Corbyn Investment Management Inc.
Corbyn Investment Management Inc. reported 53 US-listed holdings worth $247.7 million in its 13F for the quarter ended 30 June 2026, filed 6 August 2026. Its largest: MYR Group Inc. (9.6%), Emcor Group, Inc. (8.4%) and Republic Services, Inc. (7.4%). Against the quarter before, it opened 4 positions, added to 7, trimmed 28 and sold out of 2.
The 14 largest of its 53 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +29.7% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 4
- DuPont de Nemours, Inc. DD$3.8 million
- NVIDIA Corp. NVDA$772,948
- Apple Inc. AAPL$224,833
- JPMorgan Chase & Co. JPM$201,963
Added to 7
- Xylem Inc. XYL+40,211 shares · +509%
- US Foods Holding Corp. USFD+23,895 shares · +97%
- Cadre Hldgs Inc. CDRE+59,792 shares · +60%
- Abbott Laboratories ABT+15,087 shares · +94%
- Blackbaud Inc. BLKB+42,048 shares · +82%
- Amdocs Ltd DOX+3,501 shares · +6%
- Alphabet Inc. GOOG+310 shares · +1%
Trimmed 28
- MYR Group Inc. MYRG-13,486 shares · -22%
- Flex Ltd. FLEX-11,424 shares · -16%
- Ziff Davis, Inc. ZD-27,432 shares · -30%
- Emcor Group, Inc. EME-1,472 shares · -6%
- Shore Bancshares Inc. SHBI-26,852 shares · -19%
- Roper Technologies Inc. ROP-1,430 shares · -55%
- Johnson Controls International plc JCI-2,359 shares · -3%
- Akamai Technologies Inc. AKAM-1,967 shares · -15%
and 20 more in the table below
Sold out of 2
- DuPont de Nemours, Inc. DD$3.8 million last quarter
- Shoals Technologies Group in SHLS$227,010 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| MYR Group Inc. MYRG | 47.4K | $23.7 million | 9.57% | -13.5K |
| Emcor Group, Inc. EME | 25.1K | $20.8 million | 8.39% | -1.5K |
| Republic Services, Inc. RSG | 86.0K | $18.3 million | 7.40% | -69 |
| Alphabet Inc. GOOG | 38.5K | $13.6 million | 5.50% | +310 |
| Johnson Controls International plc JCI | 89.6K | $13.1 million | 5.29% | -2.4K |
| Kbr, Inc. KBR | 279.2K | $9.6 million | 3.89% | -205 |
| Primo Brands Corp. PRMB | 390.1K | $9.5 million | 3.85% | -401 |
| Flex Ltd. FLEX | 58.6K | $9.5 million | 3.84% | -11.4K |
| W. R. Berkley Corp. WRB | 128.0K | $9.0 million | 3.64% | -117 |
| Nextpower Inc. NXT | 67.6K | $8.1 million | 3.25% | -1.0K |
| Qnity Electronics, Inc. Q | 41.5K | $6.8 million | 2.74% | -82 |
| Xylem Inc. XYL | 48.1K | $5.7 million | 2.30% | +40.2K |
| EOG Resources Inc. EOG | 41.1K | $5.3 million | 2.15% | -114 |
| US Foods Holding Corp. USFD | 48.5K | $5.0 million | 2.00% | +23.9K |
| Amazon.com Inc. AMZN | 20.0K | $4.8 million | 1.92% | -61 |
| Cadre Hldgs Inc. CDRE | 158.9K | $4.5 million | 1.83% | +59.8K |
| Primis Financial Corp. Com FRST | 270.3K | $4.4 million | 1.79% | no change |
| Chubb Ltd. CB | 12.8K | $4.4 million | 1.76% | -48 |
| NextEra Energy Inc. NEE | 49.2K | $4.3 million | 1.74% | -322 |
| Visa Inc. V | 12.3K | $4.2 million | 1.70% | -26 |
| nVent Electric plc NVT | 22.5K | $3.8 million | 1.54% | no change |
| DuPont de Nemours, Inc. DD | 27.7K | $3.8 million | 1.51% | new |
| Emerson Electric Co. EMR | 26.0K | $3.7 million | 1.50% | -26 |
| T-Mobile US, Inc. TMUS | 20.9K | $3.5 million | 1.42% | -17 |
| Ziff Davis, Inc. ZD | 64.9K | $3.4 million | 1.37% | -27.4K |
| American Homes 4 Rent AMH | 95.1K | $3.2 million | 1.29% | -620 |
| Levi Strauss & Co. LEVI | 128.4K | $3.2 million | 1.29% | -2.5K |
| Amdocs Ltd DOX | 61.8K | $3.1 million | 1.26% | +3.5K |
| Zimmer Biomet Holdings, Inc. ZBH | 33.9K | $2.9 million | 1.18% | -106 |
| Medtronic plc MDT | 36.3K | $2.8 million | 1.15% | -54 |
| Abbott Laboratories ABT | 31.2K | $2.8 million | 1.14% | +15.1K |
| Blackbaud Inc. BLKB | 93.5K | $2.8 million | 1.12% | +42.0K |
| Shore Bancshares Inc. SHBI | 112.6K | $2.6 million | 1.04% | -26.9K |
| Advanced Drainage Systems, Inc. WMS | 15.3K | $2.4 million | 0.97% | no change |
| Minerals Technologies Inc. MTX | 30.3K | $2.2 million | 0.90% | -139 |
| Wyndham Hotels & Resorts, Inc. WH | 23.5K | $2.0 million | 0.80% | -16 |
| Rush Enterprises Inc. RUSHA | 26.3K | $1.9 million | 0.77% | -77 |
| Wsfs Financial Corp. WSFS | 20.8K | $1.6 million | 0.64% | -74 |
| United Parcel Service Inc. UPS | 13.6K | $1.5 million | 0.59% | -17 |
| Sherwin Williams Co. SHW | 4.1K | $1.4 million | 0.57% | no change |
| Akamai Technologies Inc. AKAM | 11.6K | $1.4 million | 0.55% | -2.0K |
| Rush Enterprises Inc. RUSHB | 17.3K | $1.3 million | 0.54% | no change |
| Everpure, Inc. P | 13.6K | $1.1 million | 0.43% | no change |
| Cannae Hldgs Inc. CNNE | 67.6K | $972,749 | 0.39% | -1.6K |
| NVIDIA Corp. NVDA | 3.9K | $772,948 | 0.31% | new |
| Phillips 66 PSX | 3.4K | $569,529 | 0.23% | no change |
| Oceanfirst Financial Corp. OCFC | 29.1K | $569,046 | 0.23% | no change |
| Roper Technologies Inc. ROP | 1.2K | $395,578 | 0.16% | -1.4K |
| Broadcom Inc. AVGO | 916 | $346,019 | 0.14% | -76 |
| Microsoft Corp. MSFT | 842 | $314,083 | 0.13% | -3 |
| Vanguard World FD VGT | 2.5K | $299,278 | 0.12% | -64 |
| Apple Inc. AAPL | 777 | $224,833 | 0.09% | new |
| JPMorgan Chase & Co. JPM | 617 | $201,963 | 0.08% | new |