701 -8.2%
24	IQVIA HLDGS INC COM IQV	IQV	74,844	$16.9m1.90%	1.90%	Reduced -326	-326 -0.4%
25	MICROSOFT CORP COM MSFT	MSFT	34,720	$16.8m1.89%	1.89%	Reduced -310	-310 -0.9%
26	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	152,891	$15.8m1.78%	1.78%	Added +89.3k	+89,304 140.4%
27	FISERV INC COM FISV	FISV	235,367	$15.8m1.78%	1.78%	Added +231.5k	+231,479 5953.7%
28	CNX RES CORP COM CNX	CNX	408,557	$15.0m1.69%	1.69%	Reduced -2.0k	-2,022 -0.5%
29	CARMAX INC COM KMX	KMX	382,955	$14.8m1.66%	1.66%	Reduced -23.7k	-23,702 -5.8%
30	FORTIVE CORP COM FTV	FTV	247,657	$13.7m1.54%	1.54%	Reduced -2.4k	-2,350 -0.9%
31	NEWMARKET CORP COM NEU	NEU	19,734	$13.6m1.52%	1.52%	Added +9	+9 0.1%
32	CORE NATURAL RESOURCES INC COM SHS CNR	CNR	149,028	$13.2m1.48%	1.48%	Reduced -1.6k	-1,618 -1.1%
33	NATURAL RESOURCE PARTNERS L COM UNIT LTD PAR NRP	NRP	117,500	$12.3m1.38%	1.38%	Unchanged
34	LYFT INC NOTE 0.625% 3/0 · principal LYFT 0.625 03.01.29 · principal	LYFT 0.625 03.01.29	6,000,000	$7.2m0.81%	0.81%	Unchanged
35	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	129,146	$6.8m0.77%	0.77%	Added +1.4k	+1,415 1.1%
36	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	$6.8m0.76%	0.76%	Unchanged
37	AIRBNB INC NOTE 3/1 · principal ABNB 0 03.15.26 · principal	ABNB 0 03.15.26	6,000,000	$5.9m0.67%	0.67%	Unchanged
38	TRIPADVISOR INC NOTE 0.250% 4/0 · principal TRIP 0.25 04.01.26 · principal	TRIP 0.25 04.01.26	6,000,000	$5.9m0.66%	0.66%	Unchanged
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	$5.6m0.63%	0.63%	Unchanged
40	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	$5.4m0.60%	0.60%	Unchanged
41	FORD MTR CO DEL NOTE 3/1 · principal F 0 03.15.26 · principal	F 0 03.15.26	5,000,000	$5.2m0.58%	0.58%	Unchanged
42	FMC CORP COM NEW FMC	FMC	368,575	$5.1m0.57%	0.57%	Reduced -48.8k	-48,796 -11.7%
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	$5.0m0.56%	0.56%	Unchanged
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	$5.0m0.56%	0.56%	Unchanged
45	SPECTRUM BRANDS INC NOTE 3.375% 6/0 · principal SPB 3.375 06.01.29 · principal	SPB 3.375 06.01.29	5,000,000	$4.7m0.53%	0.53%	New
46	ETSY INC NOTE 0.250% 6/1 · principal ETSY 0.25 06.15.28 · principal	ETSY 0.25 06.15.28	4,000,000	$3.6m0.40%	0.40%	Unchanged
47	PARK NATL CORP COM PRK	PRK	22,823	$3.5m0.39%	0.39%	Unchanged
48	VANECK ETF TRUST MORNINGSTAR SMID SMOT	SMOT	80,942	$2.9m0.33%	0.33%	Added +559	+559 0.7%
49	ETSY INC NOTE 0.125% 9/0 · principal ETSY 0.125 09.01.27 · principal	ETSY 0.125 09.01.27	3,000,000	$2.8m0.31%	0.31%	Unchanged
50	SERVISFIRST BANCSHARES INC COM SFBS	SFBS	32,950	$2.4m0.27%	0.27%	Unchanged
51	APPLE INC COM AAPL	AAPL	8,068	$2.2m0.25%	0.25%	Unchanged
52	AMGEN INC COM AMGN	AMGN	4,293	$1.4m0.16%	0.16%	Reduced -123	-123 -2.8%
53	NVIDIA CORPORATION COM NVDA	NVDA	6,691	$1.2m0.14%	0.14%	Reduced -54	-54 -0.8%
54	ADOBE INC COM ADBE	ADBE	3,514	$1.2m0.14%	0.14%	Added +271	+271 8.4%
55	LAUDER ESTEE COS INC CL A EL	EL	10,639	$1.1m0.13%	0.13%	Reduced -458	-458 -4.1%
56	CHEVRON CORP NEW COM CVX	CVX	7,272	$1.1m0.12%	0.12%	Reduced -7	-7 -0.1%
57	JPMORGAN CHASE & CO COM JPM	JPM	3,406	$1.1m0.12%	0.12%	Reduced -419	-419 -10.9%
58	EXXON MOBIL CORP COM XOM	XOM	8,698	$1.0m0.12%	0.12%	Reduced -11	-11 -0.1%
59	PROCTER AND GAMBLE CO COM PG	PG	7,124	$1.0m0.11%	0.11%	Added +10	+10 0.1%
60	HERSHEY CO COM HSY	HSY	5,447	$991.0k0.11%	0.11%	Reduced -193	-193 -3.4%
