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Latest CORBYN INVESTMENT MANAGEMENT INC/MD Stock Portfolio

$346Million | No. of Holdings #53

CORBYN INVESTMENT MANAGEMENT INC/MD Performance

2026 Q2+13.69%
YTD+20.28%
2025+5.19%

About CORBYN INVESTMENT MANAGEMENT INC/MD and 13F Hedge Fund Stock Holdings

CORBYN INVESTMENT MANAGEMENT INC/MD is a hedge fund based in Lutherville, MD. On 2026-08-06, the fund reported it's updated stock portfolio. In the 13F Holdings report, CORBYN INVESTMENT MANAGEMENT INC/MD reported an equity portfolio of $346.2 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of CORBYN INVESTMENT MANAGEMENT INC/MD are MYRG, EME, RSG. The fund has invested 6.8% of it's portfolio in MYR GROUP, INC. (MYRG) and 6% of portfolio in EMCOR GROUP, INC. (EME). <br><br> The fund managers got completely rid off DUPONT DE NEMOURS, INC. (DD) (DD) and SHOALS TECHNOLOGY GRP, INC. CL (SHLS) stocks. They significantly reduced their stock positions in ROPER TECHNOLOGIES, INC. (ROP) (ROP), ZIFF DAVIS, INC. (ZD) (ZD) and MYR GROUP, INC. (MYRG) (MYRG). CORBYN INVESTMENT MANAGEMENT INC/MD opened new stock positions in DUPONT DE NEMOURS, INC. (DD) (DD), NVIDIA CORP (NVDA) (NVDA) and APPLE INC. (AAPL) (AAPL). The fund showed a lot of confidence in some stocks as they added substantially to VANGUARD INFORMATION TECHNOLOG (VAW), XYLEM INC. (XYL) (XYL) and US FOODS HOLDING CORP. (USFD) (USFD).
CORBYN INVESTMENT MANAGEMENT INC/MD Equity Portfolio Value
Last Reported on: 06 Aug, 2026
$346Million
  as of Aug 06, 2026

CORBYN INVESTMENT MANAGEMENT INC/MD Annual Return Estimates Vs S&P 500

Our best estimate is that CORBYN INVESTMENT MANAGEMENT INC/MD made a return of 13.69% in the last quarter. In trailing 12 months, it's portfolio return was 23.11%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
fubotv, inc.4,931,090
super micro computer, inc.4,149,000
dupont de nemours, inc. (dd)3,751,500
the beauty health co.978,800
nvidia corp (nvda)772,948
apple inc. (aapl)224,833
jpmorgan chase & co. (jpm)201,963
New stocks bought by CORBYN INVESTMENT MANAGEMENT INC/MD

Additions

Ticker% Inc.
vanguard information technolog680
xylem inc. (xyl)508
us foods holding corp. (usfd)97.08
abbott laboratories (abt)93.62
blackbaud, inc. (blkb)81.78
cadre holdings, inc. (cdre)60.31
pennymac corp22.85
lucid group inc.9.39
Additions to existing portfolio by CORBYN INVESTMENT MANAGEMENT INC/MD

Reductions

Ticker% Reduced
roper technologies, inc. (rop)-55.02
ziff davis, inc. (zd)-29.71
myr group, inc. (myrg)-22.16
shore bancshares (shbi)-19.26
flex ltd. (flex)-16.31
akamai technologies, inc. (ak-14.51
broadcom inc. (avgo)-7.66
emcor group, inc. (eme)-5.55
CORBYN INVESTMENT MANAGEMENT INC/MD reduced stake in above stock

Sold off

Ticker$ Sold
digitalocean holdings, inc.-512,324
shoals technology grp, inc. cl-227,010
dupont de nemours, inc. (dd)-3,812,920
CORBYN INVESTMENT MANAGEMENT INC/MD got rid off the above stocks

Sector Distribution

CORBYN INVESTMENT MANAGEMENT INC/MD has about 43.3% of it's holdings in Industrials sector.

  • Industrials
  • Others
  • Financial Services
  • Communication Services
  • Technology
  • Consumer Cyclical
  • Healthcare
  • Basic Materials
  • Energy
  • Consumer Defensive
  • Utilities
  • Real Estate
Sector%
Industrials43.3
Others12.5
Financial Services10.9
Communication Services8.3
Technology6.8
Consumer Cyclical4.4
Healthcare3.5
Basic Materials3
Energy2.4
Consumer Defensive2
Utilities1.7
Real Estate1.3

Market Cap. Distribution

CORBYN INVESTMENT MANAGEMENT INC/MD has about 62.6% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MID-CAP
  • UNALLOCATED
  • MEGA-CAP
  • SMALL-CAP
Category%
LARGE-CAP52.3
MID-CAP17.1
UNALLOCATED12.5
MEGA-CAP10.3
SMALL-CAP7.8

Stocks belong to which Index?

About 64.4% of the stocks held by CORBYN INVESTMENT MANAGEMENT INC/MD either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50044.2
Others35.6
RUSSELL 200020.2
Top 5 Winners (%)%
FLEX
flex ltd. (flex)
135.6 %
MYRG
myr group, inc. (myrg)
68.7 %
NVT
nvent electric plc (nvt)
43.4 %
qnity electronics inc. (q)
41.5 %
LEVI
levi strauss & co. class a (le
34.0 %
Top 5 Winners ($)$
MYRG
myr group, inc. (myrg)
11.8 M
FLEX
flex ltd. (flex)
6.2 M
GOOG
alphabet, inc. - cl c (goog)
2.6 M
EME
emcor group, inc. (eme)
2.4 M
primo brands corporation class
2.2 M
Top 5 Losers (%)%
VAW
vanguard information technolog
-73.2 %
DOX
amdocs ltd (dox)
-22.1 %
TMUS
t-mobile usa, inc. (tmus)
-20.1 %
BLKB
blackbaud, inc. (blkb)
-19.0 %
EOG
eog resources (eog)
-10.3 %
Top 5 Losers ($)$
TMUS
t-mobile usa, inc. (tmus)
-0.9 M
DOX
amdocs ltd (dox)
-0.9 M
VAW
vanguard information technolog
-0.8 M
BLKB
blackbaud, inc. (blkb)
-0.7 M
KBR
kbr, inc. (kbr)
-0.7 M

CORBYN INVESTMENT MANAGEMENT INC/MD Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of CORBYN INVESTMENT MANAGEMENT INC/MD

CORBYN INVESTMENT MANAGEMENT INC/MD has 53 stocks in it's portfolio. About 39.1% of the portfolio is in top 10 stocks. TMUS proved to be the most loss making stock for the portfolio. MYRG was the most profitable stock for CORBYN INVESTMENT MANAGEMENT INC/MD last quarter.

$346.24MTotal Value
69.00Positions
06 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of CORBYN INVESTMENT MANAGEMENT INC/MD, last reported on 06 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
DOX
Amdocs Ltd (Dox)

Amdocs Ltd (Dox)

DOX
CORBYN INVESTMENT MANAGEMENT INC/MD's holding in Amdocs Ltd (Dox) over time
0.9%61,780
$3.12M
0.9%
increased 6.01 percentadded