EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC
CIK: 0001080382SEC EDGAR →
Portfolio Value
$890.0M
Holdings
112
As of
Q4 2025
New Positions
17
Closed Positions
4
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | GARRETT MOTION INC | 2,778,282 | $48.4M | 5.44% |
| 2 | WARNER BROS DISCOVERY INC | 1,669,261 | $48.1M | 5.41% |
| 3 | BROOKFIELD CORP | 941,818 | $43.2M | 4.86% |
| 4 | BERKSHIRE HATHAWAY INC DEL | 75,842 | $38.1M | 4.28% |
| 5 | COMCAST CORP NEW | 1,096,434 | $32.8M | 3.68% |
| 6 | MEDTRONIC PLC | 328,225 | $31.5M | 3.54% |
| 7 | DISNEY WALT CO | 274,190 | $31.2M | 3.50% |
| 8 | PAYPAL HLDGS INC | 494,520 | $28.9M | 3.24% |
| 9 | INTERNATIONAL FLAVORS&FRAGRA | 421,850 | $28.4M | 3.19% |
| 10 | LOEWS CORP | 254,038 | $26.8M | 3.01% |
Quarterly Changes
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 21 | $155.0M | 17.4% |
| Unknown | 19 | $142.7M | 16.0% |
| Communication Services | 4 | $130.4M | 14.7% |
| Consumer Cyclical | 10 | $128.9M | 14.5% |
| Healthcare | 10 | $93.8M | 10.5% |
| Technology | 16 | $72.5M | 8.1% |
| Energy | 7 | $68.1M | 7.6% |
| Basic Materials | 4 | $47.3M | 5.3% |
| Consumer Defensive | 7 | $27.0M | 3.0% |
| Industrials | 13 | $24.0M | 2.7% |
| Utilities | 1 | $383K | 0.0% |