Latest imported 13F data

CORBYN INVESTMENT MANAGEMENT INC/MD

โ€ขCIK: 919538โ€ขFiling: Q4 2025

CORBYN INVESTMENT MANAGEMENT INC/MD oversees $342M in assets, with a concentrated portfolio of 69 positions. The firm's top holdings include EME and RSG, which collectively account for $37M, or approximately 11% of total AUM. Notable allocations also include GSCE, DBRG-PJ, and MYRG, which together comprise $46M, or 13% of the portfolio. GOOG and VYLD holdings total $24.5M, representing 7% of AUM, with VYLD alone accounting for $26.9M across two positions.

Total AUM
$212.0M
QoQ Performance
-3.6%
Positions
54
Top 10 Concentration
53.8%
Latest Filing
Q4 2025

Top Holdings Allocation

EME
RSG
MYRG
GOOGL
K6B
JCI
EME8.8%
RSG8.6%
MYRG7.1%
GOOGL5.8%
K6B5.3%
JCI5.3%
WRB4.2%
NXT3.4%

๐Ÿ“ˆ Biggest Buys

Q
Qnity Electronics Inc. (Q)
NEW
1.6% of portfolio
ALIT
Alight, Inc. (ALIT)
+24.9%
1.6% of portfolio
DOX
Amdocs Ltd (DOX)
+17.1%
1.7% of portfolio
PRMB
Primo Brands Corporation Class
+8.0%
3.0% of portfolio
TMUS
T-Mobile USA, Inc. (TMUS)
+6.2%
2.0% of portfolio

๐Ÿ“‰ Biggest Sells

GOOGL
Alphabet, Inc. - Cl C (GOOG)
-11.5%
5.8% of portfolio
EME
EMCOR Group, Inc. (EME)
-7.3%
8.8% of portfolio
MYRG
MYR Group, Inc. (MYRG)
-7.0%
7.1% of portfolio
JXC1
Ziff Davis, Inc. (ZD)
-15.1%
1.5% of portfolio
RSG
Republic Services, Inc. (RSG)
-1.8%
8.6% of portfolio

Sector Breakdown

Other72.7%
Technology6.3%
Industrial5.9%
Financial4.0%
Healthcare2.3%
Consumer2.2%
Energy2.1%
Communication2.0%

Changes from Q3 2025

NEW2 new positions
โ†‘9 increased
โ†“33 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022