What Robert Olstein Bought in Q1 2026
Olstein Capital Management · Quarterly 13F recap as filed with the SEC.
Period: 2026-03-31 · Filed
$458.1M
Total Value
99
Holdings
2
New Buys
55
Reduced
In Q1 2026, Robert Olstein reported 99 long equity positions worth $458.1M in their Olstein Capital Management 13F filing, including 2 new positions (largest: BOOZ ALLEN HAMILTON HLDG CORP at $5.2M) and 32 increased positions.
| Rank | Ticker | Company | Shares | Value | % Portfolio | Change |
|---|---|---|---|---|---|---|
| 1 | DIS | DISNEY WALT CO | 104000 | $10.0M | 2.19% | -3.6% |
| 2 | ST | SENSATA TECHNOLOGIES HLDNG P | 278200 | $9.8M | 2.14% | -2.0% |
| 3 | AVTR | AVANTOR INC | 1210000 | $9.5M | 2.07% | 47.9% |
| 4 | LKQ | LKQ CORP | 314700 | $9.2M | 2.02% | -1.1% |
| 5 | OMC | OMNICOM GROUP INC | 118000 | $8.9M | 1.94% | +7.3% |
| 6 | IFF | INTERNATIONAL FLAVORS&FRAGRANCE | 119000 | $8.6M | 1.88% | -6.3% |
| 7 | VNT | VONTIER CORPORATION | 238739 | $8.5M | 1.85% | -6.7% |
| 8 | FIS | FIDELITY NATL INFORMATION SV | 174000 | $8.2M | 1.78% | +43.2% |
| 9 | NDAQ | NASDAQ INC | 96000 | $8.1M | 1.78% | +24.2% |
| 10 | ABM | ABM INDS INC | 211361 | $8.1M | 1.78% | — |
| 11 | ZBH | ZIMMER BIOMET HOLDINGS INC | 87000 | $7.9M | 1.72% | +6.1% |
| 12 | BAX | BAXTER INTL INC | 464000 | $7.8M | 1.70% | +11.3% |
| 13 | KFY | KORN FERRY | 120000 | $7.6M | 1.65% | 55.9% |
| 14 | SSNC | SS&C TECHNOLOGIES HLDGS INC | 105000 | $7.1M | 1.55% | 90.9% |
| 15 | GD | GENERAL DYNAMICS | 20500 | $7.0M | 1.54% | -6.8% |
| 16 | DGX | QUEST DIAGNOSTICS INC | 35800 | $7.0M | 1.53% | -10.5% |
| 17 | SLB | SCHLUMBERGER LTD | 135000 | $6.9M | 1.51% | -38.6% |
| 18 | BDX | BECTON DICKINSON & CO | 44000 | $6.9M | 1.51% | +3.5% |
| 19 | WTW | WILLIS TOWERS WATSON PLC LTD | 23400 | $6.8M | 1.48% | +53.9% |
| 20 | EFX | EQUIFAX INC | 37000 | $6.7M | 1.45% | +105.6% |
| 21 | RAL | RALLIANT CORP | 160000 | $6.7M | 1.45% | +11.9% |
| 22 | MHK | MOHAWK INDS INC | 65750 | $6.5M | 1.41% | -4.4% |
| 23 | JLL | JONES LANG LASALLE INC | 21000 | $6.4M | 1.40% | +20.0% |
| 24 | CBRE | CBRE GROUP INC | 47000 | $6.4M | 1.39% | +23.7% |
| 25 | MDT | MEDTRONIC PLC | 73000 | $6.3M | 1.38% | — |
| 26 | UNH | UNITEDHEALTH GROUP INC | 23000 | $6.2M | 1.36% | +53.3% |
| 27 | CB | CHUBB LIMITED | 19000 | $6.2M | 1.35% | — |
| 28 | MSFT | MICROSOFT CORP | 16700 | $6.2M | 1.35% | +67.0% |
