EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC
•CIK: 1080382•Filing: 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%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other62.0%
Financial12.3%
Communication7.7%
Healthcare6.3%
Technology5.2%
Energy3.2%
Industrial2.8%
Consumer0.3%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑29 increased
↓42 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023