Robert Olstein Holdings Activity

Olstein Capital Management Portfolio 13F

Olstein Capital Management has disclosed a total of 93 changes to the portfolio in the latest (2026 Q1) SEC report(s): increased the number of shares of 28, bought 2 totally new, decreased the number of shares of 59 and completely sold out 4 position(s).

What stocks is Robert Olstein buying now?

In the recent quarter Robert Olstein has bought 30 securities out of which top 5 purchases (by % change to portfolio) are (BAH) BOOZ ALLEN HAMILTON HOLDINGS (new buy), (EFX) EQUIFAX INC (added shares +105.56%), (SSNC) SS&C TECHNOLOGIES HOLDINGS (added shares +90.91%), (AVTR) AVANTOR INC (added shares +47.92%) and (WAT) WATERS CORP (new buy).

What does Robert Olstein invest in?

Robert Olstein's top 5 holdings (by % of portfolio) are (DIS) WALT DISNEY CO/THE (2.19%), (ST) SENSATA TECHNOLOGIES HOLDING (2.14%), (AVTR) AVANTOR INC (2.07%), (LKQ) LKQ CORP (2.02%) and (OMC) OMNICOM GROUP (1.94%).

In the latest report(s) the following changes have been made to the top investments: (DIS) WALT DISNEY CO/THE (reduced shares -3.58%), (ST) SENSATA TECHNOLOGIES HOLDING (reduced shares -2.04%), (AVTR) AVANTOR INC (added shares +47.92%), (LKQ) LKQ CORP (reduced shares -1.12%) and (OMC) OMNICOM GROUP (added shares +7.27%).