| 29 | TRV | TRAVELERS COMPANIES INC | 21000 | $6.1M | 1.34% | -12.5% |
| 30 | ADBE | ADOBE INC | 25000 | $6.1M | 1.33% | +56.3% |
| 31 | REYN | REYNOLDS CONSUMER PRODS INC | 283000 | $6.0M | 1.31% | +5.6% |
| 32 | JNJ | JOHNSON & JOHNSON | 24500 | $6.0M | 1.31% | -15.5% |
| 33 | HON | HONEYWELL INTL INC | 26000 | $5.9M | 1.28% | — |
| 34 | DAL | DELTA AIR LINES INC DEL | 88000 | $5.8M | 1.28% | +-13.8% |
| 35 | SPGI | S&P GLOBAL INC | 13500 | $5.7M | 1.25% | 73.1% |
| 36 | USB | US BANCORP DEL | 110000 | $5.7M | 1.25% | -10.6% |
| 37 | NKE | NIKE INC | 107000 | $5.7M | 1.23% | +2.9% |
| 38 | DIN | DINE BRANDS GLOBAL INC | 215000 | $5.6M | 1.23% | -6.1% |
| 39 | TGT | TARGET CORP | 46452 | $5.6M | 1.23% | -43.4% |
| 40 | CTVA | CORTEVA INC | 66000 | $5.5M | 1.21% | -25.0% |
| 41 | APTV | APTIV PLC | 79000 | $5.5M | 1.20% | -7.6% |
| 42 | HSIC | HENRY SCHEIN INC | 74000 | $5.5M | 1.19% | -16.9% |
| 43 | ON | ON SEMICONDUCTOR CORP | 86000 | $5.3M | 1.16% | +-16.5% |
| 44 | CFG | CITIZENS FINL GROUP INC | 88200 | $5.3M | 1.15% | +-16.0% |
| 45 | BRK.B | Berkshire Hathaway Inc. Class B | 11000 | $5.3M | 1.15% | — |
| 46 | IVZ | Invesco Ltd. | 217000 | $5.3M | 1.15% | -6.9% |
| 47 | WFC | WELLS FARGO CO NEW | 66000 | $5.3M | 1.15% | -1.5% |
| 48 | FITB | FIFTH THIRD BANCORP | 113000 | $5.3M | 1.15% | -16.9% |
| 49 | BAH | BOOZ ALLEN HAMILTON HLDG CORP | 66000 | $5.2M | 1.12% | NEW |
| 50 | UPS | UNITED PARCEL SERVICE INC | 52000 | $5.1M | 1.12% | -18.8% |
| 51 | MIDD | MIDDLEBY CORP | 37500 | $5.0M | 1.09% | -21.9% |
| 52 | FTV | FORTIVE CORP | 88000 | $4.9M | 1.06% | +-12.0% |
| 53 | FDX | FEDEX CORP | 13500 | $4.8M | 1.05% | -47.1% |
| 54 | DOV | DOVER CORP | 23000 | $4.8M | 1.05% | -22.5% |
| 55 | STZ | CONSTELLATION BRANDS INC | 30500 | $4.6M | 1.00% | -15.3% |
| 56 | META | META PLATFORMS INC | 7900 | $4.5M | 0.99% | +38.6% |
| 57 | SYY | SYSCO CORP | 60000 | $4.3M | 0.93% | -20.0% |
| 58 | TXN | TEXAS INSTRS INC | 22000 | $4.3M | 0.93% | -18.5% |
| 59 | LMT | LOCKHEED MARTIN CORP | 6750 | $4.1M | 0.89% | -17.7% |
| 60 | PEP | PEPSICO INC | 26000 | $4.0M | 0.88% | -7.1% |
| 61 | KLIC | KULICKE & SOFFA INDS INC | 61000 | $4.0M | 0.88% | +-57.2% |
| 62 | SWK | STANLEY BLACK & DECKER INC | 55000 | $3.9M | 0.85% | -28.6% |
| 63 | UBER | UBER TECHNOLOGIES INC | 53000 | $3.8M | 0.83% | +15.2% |
