Olstein Capital Management, L.P.

Est. AUM

$458.1M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	DISNEY WALT CO	COM	$10.0M	104000	2.19%	SOLE
2	SENSATA TECHNOLOGIES HLDNG P	SHS	$9.8M	278200	2.14%	SOLE
3	AVANTOR INC	COM	$9.5M	1210000	2.07%	SOLE
4	LKQ CORP	COM	$9.2M	314700	2.02%	SOLE
5	OMNICOM GROUP INC	COM	$8.9M	118000	1.94%	SOLE
6	INTERNATIONAL FLAVORS&FRAGRANCE	COM	$8.6M	119000	1.88%	SOLE
7	VONTIER CORPORATION	COM	$8.5M	238739	1.85%	SOLE
8	FIDELITY NATL INFORMATION SV	COM	$8.2M	174000	1.78%	SOLE
9	NASDAQ INC	COM	$8.1M	96000	1.78%	SOLE
10	ABM INDS INC	COM	$8.1M	211361	1.78%	SOLE
11	ZIMMER BIOMET HOLDINGS INC	COM	$7.9M	87000	1.72%	SOLE
12	BAXTER INTL INC	COM	$7.8M	464000	1.70%	SOLE
13	KORN FERRY	COM NEW	$7.6M	120000	1.65%	SOLE
14	SS&C TECHNOLOGIES HLDGS INC	COM	$7.1M	105000	1.55%	SOLE
15	GENERAL DYNAMICS	COM	$7.0M	20500	1.54%	SOLE
16	QUEST DIAGNOSTICS INC	COM	$7.0M	35800	1.53%	SOLE
17	SCHLUMBERGER LTD	COM	$6.9M	135000	1.51%	SOLE
18	BECTON DICKINSON & CO	COM	$6.9M	44000	1.51%	SOLE
19	WILLIS TOWERS WATSON PLC LTD	SHS	$6.8M	23400	1.48%	SOLE
20	EQUIFAX INC	COM	$6.7M	37000	1.45%	SOLE
21	RALLIANT CORP	COM	$6.7M	160000	1.45%	SOLE
22	MOHAWK INDS INC	COM	$6.5M	65750	1.41%	SOLE
23	JONES LANG LASALLE INC	COM	$6.4M	21000	1.40%	SOLE
24	CBRE GROUP INC	CL A	$6.4M	47000	1.39%	SOLE
25	MEDTRONIC PLC	SHS	$6.3M	73000	1.38%	SOLE
26	UNITEDHEALTH GROUP INC	COM	$6.2M	23000	1.36%	SOLE
27	CHUBB LIMITED	COM	$6.2M	19000	1.35%	SOLE
28	MICROSOFT CORP	COM	$6.2M	16700	1.35%	SOLE
29	TRAVELERS COMPANIES INC	COM	$6.1M	21000	1.34%	SOLE
30	ADOBE INC	COM	$6.1M	25000	1.33%	SOLE
31	REYNOLDS CONSUMER PRODS INC	COM	$6.0M	283000	1.31%	SOLE
32	JOHNSON & JOHNSON	COM	$6.0M	24500	1.31%	SOLE
33	HONEYWELL INTL INC	COM	$5.9M	26000	1.28%	SOLE
34	DELTA AIR LINES INC DEL	COM NEW	$5.8M	88000	1.28%	SOLE
35	S&P GLOBAL INC	COM	$5.7M	13500	1.25%	SOLE
36	US BANCORP DEL	COM NEW	$5.7M	110000	1.25%	SOLE
37	NIKE INC	CL B	$5.7M	107000	1.23%	SOLE
38	DINE BRANDS GLOBAL INC	COM	$5.6M	215000	1.23%	SOLE
39	TARGET CORP	COM	$5.6M	46452	1.23%	SOLE
40	CORTEVA INC	COM	$5.5M	66000	1.21%	SOLE
41	APTIV PLC	COM SHS	$5.5M	79000	1.20%	SOLE
42	HENRY SCHEIN INC	COM	$5.5M	74000	1.19%	SOLE
43	ON SEMICONDUCTOR CORP	COM	$5.3M	86000	1.16%	SOLE
44	CITIZENS FINL GROUP INC	COM	$5.3M	88200	1.15%	SOLE
45	INVESCO LTD	SHS	$5.3M	217000	1.15%	SOLE
46	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$5.3M	11000	1.15%	SOLE
47	WELLS FARGO CO NEW	COM	$5.3M	66000	1.15%	SOLE
48	FIFTH THIRD BANCORP	COM	$5.3M	113000	1.15%	SOLE
49	BOOZ ALLEN HAMILTON HLDG CORP	COM	$5.2M	66000	1.12%	SOLE
50	UNITED PARCEL SERVICE INC	CL B	$5.1M	52000	1.12%	SOLE

1–50 of 99

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.