EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC

Miamisburg, OH · CIK 1080382 · 13F filing filed 2026-05-11

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)

$845.1m reported value -5.0% vs Q4 2025

113positions

36.6%in top 10

9 new 52 added 23 reduced 8 sold out vs Q4 2025

Holdings, Q1 2026

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	941,129	$38.1m4.51%	4.51%	Reduced -689	-689 -0.1%
2	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	76,396	$36.6m4.33%	4.33%	Added +554	+554 0.7%
3	COMCAST CORP NEW CL A CMCSA	CMCSA	1,249,202	$35.9m4.24%	4.24%	Added +152.8k	+152,768 13.9%
4	PAYPAL HLDGS INC COM PYPL	PYPL	769,986	$34.8m4.12%	4.12%	Added +275.5k	+275,466 55.7%
5	MEDTRONIC PLC SHS MDT	MDT	330,694	$28.7m3.39%	3.39%	Added +2.5k	+2,469 0.8%
6	INTERNATIONAL FLAVORS&FRAGRA COM IFF	IFF	394,351	$28.6m3.39%	3.39%	Reduced -27.5k	-27,499 -6.5%
7	ZIMMER BIOMET HOLDINGS INC COM ZBH	ZBH	300,090	$27.1m3.21%	3.21%	Added +26.6k	+26,615 9.7%
8	INTUIT COM INTU	INTU	61,810	$26.7m3.16%	3.16%	Added +61.3k	+61,336 12940.1%
9	DISNEY WALT CO COM DIS	DIS	276,439	$26.6m3.15%	3.15%	Added +2.2k	+2,249 0.8%
10	BROWN FORMAN CORP CL B BF.B	BF.B	977,232	$25.8m3.06%	3.06%	Added +111.8k	+111,771 12.9%
11	SCHLUMBERGER LTD COM STK SLB	SLB	464,487	$23.9m2.82%	2.82%	Reduced -191.7k	-191,718 -29.2%
12	MICROSOFT CORP COM MSFT	MSFT	63,942	$23.7m2.80%	2.80%	Added +29.2k	+29,222 84.2%
13	KENVUE INC COM KVUE	KVUE	1,359,163	$23.4m2.77%	2.77%	Added +62.1k	+62,104 4.8%
14	GENTEX CORP COM GNTX	GNTX	1,027,500	$22.5m2.66%	2.66%	Added +189.2k	+189,177 22.6%
15	CNH INDL N V SHS CNH	CNH	2,016,556	$22.2m2.62%	2.62%	Added +172.7k	+172,660 9.4%
16	POOL CORP COM POOL	POOL	106,130	$21.5m2.54%	2.54%	New
17	ETSY INC COM ETSY	ETSY	420,094	$21.0m2.48%	2.48%	Added +21.2k	+21,208 5.3%
18	GARRETT MOTION INC COM GTX	GTX	1,147,492	$20.9m2.47%	2.47%	Reduced -1.6m	-1,630,790 -58.7%
19	LOEWS CORP COM L	L	184,592	$19.7m2.33%	2.33%	Reduced -69.4k	-69,446 -27.3%
20	CROCS INC COM CROX	CROX	233,785	$19.4m2.30%	2.30%	New
21	POLARIS INC COM PII	PII	349,594	$19.1m2.25%	2.25%	Added +6.0k	+6,015 1.8%
22	CARMAX INC COM KMX	KMX	446,878	$18.6m2.20%	2.20%	Added +63.9k	+63,923 16.7%
23	MARKETAXESS HLDGS INC COM MKTX	MKTX	111,483	$18.4m2.18%	2.18%	New
24	VONTIER CORPORATION COM VNT	VNT	480,876	$17.1m2.02%	2.02%	Added +5.0k	+4,970 1.0%
25	CNX RES CORP COM CNX	CNX	408,462	$15.7m1.86%	1.86%	Reduced -95	-95 -0.0%
26	WELLS FARGO CO NEW COM WFC	WFC	196,943	$15.7m1.86%	1.86%	Reduced -405	-405 -0.2%
27	CORE NATURAL RESOURCES INC COM SHS CNR	CNR	146,552	$15.3m1.82%	1.82%	Reduced -2.5k	-2,476 -1.7%
28	LOCKHEED MARTIN CORP COM LMT	LMT	25,208	$15.2m1.80%	1.80%	Reduced -14.7k	-14,655 -36.8%
29	ALPHABET INC CAP STK CL A GOOGL	GOOGL	52,093	$15.0m1.77%	1.77%	Reduced -6.5k	-6,480 -11.1%
30	NATURAL RESOURCE PARTNERS L COM UNIT LTD PAR NRP	NRP	117,500	$14.2m1.68%	1.68%	Unchanged
31	FISERV INC COM FISV	FISV	238,689	$13.3m1.58%	1.58%	Added +3.3k	+3,322 1.4%
32	NEWMARKET CORP COM NEU	NEU	20,402	$13.1m1.55%	1.55%	Added +668	+668 3.4%
33	IQVIA HLDGS INC COM IQV	IQV	75,762	$12.9m1.53%	1.53%	Added +918	+918 1.2%
