2026 Q1 Portfolio Activity
In 2026 Q1, EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC maintained a portfolio of 121 distinct positions. The most significant new addition was POOL CORP, now representing 2.54% of the total fund value. They heavily accumulated shares in INTUIT, increasing the position by 12940.1%. Conversely, EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC completely exited their position in WARNER BROS DISCOVERY INC.
Position History
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Total Positions
121
Quarter
2026 Q1
Top Holding
BN (4.5%)
Top 10 Concentration
36.6%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 121
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BN
BROOKFIELD CORP
|
Financial Services | 4.51% | 4.86% |
#1
2
Prev: #3
|
4.3 |
—
|
-689 | -0.1% |
P
S
|
941,129 | $38,087 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 4.33% | 4.28% |
#2
2
Prev: #4
|
3.7 |
—
|
554 | 0.7% |
P
S
|
76,396 | $36,609 | 2009 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CMCSA
COMCAST CORP NE...
|
Communication Services | 4.24% | 3.68% |
#3
2
Prev: #5
|
4.7 |
—
|
152,768 | 13.9% |
P
S
|
1,249,202 | $35,865 | 2005 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PYPL
PAYPAL HLDGS IN...
|
Financial Services | 4.12% | 3.24% |
#4
4
Prev: #8
|
5.1 |
—
|
275,466 | 55.7% |
P
S
|
769,986 | $34,826 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MDT
MEDTRONIC PLC
|
Healthcare | 3.39% | 3.54% |
#5
1
Prev: #6
|
2.4 |
—
|
2,469 | 0.8% |
P
S
|
330,694 | $28,655 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IFF
INTERNATIONAL F...
|
Basic Materials | 3.39% | 3.19% |
#6
3
Prev: #9
|
1.9 |
—
|
-27,499 | -6.5% |
P
S
|
394,351 | $28,610 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ZBH
ZIMMER BIOMET H...
|
Healthcare | 3.21% | 2.76% |
#7
5
Prev: #12
|
3.3 |
—
|
26,615 | 9.7% |
P
S
|
300,090 | $27,134 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
INTU
INTUIT
|
Technology | 3.16% | 0.04% |
#8
88
Prev: #96
|
4.3 |
—
|
61,336 | 12940.1% |
P
S
|
61,810 | $26,725 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 3.15% | 3.50% |
#9
2
Prev: #7
|
1.8 |
—
|
2,249 | 0.8% |
P
S
|
276,439 | $26,643 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
BF/B
BROWN FORMAN CO...
|
Consumer Defensive | 3.06% | 2.53% |
#10
3
Prev: #13
|
3.2 |
—
|
111,771 | 12.9% |
P
S
|
977,232 | $25,838 | 2000 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SLB
SLB LIMITED
|
Energy | 2.82% | 2.83% |
#11
Prev: #11
|
1.1 |
—
|
-191,718 | -29.2% |
P
S
|
464,487 | $23,870 | 2009 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 2.80% | 1.89% |
#12
13
Prev: #25
|
4.1 |
—
|
29,222 | 84.2% |
P
S
|
63,942 | $23,669 | 2006 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
KVUE
KENVUE INC
|
Consumer Defensive | 2.77% | 2.51% |
#13
1
Prev: #14
|
1.6 |
—
|
62,104 | 4.8% |
P
S
|
1,359,163 | $23,432 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GNTX
GENTEX CORP
|
Consumer Cyclical | 2.66% | 2.19% |
#14
3
Prev: #17
|
3.6 |
—
|
189,177 | 22.6% |
P
S
|
1,027,500 | $22,451 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CNH
CNH INDL N V
|
Industrials | 2.62% | 1.91% |
#15
8
Prev: #23
|
3.0 |
—
|
172,660 | 9.4% |
P
S
|
2,016,556 | $22,182 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
POOL
POOL CORP
|
Industrials | 2.54% | — |
#16
Prev: #—
|
4.5 |
—
|
106,130 | — |
NEW
|
106,130 | $21,473 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
ETSY
ETSY INC
|
Consumer Cyclical | 2.48% | 2.48% |
#17
2
Prev: #15
|
3.0 |
—
|
21,208 | 5.3% |
P
S
|
420,094 | $20,996 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GTX
GARRETT MOTION ...
|
Consumer Cyclical | 2.47% | 5.44% |
#18
17
Prev: #1
|
1.0 |
—
|
-1,630,790 | -58.7% |
P
S
|
1,147,492 | $20,850 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
L
LOEWS CORP
|
Financial Services | 2.33% | 3.01% |
#19
9
Prev: #10
|
0.9 |
—
|
-69,446 | -27.3% |
P
S
|
184,592 | $19,703 | 2001 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CROX
CROCS INC
|
Consumer Cyclical | 2.30% | — |
#20
Prev: #—
|
4.4 |
—
|
233,785 | — |
NEW
|
233,785 | $19,409 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
PII
POLARIS INC
|
Consumer Cyclical | 2.25% | 2.44% |
#21
5
Prev: #16
|
1.4 |
—
|
6,015 | 1.8% |
P
S
|
349,594 | $19,053 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
KMX
CARMAX INC
|
Consumer Cyclical | 2.20% | 1.66% |
#22
7
Prev: #29
|
2.9 |
—
|
63,923 | 16.7% |
P
S
|
446,878 | $18,581 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
MKTX
MARKETAXESS HLD...
|
Financial Services | 2.18% | — |
#23
Prev: #—
|
4.4 |
—
|
111,483 | — |
NEW
|
111,483 | $18,392 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
VNT
VONTIER CORPORA...
|
Technology | 2.02% | 1.99% |
#24
3
Prev: #21
|
1.3 |
—
|
4,970 | 1.0% |
P
S
|
480,876 | $17,057 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CNX
CNX RES CORP
|
Energy | 1.86% | 1.69% |
#25
3
Prev: #28
|
1.2 |
—
|
-95 | -0.0% |
P
S
|
408,462 | $15,746 | 2003 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 1.86% | 2.07% |
#26
7
Prev: #19
|
1.2 |
—
|
-405 | -0.2% |
P
S
|
196,943 | $15,679 | 2008 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
CNR
CORE NATURAL RE...
|
Energy | 1.82% | 1.48% |
#27
5
Prev: #32
|
1.2 |
—
|
-2,476 | -1.7% |
P
S
|
146,552 | $15,348 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
LMT
LOCKHEED MARTIN...
|
Industrials | 1.80% | 2.17% |
#28
10
Prev: #18
|
0.7 |
—
|
-14,655 | -36.8% |
P
S
|
25,208 | $15,235 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 1.77% | 2.06% |
#29
9
Prev: #20
|
1.2 |
—
|
-6,480 | -11.1% |
P
S
|
52,093 | $14,980 | 2015 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
NRP
NATURAL RESOURC...
|
Energy | 1.68% | 1.38% |
#30
3
Prev: #33
|
1.7 |
—
|
no change | no change |
P
S
|
117,500 | $14,218 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
FISV
FISERV INC
|
Unknown | 1.58% | 1.78% |
#31
4
Prev: #27
|
1.1 |
—
|
3,322 | 1.4% |
P
S
|
238,689 | $13,319 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
NEU
NEWMARKET CORP
|
Basic Materials | 1.55% | 1.52% |
#32
1
Prev: #31
|
1.1 |
—
|
668 | 3.4% |
P
S
|
20,402 | $13,077 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IQV
IQVIA HLDGS INC
|
Healthcare | 1.53% | 1.90% |
#33
9
Prev: #24
|
1.1 |
—
|
918 | 1.2% |
P
S
|
75,762 | $12,920 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
IGSB
ISHARES TR
|
ETF | 0.77% | 0.77% |
#34
1
Prev: #35
|
0.8 |
—
|
-4,987 | -3.9% |
P
S
|
124,159 | $6,526 | 2011 Q4 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
N/A
LYFT INC
|
|
Bond/Debt | 0.72% | 0.81% |
#35
1
Prev: #34
|
1.3 |
—
|
no change | no change |
P
S
|
6,000,000 | $6,059 | — | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
N/A
TRIPADVISOR INC
|
|
Bond/Debt | 0.71% | 0.66% |
#36
2
Prev: #38
|
1.3 |
—
|
no change | no change |
P
S
|
6,000,000 | $5,985 | — | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
N/A
GUIDEWIRE SOFTW...
