Corbyn Investment Management
Lutherville, MDfiles as CORBYN INVESTMENT MANAGEMENT INC/MD
$248m in 53 US stocks at the end of 30 June 2026. The top 10 are 54.6% of the money. It changed about 11.0% of the portfolio this quarter.
Value
$248m
Stocks
53
Top 10 share
54.6%
Turnover
11.0%
What changed this quarter
New
Bought for the first time this quarter.
- DuPont de NemoursDD1.5% of the fund
- NvidiaNVDA0.3% of the fund
- AppleAAPL<0.1% of the fund
- JPMorgan ChaseJPM<0.1% of the fund
Added
Bought more of a stock they already held.
- XylemXYL2.3% of the fund+509%
- US Foods HoldingUSFD2.0% of the fund+97%
- Cadre HoldingsCDRE1.8% of the fund+60%
- AmdocsDOX1.3% of the fund+6%
- Abbott LaboratoriesABT1.1% of the fund+94%
- BlackbaudBLKB1.1% of the fund+82%
Cut
Sold some of their stake.
- MYR GroupMYRG9.6% of the fund-22%
- EMCOR GroupEME8.4% of the fund-6%
- Johnson Controls InternationalJCI5.3% of the fund-3%
- FlexFLEX3.8% of the fund-16%
- Ziff DavisZD1.4% of the fund-30%
- Shore BancsharesSHBI1.0% of the fund-19%
- Akamai TechnologiesAKAM0.6% of the fund-15%
- Cannae HoldingsCNNE0.4% of the fund-2%
- Roper TechnologiesROP0.2% of the fund-55%
- BroadcomAVGO0.1% of the fund-8%
- Vanguard World FDVGT0.1% of the fund-2%
Sold out
Sold their entire stake.
Holdings
- Vanguard World FDVGT
- Share
- 0.1%
- Value
- $299,278
- Shares
- 2,504
-2%
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| MYR GroupMYRG | 9.6% | $24m | 47,358 | -22% |
| EMCOR GroupEME | 8.4% | $21m | 25,052 | -6% |
| Republic ServicesRSG | 7.4% | $18m | 85,998 | Held |
| AlphabetGOOG | 5.5% | $14m | 38,530 | Held |
| Johnson Controls InternationalJCI | 5.3% | $13m | 89,633 | -3% |
| KBRKBR | 3.9% | $10m | 279,167 | Held |
| Primo BrandsPRMB | 3.8% | $10m | 390,106 | Held |
| FlexFLEX | 3.8% | $9m | 58,616 | -16% |
| Berkley W RWRB | 3.6% | $9m | 127,987 | Held |
| NextpowerNXT | 3.2% | $8m | 67,570 | Held |
| Qnity ElectronicsQ | 2.7% | $7m | 41,498 | Held |
| XylemXYL | 2.3% | $6m | 48,117 | +509% |
| EOG ResourcesEOG | 2.2% | $5m | 41,111 | Held |
| US Foods HoldingUSFD | 2.0% | $5m | 48,508 | +97% |
| Amazon.comAMZN | 1.9% | $5m | 19,961 | Held |
| Cadre HoldingsCDRE | 1.8% | $5m | 158,936 | +60% |
| Primis FinancialFRST | 1.8% | $4m | 270,282 | Held |
| ChubbCB | 1.8% | $4m | 12,787 | Held |
| NextEra EnergyNEE | 1.7% | $4m | 49,231 | Held |
| VisaV | 1.7% | $4m | 12,258 | Held |
| nVent ElectricNVT | 1.5% | $4m | 22,454 | Held |
| DuPont de NemoursDD | 1.5% | $4m | 27,658 | New |
| Emerson ElectricEMR | 1.5% | $4m | 26,023 | Held |
| T-Mobile USTMUS | 1.4% | $4m | 20,897 | Held |
| Ziff DavisZD | 1.4% | $3m | 64,909 | -30% |
| American Homes 4 RentAMH | 1.3% | $3m | 95,134 | Held |
| Levi StraussLEVI | 1.3% | $3m | 128,356 | Held |
| AmdocsDOX | 1.3% | $3m | 61,780 | +6% |
| Zimmer Biomet HoldingsZBH | 1.2% | $3m | 33,944 | Held |
| MedtronicMDT | 1.1% | $3m | 36,343 | Held |
| Abbott LaboratoriesABT | 1.1% | $3m | 31,203 | +94% |
| BlackbaudBLKB | 1.1% | $3m | 93,466 | +82% |
| Shore BancsharesSHBI | 1.0% | $3m | 112,560 | -19% |
| Advanced Drainage SystemsWMS | 1.0% | $2m | 15,263 | Held |
| Minerals TechnologiesMTX | 0.9% | $2m | 30,299 | Held |
| Wyndham Hotels & ResortsWH | 0.8% | $2m | 23,508 | Held |
| Rush EnterprisesRUSHA | 0.8% | $2m | 26,254 | Held |
| Wsfs FinancialWSFS | 0.6% | $2m | 20,764 | Held |
| United Parcel ServiceUPS | 0.6% | $1m | 13,555 | Held |
| Sherwin-WilliamsSHW | 0.6% | $1m | 4,130 | Held |
| Akamai TechnologiesAKAM | 0.6% | $1m | 11,587 | -15% |
| Rush EnterprisesRUSHB | 0.5% | $1m | 17,328 | Held |
| EverpureP | 0.4% | $1m | 13,582 | Held |
| Cannae HoldingsCNNE | 0.4% | $972,749 | 67,552 | -2% |
| NvidiaNVDA | 0.3% | $772,948 | 3,863 | New |
| Phillips 66PSX | 0.2% | $569,529 | 3,369 | Held |
| Oceanfirst FinancialOCFC | 0.2% | $569,046 | 29,137 | Held |
| Roper TechnologiesROP | 0.2% | $395,578 | 1,169 | -55% |
| BroadcomAVGO | 0.1% | $346,019 | 916 | -8% |
| MicrosoftMSFT | 0.1% | $314,083 | 842 | Held |
| Vanguard World FDVGT | 0.1% | $299,278 | 2,504 | -2% |
| AppleAAPL | <0.1% | $224,833 | 777 | New |
| JPMorgan ChaseJPM | <0.1% | $201,963 | 617 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 12.0% since 30 June 2025.
Where the money is
Industrials46.2%
Financial services10.9%
Technology10.8%
Media & telecom8.3%
Everyday goods5.9%
Retail & consumer5.7%
Health care5.3%
Energy2.4%
Utilities1.7%
Materials1.5%
Real estate1.3%
Other0.1%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.