EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC

RIA/Wealth

EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC is a RIA/Wealth based in Miamisburg, OH led by Scott Edger Lundy, reporting $1.8B in AUM as of Q3 2025 with BN as the largest holding (6% allocation).

CEOScott Edger Lundy

Portfolio Value: $803.1M
Positions: 94
Top Holding: BN at 5.56%
Last Reported: Q3 2025

Address10100 Innovation Drive, Suite 410, Miamisburg, OH, 45342, United States

Top Holdings

Largest long holdings in EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC's portfolio (43% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Brookfield BN	Asset Management Financial Services	$44.6M	5.56%	-$2.4M Sold	0.04% 650.6K shares	Q4 2022 Held for 2y 11m
2 Warner Bros. Discovery, Inc. WBD	Entertainment Communication Services	$44.5M	5.54%	-$1.2M Sold	0.09% 2.3M shares	Q4 2017 Held for 7y 11m
3 Garrett Motion Inc. GTX	Auto - Parts Consumer Cyclical	$39.2M	4.88%	-$662.2K Sold	1.43% 2.9M shares	Q4 2024 Held for 11 months
4 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$38.3M	4.77%	+$530.9K Bought	0.00% 76.2K shares	Q4 2019 Held for 5y 11m
5 Medtronic MDT	Medical - Devices Healthcare	$32.0M	3.98%	+$362.7K Bought	0.03% 335.8K shares	Q3 2019 Held for 6y 2m
6 PayPal Holdings, Inc. PYPL	Financial - Credit Services Financial Services	$31.7M	3.94%	+$875.3K Bought	0.05% 472.4K shares	Q2 2023 Held for 2y 5m
7 Walt Disney DIS	Entertainment Communication Services	$31.5M	3.92%	+$918.9K Bought	0.02% 274.7K shares	Q1 2021 Held for 4y 8m
8 Zimmer Biomet Holdings ZBH	Medical - Devices Healthcare	$28.8M	3.59%	+$156.0K Bought	0.15% 292.7K shares	Q1 2022 Held for 3y 8m
9 International Flavors & Fragrances IFF	Chemicals - Specialty Basic Materials	$28.0M	3.49%	+$4.8M Bought	0.18% 455.3K shares	Q3 2023 Held for 2y 2m
10 Polaris PII	Auto - Recreational Vehicles Consumer Cyclical	$26.9M	3.35%	-$8.4M Sold	0.82% 462.4K shares	Q2 2024 Held for 1y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC's latest filing

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Market Value

$803.1M

Prior: $728.3M

Q/Q Change

+10.27%

+$74.8M

Net Flows % of MV

+1.79%

Turnover Ratio

8.4%

New Purchases

10 stocks

$33.1M

Added To

45 stocks

+$40.0M

Sold Out Of

4 stocks

$33.6M

Reduced Holdings

15 stocks

-$25.1M

Increased Positions

Position	Shares Δ	Change
1 NewMarket NEU	New	0 → 19.7K +$16.3M
2 IQVIA IQV	New	0 → 75.2K +$14.3M
3 Fiserv FI	New	0 → 3.9K +$501.3K
4 Colgate-Palmolive CL	New	0 → 4.3K +$343.6K
5 American Express AXP	New	0 → 929.0 +$308.6K

Decreased Positions

Position	Shares Δ	Change
1 Labcorp Holdings LH	Sold	71.7K → 0 −$18.8M
2 Walgreens Boots Alliance WBA	Sold	1.2M → 0 −$13.3M
3 Amedisys AMED	Sold	8.2K → 0 −$810.6K
4 Bank of New York Mellon BK	Sold	7.3K → 0 −$666.3K
5 Alphabet Inc. GOOGL	-29.48%	113.6K → 80.1K −$8.1M