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
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 | COMCAST CORP NEW | 1,096,434 | $32.8M | 3.68% |
| 5 | MEDTRONIC PLC | 328,225 | $31.5M | 3.54% |
| 6 | DISNEY WALT CO | 274,190 | $31.2M | 3.50% |
| 7 | PAYPAL HLDGS INC | 494,520 | $28.9M | 3.24% |
| 8 | INTERNATIONAL FLAVORS&FRAGRA | 421,850 | $28.4M | 3.19% |
| 9 | LOEWS CORP | 254,038 | $26.8M | 3.01% |
| 10 | SLB LIMITED | 656,205 | $25.2M | 2.83% |
Quarterly Changes
Top Sells
XRX 3.75 03/15/30CLOSED
$2.7B
BRK/B↓ Decreased
$38.3M
GTX↓ Decreased
$9.2M
FMC↓ Decreased
$8.9M
JNJ↓ Decreased
$8.9M
New Positions (5)
$32.8M · 1.1M shares
$4.7M · 5.0M shares
$530K · 4K shares
$260K · 242 shares
$204K · 400 shares
Closed Positions (3)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 21 | $155.0M | 18.5% |
| Communication Services | 4 | $130.4M | 15.6% |
| Consumer Cyclical | 10 | $128.9M | 15.4% |
| Unknown | 19 | $104.6M | 12.5% |
| Healthcare | 10 | $93.8M | 11.2% |
| Technology | 16 | $72.5M | 8.6% |
| Energy | 7 | $68.1M | 8.1% |
| Basic Materials | 4 | $33.8M | 4.0% |
| Consumer Defensive | 7 | $27.0M | 3.2% |
| Industrials | 13 | $24.0M | 2.9% |
| Utilities | 1 | $383K | 0.0% |