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—Since Q-end—HeldAIQuality57.8#1,067Est. buy—$20.8M
6.0% of stocks
-6%This quarter—Since Q-end—HeldAIQuality68.5#300Est. buy—$18.3M
5.3% of stocks
-0.1%This quarter—Since Q-end—HeldAIQuality62.1#734Est. buy—$15.5M
4.5% of stocks
+6%This quarter—Since Q-end—HeldAIQuality19.1#2,762Est. buy—$14.5M
4.2% of stocks
+0.4%This quarter—Since Q-end—HeldAIQuality41.1#2,114Est. buy—$13.6M
3.9% of stocks
+0.8%This quarter—Since Q-end—Held$13.1M
3.8% of stocks
-3%This quarter—Since Q-end—HeldAIQuality—Est. buy—$12.6M
3.6% of stocks
-2%This quarter—Since Q-end—Held- 9
Redfin Corp. - CONV
$10.3M
3.0% of stocks
-2%This quarter—Since Q-end—HeldAIQuality—Est. buy— $10.3M
3.0% of stocks
+0.4%This quarter—Since Q-end—Held
| # | Company | Value | Weight | This quarter | Since Q-end | Held | AI quality | Est. buy | |
|---|---|---|---|---|---|---|---|---|---|
| 1 | $23.7M | 6.8% | -22% | — | — | 57.8#1,067 | — | ||
| 2 | $20.8M | 6.0% | -6% | — | — | 68.5#300 | — | ||
| 3 | $18.3M | 5.3% | -0.1% | — | — | 62.1#734 | — | ||
| 4 | $15.5M | 4.5% | +6% | — | — | 19.1#2,762 | — | ||
| 5 | $14.5M | 4.2% | +0.4% | — | — | 41.1#2,114 | — | ||
| 6 | $13.6M | 3.9% | +0.8% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 7 | $13.1M | 3.8% | -3% | — | — | — | — | ||
| 8 | $12.6M | 3.6% | -2% | — | — | AI quality score is Pro: unlock with a free trial | — | ||
| 9 | Redfin Corp. - CONV | $10.3M | 3.0% | -2% | — | — | — | — | |
| 10 | $10.3M | 3.0% | +0.4% | — | — | AI quality score is Pro: unlock with a free trial | — |
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% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Primo Brands Corp | Consumer Staples | $9.5M | 2.8% | 390K | -0.1% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | FLEX LTD. | Technology | $9.5M | 2.7% | 59K | -16% | — | — | 13F | |
| 14 | BERKLEY W R CORP | Financials | $9.0M | 2.6% | 128K | -0.1% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | Bandwidth Inc. | Technology | $8.4M | 2.4% | 9.02M | -1% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | Nextpower Inc. | Technology | $8.1M | 2.3% | 68K | -2% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Qnity Electronics, Inc. | Technology | $6.8M | 2.0% | 41K | -0.2% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | Xylem Inc. | Industrials | $5.7M | 1.6% | 48K | +509% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | EOG RESOURCES INC | Energy | $5.3M | 1.5% | 41K | -0.3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | Snap Inc | Technology | $5.2M | 1.5% | 5.47M | -3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | US Foods Holding Corp. | Consumer Discretionary | $5.0M | 1.4% | 49K | +97% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | FuboTV Inc. | Communication Services | $4.9M | 1.4% | 5.00M | New | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | AMAZON COM INC | Consumer Discretionary | $4.8M | 1.4% | 20K | -0.3% | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Spectrum Brands Holdings, Inc. | Technology | $4.7M | 1.4% | 4.55M | — | — | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Cadre Holdings, Inc. | Healthcare | $4.5M | 1.3% | 159K | +60% | — | 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
$USFDUS Foods Holding Corp.+97%
now $5.0M
$CDRECadre Holdings, Inc.+60%
now $4.5M
$ABTABBOTT LABORATORIES+94%
now $2.8M
$BLKBBLACKBAUD INC+82%
now $2.8M
now $15.5M
+7 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.
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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