Robert Olstein — Recent Buys
Olstein Capital Management · New and increased positions in the Q1 '26 13F filing.
Filed April 21, 2026 · Last updated
Robert Olstein opened 2 new positions and increased 32 existing holdings in the Q1 '26 filing — a combined buy footprint of $170.1M. Largest new position: BOOZ ALLEN HAMILTON HLDG CORP at $5.2M.
New positions (2)
Increased positions (32)
| Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|
| OMC | OMNICOM GROUP INC | 118000 | $8.9M | 1.94% | +7.3% |
| FIS | FIDELITY NATL INFORMATION SV | 174000 | $8.2M | 1.78% | +43.2% |
| NDAQ | NASDAQ INC | 96000 | $8.1M | 1.78% | +24.2% |
| ZBH | ZIMMER BIOMET HOLDINGS INC | 87000 | $7.9M | 1.72% | +6.1% |
| BAX | BAXTER INTL INC | 464000 | $7.8M | 1.70% | +11.3% |
| BDX | BECTON DICKINSON & CO | 44000 | $6.9M | 1.51% | +3.5% |
| WTW | WILLIS TOWERS WATSON PLC LTD | 23400 | $6.8M | 1.48% | +53.9% |
| EFX | EQUIFAX INC | 37000 | $6.7M | 1.45% | +105.6% |
| RAL | RALLIANT CORP | 160000 | $6.7M | 1.45% | +11.9% |
| JLL | JONES LANG LASALLE INC | 21000 | $6.4M | 1.40% | +20.0% |
| CBRE | CBRE GROUP INC | 47000 | $6.4M | 1.39% | +23.7% |
| UNH | UNITEDHEALTH GROUP INC | 23000 | $6.2M | 1.36% | +53.3% |
| MSFT | MICROSOFT CORP | 16700 | $6.2M | 1.35% | +67.0% |
| ADBE | ADOBE INC | 25000 | $6.1M | 1.33% | +56.3% |
| REYN | REYNOLDS CONSUMER PRODS INC | 283000 | $6.0M | 1.31% | +5.6% |
| DAL | DELTA AIR LINES INC DEL | 88000 | $5.8M | 1.28% | +-13.8% |
| NKE | NIKE INC | 107000 | $5.7M | 1.23% | +2.9% |
| ON | ON SEMICONDUCTOR CORP | 86000 | $5.3M | 1.16% | +-16.5% |
| CFG | CITIZENS FINL GROUP INC | 88200 | $5.3M | 1.15% | +-16.0% |
| FTV | FORTIVE CORP | 88000 | $4.9M | 1.06% | +-12.0% |
| META | META PLATFORMS INC | 7900 | $4.5M | 0.99% | +38.6% |
| KLIC | KULICKE & SOFFA INDS INC | 61000 | $4.0M | 0.88% | +-57.2% |
| UBER | UBER TECHNOLOGIES INC | 53000 | $3.8M | 0.83% | +15.2% |
| AMZN | AMAZON COM INC | 18000 | $3.7M | 0.82% | +44.0% |
| TMO | THERMO FISHER SCIENTIFIC INC | 6750 | $3.3M | 0.72% | +5.5% |
| LUV | SOUTHWEST AIRLS CO | 84000 | $3.2M | 0.69% | +-33.9% |
| LHX | L3HARRIS TECHNOLOGIES INC | 8100 | $2.8M | 0.61% | +-35.7% |
| TNC | TENNANT CO | 17000 | $1.1M | 0.25% | +30.8% |
| FA | FIRST ADVANTAGE | 95000 | $1.1M | 0.24% | +28.4% |
| PGNY | PROGYNY INC | 56000 | $951K | 0.21% | +55.6% |
| GLW | CORNING INC | 5000 | $680K | 0.15% | +-83.3% |
| BRC | BRADY CORP | 7500 | $609K | 0.13% | +-28.6% |