CORBYN INVESTMENT MANAGEMENT INC/MD
Sector Allocation
- Technology19.8%$68.4M
- Industrials17.2%$59.6M
- Real Estate8.8%$30.4M
- Energy8.6%$29.6M
- Financials7.8%$27.0M
- Consumer Staples7.2%$25.0M
- Healthcare7.0%$24.4M
- Utilities6.5%$22.6M
- Consumer Discretionary6.5%$22.4M
- Other4.4%$15.2M
AUM History
13fpro.ai/research/fund/corbyn-investment-management-inc-md-919538
Conviction and streaks
Diversifying · top 10 = 44.1%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
MYRG
$23.7MEME
$20.8MRSG
$18.3MMGPI
$15.5MBXMT
$14.5MGOOG
$13.6MJCI
$13.1MPEB
$12.6M- Redfin$10.3M
SRPT
$10.3MKBR
$9.6MPRMB
$9.5MFLEX
$9.5MWRB
$9.0MBAND
$8.4MNXT
$8.1MQ
$6.8MXYL
$5.7MEOG
$5.3MSNAP
$5.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/corbyn-investment-management-inc-md-919538
CORBYN INVESTMENT MANAGEMENT INC/MD 13F holdings — Q2 2026
$346.2M portfolio (+15.3% QoQ) · 66 holdings · Q2 2026 13F · top 10 are 44% of the stock portfolio
$23.7M
6.8% of stocks
-22%This quarter-21.3%Since filed7+ qtrsHeldAIQuality57.8#1,068Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row$20.8M
6.0% of stocks
-6%This quarter-17.6%Since filed7+ qtrsHeldAIQuality68.5#300Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 5 qtrs in a row$18.3M
5.3% of stocks
-0.1%This quarter+15.1%Since filed7+ qtrsHeld$15.5M
4.5% of stocks
+6%This quarter-10.4%Since filed4 qtrsHeld$14.5M
4.2% of stocks
+0.4%This quarter-23.3%Since filed7+ qtrsHeld$13.6M
3.9% of stocks
+0.8%This quarter-11.9%Since filed7+ qtrsHeld$13.1M
3.8% of stocks
-3%This quarter-4.6%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$12.6M
3.6% of stocks
-2%This quarter+14.0%Since filed7+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row- 9
Redfin Corp. - CONV
$10.3M
3.0% of stocks
-2%This quarter—Since filed—HeldAIQuality—Est. buy— $10.3M
3.0% of stocks
+0.4%This quarter+7.2%Since filed2 qtrsHeld
All holdings — CORBYN INVESTMENT MANAGEMENT INC/MD (Q2 2026)
66 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | KBR, INC. | Industrials | $9.6M | 2.8% | 279K | -0.1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Primo Brands Corp | Consumer Staples | $9.5M | 2.8% | 390K | -0.1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | FLEX LTD. | Technology | $9.5M | 2.7% | 59K | -16% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | BERKLEY W R CORP | Financials | $9.0M | 2.6% | 128K | -0.1% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Bandwidth Inc. | Technology | $8.4M | 2.4% | 9.02M | -1% | 4 qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Nextpower Inc. | Technology | $8.1M | 2.3% | 68K | -2% | 7+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Qnity Electronics, Inc. | Technology | $6.8M | 2.0% | 41K | -0.2% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Xylem Inc. | Industrials | $5.7M | 1.6% | 48K | +509% | 2 qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | EOG RESOURCES INC | Energy | $5.3M | 1.5% | 41K | -0.3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Snap Inc | Technology | $5.2M | 1.5% | 5.47M | -3% | 7+ qtrsTrimmed 6 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | US Foods Holding Corp. | Consumer Discretionary | $5.0M | 1.4% | 49K | +97% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | FuboTV Inc. | Communication Services | $4.9M | 1.4% | 5.00M | New | 1 qtr | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | AMAZON COM INC | Consumer Discretionary | $4.8M | 1.4% | 20K | -0.3% | 7+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Spectrum Brands Holdings, Inc. | Technology | $4.7M | 1.4% | 4.55M | — | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Cadre Holdings, Inc. | Healthcare | $4.5M | 1.3% | 159K | +60% | 7+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $FRST | Primis Financial Corp. | Financials | $4.4M | 1.3% | 270K | — | |||
| 27 | $CB | Chubb Ltd | Financials | $4.4M | 1.3% | 13K | -0.4% | |||
| 28 | $NEE | NEXTERA ENERGY INC | Utilities | $4.3M | 1.3% | 49K | -0.6% | |||
| 29 | $V | VISA INC. | Financials | $4.2M | 1.2% | 12K | -0.2% | |||
| 30 | $SMCI | Super Micro Computer, Inc. | Technology | $4.1M | 1.2% | 4.50M | New | |||
| 31 | $NVT | nVent Electric plc | Industrials | $3.8M | 1.1% | 22K | — | |||
| 32 | $DD | DuPont de Nemours, Inc. | Materials | $3.8M | 1.1% | 28K | -67% | |||
| 33 | $EMR | EMERSON ELECTRIC CO | Industrials | $3.7M | 1.1% | 26K | -0.1% | |||
| 34 | — | Pennymac Corp - CONV | — | $3.6M | 1.0% | 3.50M | +23% | |||
| 35 | $TMUS | T-Mobile US, Inc. | Communication Services | $3.5M | 1.0% | 21K | -0.1% | |||
| 36 | $ZD | ZIFF DAVIS, INC. | Communication Services | $3.4M | 1.0% | 65K | -30% | |||
| 37 | $LCID | Lucid Group, Inc. | Consumer Discretionary | $3.3M | 1.0% | 3.50M | +9% | |||
| 38 | $AMH | American Homes 4 Rent | Real Estate | $3.2M | 0.9% | 95K | -0.6% | |||
| 39 | $LEVI | LEVI STRAUSS & CO | Consumer Discretionary | $3.2M | 0.9% | 128K | -2% | |||
| 40 | $DOX | AMDOCS LTD | Technology | $3.1M | 0.9% | 62K | +6% | |||
| 41 | $ZBH | ZIMMER BIOMET HOLDINGS, INC. | Healthcare | $2.9M | 0.8% | 34K | -0.3% | |||
| 42 | $MDT | Medtronic plc | Healthcare | $2.8M | 0.8% | 36K | -0.1% | |||
| 43 | $ABT | ABBOTT LABORATORIES | Healthcare | $2.8M | 0.8% | 31K | +94% | |||
| 44 | $BLKB | BLACKBAUD INC | Technology | $2.8M | 0.8% | 93K | +82% | |||
| 45 | $SHBI | SHORE BANCSHARES INC | Financials | $2.6M | 0.8% | 113K | -19% | |||
| 46 | $WMS | ADVANCED DRAINAGE SYSTEMS, INC. | Materials | $2.4M | 0.7% | 15K | — | |||
| 47 | $MTX | MINERALS TECHNOLOGIES INC | Materials | $2.2M | 0.7% | 30K | -0.5% | |||
| 48 | $WH | WYNDHAM HOTELS & RESORTS, INC. | Consumer Discretionary | $2.0M | 0.6% | 24K | -0.1% | |||
| 49 | $RUSHA | RUSH ENTERPRISES INC \TX\ | Consumer Discretionary | $1.9M | 0.6% | 26K | -0.3% | |||
| 50 | $WSFS | WSFS FINANCIAL CORP | Financials | $1.6M | 0.5% | 21K | -0.4% | |||
| 51 | $UPS | UNITED PARCEL SERVICE INC | Industrials | $1.5M | 0.4% | 14K | -0.1% | |||
| 52 | $SHW | SHERWIN WILLIAMS CO | Materials | $1.4M | 0.4% | 4,130 | — | |||
| 53 | $AKAM | AKAMAI TECHNOLOGIES INC | Industrials | $1.4M | 0.4% | 12K | -15% | |||
| 54 | $RUSHA | RUSH ENTERPRISES INC \TX\ | Consumer Discretionary | $1.3M | 0.4% | 17K | — | |||
| 55 | — | Everpure, Inc. Class A (P) - COM | — | $1.1M | 0.3% | 14K | — | |||
| 56 | $SKIN | SkinHealth Systems Inc. | Healthcare | $979K | 0.3% | 1.00M | New | |||
