CORBYN INVESTMENT MANAGEMENT INC/MD
Lutherville MD · SEC CIK 0000919538
$3.00亿2026Q1 申报市值
62持仓数
46.9%前十大占比 · 第一大 6.5%
2 / 7新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SRPT 新建仓+$995.37万
CDRE 加仓+$153.84万
Pennymac Corp 加仓+$139.62万
XYL 新建仓+$94.48万
DOX 加仓+$90.61万
2026Q1 卖出最多 按季末市值估算
fuboTV, Inc. 清仓-$1,484.16万
Pennymac Corp 清仓-$1,214.63万
Summit Hotel Pro 清仓-$1,131.87万
Bandwidth, Inc. 减仓-$769.58万
Marriott Vacatio 清仓-$509.81万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| EME | EMCOR Group, Inc. (EME) | $1,958.29万 | 6.52% | 26,524 | -3,966 | -13.0% | -$292.81万 | 减仓 |
| RSG | Republic Services, Inc. (RSG) | $1,885.04万 | 6.28% | 86,067 | -179 | -0.2% | -$3.92万 | 减仓 |
| MYRG | MYR Group, Inc. (MYRG) | $1,717.75万 | 5.72% | 60,844 | -8,319 | -12.0% | -$234.86万 | 减仓 |
| — | MGP Ingredients, Inc. | $1,449.12万 | 4.83% | 15,100,000 | 19,000 | 0.1% | $1.82万 | 加仓 |
| — | Blackstone Mortgage Trust | $1,441.04万 | 4.80% | 14,556,000 | -1,049,000 | -6.7% | -$103.85万 | 减仓 |
| — | Pebblebrook Hotel Trust | $1,272.37万 | 4.24% | 13,063,000 | -1,064,000 | -7.5% | -$103.64万 | 减仓 |
| JCI | Johnson Controls Int'l plc (JC | $1,204.64万 | 4.01% | 91,992 | -1,068 | -1.1% | -$13.99万 | 减仓 |
| GOOG | Alphabet, Inc. - Cl C (GOOG) | $1,096.38万 | 3.65% | 38,220 | -1,274 | -3.2% | -$36.55万 | 减仓 |
| — | Redfin Corp. | $1,040.34万 | 3.47% | 10,905,000 | -897,000 | -7.6% | -$85.57万 | 减仓 |
| KBR | KBR, Inc. (KBR) | $1,029.77万 | 3.43% | 279,372 | 366 | 0.1% | $1.35万 | 加仓 |
| SRPT | Sarepta Therapeutics Inc | $995.37万 | 3.32% | 10,831,000 | 10,831,000 | — | $995.37万 | 新建仓 |
| WRB | W. R. Berkley Corp. (WRB) | $849.07万 | 2.83% | 128,104 | -321 | -0.2% | -$2.13万 | 减仓 |
| NXT | Nextpower Inc. Class A (NXT) | $827.07万 | 2.75% | 68,608 | -13,030 | -16.0% | -$157.08万 | 减仓 |
| — | Bandwidth, Inc. | $813.82万 | 2.71% | 9,144,000 | -8,647,000 | -48.6% | -$769.58万 | 减仓 |
| PRMB | Primo Brands Corporation Class | $735.32万 | 2.45% | 390,507 | -1,139 | -0.3% | -$2.14万 | 减仓 |
| EOG | EOG Resources (EOG) | $595.99万 | 1.99% | 41,225 | -176 | -0.4% | -$2.54万 | 减仓 |
| — | Snap Inc. | $536.08万 | 1.79% | 5,665,000 | -873,000 | -13.4% | -$82.61万 | 减仓 |
| Q | Qnity Electronics Inc. (Q) | $479.75万 | 1.60% | 41,580 | -155 | -0.4% | -$1.79万 | 减仓 |
| NEE | Nextera Energy Inc. (NEE) | $460.25万 | 1.53% | 49,553 | -356 | -0.7% | -$3.31万 | 减仓 |
