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EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC

报告期 2026-03-31 · CIK 0001080382

持仓数

113

前50大市值合计

$810.2M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

BN BROOKFIELD CORP

Common

$38.1M

941,129

4.7%

BRK/B BERKSHIRE HATHAWAY INC DEL

Common

$36.6M

76,396

4.5%

CMCSA COMCAST CORP NEW

Common

$35.9M

1,249,202

4.4%

PYPL PAYPAL HLDGS INC

Common

$34.8M

769,986

4.3%

— MEDTRONIC PLC

Common

$28.7M

330,694

3.5%

IFF INTERNATIONAL FLAVORS&FRAGRA

Common

$28.6M

394,351

3.5%

ZBH ZIMMER BIOMET HOLDINGS INC

Common

$27.1M

300,090

3.3%

INTU INTUIT

Common

$26.7M

61,810

3.3%

DIS DISNEY WALT CO

Common

$26.6M

276,439

3.3%

BF/B BROWN FORMAN CORP

Common

$25.8M

977,232

3.2%

SLB SLB LIMITED

Common

$23.9M

464,487

2.9%

MSFT MICROSOFT CORP

Common

$23.7M

63,942

2.9%

KVUE KENVUE INC

Common

$23.4M

1,359,163

2.9%

GNTX GENTEX CORP

Common

$22.5M

1,027,500

2.8%

— CNH INDL N V

Common

$22.2M

2,016,556

2.7%

POOL POOL CORP

Common

$21.5M

106,130

2.7%

ETSY ETSY INC

Common

$21.0M

420,094

2.6%

GTX GARRETT MOTION INC

Common

$20.9M

1,147,492

2.6%

L LOEWS CORP

Common

$19.7M

184,592

2.4%

CROX CROCS INC

Common

$19.4M

233,785

2.4%

PII POLARIS INC

Common

$19.1M

349,594

2.4%

KMX CARMAX INC

Common

$18.6M

446,878

2.3%

MKTX MARKETAXESS HLDGS INC

Common

$18.4M

111,483

2.3%

VNT VONTIER CORPORATION

Common

$17.1M

480,876

2.1%

CNX CNX RES CORP

Common

$15.7M

408,462

1.9%

WFC WELLS FARGO & CO

Common

$15.7M

196,943

1.9%

CNR CORE NATURAL RESOURCES INC

Common

$15.3M

146,552

1.9%

LMT LOCKHEED MARTIN CORP

Common

$15.2M

25,208

1.9%

GOOGL ALPHABET INC

Common

$15.0M

52,093

1.8%

NRP NATURAL RESOURCE PARTNERS LP

Common

$14.2M

117,500

1.8%

FISV FISERV INC

Common

$13.3M

238,689

1.6%

NEU NEWMARKET CORP

Common

$13.1M

20,402

1.6%

IQV IQVIA HLDGS INC

Common

$12.9M

75,762

1.6%

IGSB ISHARES TR

ETF

$6.5M

124,159

0.8%

— LYFT INC

Conv Bond

$6.1M

6,000,000

0.7%

— TRIPADVISOR INC

Conv Bond

$6.0M

6,000,000

0.7%

— GUIDEWIRE SOFTWARE INC

Conv Bond

$6.0M

6,000,000

0.7%

— BENTLEY SYS INC

Conv Bond

$5.7M

6,000,000

0.7%

MOAT VANECK ETF TRUST

ETF

$5.7M

58,775

0.7%

— WINNEBAGO INDS INC

Conv Bond

$5.4M

6,000,000

0.7%

— GLOBAL PMTS INC

Conv Bond

$5.3M

6,000,000

0.7%

— CHEESECAKE FACTORY INC

Conv Bond

$5.1M

5,000,000

0.6%

— SPECTRUM BRANDS INC

Conv Bond

$5.0M

5,000,000

0.6%

— HAEMONETICS CORP MASS

Conv Bond

$4.8M

5,000,000

0.6%

PRK PARK NATL CORP

Common

$3.8M

22,981

0.5%

— ETSY INC

Conv Bond

$3.6M

4,000,000

0.4%

— PATRICK INDS INC

Conv Bond

$3.5M

2,000,000

0.4%

SMOT VANECK ETF TRUST

ETF

$2.9M

81,458

0.4%

SFBS SERVISFIRST BANCSHARES INC

Common

$2.4M

32,950

0.3%

AAPL APPLE INC

Common

$2.0M

8,068

0.3%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

25%前 6 大占比

BN4.7%BRK/B4.5%CMCSA4.4%PYPL4.3%MEDTRONIC PLC3.5%IFF3.5%

EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 13F 持仓明细(2026-03-31) · 小隐寺数据中心