1y return+25.3%S&P 500 +20.9%
3y return+55.1%S&P 500 +68.5%
5y return+58.8%S&P 500 +74.5%
10y return+159.5%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $260 against $357 in the S&P 500.2
Corbyn Investment Management Inc/mdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| MYRGMYR Group, Inc. (MYRG) | $23.7M | 9.6% | −22.2% |
| EMEEMCOR Group, Inc. (EME) | $20.8M | 8.4% | −5.5% |
| RSGRepublic Services, Inc. (RSG) | $18.3M | 7.4% | |
| GOOGAlphabet, Inc. - Cl C (GOOG) | $13.6M | 5.5% | |
| Johnson Controls Int'l plc (JCCUSIP G51502105 | $13.1M | 5.3% | −2.6% |
| KBRKBR, Inc. (KBR) | $9.6M | 3.9% | |
| PRMBPrimo Brands Corporation Class | $9.5M | 3.8% | |
| Flex Ltd. (FLEX)CUSIP Y2573F102 | $9.5M | 3.8% | −16.3% |
| WRBW. R. Berkley Corp. (WRB) | $9.0M | 3.6% | |
| NXTNextpower Inc. Class A (NXT) | $8.1M | 3.2% | −1.5% |
| QQnity Electronics Inc. (Q) | $6.8M | 2.7% | |
| XYLXylem Inc. (XYL) | $5.7M | 2.3% | +508.6% |
| EOGEOG Resources (EOG) | $5.3M | 2.2% | |
| USFDUS Foods Holding Corp. (USFD) | $5.0M | 2.0% | +97.1% |
| AMZNAmazon.com, Inc. (AMZN) | $4.8M | 1.9% | |
| CDRECadre Holdings, Inc. (CDRE) | $4.5M | 1.8% | +60.3% |
| FRSTPrimis Financial Corp. (FRST) | $4.4M | 1.8% | |
| Chubb Limited (CB)CUSIP H1467J104 | $4.4M | 1.8% | |
| NEENextera Energy Inc. (NEE) | $4.3M | 1.7% | |
| VVisa Inc. - Class A (V) | $4.2M | 1.7% | |
| nVent Electric plc (NVT)CUSIP G6700G107 | $3.8M | 1.5% | |
| DDDuPont de Nemours, Inc. (DD) | $3.8M | 1.5% | New |
| EMREmerson Electric (EMR) | $3.7M | 1.5% | |
| TMUST-Mobile USA, Inc. (TMUS) | $3.5M | 1.4% | |
| ZDZiff Davis, Inc. (ZD) | $3.4M | 1.4% | −29.7% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| MYRGMYR Group, Inc. (MYRG) | June 30, 2020 | +1468.2% | $23.7M |
| EMEEMCOR Group, Inc. (EME) | June 30, 2020 | +1154.7% | $20.8M |
| nVent Electric plc (NVT)CUSIP G6700G107 | June 30, 2020 | +805.4% | $3.8M |
| Flex Ltd. (FLEX)CUSIP Y2573F102 | December 31, 2023 | +432.1% | $9.5M |
| GOOGAlphabet, Inc. - Cl C (GOOG) | June 30, 2020 | +399.9% | $13.6M |
| Johnson Controls Int'l plc (JCCUSIP G51502105 | June 30, 2020 | +328.0% | $13.1M |
| USFDUS Foods Holding Corp. (USFD) | March 31, 2023 | +176.8% | $5.0M |
| Chubb Limited (CB)CUSIP H1467J104 | June 30, 2020 | +169.1% | $4.4M |
| WSFSWSFS Financial (WSFS) | June 30, 2020 | +167.4% | $1.6M |
| RSGRepublic Services, Inc. (RSG) | June 30, 2020 | +159.7% | $18.3M |
Sold off last quarter
- DuPont de Nemours, Inc. (DD)CUSIP 26614N102 was $3.8M
- SHLSShoals Technology Grp, Inc. Cl was $227K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +16.2% | +14.8% |
| March 31, 2026 | +6.4% | −4.6% |
| December 31, 2025 | −2.9% | +2.4% |
| September 30, 2025 | +4.3% | +7.8% |
| June 30, 2025 | +7.1% | +10.5% |
| March 31, 2025 | −3.7% | −4.6% |
| December 31, 2024 | +1.6% | +2.1% |
| September 30, 2024 | +4.3% | +5.4% |
| June 30, 2024 | −2.7% | +4.0% |
| March 31, 2024 | +11.6% | +10.0% |
| December 31, 2023 | +9.4% | +11.2% |
| September 30, 2023 | −4.6% | −3.6% |
| June 30, 2023 | +4.1% | +8.3% |
| March 31, 2023 | +3.2% | +7.0% |
| December 31, 2022 | +8.7% | +7.1% |
| September 30, 2022 | −4.6% | −5.3% |
| June 30, 2022 | −11.8% | −16.5% |
| March 31, 2022 | −3.7% | −4.9% |
| December 31, 2021 | +8.5% | +10.7% |
| September 30, 2021 | −0.3% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Corbyn Investment Management Inc/md Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=919538&type=13F-HR&dateb=&owner=include&count=40CIK 919538
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/919538/000199937126017146/Filed August 6, 2026 · accession 0001999371-26-017146