EB
Eubel Brady & Suttman Asset Management INC Investment Portfolio — 13F Data
Eubel Brady & Suttman Asset Management INCCIK: 0001080382
Diversified strategyContrarianQuality / disciplined sizing
Total reported value
$845.1M
Reporting period: 2026-03-31 · Number of holdings: 113
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC disclosed 113 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $845.1M and a quarterly turnover rate of 39.9%.
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Personality snowflake
- Concentration
- 10.2
- Portfolio Stability
- 39.92
- Momentum/Contrarian
- 0
- Sector conviction
- 41.82
- Diversification
- 100
- Sizing Uniformity
- 86.23
Eubel Brady & Suttman Asset Management INC's disclosed holdings carry a Herfindahl concentration index of 0.025 — mathematically equivalent to about 39 equally-sized positions, well below its 113 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.38), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Recent moves
Add INTU
+12940.1% $26.4M
Trim GTX
-58.7% -$27.6M
Trim JNJ
-91.3% -$15.6M
Trim FTV
-95.7% -$13.1M
Trim MOAT
-61.6% -$10.1M
Add MSFT
+84.2% $6.9M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BN | Brookfield CORP | Stock-Financials | 4.51% | -0.35% | -0.07% | |
| 2 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 4.33% | +0.05% | +0.73% | |
| 3 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 4.24% | +0.56% | +13.93% | |
| 4 | PYPL | Paypal Holdings INC | Stock-Financials | 4.12% | +0.88% | +55.70% | |
| 5 | MDT | Medtronic plc | Stock-Healthcare | 3.39% | -0.15% | +0.75% | |
| 6 | IFF | Intl Flavors & Fragrances | Stock-Materials | 3.39% | — | -6.52% | |
| 7 | ZBH | Zimmer Biomet Holdings INC | Stock-Healthcare | 3.21% | +0.45% | +9.73% | |
| 8 | INTU | Intuit INC | Stock-Tech | 3.16% | +3.12% | +12940.08% | |
| 9 | DIS | Walt Disney Co/the | Stock-Comm Services | 3.15% | -0.35% | +0.82% | |
| 10 | BF-B | Brown-forman Corp-class B | Stock-Other | 3.06% | +0.53% | +12.91% | |
| 11 | SLB | Slb LTD | Stock-Energy | 2.82% | -0.01% | -29.22% | |
| 12 | MSFT | Microsoft CORP | Stock-Tech | 2.80% | +0.91% | +84.16% | |
| 13 | KVUE | Kenvue INC | Stock-Consumer Staples | 2.77% | +0.26% | +4.79% | |
| 14 | GNTX | Gentex CORP | Stock-Consumer Disc | 2.66% | +0.47% | +22.57% | |
| 15 | CNH | CNH Industrial N.V. | Stock-Industrials | 2.62% | +0.71% | +9.36% | |
| 16 | POOL | Pool CORP | Stock-Industrials | 2.54% | +2.54% | NEW | |
| 17 | ETSY | Etsy INC | Stock-Consumer Disc | 2.48% | — | +5.32% | |
| 18 | GTX | Garrett Motion INC | Stock-Consumer Disc | 2.47% | -2.97% | -58.70% | |
| 19 | L | Loews CORP | Stock-Financials | 2.33% | -0.68% | -27.34% | |
| 20 | CROX | Crocs INC | Stock-Consumer Disc | 2.30% | +2.30% | NEW | |
| 21 | PII | Polaris INC | Stock-Consumer Disc | 2.25% | -0.19% | +1.75% | |
| 22 | KMX | Carmax INC | Stock-Consumer Disc | 2.20% | +0.54% | +16.69% | |
| 23 | MKTX | Marketaxess Holdings INC | Stock-Financials | 2.18% | +2.18% | NEW | |
| 24 | VNT | Vontier CORP | Stock-Tech | 2.02% | +0.03% | +1.04% | |
| 25 | CNX | Cnx Resources CORP | Stock-Energy | 1.86% | +0.17% | -0.02% | |
