Arkolith/Funds/Corbyn Investment Management Inc

Corbyn Investment Management Inc

CIK 919538
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Corbyn Investment Management Inc holds a diversified book of 66 stocks worth $346.2M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened fuboTV, Inc. and trimmed Myr Group Inc/delaware. Their largest long position is Myr Group Inc/delaware at 7% of the equity book.

Opened
7
bought for the first time
Added to
13
already held, bought more
Trimmed
37
sold some, still holds it

Concentration

Top-heavy: diversified book

Top 5 holdings
27%
Top 10 holdings
44%
Top 20 holdings
66%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

71% mapped to company sectors

ETF / fund or unclassified
29%
Industrials
24%
Information Technology
15%
Financials
8%
Utilities
7%
Consumer Discretionary
4%
Health Care
4%
Consumer Staples
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Corbyn Investment Management Inc

Manager / fundShared namesTheir $ in those
Russell Investments Group, Ltd.63 / 66$21.6B
WELLS FARGO & COMPANY/MN62 / 66$81.9B
BlackRock, Inc.61 / 66$1.5T
JPMORGAN CHASE & CO61 / 66$312.4B
ROYAL BANK OF CANADA61 / 66$90.7B
STATE STREET CORP59 / 66$881.8B
MORGAN STANLEY59 / 66$314.2B
UBS Group AG59 / 66$82.2B

Ranked by the share of each fund's own book sitting in the names it shares with Corbyn Investment Management Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded — they hold everything, so their overlap says nothing.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

66 positions
#SecurityValueShares% PortLast moveHistory
1MYR Group, Inc. (MYRG)
COM
$23.7M47.4K
6.8%
−22%
Reduced · −13K sh
2EMCOR Group, Inc. (EME)
COM
$20.8M25.1K
6.0%
−5.5%
Reduced · −1K sh
3Republic Services, Inc. (RSG)
COM
$18.3M86.0K
5.3%
−0.1%
Reduced · −69 sh
4MGP Ingredients, Inc.
CONV
$15.5M15.99M
4.5%
+5.9%
Added · +890K sh
5Blackstone Mortgage Trust
CONV
$14.5M14.61M
4.2%
+0.3%
Added · +51K sh
6Alphabet, Inc. - Cl C (GOOG)
COM
$13.6M38.5K
3.9%
+0.8%
Added · +310 sh
7Johnson Controls Int'l plc (JC
COM
$13.1M89.6K
3.8%
−2.6%
Reduced · −2K sh
8Pebblebrook Hotel Trust
CONV
$12.6M12.77M
3.7%
−2.3%
Reduced · −295K sh
9Redfin Corp.
CONV
$10.3M10.71M
3.0%
−1.8%
Reduced · −191K sh
10Sarepta Therapeutics Inc
CONV
$10.3M10.88M
3.0%
+0.4%
Added · +46K sh
11KBR, Inc. (KBR)
COM
$9.6M279.2K
2.8%
−0.1%
Reduced · −205 sh
12Primo Brands Corporation Class
COM
$9.5M390.1K
2.8%
−0.1%
Reduced · −401 sh
13Flex Ltd. (FLEX)
COM
$9.5M58.6K
2.7%
−16%
Reduced · −11K sh
14W. R. Berkley Corp. (WRB)
COM
$9.0M128.0K
2.6%
−0.1%
Reduced · −117 sh
15Bandwidth, Inc.
CONV
$8.4M9.02M
2.4%
−1.3%
Reduced · −122K sh
16Nextpower Inc. Class A (NXT)
COM
$8.1M67.6K
2.3%
−1.5%
Reduced · −1K sh
17Qnity Electronics Inc. (Q)
COM
$6.8M41.5K
2.0%
−0.2%
Reduced · −82 sh
18Xylem Inc. (XYL)
COM
$5.7M48.1K
1.6%
+509%
Added · +40K sh
19EOG Resources (EOG)
COM
$5.3M41.1K
1.5%
−0.3%
Reduced · −114 sh
20Snap Inc.
CONV
$5.2M5.47M
1.5%
−3.4%
Reduced · −191K sh
21US Foods Holding Corp. (USFD)
COM
$5.0M48.5K
1.4%
+97%
Added · +24K sh
22fuboTV, Inc.
CONV
$4.9M5.00M
1.4%
New
New position
23Amazon.com, Inc. (AMZN)
COM
$4.8M20.0K
1.4%
−0.3%
Reduced · −61 sh
24Spectrum Brands
CONV
$4.7M4.55M
1.4%
Held
25Cadre Holdings, Inc. (CDRE)
COM
$4.5M158.9K
1.3%
+60%
Added · +60K sh
26Primis Financial Corp. (FRST)
COM
$4.4M270.3K
1.3%
Held
27Chubb Limited (CB)
COM
$4.4M12.8K
1.3%
−0.4%
Reduced · −48 sh
28Nextera Energy Inc. (NEE)
COM
$4.3M49.2K
1.2%
−0.6%
Reduced · −322 sh
29Visa Inc. - Class A (V)
COM
$4.2M12.3K
1.2%
−0.2%
Reduced · −26 sh
30Super Micro Computer, Inc.
CONV
$4.1M4.50M
1.2%
New
New position
31nVent Electric plc (NVT)
COM
$3.8M22.5K
1.1%
Held
32DuPont de Nemours, Inc. (DD)
COM
$3.8M27.7K
1.1%
New
New position
33Emerson Electric (EMR)
COM
$3.7M26.0K
1.1%
−0.1%
Reduced · −26 sh
34Pennymac Corp
CONV
$3.6M3.50M
1.0%
+23%
Added · +650K sh
35T-Mobile USA, Inc. (TMUS)
COM
$3.5M20.9K
1.0%
−0.1%
Reduced · −17 sh
36Ziff Davis, Inc. (ZD)
COM
$3.4M64.9K
1.0%
−30%
Reduced · −27K sh
37Lucid Group Inc.
CONV
$3.3M3.50M
1.0%
+9.4%
Added · +300K sh
38American Homes 4 Rent REIT (AM
COM
$3.2M95.1K
0.9%
−0.6%
Reduced · −620 sh
39Levi Strauss & Co. Class A (LE
COM
$3.2M128.4K
0.9%
−1.9%
Reduced · −3K sh
40Amdocs Ltd (DOX)
COM
$3.1M61.8K
0.9%
+6.0%
Added · +4K sh
41Zimmer Biomet Holdings, Inc. (
COM
$2.9M33.9K
0.8%
−0.3%
Reduced · −106 sh
42Medtronic plc (MDT)
COM
$2.8M36.3K
0.8%
−0.1%
Reduced · −54 sh
43Abbott Laboratories (ABT)
COM
$2.8M31.2K
0.8%
+94%
Added · +15K sh
44Blackbaud, Inc. (BLKB)
COM
$2.8M93.5K
0.8%
+82%
Added · +42K sh
45Shore Bancshares (SHBI)
COM
$2.6M112.6K
0.7%
−19%
Reduced · −27K sh
46Advanced Drainage Systems (WMS
COM
$2.4M15.3K
0.7%
Held
47Minerals Technologies Inc. (M
COM
$2.2M30.3K
0.6%
−0.5%
Reduced · −139 sh
48Wyndham Hotels & Resorts (WH)
COM
$2.0M23.5K
0.6%
−0.1%
Reduced · −16 sh
49Rush Enterprises Class A (RUSH
COM
$1.9M26.3K
0.6%
−0.3%
Reduced · −77 sh
50WSFS Financial (WSFS)
COM
$1.6M20.8K
0.5%
−0.3%
Reduced · −74 sh
Showing 50 of 66 positions
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Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 202666$346.2M13F-HR
Q1 2026Mar 31, 2026Apr 28, 202662$300.2M13F-HR
Q4 2025Dec 31, 2025Jan 13, 202669$342.3M13F-HR
Q3 2025Sep 30, 2025Oct 22, 202567$341.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.