34	ISHARES TR ISHS 1-5YR INVS IGSB	IGSB	124,159	$6.5m0.77%	0.77%	Reduced -5.0k	-4,987 -3.9%
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	$6.1m0.72%	0.72%	Unchanged
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	$6.0m0.71%	0.71%	Unchanged
37	GUIDEWIRE SOFTWARE INC NOTE 1.250%11/0 · principal GWRE 1.25 11.01.29 · principal	GWRE 1.25 11.01.29	6,000,000	$6.0m0.71%	0.71%	New
38	BENTLEY SYS INC NOTE 0.375% 7/0 · principal BSY 0.375 07.01.27 · principal	BSY 0.375 07.01.27	6,000,000	$5.7m0.67%	0.67%	Added +5.0m	+5,000,000 500.0%
39	VANECK ETF TRUST MRNGSTR WDE MOAT MOAT	MOAT	58,775	$5.7m0.67%	0.67%	Reduced -94.1k	-94,116 -61.6%
40	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	$5.4m0.64%	0.64%	Unchanged
41	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	$5.3m0.63%	0.63%	Unchanged
42	CHEESECAKE FACTORY INC NOTE 2.000% 3/1 · principal CAKE 2 03.15.30 · principal	CAKE 2 03.15.30	5,000,000	$5.1m0.60%	0.60%	New
43	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	$5.0m0.59%	0.59%	Unchanged
44	HAEMONETICS CORP MASS NOTE 2.500% 6/0 · principal HAE 2.5 06.01.29 · principal	HAE 2.5 06.01.29	5,000,000	$4.8m0.56%	0.56%	New
45	PARK NATL CORP COM PRK	PRK	22,981	$3.8m0.44%	0.44%	Added +158	+158 0.7%
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	$3.6m0.42%	0.42%	Unchanged
47	PATRICK INDS INC NOTE 1.750%12/0 · principal PATK 1.75 12.01.28 · principal	PATK 1.75 12.01.28	2,000,000	$3.5m0.41%	0.41%	Reduced -2.0m	-2,000,000 -50.0%
48	VANECK ETF TRUST MORNINGSTAR SMID SMOT	SMOT	81,458	$2.9m0.34%	0.34%	Added +516	+516 0.6%
49	SERVISFIRST BANCSHARES INC COM SFBS	SFBS	32,950	$2.4m0.28%	0.28%	Unchanged
50	APPLE INC COM AAPL	AAPL	8,068	$2.0m0.24%	0.24%	Unchanged
51	JOHNSON & JOHNSON COM JNJ	JNJ	7,329	$1.8m0.21%	0.21%	Reduced -76.8k	-76,785 -91.3%
52	VERSANT MEDIA GROUP INC COM CL A VSNT	VSNT	43,244	$1.6m0.19%	0.19%	New
53	CHEVRON CORP NEW COM CVX	CVX	7,270	$1.5m0.18%	0.18%	Reduced -2	-2 -0.0%
54	EXXON MOBIL CORP COM XOM	XOM	8,702	$1.5m0.17%	0.17%	Added +4	+4 0.1%
55	AMGEN INC COM AMGN	AMGN	3,710	$1.3m0.15%	0.15%	Reduced -583	-583 -13.6%
56	NVIDIA CORPORATION COM NVDA	NVDA	6,729	$1.2m0.14%	0.14%	Added +38	+38 0.6%
57	HERSHEY CO COM HSY	HSY	4,998	$1.0m0.12%	0.12%	Reduced -449	-449 -8.2%
58	MERCK & CO INC COM MRK	MRK	8,638	$1.0m0.12%	0.12%	Added +254	+254 3.0%
59	PROCTER AND GAMBLE CO COM PG	PG	7,169	$1.0m0.12%	0.12%	Added +45	+45 0.6%
60	JPMORGAN CHASE & CO COM JPM	JPM	3,282	$965.0k0.11%	0.11%	Reduced -124	-124 -3.6%
61	ADOBE INC COM ADBE	ADBE	3,835	$932.0k0.11%	0.11%	Added +321	+321 9.1%
62	BROADCOM INC COM AVGO	AVGO	2,601	$805.0k0.10%	0.10%	Added +41	+41 1.6%
63	PEPSICO INC COM PEP	PEP	5,137	$798.0k0.09%	0.09%	Added +183	+183 3.7%
64	LAUDER ESTEE COS INC CL A EL	EL	10,864	$780.0k0.09%	0.09%	Added +225	+225 2.1%
65	CATERPILLAR INC COM CAT	CAT	1,035	$733.0k0.09%	0.09%	Added +20	+20 2.0%
66	HOME DEPOT INC COM HD	HD	2,189	$720.0k0.09%	0.09%	Added +59	+59 2.8%
67	GOLDMAN SACHS GROUP INC COM GS	GS	763	$645.0k0.08%	0.08%	Reduced -9	-9 -1.2%
68	VANGUARD WORLD FD INF TECH ETF VGT	VGT	864	$603.0k0.07%	0.07%	Unchanged
69	FORTIVE CORP COM FTV	FTV	10,708	$592.0k0.07%	0.07%	Reduced -236.9k	-236,949 -95.7%
70	CISCO SYS INC COM CSCO	CSCO	7,579	$588.0k0.07%	0.07%	Added +383	+383 5.3%
71	LINCOLN NATL CORP IND COM LNC	LNC	15,673	$556.0k0.07%	0.07%	Unchanged
72	DEERE & CO COM DE	DE	965	$544.0k0.06%	0.06%	Unchanged
73	GE VERNOVA INC COM GEV	GEV	588	$513.0k0.06%	0.06%	Added +2	+2 0.3%
74	HONEYWELL INTL INC COM COM		2,225	$503.0k0.06%	0.06%	Unchanged
75	AMAZON COM INC COM AMZN	AMZN	2,376	$495.0k0.06%	0.06%	Added +165	+165 7.5%
76	AMERICAN FINL GROUP INC OHIO COM AFG	AFG	3,876	$495.0k0.06%	0.06%	Unchanged
77	BOEING CO COM BA	BA	2,432	$484.0k0.06%	0.06%	Added +16	+16 0.7%
78	WALMART INC COM WMT	WMT	3,885	$483.0k0.06%	0.06%	Added +64	+64 1.7%
79	TEXAS INSTRS INC COM TXN	TXN	2,480	$481.0k0.06%	0.06%	Added +160	+160 6.9%
80	WASTE MGMT INC DEL COM WM	WM	1,981	$455.0k0.05%	0.05%	Added +2	+2 0.1%
81	ISHARES TR CORE S&P500 ETF IVV	IVV	666	$435.0k0.05%	0.05%	Reduced -347	-347 -34.2%
82	MCDONALDS CORP COM MCD	MCD	1,385	$430.0k0.05%	0.05%	Added +40	+40 3.0%
83	INVESCO QQQ TR UNIT SER 1 QQQ	QQQ	701	$405.0k0.05%	0.05%	Unchanged
84	COLGATE PALMOLIVE CO COM CL	CL	4,645	$396.0k0.05%	0.05%	Added +347	+347 8.1%
85	UNION PAC CORP COM UNP	UNP	1,616	$392.0k0.05%	0.05%	Unchanged
86	ISHARES TR US CONSUM DISCRE IYC	IYC	4,000	$388.0k0.05%	0.05%	Unchanged
87	US BANCORP DEL COM NEW USB	USB	7,243	$377.0k0.04%	0.04%	Added +521	+521 7.8%
88	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	2,447	$358.0k0.04%	0.04%	Added +40	+40 1.7%
89	PHILIP MORRIS INTL INC COM PM	PM	2,100	$347.0k0.04%	0.04%	Unchanged
90	UNITEDHEALTH GROUP INC COM UNH	UNH	1,186	$321.0k0.04%	0.04%	Unchanged
91	HENRY JACK & ASSOC INC COM JKHY	JKHY	1,959	$310.0k0.04%	0.04%	Added +189	+189 10.7%
92	RTX CORPORATION COM RTX	RTX	1,595	$308.0k0.04%	0.04%	Reduced -10	-10 -0.6%
93	AMERICAN EXPRESS CO COM AXP	AXP	1,011	$306.0k0.04%	0.04%	Added +88	+88 9.5%
94	GE AEROSPACE COM NEW GE	GE	1,078	$306.0k0.04%	0.04%	Added +11	+11 1.0%
95	ORACLE CORP COM ORCL	ORCL	2,000	$294.0k0.03%	0.03%	Unchanged
96	SHELL PLC SPON ADS SHEL	SHEL	3,153	$293.0k0.03%	0.03%	Unchanged
97	ZOETIS INC CL A ZTS	ZTS	2,397	$283.0k0.03%	0.03%	Added +236	+236 10.9%
98	SELECT SECTOR SPDR TR FINANCIAL XLF	XLF	5,665	$280.0k0.03%	0.03%	Unchanged
99	ISHARES TR RUS MD CP GR ETF IWP	IWP	2,120	$272.0k0.03%	0.03%	Unchanged
100	MORGAN STANLEY COM NEW MS	MS	1,604	$264.0k0.03%	0.03%	Unchanged

Sold out since Q4 2025

Security	Ticker	Shares held before	Value then
WARNER BROS DISCOVERY INC WBD	WBD	1,669,261	$48.1m1.7m shares
AIRBNB INC ABNB 0 03.15.26	ABNB 0 03.15.26	6,000,000	$5.9m6.0m shares
FORD MTR CO DEL F 0 03.15.26	F 0 03.15.26	5,000,000	$5.2m5.0m shares
FMC CORP FMC	FMC	368,575	$5.1m368.6k shares
BENTLEY SYS INC BSY 0.125 01.15.26	BSY 0.125 01.15.26	5,000,000	$5.0m5.0m shares
GUESS INC GES 3.75 04.15.28	GES 3.75 04.15.28	5,000,000	$5.0m5.0m shares
ETSY INC ETSY 0.125 09.01.27	ETSY 0.125 09.01.27	3,000,000	$2.8m3.0m shares
JOHNSON CTLS INTL PLC JCI	JCI	5,003	$599.0k5.0k shares