| 57 | $CNNE | Cannae Holdings, Inc. | Consumer Discretionary | $973K | 0.3% | 68K | -2% | |||
| 58 | $NVDA | NVIDIA CORP | Technology | $773K | 0.2% | 3,863 | New | |||
| 59 | $PSX | Phillips 66 | Energy | $570K | 0.2% | 3,369 | — | |||
| 60 | $OCFC | OCEANFIRST FINANCIAL CORP | Financials | $569K | 0.2% | 29K | — | |||
| 61 | $ROP | ROPER TECHNOLOGIES INC | Technology | $396K | 0.1% | 1,169 | -55% | |||
| 62 | $AVGO | Broadcom Inc. | Technology | $346K | 0.1% | 916 | -8% | |||
| 63 | $MSFT | MICROSOFT CORP | Technology | $314K | 0.1% | 842 | -0.4% | |||
| 64 | — | Vanguard Information Technolog - COM | — | $299K | 0.1% | 2,504 | +680% | |||
| 65 | $AAPL | Apple Inc. | Technology | $225K | 0.1% | 777 | New | |||
| 66 | $JPM | JPMORGAN CHASE & CO | Financials | $202K | 0.1% | 617 | New |
What changed in Q2 2026
Against the previous quarter's 13F: 6 new, 13 added to, 38 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (6)
$FUBOFuboTV Inc.$4.9M
first bought this quarter
$SMCISuper Micro Computer, Inc.$4.1M
first bought this quarter
$SKINSkinHealth Systems Inc.$979K
first bought this quarter
$NVDANVIDIA CORP$773K
first bought this quarter
$AAPLApple Inc.$225K
first bought this quarter
$JPMJPMORGAN CHASE & CO$202K
first bought this quarter
Added to (13)
now $5.7M · held 2 qtrs, 2 adds in a row
$USFDUS Foods Holding Corp.+97%
now $5.0M · held 7+ qtrs
$CDRECadre Holdings, Inc.+60%
now $4.5M · held 7+ qtrs, 2 adds in a row
$ABTABBOTT LABORATORIES+94%
now $2.8M · held 7+ qtrs, 2 adds in a row
$BLKBBLACKBAUD INC+82%
now $2.8M · held 7+ qtrs, 2 adds in a row
now $15.5M · held 4 qtrs
+7 more in the Excel export
Trimmed (38)
$DDDuPont de Nemours, Inc.-67%
now $3.8M · held 7+ qtrs
now $23.7M · held 7+ qtrs, 5 trims in a row
now $9.5M · held 7+ qtrs
$ZDZIFF DAVIS, INC.-30%
now $3.4M · held 7+ qtrs
now $20.8M · held 7+ qtrs, 5 trims in a row
$SHBISHORE BANCSHARES INC-19%
now $2.6M · held 7+ qtrs, 4 trims in a row
+32 more in the Excel export
Holdings by quarter
Every 13F CORBYN INVESTMENT MANAGEMENT INC/MD has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow CORBYN INVESTMENT MANAGEMENT?
Q2 2026 13F filed with the SEC on Aug 6, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of CORBYN INVESTMENT MANAGEMENT's top 20 holdings: 57/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-6.6%
Value-weighted move of the 10 largest stock positions
Turnover
5%
Last quarter; 21% over the last 4
Top 10 weight
44%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
88%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
CORBYN INVESTMENT MANAGEMENT INC/MD disclosed 66 positions worth $346.2M in its Form 13F-HR for Q2 2026, led by $MYRG (MYR GROUP INC.) at 6.8% of the equity portfolio, followed by $EME and $RSG. During the quarter the fund opened 6 new positions and exited 2 — including a new stake in $FUBO and a full exit from $DOCN. The portfolio is most concentrated in Technology (19.8% of disclosed assets). All figures are sourced directly from CORBYN INVESTMENT MANAGEMENT INC/MD’s Form 13F-HR filing with the SEC under CIK 919538.
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