Corbyn Investment Management Inc 13F 持仓 · 2026年Q2
Corbyn Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 64 只证券，申报市值合计 3.46 亿美元。前几大持仓：MYRG（6.84%）、EME（6.00%）、RSG（5.29%）。本季前 25 大持仓中：新建仓 1 只、增持 7 只、减持 16 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | MYRG | MYR Group, Inc. (MYRG) | $23.7M | 6.84% | 47,358 | 减持 |
| 2 | EME | EMCOR Group, Inc. (EME) | $20.8M | 6.00% | 25,052 | 减持 |
| 3 | RSG | Republic Services, Inc. (RSG) | $18.3M | 5.29% | 85,998 | 减持 |
| 4 | MGPI | MGP Ingredients, Inc. | $15.5M | 4.48% | 0 | 增持 |
| 5 | BXMT | Blackstone Mortgage Trust | $14.5M | 4.20% | 0 | 增持 |
| 6 | GOOG | Alphabet, Inc. - Cl C (GOOG) | $13.6M | 3.93% | 38,530 | 增持 |
| 7 | JCI | Johnson Controls Int'l plc (JC | $13.1M | 3.78% | 89,633 | 减持 |
| 8 | PEBPRH | Pebblebrook Hotel Trust | $12.6M | 3.65% | 0 | 减持 |
| 9 | RDFN | Redfin Corp. | $10.3M | 2.97% | 0 | 减持 |
| 10 | SRPT | Sarepta Therapeutics Inc | $10.3M | 2.96% | 0 | 增持 |
| 11 | KBR | KBR, Inc. (KBR) | $9.6M | 2.78% | 279,167 | 减持 |
| 12 | PRMB | Primo Brands Corporation Class | $9.5M | 2.75% | 390,106 | 减持 |
| 13 | FLEX | Flex Ltd. (FLEX) | $9.5M | 2.74% | 58,616 | 减持 |
| 14 | WRB | W. R. Berkley Corp. (WRB) | $9.0M | 2.61% | 127,987 | 减持 |
| 15 | BAND | Bandwidth, Inc. | $8.4M | 2.44% | 0 | 减持 |
| 16 | NXT | Nextpower Inc. Class A (NXT) | $8.1M | 2.33% | 67,570 | 减持 |
| 17 | Q | Qnity Electronics Inc. (Q) | $6.8M | 1.96% | 41,498 | 减持 |
| 18 | XYL | Xylem Inc. (XYL) | $5.7M | 1.64% | 48,117 | 增持 |
| 19 | EOG | EOG Resources (EOG) | $5.3M | 1.54% | 41,111 | 减持 |
| 20 | SNAP | Snap Inc. | $5.2M | 1.50% | 0 | 减持 |
| 21 | USFD | US Foods Holding Corp. (USFD) | $5.0M | 1.43% | 48,508 | 增持 |
| 22 | FUBO | fuboTV, Inc. | $4.9M | 1.42% | 0 | 新建仓 |
| 23 | Spectrum Brands | $4.7M | 1.37% | 0 | 持平 | |
| 24 | AMZN | Amazon.com, Inc. (AMZN) | $4.8M | 1.37% | 19,961 | 减持 |
| 25 | CDRE | Cadre Holdings, Inc. (CDRE) | $4.5M | 1.31% | 158,936 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR