EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC
โขCIK: 1080382โขFiling: Q4 2025
**EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC** manages $890M across a diversified portfolio of 112 positions. The firm exhibits significant concentration in media and technology names, with top holdings including GTX ($48.4M) and WBD ($48.1M). Notable allocations also feature BN ($43.2M), BRK/B ($38.1M), and CMCSA ($32.8M). This positioning suggests a focused, value-oriented approach within established market sectors.
Total AUM
$826.1M
QoQ Performance
+2.8%
Positions
94
Top 10 Concentration
43.3%
Latest Filing
Q4 2025
Top Holdings Allocation
GTX
WBD
BN
GTX5.9%
WBD5.8%
BN5.2%
BRK.B4.6%
CMCSA4.0%
MDT3.8%
DIS3.8%
PYPL3.5%
๐ Biggest Buys
๐ Biggest Sells
Sector Breakdown
Other66.4%
Financial7.7%
Communication7.7%
Healthcare6.3%
Technology5.2%
Energy3.3%
Industrial2.8%
Consumer0.3%
๐ช Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
โ29 increased
โ42 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022