|
|
Bond/Debt | 0.71% | — |
#37
Prev: #—
|
3.8 |
—
|
6,000,000 | — |
NEW
|
6,000,000 | $5,974 | — | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
N/A
BENTLEY SYS INC
|
|
Bond/Debt | 0.67% | 0.11% |
#38
23
Prev: #61
|
3.3 |
—
|
5,000,000 | 500.0% |
P
S
|
6,000,000 | $5,691 | — | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
MOAT
VANECK ETF TRUS...
|
ETF | 0.67% | 1.78% |
#39
13
Prev: #26
|
0.3 |
—
|
-94,116 | -61.6% |
P
S
|
58,775 | $5,684 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
N/A
WINNEBAGO INDS ...
|
|
Bond/Debt | 0.64% | 0.63% |
#40
1
Prev: #39
|
1.3 |
—
|
no change | no change |
P
S
|
6,000,000 | $5,412 | — | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
N/A
GLOBAL PMTS INC
|
|
Bond/Debt | 0.63% | 0.60% |
#41
1
Prev: #40
|
1.3 |
—
|
no change | no change |
P
S
|
6,000,000 | $5,286 | — | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
N/A
CHEESECAKE FACT...
|
|
Bond/Debt | 0.60% | — |
#42
Prev: #—
|
3.7 |
—
|
5,000,000 | — |
NEW
|
5,000,000 | $5,083 | — | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
N/A
SPECTRUM BRANDS...
|
|
Bond/Debt | 0.59% | 0.53% |
#43
2
Prev: #45
|
1.2 |
—
|
no change | no change |
P
S
|
5,000,000 | $4,984 | — | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
N/A
HAEMONETICS COR...
|
|
Bond/Debt | 0.56% | — |
#44
Prev: #—
|
3.7 |
—
|
5,000,000 | — |
NEW
|
5,000,000 | $4,759 | — | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
PRK
PARK NATL CORP
|
Financial Services | 0.44% | 0.39% |
#45
2
Prev: #47
|
0.7 |
—
|
158 | 0.7% |
P
S
|
22,981 | $3,756 | 2006 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
N/A
ETSY INC
|
|
Bond/Debt | 0.42% | 0.40% |
#46
Prev: #46
|
1.2 |
—
|
no change | no change |
P
S
|
4,000,000 | $3,572 | — | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
N/A
PATRICK INDS IN...
|
|
Bond/Debt | 0.41% | 0.76% |
#47
11
Prev: #36
|
0.2 |
—
|
-2,000,000 | -50.0% |
P
S
|
2,000,000 | $3,461 | — | 13F Filing | 2026-03-31 | 2026-05-11 | ||
|
SMOT
VANECK ETF TRUS...
|
ETF | 0.34% | 0.33% |
#48
Prev: #48
|
0.6 |
—
|
516 | 0.6% |
P
S
|
81,458 | $2,867 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
SFBS
SERVISFIRST BAN...
|
Financial Services | 0.28% | 0.27% |
#49
1
Prev: #50
|
1.1 |
—
|
no change | no change |
P
S
|
32,950 | $2,400 | 2014 Q2 | 13F Filing | 2026-03-31 | 2026-05-11 | |||
|
AAPL
APPLE INC
|
Technology | 0.24% | 0.25% |
#50
1
Prev: #51
|
1.1 |
—
|
no change | no change |
P
S
|
8,068 | $2,048 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-11 |
Showing 1-50 of 121 holdings