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Sydney Shanks

@Eubel Brady & Suttman Asset Management Inc

Latest period2024 - Q3ReportedManaged Assets$766.439MTotal holdings88
Assets growth rate10.89%Assets growth rate (2-Q avg)-0.58%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Eubel Brady & Suttman Asset Management Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 88 positions.

Assets under management

The assets under management (AUM) of Eubel Brady & Suttman Asset Management Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 766.439M in assets, with a quarterly growth rate of 10.89% and a 2-quarter average growth rate of -0.58%. The portfolio is managed by Sydney Shanks, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
BKBank New York Mellon Corp
Recent Activity
Decreased -9.97%
0.09%
$666,000
9,266 shares@ $71.88 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -4.57%
0.08%
$602,000
5,298 shares@ $113.63 avg price
HDHome Depot Inc
Recent Activity
Decreased -2.08%
0.08%
$552,000
1,363 shares@ $404.99 avg price
UNHUnitedhealth Group Inc
Recent Activity
Decreased -1.38%
0.08%
$541,000
925 shares@ $584.87 avg price
PEPPepsico Inc
Recent Activity
Increased 10.8%
0.07%
$510,000
2,997 shares@ $170.18 avg price
LNCLincoln Natl Corp Ind
Recent Activity
0.07%
$494,000
15,673 shares@ $31.52 avg price
AVGOBroadcom Inc
Recent Activity
Increased 1123.18%
0.07%
$492,000
2,850 shares@ $172.64 avg price
WMWaste Mgmt Inc Del
Recent Activity
Increased 19.08%
0.06%
$408,000
1,966 shares@ $207.53 avg price
GEGeneral Electric Co
Recent Activity
0.06%
$402,000
2,134 shares@ $188.38 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -23.76%
0.06%
$395,000
1,296 shares@ $304.79 avg price