| FLEX | Flex Ltd. (FLEX) | $458.48万 | 1.53% | 70,040 | -241 | -0.3% | -$1.58万 | 减仓 |
| SPB | Spectrum Brands | $453.94万 | 1.51% | 4,554,000 | -570,000 | -11.1% | -$56.82万 | 减仓 |
| TMUS | T-Mobile USA, Inc. (TMUS) | $439.26万 | 1.46% | 20,914 | -68 | -0.3% | -$1.43万 | 减仓 |
| CB | Chubb Limited (CB) | $418.33万 | 1.39% | 12,835 | -46 | -0.4% | -$1.50万 | 减仓 |
| AMZN | Amazon.com, Inc. (AMZN) | $417.00万 | 1.39% | 20,022 | -125 | -0.6% | -$2.60万 | 减仓 |
| ZD | Ziff Davis, Inc. (ZD) | $387.46万 | 1.29% | 92,341 | -911 | -1.0% | -$3.82万 | 减仓 |
| — | DuPont de Nemours, Inc. (DD) | $381.29万 | 1.27% | 83,251 | -246 | -0.3% | -$1.13万 | 减仓 |
| DOX | Amdocs Ltd (DOX) | $380.33万 | 1.27% | 58,279 | 13,885 | 31.3% | $90.61万 | 加仓 |
| V | Visa Inc. - Class A (V) | $371.27万 | 1.24% | 12,284 | -96 | -0.8% | -$2.90万 | 减仓 |
| FRST | Primis Financial Corp. (FRST) | $358.93万 | 1.20% | 270,282 | -4,872 | -1.8% | -$6.47万 | 减仓 |
| EMR | Emerson Electric (EMR) | $341.29万 | 1.14% | 26,049 | -88 | -0.3% | -$1.15万 | 减仓 |
| MDT | Medtronic plc (MDT) | $315.38万 | 1.05% | 36,397 | -120 | -0.3% | -$1.04万 | 减仓 |
| ZBH | Zimmer Biomet Holdings, Inc. ( | $307.88万 | 1.03% | 34,050 | 183 | 0.5% | $1.65万 | 加仓 |
| CDRE | Cadre Holdings, Inc. (CDRE) | $304.17万 | 1.01% | 99,144 | 50,143 | 102.3% | $153.84万 | 加仓 |
| — | Lucid Group Inc. | $299.53万 | 1.00% | 3,195,000 | 0 | 0.0% | — | 不变 |
| — | Pennymac Corp | $295.34万 | 0.98% | 2,845,000 | 1,345,000 | 89.7% | $139.62万 | 加仓 |
| AMH | American Homes 4 Rent REIT (AM | $267.35万 | 0.89% | 95,754 | -213 | -0.2% | -$5,947 | 减仓 |
| NVT | nVent Electric plc (NVT) | $265.59万 | 0.88% | 22,454 | -293 | -1.3% | -$3.47万 | 减仓 |
| SHBI | Shore Bancshares (SHBI) | $260.42万 | 0.87% | 139,412 | -5,181 | -3.6% | -$9.68万 | 减仓 |
| LEVI | Levi Strauss & Co. Class A (LE | $241.96万 | 0.81% | 130,862 | -542 | -0.4% | -$1.00万 | 减仓 |
| USFD | US Foods Holding Corp. (USFD) | $226.96万 | 0.76% | 24,613 | 0 | 0.0% | — | 不变 |
| MTX | Minerals Technologies Inc. (M | $215.87万 | 0.72% | 30,438 | 0 | 0.0% | — | 不变 |
| WMS | Advanced Drainage Systems (WMS | $209.30万 | 0.70% | 15,263 | -157 | -1.0% | -$2.15万 | 减仓 |
| BLKB | Blackbaud, Inc. (BLKB) | $198.52万 | 0.66% | 51,418 | 4,344 | 9.2% | $16.77万 | 加仓 |
| WH | Wyndham Hotels & Resorts (WH) | $191.09万 | 0.64% | 23,524 | -8 | -0.0% | -$650 | 减仓 |