| 64 | AMZN | AMAZON COM INC | 18000 | $3.7M | 0.82% | +44.0% |
| 65 | SOLS | SOLSTICE ADVANCED MATLS INC | 49000 | $3.7M | 0.81% | -15.1% |
| 66 | WCC | WESCO INTL INC | 13150 | $3.6M | 0.79% | -15.2% |
| 67 | CVS | CVS HEALTH CORP | 50000 | $3.6M | 0.78% | -10.7% |
| 68 | CSCO | CISCO SYS INC | 46000 | $3.6M | 0.78% | -29.2% |
| 69 | V | VISA INC | 11750 | $3.6M | 0.78% | 95.8% |
| 70 | TMO | THERMO FISHER SCIENTIFIC INC | 6750 | $3.3M | 0.72% | +5.5% |
| 71 | AAPL | APPLE INC | 13000 | $3.3M | 0.72% | — |
| 72 | GM | GENERAL MTRS CO | 44000 | $3.3M | 0.72% | -8.3% |
| 73 | LUV | SOUTHWEST AIRLS CO | 84000 | $3.2M | 0.69% | +-33.9% |
| 74 | WAT | WATERS CORP | 10000 | $3.0M | 0.65% | NEW |
| 75 | LHX | L3HARRIS TECHNOLOGIES INC | 8100 | $2.8M | 0.61% | +-35.7% |
| 76 | RTX | RTX CORP | 11500 | $2.2M | 0.48% | -28.1% |
| 77 | GOOG | ALPHABET INC | 7500 | $2.2M | 0.47% | — |
| 78 | GTES | GATES INDUSTRIAL CORPRATIN P | 74500 | $1.7M | 0.37% | -11.3% |
| 79 | CENTA | CENTRAL GARDEN & PET CO | 45000 | $1.5M | 0.32% | -14.3% |
| 80 | EBAY | EBAY INC | 16000 | $1.5M | 0.32% | -27.3% |
| 81 | PBH | PRESTIGE CONSMR HEALTHCARE | 21000 | $1.2M | 0.27% | — |
| 82 | AEBI | AEBI SCHMIDT | 127000 | $1.2M | 0.27% | -13.7% |
| 83 | TNC | TENNANT CO | 17000 | $1.1M | 0.25% | +30.8% |
| 84 | FA | FIRST ADVANTAGE | 95000 | $1.1M | 0.24% | +28.4% |
| 85 | BLBD | BLUE BIRD CORP | 19526 | $1.1M | 0.24% | -15.1% |
| 86 | GS | GOLDMAN SACHS GROUP INC | 1200 | $1.0M | 0.22% | -20.0% |
| 87 | CWK | CUSHMAN AND WAKEFIELD LTD | 82000 | $1.0M | 0.22% | -7.3% |
| 88 | MLR | MILLER INDS INC TENN | 21500 | $979K | 0.21% | — |
| 89 | HOMB | HOME BANCSHARES INC | 35500 | $956K | 0.21% | -4.1% |
| 90 | PGNY | PROGYNY INC | 56000 | $951K | 0.21% | +55.6% |
| 91 | FHB | FIRST HAWAIIAN INC | 37000 | $912K | 0.20% | -7.5% |
| 92 | VSH | VISHAY INTERTECHNOLOGY INC | 47000 | $846K | 0.18% | -39.0% |
| 93 | PB | PROSPERITY BANCSHARES INC | 12000 | $806K | 0.18% | — |
| 94 | NOV | NOV INC | 42000 | $790K | 0.17% | -10.6% |
| 95 | AGCO | AGCO CORP | 6500 | $753K | 0.16% | -27.8% |
| 96 | PLOW | DOUGLAS DYNAMIC INC | 17543 | $738K | 0.16% | -41.5% |
| 97 | GLW | CORNING INC | 5000 | $680K | 0.15% | +-83.3% |
| 98 | BRC | BRADY CORP | 7500 | $609K | 0.13% | +-28.6% |
| 99 | TKR | TIMKEN CO | 5000 | $503K | 0.11% | -39.8% |