EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC — 13F holdings

EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC reported 118 holdings worth $842M in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. BN Brookfield Corp — $39.5M (4.7%)
2. BRK.B BERKSHIRE HATHAWAY INC DEL — $38.0M (4.5%)
3. PYPL PAYPAL HLDGS INC — $32.5M (3.9%)
4. IFF INTERNATIONAL FLAVORS&FRAGRA — $31.3M (3.7%)
5. ETSY ETSY INC — $31.3M (3.7%)
6. CMCSA COMCAST CORP NEW — $30.9M (3.7%)
7. CROX CROCS INC — $27.2M (3.2%)
8. POOL Pool Corp — $26.4M (3.1%)
9. DIS DISNEY WALT CO — $26.3M (3.1%)
10. MDT MEDTRONIC PLC — $26.3M (3.1%)