EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC
Miamisburg OH · SEC CIK 0001080382
$8.45亿2026Q1 申报市值
113持仓数
36.6%前十大占比 · 第一大 4.5%
8 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
INTU 加仓+$2,652.01万
POOL 新建仓+$2,147.30万
CROX 新建仓+$1,940.90万
MKTX 新建仓+$1,839.20万
PYPL 加仓+$1,245.92万
2026Q1 卖出最多 按季末市值估算
WARNER BROS DISC 清仓-$4,810.80万
GTX 减仓-$2,963.16万
JNJ 减仓-$1,876.41万
FTV 减仓-$1,309.99万
SLB 减仓-$985.24万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PII | POLARIS INC | $1,905.30万 | 2.25% | 349,594 | 6,015 | 1.8% | $32.78万 | 加仓 |
| CROX | CROCS INC | $1,940.90万 | 2.30% | 233,785 | 233,785 | — | $1,940.90万 | 新建仓 |
| L | LOEWS CORP | $1,970.30万 | 2.33% | 184,592 | -69,446 | -27.3% | -$741.25万 | 减仓 |
| GTX | GARRETT MOTION INC | $2,085.00万 | 2.47% | 1,147,492 | -1,630,790 | -58.7% | -$2,963.16万 | 减仓 |
| ETSY | ETSY INC | $2,099.60万 | 2.48% | 420,094 | 21,208 | 5.3% | $106.00万 | 加仓 |
| POOL | POOL CORP | $2,147.30万 | 2.54% | 106,130 | 106,130 | — | $2,147.30万 | 新建仓 |
| CNH | CNH INDL N V | $2,218.20万 | 2.62% | 2,016,556 | 172,660 | 9.4% | $189.93万 | 加仓 |
| GNTX | GENTEX CORP | $2,245.10万 | 2.66% | 1,027,500 | 189,177 | 22.6% | $413.35万 | 加仓 |
| KVUE | KENVUE INC | $2,343.20万 | 2.77% | 1,359,163 | 62,104 | 4.8% | $107.07万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,366.90万 | 2.80% | 63,942 | 29,222 | 84.2% | $1,081.69万 | 加仓 |
| SLB | SLB LIMITED | $2,387.00万 | 2.82% | 464,487 | -191,718 | -29.2% | -$985.24万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $2,583.80万 | 3.06% | 977,232 | 111,771 | 12.9% | $295.52万 | 加仓 |
| DIS | DISNEY WALT CO | $2,664.30万 | 3.15% | 276,439 | 2,249 | 0.8% | $21.68万 | 加仓 |
| INTU | INTUIT | $2,672.50万 | 3.16% | 61,810 | 61,336 | 12,940.1% | $2,652.01万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $2,713.40万 | 3.21% | 300,090 | 26,615 | 9.7% | $240.65万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $2,861.00万 | 3.39% | 394,351 | -27,499 | -6.5% | -$199.50万 | 减仓 |
| MDT | MEDTRONIC PLC | $2,865.50万 | 3.39% | 330,694 | 2,469 | 0.8% | $21.39万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $3,482.60万 | 4.12% | 769,986 | 275,466 | 55.7% | $1,245.92万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $3,586.50万 | 4.24% | 1,249,202 | 152,768 | 13.9% | $438.60万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $3,660.90万 | 4.33% | 76,396 | 554 | 0.7% | $26.55万 | 加仓 |
| BN | BROOKFIELD CORP | $3,808.70万 | 4.51% | 941,129 | -689 | -0.1% | -$2.79万 | 减仓 |