| 26 | WFC | Wells Fargo & Co | Stock-Financials | 1.86% | -0.21% | -0.21% | |
| 27 | CNR | Core Natural Resources INC | Stock-Energy | 1.82% | +0.34% | -1.66% | |
| 28 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.80% | -0.37% | -36.76% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.77% | -0.29% | -11.06% | |
| 30 | NRP | Natural Resource Partners LP | Stock-Other | 1.68% | +0.30% | — | |
| 31 | FISV | Fiserv INC | Stock-Other | 1.58% | -0.20% | +1.41% | |
| 32 | NEU | Newmarket CORP | Stock-Materials | 1.55% | +0.03% | +3.38% | |
| 33 | IQV | Iqvia Holdings INC | Stock-Healthcare | 1.53% | -0.37% | +1.23% | |
| 34 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.77% | — | -3.86% | |
| 35 | LYFT 0.625 03-01-29 | Lyft INC | Stock-Tech | 0.72% | -0.09% | — | |
| 36 | TRIP 0.25 04-01-26 | Tripadvisor INC | Stock-Other | 0.71% | — | — | |
| 37 | GWRE 1.25 11-01-29 | Guidewire Software INC | Stock-Tech | 0.71% | +0.71% | NEW | |
| 38 | BSY 0.375 07-01-27 | Bentley Systems | Stock-Tech | 0.67% | +0.56% | +500.00% | |
| 39 | MOAT | Vaneck Morningstar Wide Moat | ETF-Other | 0.67% | -1.11% | -61.56% | |
| 40 | WGO 3.25 01-15-30 | Winnebago Industries | Stock-Other | 0.64% | — | — | |
| 41 | GPN 1.5 03-01-31 | Global Payments INC | Stock-Industrials | 0.63% | — | — | |
| 42 | CAKE 2 03-15-30 | Cheesecake Factory (the) | Stock-Consumer Disc | 0.60% | +0.60% | NEW | |
| 43 | SPB 3.375 06-01-29 | Spectrum Brands INC | Stock-Other | 0.59% | — | — | |
| 44 | HAE 2.5 06-01-29 | Haemonetics CORP | Stock-Other | 0.56% | +0.56% | NEW | |
| 45 | PRK | Park National CORP | Stock-Other | 0.44% | — | +0.69% | |
| 46 | ETSY 0.25 06-15-28 | Etsy INC | Stock-Consumer Disc | 0.42% | — | — | |
| 47 | PATK 1.75 12-01-28 | Patrick Industries INC | Stock-Consumer Disc | 0.41% | -0.35% | -50.00% | |
| 48 | SMOT | Vaneck Morningstar Smid Moat | ETF-Other | 0.34% | — | +0.64% | |
| 49 | SFBS | Servisfirst Bancshares INC | Stock-Financials | 0.28% | — | — | |
| 50 | AAPL | Apple INC | Stock-Tech | 0.24% | — | — |
1–50 of 113
Portfolio Performance
Performance for Q3 2026
+6%
Performance Last 4 Quarters
+16.8%
Based on 73% of reported portfolio value with available pricing
- Stdev
- +13.7%
- Beta
- +0.85
- Alpha
- -2.9%
- Max Drawdown
- -11.2%
- Annualized Perf
- +12.5%
- Batting Avg vs S&P
- +36.1%
- Sortino
- +1.65
- Stutzer
- +0.27
- Treynor
- +0.15
- Sterling
- +0.67
- Calmar
- +1.11
- Information Ratio
- -0.7
- Tracking Error
- +8.3%
- Stdev Down
- +7.7%
- Winning Months %
- +66.7%
- Losing Months %
- +33.3%
- Best 12 Months
- +31.7%
- Worst 12 Months
- 0%
- Efficiency Ratio
- +0.35
- Sharpe
- +0.93
- Stdev Sectors
- +5.6%
- Skewness
- -0.02
- Kurtosis
- -0.79
- Upside Potential
- +3.44
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 113 | $845.1M | 40 | |
| 2025-12-31 | 112 | $890.0M | 18 | |
| 2025-09-30 | 110 | $870.3M | 32 | |
| 2025-06-30 | 97 | $791.4M | 0 | |
| 2025-03-31 | 91 | $759.8M | 100 | |
| 2024-12-31 | 90 | $758.2M | 0 | |
| 2024-09-30 | 88 | $766.4M | 0 | |
| 2024-06-30 | 92 | $691.2M | 0 | |
| 2024-03-31 | 90 | $786.0M | 0 | |
| 2023-12-31 | 90 | $753.9M | 0 | |
| 2023-09-30 | 89 | $684.5M | 0 | |
| 2023-06-30 | 89 | $725.4M | 0 | |
| 2023-03-31 | 85 | $689.3M | 0 | |
| 2022-12-31 | 89 | $621.3M | 0 | |
| 2022-09-30 | 83 | $560.5M | 0 | |
| 2022-06-30 | 74 | $499.8M | 0 | |
| 2022-03-31 | 74 | $544.5M | 0 | |
| 2021-12-31 | 76 | $510.5M | 0 | |
| 2021-09-30 | 70 | $481.0M | 0 | |
| 2021-06-30 | 684 | $1.1B | 100 | |
| 2021-03-31 | 116 | $915.9M | 77 | |
| 2020-12-31 | 75 | $417.0M | 16 | |
| 2020-09-30 | 71 | $375.2M | 17 | |
| 2020-06-30 | 74 | $380.9M | 19 | |
| 2020-03-31 | 73 | $334.5M | 37 | |
| 2019-12-31 | 77 | $374.4M | 15 | |
| 2019-09-30 | 74 | $348.3M | 14 | |
| 2019-06-30 | 72 | $356.1M | 13 | |
| 2019-03-31 | 70 | $338.9M | 16 | |
| 2018-12-31 | 69 | $305.4M | 23 | |
| 2018-09-30 | 71 | $337.9M | 9 | |
| 2018-06-30 | 72 | $323.5M | 22 | |
| 2018-03-31 | 68 | $314.5M | 13 | |
| 2017-12-31 | 73 | $336.1M | 27 | |
| 2017-09-30 | 76 | $326.0M | 10 | |
| 2017-06-30 | 76 | $328.2M | 16 | |
| 2017-03-31 | 75 | $333.7M | 12 | |
| 2016-12-31 | 76 | $332.8M | 22 | |
| 2016-09-30 | 80 | $316.8M | 19 | |
| 2016-06-30 | 76 | $301.0M | 9 | |
| 2016-03-31 | 75 | $298.9M | 11 | |
| 2015-12-31 | 83 | $300.3M | 20 | |
| 2015-09-30 | 82 | $294.0M | 14 | |
| 2015-06-30 | 83 | $304.6M | 23 | |
| 2015-03-31 | 84 | $326.7M | 12 | |
| 2014-12-31 | 77 | $325.0M | 22 | |
| 2014-09-30 | 85 | $334.8M | 16 | |
| 2014-06-30 | 82 | $348.7M | 14 | |
| 2014-03-31 | 82 | $354.0M | 14 | |
| 2013-12-31 | 76 | $347.6M | 24 | |
| 2013-09-30 | 82 | $367.1M | 15 | |
| 2013-06-30 | 80 | $363.8M | — |
Holding changes this quarter
Eubel Brady & Suttman Asset Management INC's most significant position changes for 2026-03-31: Sold out: Warner Bros Discovery INC (WBD); New buy: Pool CORP (POOL); New buy: Crocs INC (CROX); New buy: Marketaxess Holdings INC (MKTX); New buy: Guidewire Software INC (GWRE 1.25 11-01-29).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | INTU | Intuit INC | +3.1% | +12940.08% | Add |
| 2 | MSFT | Microsoft CORP | +0.9% | +84.16% | Add |
| 3 | PYPL | Paypal Holdings INC | +0.9% | +55.70% | Add |
| 4 | CNH | CNH Industrial N.V. | +0.7% | +9.36% | Add |
| 5 | BSY 0.375 07-01-27 | Bentley Systems | +0.6% | +500.00% | Add |
| 6 | CMCSA | Comcast Corp-class A | +0.6% | +13.93% | Add |
| 7 | KMX | Carmax INC | +0.5% | +16.69% | Add |
| 8 | BF-B | Brown-forman Corp-class B | +0.5% | +12.91% | Add |
| 9 | GNTX | Gentex CORP | +0.5% | +22.57% | Add |
| 10 | ZBH | Zimmer Biomet Holdings INC | +0.5% | +9.73% | Add |
| 11 | CNR | Core Natural Resources INC | +0.3% | -1.66% | Trim |
| 12 | NRP | Natural Resource Partners LP | +0.3% | — | Unchanged |
| 13 | KVUE | Kenvue INC | +0.3% | +4.79% | Add |
| 14 | CNX | Cnx Resources CORP | +0.2% | -0.02% | Trim |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | +0.73% | Add |
| 16 | VNT | Vontier CORP | 0% | +1.04% | Add |
| 17 | NEU | Newmarket CORP | 0% | +3.38% | Add |
| 18 | ETSY | Etsy INC | — | +5.32% | Add |
| 19 | SLB | Slb LTD | 0% | -29.22% | Trim |
| 20 | LYFT 0.625 03-01-29 | Lyft INC | -0.1% | — | Unchanged |
| 21 | MDT | Medtronic plc | -0.2% | +0.75% | Add |
| 22 | PII | Polaris INC | -0.2% | +1.75% | Add |
| 23 | FISV | Fiserv INC | -0.2% | +1.41% | Add |
