What Robert Olstein bought and sold in Q1 2026
In Q1 2026, Robert Olstein (Olstein Capital Management) opened 2 new positions — including BAH (1.1%), WAT (0.7%), added to 19, trimmed 21, exited 4 (DE, CMI, IART). The book stood at $458M across 99 positions, filed Apr 21, 2026.
2New19Added21Trimmed4Exited
New positions (2)
Added to (19)
- AVTRAvantor Inc+48% shares · 2.1% · $9M
- FISFidelity National Info Serv+43% shares · 1.8% · $8M
- NDAQNasdaq Inc+24% shares · 1.8% · $8M
- KFYKorn Ferry+56% shares · 1.6% · $8M
- SSNCSs&c Technologies Holdings+91% shares · 1.5% · $7M
- WTWWillis Towers Watson Plc Ltd+54% shares · 1.5% · $7M
- EFXEquifax Inc+106% shares · 1.5% · $7M
- JLLJones Lang Lasalle Inc+20% shares · 1.4% · $6M
- CBRECbre Group Inc - A+24% shares · 1.4% · $6M
- UNHUnitedhealth Group Inc+53% shares · 1.4% · $6M
- MSFTMicrosoft Corp+67% shares · 1.4% · $6M
- ADBEAdobe Inc+56% shares · 1.3% · $6M
- SPGIS&p Global Inc+73% shares · 1.3% · $6M
- METAMeta Platforms Inc-class A+39% shares · 1.0% · $5M
- AMZNAmazon.com Inc+44% shares · 0.8% · $4M
- VVisa Inc-class A Shares+96% shares · 0.8% · $4M
- TNCTennant CO+31% shares · 0.2% · $1M
- FAFirst Advantage Corp+28% shares · 0.2% · $1M
- PGNYProgyny Inc+56% shares · 0.2% · $951K
Trimmed (21)
- SLBSlb Ltd-39% shares · 1.5% · $7M
- TGTTarget Corp-43% shares · 1.2% · $6M
- CTVACorteva Inc-25% shares · 1.2% · $6M
- MIDDMiddleby Corp-22% shares · 1.1% · $5M
- FDXFedex Corp-47% shares · 1.1% · $5M
- DOVDover Corp-23% shares · 1.0% · $5M
- SYYSysco Corp-20% shares · 0.9% · $4M
- KLICKulicke & Soffa Industries-57% shares · 0.9% · $4M
- SWKStanley Black & Decker Inc-29% shares · 0.9% · $4M
- CSCOCisco Systems Inc-29% shares · 0.8% · $4M
- LUVSouthwest Airlines CO-34% shares · 0.7% · $3M
- LHXL3harris Technologies Inc-36% shares · 0.6% · $3M
- RTXRtx Corp-28% shares · 0.5% · $2M
- EBAYEbay Inc-27% shares · 0.3% · $1M
- GSGoldman Sachs Group Inc-20% shares · 0.2% · $1M
- VSHVishay Intertechnology Inc-39% shares · 0.2% · $846K
- AGCOAgco Corp-28% shares · 0.2% · $753K
- PLOWDouglas Dynamics Inc-42% shares · 0.2% · $738K
- GLWCorning Inc-83% shares · 0.1% · $680K
- BRCBrady Corporation - CL A-29% shares · 0.1% · $609K
- TKRTimken CO-40% shares · 0.1% · $503K
Exited (4)
Robert Olstein's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.