Eubel Brady & Suttman Asset Management Inc 13F 持仓 · 2026年Q2
Eubel Brady & Suttman Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 115 只证券，申报市值合计 8.42 亿美元。前几大持仓：BN（4.69%）、BRKB（4.51%）、PYPL（3.86%）。本季前 25 大持仓中：增持 8 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BN | BROOKFIELD CORP | $39.5M | 4.69% | 927,451 | 减持 |
| 2 | BRKB | BERKSHIRE HATHAWAY INC DEL | $38.0M | 4.51% | 75,887 | 减持 |
| 3 | PYPL | PAYPAL HLDGS INC | $32.5M | 3.86% | 752,956 | 减持 |
| 4 | IFF | INTERNATIONAL FLAVORS&FRAGRA | $31.3M | 3.72% | 394,776 | 增持 |
| 5 | ETSY | ETSY INC | $31.3M | 3.71% | 414,900 | 减持 |
| 6 | CMCSA | COMCAST CORP NEW | $30.9M | 3.67% | 1.3M | 增持 |
| 7 | CROX | CROCS INC | $27.2M | 3.23% | 225,646 | 减持 |
| 8 | DIS | DISNEY WALT CO | $26.3M | 3.13% | 273,643 | 减持 |
| 9 | POOL | POOL CORP | $26.4M | 3.13% | 122,722 | 增持 |
| 10 | MDT | MEDTRONIC PLC | $26.3M | 3.12% | 335,820 | 增持 |
| 11 | BFB | BROWN FORMAN CORP | $25.9M | 3.07% | 970,867 | 减持 |
| 12 | GNTX | GENTEX CORP | $25.6M | 3.04% | 1.0M | 减持 |
| 13 | IQV | IQVIA HLDGS INC | $25.6M | 3.04% | 132,319 | 增持 |
| 14 | ZBH | ZIMMER BIOMET HOLDINGS INC | $25.6M | 3.04% | 297,344 | 减持 |
| 15 | MSFT | MICROSOFT CORP | $23.7M | 2.81% | 63,428 | 减持 |
| 16 | CNH | CNH INDL N V | $22.6M | 2.69% | 2.0M | 减持 |
| 17 | GTX | GARRETT MOTION INC | $21.4M | 2.54% | 590,802 | 减持 |
| 18 | L | LOEWS CORP | $20.7M | 2.46% | 183,253 | 减持 |
| 19 | KMX | CARMAX INC | $20.4M | 2.43% | 386,294 | 减持 |
| 20 | PII | POLARIS INC | $19.5M | 2.31% | 284,485 | 减持 |
| 21 | GOOGL | ALPHABET INC | $18.4M | 2.19% | 51,493 | 减持 |
| 22 | SLB | SLB LIMITED | $18.4M | 2.19% | 396,634 | 减持 |
| 23 | VNT | VONTIER CORPORATION | $18.4M | 2.18% | 632,962 | 增持 |
| 24 | WFC | WELLS FARGO & CO | $16.3M | 1.94% | 197,704 | 增持 |
| 25 | INTU | INTUIT | $16.3M | 1.93% | 62,334 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR