CORBYN INVESTMENT MANAGEMENT INC/MD
Lutherville MD · SEC CIK 0000919538
$3.46亿2026Q2 申报市值
66持仓数
44.1%前十大占比 · 第一大 6.8%
4 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
fuboTV, Inc. 新建仓+$493.11万
XYL 加仓+$475.33万
Super Micro Comp 新建仓+$414.90万
USFD 加仓+$244.33万
CDRE 加仓+$170.47万
2026Q2 卖出最多 按季末市值估算
DD 减仓-$754.06万
MYRG 减仓-$674.84万
FLEX 减仓-$185.15万
ZD 减仓-$143.66万
EME 减仓-$122.16万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DOCN | DigitalOcean Holdings, Inc. | $0 | 0.00% | 0 | -526,000 | -100.0% | -$51.23万 | 清仓 |
| SHLS | Shoals Technology Grp, Inc. Cl | $0 | 0.00% | 0 | -34,500 | -100.0% | -$22.70万 | 清仓 |
| JPM | JPMorgan Chase & Co. (JPM) | $20.20万 | 0.06% | 617 | -38 | -5.8% | -$1.24万 | 重新持有 |
| AAPL | Apple Inc. (AAPL) | $22.48万 | 0.06% | 777 | 0 | 0.0% | — | 重新持有 |
| VGT | Vanguard Information Technolog | $29.93万 | 0.09% | 2,504 | -64 | -2.5% | -$7,649 | 减仓 |
| MSFT | Microsoft Corp. (MSFT) | $31.41万 | 0.09% | 842 | -3 | -0.4% | -$1,119 | 减仓 |
| AVGO | Broadcom Inc. (AVGO) | $34.60万 | 0.10% | 916 | -76 | -7.7% | -$2.87万 | 减仓 |
| ROP | Roper Technologies, Inc. (ROP) | $39.56万 | 0.11% | 1,169 | -1,430 | -55.0% | -$48.39万 | 减仓 |
| OCFC | OceanFirst Financial (OCFC) | $56.90万 | 0.16% | 29,137 | 0 | 0.0% | — | 不变 |
| PSX | Phillips 66 (PSX) | $56.95万 | 0.16% | 3,369 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA Corp (NVDA) | $77.29万 | 0.22% | 3,863 | 3,863 | — | $77.29万 | 新建仓 |
| CNNE | Cannae Holdings Inc. (CNNE) | $97.27万 | 0.28% | 67,552 | -1,630 | -2.4% | -$2.35万 | 减仓 |
| — | The Beauty Health Co. | $97.88万 | 0.28% | 1,000,000 | 1,000,000 | — | $97.88万 | 新建仓 |
| P | Everpure, Inc. Class A (P) | $107.01万 | 0.31% | 13,582 | 0 | 0.0% | — | 不变 |
| RUSHB | Rush Enterprises Class B (RUSH | $132.56万 | 0.38% | 17,328 | 0 | 0.0% | — | 不变 |
| AKAM | Akamai Technologies, Inc. (AK | $136.97万 | 0.40% | 11,587 | -1,967 | -14.5% | -$23.25万 | 减仓 |
| SHW | Sherwin-Williams Co. (SHW) | $142.20万 | 0.41% | 4,130 | 0 | 0.0% | — | 不变 |
| UPS | United Parcel Service, Inc. (U | $145.72万 | 0.42% | 13,555 | -17 | -0.1% | -$1,828 | 减仓 |
| WSFS | WSFS Financial (WSFS) | $159.32万 | 0.46% | 20,764 | -74 | -0.4% | -$5,678 | 减仓 |
| RUSHA | Rush Enterprises Class A (RUSH | $191.61万 | 0.55% | 26,254 | -77 | -0.3% | -$5,620 | 减仓 |