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	$941.0k0.11%	0.11%	Unchanged
62	BROADCOM INC COM AVGO	AVGO	2,560	$886.0k0.10%	0.10%	Added +51	+51 2.0%
63	MERCK & CO INC COM MRK	MRK	8,384	$883.0k0.10%	0.10%	Reduced -8	-8 -0.1%
64	HOME DEPOT INC COM HD	HD	2,130	$733.0k0.08%	0.08%	Added +27	+27 1.3%
65	PEPSICO INC COM PEP	PEP	4,954	$711.0k0.08%	0.08%	Reduced -5	-5 -0.1%
66	LINCOLN NATL CORP IND COM LNC	LNC	15,673	$698.0k0.08%	0.08%	Unchanged
67	ISHARES TR CORE S&P500 ETF IVV	IVV	1,013	$694.0k0.08%	0.08%	Added +326	+326 47.5%
68	GOLDMAN SACHS GROUP INC COM GS	GS	772	$679.0k0.08%	0.08%	Reduced -218	-218 -22.0%
69	VANGUARD WORLD FD INF TECH ETF VGT	VGT	864	$651.0k0.07%	0.07%	Unchanged
70	JOHNSON CTLS INTL PLC SHS JCI	JCI	5,003	$599.0k0.07%	0.07%	Reduced -1.4k	-1,399 -21.9%
71	CATERPILLAR INC COM CAT	CAT	1,015	$581.0k0.07%	0.07%	Added +308	+308 43.6%
72	CISCO SYS INC COM CSCO	CSCO	7,196	$554.0k0.06%	0.06%	Reduced -8.1k	-8,121 -53.0%
73	AMERICAN FINL GROUP INC OHIO COM AFG	AFG	3,876	$530.0k0.06%	0.06%	New
74	BOEING CO COM BA	BA	2,416	$525.0k0.06%	0.06%	Unchanged
75	AMAZON COM INC COM AMZN	AMZN	2,211	$510.0k0.06%	0.06%	Reduced -3	-3 -0.1%
76	DEERE & CO COM DE	DE	965	$449.0k0.05%	0.05%	Added +15	+15 1.6%
77	WASTE MGMT INC DEL COM WM	WM	1,979	$435.0k0.05%	0.05%	Added +3	+3 0.1%
78	HONEYWELL INTL INC COM COM		2,225	$434.0k0.05%	0.05%	Added +22	+22 1.0%
79	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	701	$431.0k0.05%	0.05%	Unchanged
80	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	2,407	$428.0k0.05%	0.05%	Added +60	+60 2.6%
81	WALMART INC COM WMT	WMT	3,821	$426.0k0.05%	0.05%	Unchanged
82	ISHARES TR US CONSUM DISCRE IYC	IYC	4,000	$413.0k0.05%	0.05%	Unchanged
83	MCDONALDS CORP COM MCD	MCD	1,345	$411.0k0.05%	0.05%	Added +57	+57 4.4%
84	TEXAS INSTRS INC COM TXN	TXN	2,320	$402.0k0.05%	0.05%	Unchanged
85	UNITEDHEALTH GROUP INC COM UNH	UNH	1,186	$392.0k0.04%	0.04%	Added +22	+22 1.9%
86	ORACLE CORP COM ORCL	ORCL	2,000	$390.0k0.04%	0.04%	Added +200	+200 11.1%
87	GE VERNOVA INC COM GEV	GEV	586	$383.0k0.04%	0.04%	Added +40	+40 7.3%
88	UNION PAC CORP COM UNP	UNP	1,616	$374.0k0.04%	0.04%	Added +10	+10 0.6%
89	US BANCORP DEL COM NEW USB	USB	6,722	$359.0k0.04%	0.04%	Added +67	+67 1.0%
90	AMERICAN EXPRESS CO COM AXP	AXP	923	$341.0k0.04%	0.04%	Reduced -6	-6 -0.7%
91	COLGATE PALMOLIVE CO COM CL	CL	4,298	$340.0k0.04%	0.04%	Unchanged
92	PHILIP MORRIS INTL INC COM PM	PM	2,100	$337.0k0.04%	0.04%	Added +1	+1 0.1%
93	GE AEROSPACE COM NEW GE	GE	1,067	$329.0k0.04%	0.04%	Unchanged
94	TESLA INC COM TSLA	TSLA	731	$329.0k0.04%	0.04%	Unchanged
95	HENRY JACK & ASSOC INC COM JKHY	JKHY	1,770	$323.0k0.04%	0.04%	Added +1	+1 0.1%
96	INTUIT COM INTU	INTU	474	$314.0k0.04%	0.04%	Added +53	+53 12.6%
97	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	5,665	$310.0k0.03%	0.03%	Unchanged
98	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	1,010	$299.0k0.03%	0.03%	Unchanged
99	ALIBABA GROUP HLDG LTD SPONSORED ADS BABA	BABA	2,032	$298.0k0.03%	0.03%	Unchanged
100	RTX CORPORATION COM RTX	RTX	1,605	$294.0k0.03%	0.03%	Reduced -10	-10 -0.6%

Sold out since Q3 2025

Security	Ticker	Shares held before	Value then
JOHN BEAN TECHNOLOGIES CORP JBTM 0.25 05.15.26	JBTM 0.25 05.15.26	5,000,000	$5.0m5.0m shares
XEROX HOLDINGS CORP XRX 3.75 03.15.30	XRX 3.75 03.15.30	6,000,000	$2.7m6.0m shares
ALTRIA GROUP INC MO	MO	3,301	$218.0k3.3k shares