Activity type

History

% change to
Portfolio

Reported
Price*

% difference
Current Price

% of
Portfolio

2024 Q4 (89 results)

ON SEMICONDUCTOR CORP

buy

+76,000

+0.84%

$63.05

85.23% $116.79

0.84%

APTV

APTIV PLC

buy

+137,000

+1.46%

$60.48

1.46%

NKE

NIKE INC -CL B

buy

+64,000

+0.85%

$75.67

40.63% $44.93

0.85%

TNC

TENNANT CO

buy

+9,500

+0.14%

$81.58

6.50% $86.88

0.14%

SYY

SYSCO CORP

buy

+58,000

+0.78%

$76.47

3.56% $79.19

0.78%

GENERAL DYNAMICS CORP

+90.00%

+13,500

+0.63%

$263.47

36.72% $360.22

1.32%

EFX

EQUIFAX INC

+62.50%

+5,000

+0.22%

$254.85

35.76% $163.71

0.58%

BLBD

BLUE BIRD CORP

+61.54%

+24,000

+0.16%

$38.63

85.17% $71.54

0.43%

AVTR

AVANTOR INC

+51.49%

+121,000

+0.45%

$21.07

55.43% $9.39

1.32%

TGT

TARGET CORP

+48.00%

+24,000

+0.57%

$135.18

0.04% $135.23

1.76%

REYN

REYNOLDS CONSUMER PRODUCTS I

+43.31%

+71,624

+0.34%

$26.99

12.82% $23.53

1.13%

NDAQ

NASDAQ INC

+35.59%

+21,000

+0.29%

$77.31

15.09% $88.98

1.09%

MHK

MOHAWK INDUSTRIES INC

+30.35%

+16,300

+0.34%

$119.13

9.64% $107.64

1.47%

IFF

INTL FLAVORS & FRAGRANCES

+28.40%

+23,000

+0.34%

$84.55

7.43% $78.27

1.55%

UNH

UNITEDHEALTH GROUP INC

+26.67%

+3,200

+0.28%

$505.86

19.24% $408.52

1.35%

SWK

STANLEY BLACK & DECKER INC

+25.37%

+17,000

+0.24%

$80.29

4.15% $83.62

1.19%

AGCO

AGCO CORP

+20.83%

+2,500

+0.04%

$93.45

20.38% $112.49

0.24%

LHX

L3HARRIS TECHNOLOGIES INC

+20.78%

+4,818

+0.18%

$210.29

46.37% $307.79

1.04%

SENSATA TECHNOLOGIES HOLDING

+19.70%

+73,074

+0.35%

$27.40

83.94% $50.40

2.14%

BAX

BAXTER INTERNATIONAL INC

+18.84%

+52,000

+0.27%

$29.16

28.46% $20.86

1.68%

TKR

TIMKEN CO

+17.24%

+2,500

+0.03%

$71.35

92.09% $137.06

0.21%

HSIC

HENRY SCHEIN INC

+17.20%

+16,000

+0.19%

$69.20

17.41% $81.25

1.33%

VSH

VISHAY INTERTECHNOLOGY INC

+16.67%

+20,000

+0.06%

$16.94

250.47% $59.38

0.42%

EMN

EASTMAN CHEMICAL CO

+16.14%

+9,279

+0.15%

$91.32

17.63% $75.22

1.07%

LKQ

LKQ CORP

+16.00%

+40,000

+0.26%

$36.75

28.71% $26.20

1.87%

BDX

BECTON DICKINSON AND CO

+13.16%

+5,000

+0.20%

$226.86

35.54% $146.24

1.72%

PLOW

DOUGLAS DYNAMICS INC

+11.94%

+8,000

+0.03%

$23.63

99.73% $47.19

0.31%

FISV

FISERV INC

+11.76%

+2,000

+0.07%

$205.42

73.82% $53.78

0.69%

EBAY

EBAY INC

+10.61%

+7,000

+0.08%

$61.95

75.33% $108.61

0.80%

BRK.B

BERKSHIRE HATHAWAY INC CL-B

+8.26%

+1,000

+0.08%

$453.28

1.04%

MDT

MEDTRONIC PLC

+8.05%

+7,000

+0.10%

$79.88

1.32%

JNJ

JOHNSON & JOHNSON

+6.56%

+4,000

+0.10%

$144.62

66.56% $240.87

1.65%

HOLX

HOLOGIC INC

+5.88%

+5,000

+0.06%

$72.09

1.14%

OMC

OMNICOM GROUP

+5.62%

+5,000

+0.08%

$86.04

10.88% $76.68

1.42%

TXN

TEXAS INSTRUMENTS INC

+4.88%

+1,000

+0.03%

$187.49

60.61% $301.12

0.71%

DIN

DINE BRANDS GLOBAL INC

+4.62%

+13,953

+0.07%

$30.10

13.09% $34.04

1.67%

MIDD

MIDDLEBY CORP

+3.65%

+2,500

+0.06%

$135.45

17.02% $158.50

1.69%

ABM

ABM INDUSTRIES INC

+3.61%

+6,821

+0.06%

$51.18

10.26% $45.93

1.76%

SLB

SCHLUMBERGER LTD

+3.28%

+8,000

+0.05%

$38.34

46.53% $56.18

1.70%

CENTA

CENTRAL GARDEN AND PET CO-A

+1.32%

+1,000

+0.01%

$33.05

14.27% $37.77

0.45%

DGX

QUEST DIAGNOSTICS INC

-1.99%

-1,102

-0.03%

$150.86

34.60% $203.06

1.44%

JLL

JONES LANG LASALLE INC

-3.64%

-1,000

-0.04%

$253.13

18.50% $299.95

1.18%

UPS

UNITED PARCEL SERVICE-CL B

-3.85%

-3,000

-0.07%

$126.11

14.28% $108.10

1.66%

SSNC

SS&C TECHNOLOGIES HOLDINGS

-3.92%

-4,000

-0.05%

$75.78

10.68% $67.68

1.31%

IVZ

INVESCO LTD

-4.47%

-21,996

-0.07%

$17.48

65.44% $28.92

1.45%

FIRST ADVANTAGE CORP

-4.55%

-3,000

-0.01%

$18.73

11.96% $16.49

0.21%

KFY

KORN FERRY

-5.59%

-4,200

-0.05%

$67.45

8.55% $73.22

0.84%

SHYF

SHYFT GROUP INC/THE

-6.56%

-16,000

-0.03%

$11.74

0.47%

LUV

SOUTHWEST AIRLINES CO

-6.98%

-18,000

-0.11%

$33.62

35.24% $45.47

1.42%

CFG

CITIZENS FINANCIAL GROUP

-8.27%

-17,500

-0.13%

$43.76

54.60% $67.65

1.49%

USB

US BANCORP

-8.66%

-15,500

-0.13%

$47.83

23.23% $58.94

1.38%

HOMB

HOME BANCSHARES INC

-9.09%

-6,000

-0.03%

$28.30

0.18% $28.25

0.30%

BRC

BRADY CORPORATION - CL A

-10.00%

-2,000

-0.03%

$73.83

11.91% $82.63

0.23%

FIS

FIDELITY NATIONAL INFO SERV

-10.59%

-9,239

-0.13%

$80.77

51.47% $39.20

1.11%

FDX

FEDEX CORP

-11.11%

-3,500

-0.17%

$281.32

20.26% $338.31

1.39%