CORBYN INVESTMENT MANAGEMENT INC/MD
CIK: 0000919538SEC EDGAR →
Portfolio Value
$342.3M
Holdings
69
As of
Q4 2025
New Positions
69
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | EMCOR Group, Inc. (EME) | 30,490 | $18.7M | 5.45% |
| 2 | Republic Services, Inc. (RSG) | 86,246 | $18.3M | 5.34% |
| 3 | Bandwidth, Inc. | 17,791,000 | $15.5M | 4.51% |
| 4 | Blackstone Mortgage Trust | 15,605,000 | $15.4M | 4.49% |
| 5 | — MYR Group, Inc. (MYRG) | 69,163 | $15.1M | 4.41% |
| 6 | fuboTV, Inc. | 14,855,000 | $14.8M | 4.34% |
| 7 | MGP Ingredients, Inc. | 15,081,000 | $14.6M | 4.26% |
| 8 | Pebblebrook Hotel Trust | 14,127,000 | $13.6M | 3.98% |
| 9 | Alphabet, Inc. - Cl C (GOOG) | 39,494 | $12.4M | 3.62% |
| 10 | Pennymac Corp | 12,189,000 | $12.1M | 3.55% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (69)
$18.7M · 30K shares
$18.3M · 86K shares
$15.5M · 17.8M shares
$15.4M · 15.6M shares
MYR Group, Inc. (MYRG)
$15.1M · 69K shares
$14.8M · 14.9M shares
$14.6M · 15.1M shares
$13.6M · 14.1M shares
$12.4M · 39K shares
$12.1M · 12.2M shares
$11.3M · 11.4M shares
$11.2M · 279K shares
$11.1M · 93K shares
$11.0M · 11.8M shares
$9.0M · 128K shares
$7.1M · 82K shares
$6.4M · 392K shares
$6.1M · 6.5M shares
$5.1M · 5.1M shares
$4.8M · 5.1M shares
$4.7M · 20K shares
$4.3M · 41K shares
$4.3M · 12K shares
$4.3M · 21K shares
Flex Ltd. (FLEX)
$4.2M · 70K shares
$4.0M · 13K shares
$4.0M · 50K shares
$3.8M · 275K shares
$3.6M · 44K shares
$3.5M · 37K shares
$3.5M · 26K shares
Alight, Inc. (ALIT)
$3.4M · 1.8M shares
$3.4M · 42K shares
$3.4M · 83K shares
$3.3M · 93K shares
$3.2M · 186K shares
$3.1M · 96K shares
$3.0M · 34K shares
Blackbaud, Inc. (BLKB)
$3.0M · 47K shares
$3.0M · 3.2M shares
$2.7M · 131K shares
$2.6M · 145K shares
$2.3M · 23K shares
$2.2M · 15K shares
$2.0M · 49K shares
$1.9M · 30K shares
$1.9M · 25K shares
$1.8M · 33K shares
$1.8M · 24K shares
$1.6M · 1.5M shares
$1.4M · 27K shares
$1.3M · 14K shares
$1.3M · 4K shares
$1.3M · 10K shares
$1.2M · 14K shares
$1.2M · 3K shares
Cannae Holdings Inc. (CNNE)
$1.1M · 69K shares
$974K · 17K shares
$890K · 13K shares
$814K · 825K shares
$538K · 30K shares
$506K · 526K shares
$437K · 3K shares
$422K · 1K shares
$416K · 861 shares
Vanguard Information Technolog
$303K · 402 shares
$293K · 35K shares
JPMorgan Chase & Co. (JPM)
$211K · 655 shares
$211K · 777 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 21 | $146.3M | 42.8% |
| Industrials | 10 | $71.8M | 21.0% |
| Financial Services | 7 | $26.1M | 7.6% |
| Communication Services | 3 | $19.9M | 5.8% |
| Technology | 8 | $17.2M | 5.0% |
| Real Estate | 2 | $14.4M | 4.2% |
| Consumer Defensive | 3 | $11.5M | 3.3% |
| Consumer Cyclical | 4 | $10.6M | 3.1% |
| Healthcare | 3 | $7.8M | 2.3% |
| Basic Materials | 3 | $6.5M | 1.9% |
| Energy | 4 | $6.1M | 1.8% |
| Utilities | 1 | $4.0M | 1.2% |