| WH | Wyndham Hotels & Resorts (WH) | $197.96万 | 0.57% | 23,508 | -16 | -0.1% | -$1,347 | 减仓 |
| MTX | Minerals Technologies Inc. (M | $224.12万 | 0.65% | 30,299 | -139 | -0.5% | -$1.03万 | 减仓 |
| WMS | Advanced Drainage Systems (WMS | $239.57万 | 0.69% | 15,263 | 0 | 0.0% | — | 不变 |
| SHBI | Shore Bancshares (SHBI) | $258.33万 | 0.75% | 112,560 | -26,852 | -19.3% | -$61.63万 | 减仓 |
| BLKB | Blackbaud, Inc. (BLKB) | $276.85万 | 0.80% | 93,466 | 42,048 | 81.8% | $124.55万 | 加仓 |
| ABT | Abbott Laboratories (ABT) | $283.14万 | 0.82% | 31,203 | 15,087 | 93.6% | $136.90万 | 加仓 |
| MDT | Medtronic plc (MDT) | $284.31万 | 0.82% | 36,343 | -54 | -0.1% | -$4,224 | 减仓 |
| ZBH | Zimmer Biomet Holdings, Inc. ( | $292.22万 | 0.84% | 33,944 | -106 | -0.3% | -$9,126 | 减仓 |
| DOX | Amdocs Ltd (DOX) | $312.24万 | 0.90% | 61,780 | 3,501 | 6.0% | $17.69万 | 加仓 |
| LEVI | Levi Strauss & Co. Class A (LE | $318.71万 | 0.92% | 128,356 | -2,506 | -1.9% | -$6.22万 | 减仓 |
| AMH | American Homes 4 Rent REIT (AM | $318.89万 | 0.92% | 95,134 | -620 | -0.6% | -$2.08万 | 减仓 |
| — | Lucid Group Inc. | $333.77万 | 0.96% | 3,495,000 | 300,000 | 9.4% | $28.65万 | 加仓 |
| ZD | Ziff Davis, Inc. (ZD) | $339.93万 | 0.98% | 64,909 | -27,432 | -29.7% | -$143.66万 | 减仓 |
| TMUS | T-Mobile USA, Inc. (TMUS) | $350.51万 | 1.01% | 20,897 | -17 | -0.1% | -$2,851 | 减仓 |
| — | Pennymac Corp | $355.02万 | 1.03% | 3,495,000 | 650,000 | 22.8% | $66.03万 | 加仓 |
| EMR | Emerson Electric (EMR) | $372.52万 | 1.08% | 26,023 | -26 | -0.1% | -$3,722 | 减仓 |
| DD | DuPont de Nemours, Inc. (DD) | $375.15万 | 1.08% | 27,658 | -55,593 | -66.8% | -$754.06万 | 减仓 |
| NVT | nVent Electric plc (NVT) | $380.84万 | 1.10% | 22,454 | 0 | 0.0% | — | 不变 |
| — | Super Micro Computer, Inc. | $414.90万 | 1.20% | 4,500,000 | 4,500,000 | — | $414.90万 | 新建仓 |
| V | Visa Inc. - Class A (V) | $420.56万 | 1.21% | 12,258 | -26 | -0.2% | -$8,920 | 减仓 |
| NEE | Nextera Energy Inc. (NEE) | $432.10万 | 1.25% | 49,231 | -322 | -0.6% | -$2.83万 | 减仓 |
| CB | Chubb Limited (CB) | $435.70万 | 1.26% | 12,787 | -48 | -0.4% | -$1.64万 | 减仓 |
| FRST | Primis Financial Corp. (FRST) | $442.45万 | 1.28% | 270,282 | 0 | 0.0% | — | 不变 |
| CDRE | Cadre Holdings, Inc. (CDRE) | $453.13万 | 1.31% | 158,936 | 59,792 | 60.3% | $170.47万 | 加仓 |