| 24 | WFC | Wells Fargo & Co | -0.2% | -0.21% | Trim |
| 25 | GOOGL | Alphabet Inc-cl A | -0.3% | -11.06% | Trim |
| 26 | BN | Brookfield CORP | -0.4% | -0.07% | Trim |
| 27 | DIS | Walt Disney Co/the | -0.4% | +0.82% | Add |
| 28 | PATK 1.75 12-01-28 | Patrick Industries INC | -0.4% | -50.00% | Trim |
| 29 | LMT | Lockheed Martin CORP | -0.4% | -36.76% | Trim |
| 30 | IQV | Iqvia Holdings INC | -0.4% | +1.23% | Add |
| 31 | L | Loews CORP | -0.7% | -27.34% | Trim |
| 32 | MOAT | Vaneck Morningstar Wide Moat | -1.1% | -61.56% | Trim |
| 33 | FTV | Fortive CORP | -1.5% | -95.68% | Trim |
| 34 | JNJ | Johnson & Johnson | -1.8% | -91.29% | Trim |
| 35 | GTX | Garrett Motion INC | -3% | -58.70% | Trim |
| 36 | WBD | Warner Bros Discovery INC | — | EXIT | Sold out |
| 37 | POOL | Pool CORP | — | NEW | New buy |
| 38 | CROX | Crocs INC | — | NEW | New buy |
| 39 | MKTX | Marketaxess Holdings INC | — | NEW | New buy |
| 40 | GWRE 1.25 11-01-29 | Guidewire Software INC | — | NEW | New buy |
| 41 | ABNB 0 03-15-26 | Airbnb INC | — | EXIT | Sold out |
| 42 | F 0 03-15-26 | Ford Motor Company | — | EXIT | Sold out |
| 43 | FMC | Fmc CORP | — | EXIT | Sold out |
| 44 | CAKE 2 03-15-30 | Cheesecake Factory (the) | — | NEW | New buy |
| 45 | BSY 0.125 01-15-26 | Bentley Systems INC | — | EXIT | Sold out |
| 46 | GES 3.75 04-15-28 | Guess INC | — | EXIT | Sold out |
| 47 | HAE 2.5 06-01-29 | Haemonetics CORP | — | NEW | New buy |
| 48 | ETSY 0.125 09-01-27 | Etsy INC | — | EXIT | Sold out |
| 49 | VSNT | Versant Media Group INC | — | NEW | New buy |
| 50 | JNJ | Johnson & Johnson | — | EXIT | Sold out |
Filing History
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-11 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-05 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-06 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-08-04 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-12 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-03 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-11-12 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-07 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-10 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-12 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-11-14 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-08-25 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-09 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-13 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-11-14 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-08-12 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-18 | Amendment | View on EDGAR |
| 2022-03-31 | 2022-05-16 | Amendment | View on EDGAR |
