Corbyn Investment Management Portfolio Changes Q3 2026: Significant Buys in Cybersecurity and Hotels
Corbyn Investment Management Inc/Md's portfolio, valued at $220.5 million as of September 30, 2026, saw notable changes this quarter, including significant increases in holdings of Rush Enterprises Class B and First Trust NASDAQ Cybersecurity ETF.
As of September 30, 2026, Corbyn Investment Management Inc/Md held a portfolio valued at $220.5 million, reflecting strategic adjustments during the third quarter. The investment manager focused on diversification across various sectors, with particular emphasis on Industrials and Technology, while also allocating capital to other areas like Financial Services and Communication Services.
The analysis of Corbyn's portfolio changes reveals a pattern of selective buying and selling. While the portfolio saw numerous minor adjustments, two holdings stood out due to their substantial increases in share count during the quarter.
Firstly, Corbyn significantly boosted its position in Rush Enterprises Class B (RUSHB). The investment manager added 8,664 shares, representing a 50.0% increase in the holding. This substantial purchase suggests confidence in the Consumer Cyclical sector and the specific prospects of Rush Enterprises Class B.
Secondly, the investment manager demonstrated strong interest in the Technology sector by increasing its stake in First Tr NASDAQ Cybersecurity (CIBR). Corbyn added 2,097 shares, a 100.0% increase from the previous quarter. This indicates a strategic allocation towards the growing Cybersecurity ETF space.
On the other side of the portfolio adjustment spectrum, Corbyn also made notable purchases in other sectors. The investment manager increased its allocation in Rush Enterprises Class A (RUSHA) by 12,436 shares, a 47.37% jump, and in Xylem Inc. (XYL) by acquiring an additional 6,945 shares, pushing its allocation up by 14.43%. These moves further highlight the manager's focus on growth opportunities within the Consumer Cyclical and Industrials sectors.
Conversely, the data shows that Corbyn did not engage in any large-scale selling activities during this quarter. There were no holdings that experienced a significant sell-off, defined by the data as a change exceeding typical thresholds. However, it is noted that the portfolio saw a high number of position changes (46 out of 53 holdings), indicating active management.
For a more comprehensive view, investors can explore the full portfolio breakdown on InsiderSet, which provides detailed information on all holdings, their sectors, and performance metrics.