| SPB | Spectrum Brands | $473.48万 | 1.37% | 4,554,000 | 0 | 0.0% | — | 不变 |
| AMZN | Amazon.com, Inc. (AMZN) | $475.75万 | 1.37% | 19,961 | -61 | -0.3% | -$1.45万 | 减仓 |
| — | fuboTV, Inc. | $493.11万 | 1.42% | 5,000,000 | 5,000,000 | — | $493.11万 | 新建仓 |
| USFD | US Foods Holding Corp. (USFD) | $495.99万 | 1.43% | 48,508 | 23,895 | 97.1% | $244.33万 | 加仓 |
| — | Snap Inc. | $520.03万 | 1.50% | 5,474,000 | -191,000 | -3.4% | -$18.14万 | 减仓 |
| EOG | EOG Resources (EOG) | $533.33万 | 1.54% | 41,111 | -114 | -0.3% | -$1.48万 | 减仓 |
| XYL | Xylem Inc. (XYL) | $568.79万 | 1.64% | 48,117 | 40,211 | 508.6% | $475.33万 | 加仓 |
| Q | Qnity Electronics Inc. (Q) | $677.70万 | 1.96% | 41,498 | -82 | -0.2% | -$1.34万 | 减仓 |
| NXT | Nextpower Inc. Class A (NXT) | $805.03万 | 2.33% | 67,570 | -1,038 | -1.5% | -$12.37万 | 减仓 |
| — | Bandwidth, Inc. | $843.11万 | 2.44% | 9,022,000 | -122,000 | -1.3% | -$11.40万 | 减仓 |
| WRB | W. R. Berkley Corp. (WRB) | $902.69万 | 2.61% | 127,987 | -117 | -0.1% | -$8,252 | 减仓 |
| FLEX | Flex Ltd. (FLEX) | $949.99万 | 2.74% | 58,616 | -11,424 | -16.3% | -$185.15万 | 减仓 |
| PRMB | Primo Brands Corporation Class | $953.42万 | 2.75% | 390,106 | -401 | -0.1% | -$9,800 | 减仓 |
| KBR | KBR, Inc. (KBR) | $963.96万 | 2.78% | 279,167 | -205 | -0.1% | -$7,079 | 减仓 |
| SRPT | Sarepta Therapeutics Inc | $1,025.92万 | 2.96% | 10,877,000 | 46,000 | 0.4% | $4.34万 | 加仓 |
| — | Redfin Corp. | $1,028.54万 | 2.97% | 10,714,000 | -191,000 | -1.8% | -$18.34万 | 减仓 |
| — | Pebblebrook Hotel Trust | $1,264.80万 | 3.65% | 12,768,000 | -295,000 | -2.3% | -$29.22万 | 减仓 |
| JCI | Johnson Controls Int'l plc (JC | $1,309.63万 | 3.78% | 89,633 | -2,359 | -2.6% | -$34.47万 | 减仓 |
| GOOG | Alphabet, Inc. - Cl C (GOOG) | $1,361.38万 | 3.93% | 38,530 | 310 | 0.8% | $10.95万 | 加仓 |
| — | Blackstone Mortgage Trust | $1,453.40万 | 4.20% | 14,607,000 | 51,000 | 0.4% | $5.07万 | 加仓 |
| — | MGP Ingredients, Inc. | $1,550.03万 | 4.48% | 15,990,000 | 890,000 | 5.9% | $86.27万 | 加仓 |
| RSG | Republic Services, Inc. (RSG) | $1,832.45万 | 5.29% | 85,998 | -69 | -0.1% | -$1.47万 | 减仓 |
| EME | EMCOR Group, Inc. (EME) | $2,079.02万 | 6.00% | 25,052 | -1,472 | -5.5% | -$122.16万 | 减仓 |
| MYRG | MYR Group, Inc. (MYRG) | $2,369.79万 | 6.84% | 47,358 | -13,486 | -22.2% | -$674.84万 | 减仓 |