| 2022-03-31 | 2022-05-04 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-10 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-05 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-08-17 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-14 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-12 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-12 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-13 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-13 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-11 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-12 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-12 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-15 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-15 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-14 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-15 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-14 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-14 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-14 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-12 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-14 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-14 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-12 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-16 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-12 | 13F-HR | View on EDGAR |
| 2015-09-30 | 2015-11-12 | 13F-HR | View on EDGAR |
| 2015-06-30 | 2015-08-13 | 13F-HR | View on EDGAR |
| 2015-03-31 | 2015-05-15 | 13F-HR | View on EDGAR |
| 2014-12-31 | 2015-02-11 | 13F-HR | View on EDGAR |
| 2014-09-30 | 2014-11-14 | 13F-HR | View on EDGAR |
| 2014-06-30 | 2014-08-14 | 13F-HR | View on EDGAR |
| 2014-03-31 | 2014-05-12 | 13F-HR | View on EDGAR |
| 2013-12-31 | 2014-02-11 | 13F-HR | View on EDGAR |
| 2013-09-30 | 2013-11-14 | 13F-HR | View on EDGAR |
| 2013-06-30 | 2013-08-13 | 13F-HR | View on EDGAR |
FAQ
What is Eubel Brady & Suttman Asset Management INC and what type of investor is it?
Eubel Brady & Suttman Asset Management INC is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $845.1M, spread across 113 disclosed positions.
What are Eubel Brady & Suttman Asset Management INC's largest equity positions?
Based on the latest 13F filing, Eubel Brady & Suttman Asset Management INC's top holdings by market value are:
1. Brookfield CORP (BN) — $38.1M (4.5%)
2. Berkshire Hathaway Inc-cl B (BRK-B) — $36.6M (4.3%)
3. Comcast Corp-class A (CMCSA) — $35.9M (4.2%)
4. Paypal Holdings INC (PYPL) — $34.8M (4.1%)
5. Medtronic plc (MDT) — $28.7M (3.4%)
What changes did Eubel Brady & Suttman Asset Management INC make in its most recent portfolio filing?
In the latest reported quarter, Eubel Brady & Suttman Asset Management INC made 48 notable position adjustments: 7 new positions were initiated, 20 existing holdings were added to, 13 positions were partially reduced, and 8 were completely exited. The largest of these moves: Sold out: Warner Bros Discovery INC (WBD); New buy: Pool CORP (POOL); New buy: Crocs INC (CROX); New buy: Marketaxess Holdings INC (MKTX); New buy: Guidewire Software INC (GWRE 1.25 11-01-29)
What sectors does Eubel Brady & Suttman Asset Management INC focus on?
Eubel Brady & Suttman Asset Management INC is concentrated in the following sectors based on its current disclosed equity portfolio:
• Financials: 22.6%
• Consumer Discretionary: 18.1%
• Information Technology: 12.4%
• Communication Services: 10.6%
• Health Care: 9.9%
• Industrials: 9.2%
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