StockDriftsStockDriftsTop 50 Eubel Brady & Suttman Asset Management INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BN | BROOKFIELD CORP | 4.69% | 927.5K | $39.5M | -1.45%(-13.68K) | $21.45(+101.71%) | 2026-06-30 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 4.51% | 75.9K | $38.0M | -0.67%(-509) | $195.28(+156.73%) | 2026-06-30 | |
| PYPL | PAYPAL HLDGS INC | 3.86% | 753.0K | $32.5M | -2.21%(-17.03K) | $61.36(+0.49%) | 2026-06-30 | |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | 3.72% | 394.8K | $31.3M | +0.11%(+425) | $75.00(+12.24%) | 2026-06-30 | |
| ETSY | ETSY INC | 3.71% | 414.9K | $31.3M | -1.24%(-5.19K) | $85.12(-6.14%) | 2026-06-30 | |
| CMCSA | COMCAST CORP NEW | 3.67% | 1.26M | $30.9M | +0.83%(+10.31K) | $28.69(-8.75%) | 2026-06-30 | |
| CROX | CROCS INC | 3.23% | 225.6K | $27.2M | -3.48%(-8.14K) | $84.27(+56.31%) | 2026-06-30 | |
| POOL | POOL CORP | 3.13% | 122.7K | $26.4M | +15.63%(+16.59K) | $214.48(-9.16%) | 2026-06-30 | |
| DIS | DISNEY WALT CO | 3.13% | 273.6K | $26.3M | -1.01%(-2.80K) | $105.24(+0.32%) | 2026-06-30 | |
| MDT | MEDTRONIC PLC | 3.12% | 335.8K | $26.3M | +1.55%(+5.13K) | $80.10(+13.11%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +12.23% | +41.36% | +9.35% | +56.32% |
| Top 20 Holdings Unweighted | +13.05% | +44.46% | +10.10% | +61.77% |
Eubel Brady & Suttman Asset Management INC reports $841.75M in US-listed equity holdings across 118 positions in its most recent 13F filing. Its largest disclosed positions are BN (4.7%), BRK.B (4.5%) and PYPL (3.9%). The top 20 holdings account for 64.2% of reported assets. Its disclosed equity book has returned +41.36% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Eubel Brady & Suttman Asset Management INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1080382). View Eubel Brady & Suttman Asset Management INC’s 13F filings on SEC