| RUSHA | Rush Enterprises Class A (RUSH | $174.07万 | 0.58% | 26,331 | -251 | -0.9% | -$1.66万 | 减仓 |
| ABT | Abbott Laboratories (ABT) | $165.46万 | 0.55% | 16,116 | 5,800 | 56.2% | $59.55万 | 加仓 |
| AKAM | Akamai Technologies, Inc. (AK | $155.67万 | 0.52% | 13,554 | 0 | 0.0% | — | 不变 |
| WSFS | WSFS Financial (WSFS) | $136.41万 | 0.45% | 20,838 | -11,747 | -36.1% | -$76.90万 | 减仓 |
| UPS | United Parcel Service, Inc. (U | $133.52万 | 0.44% | 13,572 | -31 | -0.2% | -$3,050 | 减仓 |
| SHW | Sherwin-Williams Co. (SHW) | $132.39万 | 0.44% | 4,130 | 0 | 0.0% | — | 不变 |
| RUSHB | Rush Enterprises Class B (RUSH | $111.51万 | 0.37% | 17,328 | 0 | 0.0% | — | 不变 |
| XYL | Xylem Inc. | $94.48万 | 0.31% | 7,906 | 7,906 | — | $94.48万 | 新建仓 |
| ROP | Roper Technologies, Inc. (ROP) | $91.97万 | 0.31% | 2,599 | 0 | 0.0% | — | 不变 |
| P | Everpure, Inc. Class A (PSTG) | $80.19万 | 0.27% | 13,582 | 293 | 2.2% | $1.73万 | 加仓 |
| CNNE | Cannae Holdings Inc. (CNNE) | $78.66万 | 0.26% | 69,182 | 0 | 0.0% | — | 不变 |
| PSX | Phillips 66 (PSX) | $61.38万 | 0.20% | 3,369 | -18 | -0.5% | -$3,279 | 减仓 |
| OCFC | OceanFirst Financial (OCFC) | $52.56万 | 0.18% | 29,137 | -875 | -2.9% | -$1.58万 | 减仓 |
| DOCN | DigitalOcean Holdings, Inc. | $51.23万 | 0.17% | 526,000 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft Corp. (MSFT) | $31.28万 | 0.10% | 845 | -16 | -1.9% | -$5,923 | 减仓 |
| AVGO | Broadcom Inc. (AVGO) | $30.70万 | 0.10% | 992 | -228 | -18.7% | -$7.06万 | 减仓 |
| SHLS | Shoals Technology Grp, Inc. Cl | $22.70万 | 0.08% | 34,500 | 0 | 0.0% | — | 不变 |
| VGT | Vanguard Information Technolog | $22.40万 | 0.07% | 321 | -81 | -20.1% | -$5.65万 | 减仓 |
| — | fuboTV, Inc. | $0 | 0.00% | 0 | -14,855,000 | -100.0% | -$1,484.16万 | 清仓 |
| — | Pennymac Corp | $0 | 0.00% | 0 | -12,189,000 | -100.0% | -$1,214.63万 | 清仓 |
| — | Summit Hotel Properties, Inc. | $0 | 0.00% | 0 | -11,410,000 | -100.0% | -$1,131.87万 | 清仓 |
| — | Marriott Vacation Worldwide | $0 | 0.00% | 0 | -5,117,000 | -100.0% | -$509.81万 | 清仓 |
| — | Alight, Inc. (ALIT) | $0 | 0.00% | 0 | -1,767,663 | -100.0% | -$344.69万 | 清仓 |
| KVUE | Kenvue Inc (KVUE) | $0 | 0.00% | 0 | -185,538 | -100.0% | -$320.05万 | 清仓 |
| — | Haemonetics Corp. | $0 | 0.00% | 0 | -825,000 | -100.0% | -$81.47万 | 清仓 |
| AAPL | Apple Inc. (AAPL) | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JPM | JPMorgan Chase & Co. (JPM) | $0 | 0.00% | 0 | — | — | — | 申报中断 |