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Robert Olstein
Olstein Capital Management
2026Q1 · filed Apr 21, 202699 positions · $458Mtop-5 10%
2026Q1 brief
Robert Olstein's $460M portfolio leaned aggressively into financial technology and professional services in 2026Q1, with SSNC nearly doubling (+91% to 1.55%), KFY surging +56% to 1.65%, Willis Towers Watson up +54% to 1.49%, and FIS +43% to 1.78% — together suggesting a deliberate thesis around undervalued B2B services and fintech compounders. New positions in BAH (1.12%) and WAT (0.65%) add defense-adjacent and analytical instrumentation exposure consistent with Olstein's free-cash-flow-focused style. On the exit side, DE (previously 0.72%) and CMI (0.49%) were fully sold, continuing a retreat from heavy industrials/ag equipment, while TGT was slashed nearly 43% and FDX cut by 47%, signaling skepticism on consumer/logistics names facing margin pressure. The portfolio's top-5 concentration at just 10.4% across 99 names remains notably diversified for a super-investor. Watch whether AVTR (now #3 at 2.07%, up +48%) climbs further — it would confirm a conviction call on life-science tools recovery.
AI-generated. Not investment advice.
Holdings (99) · click any column to sort
| #↑ | Ticker | Issuer | % Port. | This Q | History | Value |
|---|---|---|---|---|---|---|
| 1 | DIS | 2.2% | $10M | |||
| 2 | G8060N102 | 2.1% | $10M | |||
| 3 | AVTR | 2.1% | $9M | |||
| 4 | LKQ | 2.0% | $9M | |||
| 5 | OMC | 1.9% | $9M | |||
| 6 | IFF | 1.9% | $9M | |||
| 7 | VNT | 1.8% | $8M | |||
| 8 | FIS | 1.8% | $8M | |||
| 9 | NDAQ | 1.8% | $8M | |||
| 10 | ABM | 1.8% | $8M | |||
| 11 | ZBH | 1.7% | $8M | |||
| 12 | BAX | 1.7% | $8M | |||
| 13 | KFY | 1.6% | $8M | |||
| 14 | SSNC | 1.5% | $7M | |||
| 15 | GD | 1.5% | $7M | |||
| 16 | DGX | 1.5% | $7M | |||
| 17 | SLB | 1.5% | $7M | |||
| 18 | BDX | 1.5% | $7M | |||
| 19 | WTW | 1.5% | $7M | |||
| 20 | EFX | 1.5% | $7M | |||
| 21 | RAL | 1.5% | $7M | |||
| 22 | MHK | 1.4% | $6M | |||
| 23 | JLL | 1.4% | $6M | |||
| 24 | CBRE | 1.4% | $6M | |||
| 25 | MDT | 1.4% | $6M | |||
| 26 | UNH | 1.4% | $6M | |||
| 27 | CB | 1.4% | $6M | |||
| 28 | MSFT | 1.4% | $6M | |||
| 29 | TRV | 1.3% | $6M | |||
| 30 | ADBE | 1.3% | $6M | |||
| 31 | REYN | 1.3% | $6M | |||
| 32 | JNJ | 1.3% | $6M | |||
| 33 | HON | 1.3% | $6M | |||
| 34 | DAL | 1.3% | $6M | |||
| 35 | SPGI | 1.3% | $6M | |||
| 36 | USB | 1.2% | $6M | |||
| 37 | NKE | 1.2% | $6M | |||
| 38 | DIN | 1.2% | $6M | |||
| 39 | TGT | 1.2% | $6M | |||
| 40 | CTVA | 1.2% | $6M | |||
| 41 | APTV | 1.2% | $5M | |||
| 42 | HSIC | 1.2% | $5M | |||
| 43 | ON | 1.2% | $5M | |||
| 44 | CFG | 1.2% | $5M | |||
| 45 | BRK/B | 1.2% | $5M | |||
| 46 | G491BT108 | 1.2% | $5M | |||
| 47 | WFC | 1.1% | $5M | |||
| 48 | FITB | 1.1% | $5M | |||
| 49 | BAH | 1.1% | $5M | |||
| 50 | UPS | 1.1% | $5M | |||
| 51 | MIDD | 1.1% | $5M | |||
| 52 | FTV | 1.1% | $5M | |||
| 53 | FDX | 1.1% | $5M | |||
| 54 | DOV | 1.0% | $5M | |||
| 55 | STZ | 1.0% | $5M | |||
| 56 | META | 1.0% | $5M | |||
| 57 | SYY | 0.9% | $4M | |||
| 58 | TXN | 0.9% | $4M | |||
| 59 | LMT | 0.9% | $4M | |||
| 60 | PEP | 0.9% | $4M | |||
| 61 | KLIC | 0.9% | $4M | |||
| 62 | SWK | 0.9% | $4M | |||
| 63 | UBER | 0.8% | $4M | |||
| 64 | AMZN | 0.8% | $4M | |||
| 65 | SOLS | 0.8% | $4M | |||
| 66 | WCC | 0.8% | $4M | |||
| 67 | CVS | 0.8% | $4M | |||
| 68 | CSCO | 0.8% | $4M | |||
| 69 | V | 0.8% | $4M | |||
| 70 | TMO | 0.7% | $3M | |||
| 71 | AAPL | 0.7% | $3M | |||
| 72 | GM | 0.7% | $3M | |||
| 73 | LUV | 0.7% | $3M | |||
| 74 | WAT | 0.7% | $3M | |||
| 75 | LHX | 0.6% | $3M | |||
| 76 | RTX | 0.5% | $2M | |||
| 77 | GOOG | 0.5% | $2M | |||
| 78 | G39108108 | 0.4% | $2M | |||
| 79 | CENTA | 0.3% | $1M | |||
| 80 | EBAY | 0.3% | $1M | |||
| 81 | PBH | 0.3% | $1M | |||
| 82 | H00501108 | 0.3% | $1M | |||
| 83 | TNC | 0.2% | $1M | |||
| 84 | FA | 0.2% | $1M | |||
| 85 | BLBD | 0.2% | $1M | |||
| 86 | GS | 0.2% | $1M | |||
| 87 | G2717C106 | 0.2% | $1M | |||
| 88 | MLR | 0.2% | $979K | |||
| 89 | HOMB | 0.2% | $956K | |||
| 90 | PGNY | 0.2% | $951K | |||
| 91 | FHB | 0.2% | $912K | |||
| 92 | VSH | 0.2% | $846K | |||
| 93 | PB | 0.2% | $806K | |||
| 94 | NOV | 0.2% | $790K | |||
| 95 | AGCO | 0.2% | $753K | |||
| 96 | PLOW | 0.2% | $738K | |||
| 97 | GLW | 0.1% | $680K | |||
| 98 | BRC | 0.1% | $609K | |||
| 99 | TKR | 0.1% | $503K |
Sort↑
- 1DIS2.2%$10MWalt Disney Co/thethis Q hold·38q
- 2G8060N1022.1%$10MSensata Technologies Hldng Pthis Q hold·33q
- 3AVTR2.1%$9MAvantor Incthis Q +48%·13q
- 4LKQ2.0%$9MLkq Corpthis Q hold·21q
- 5OMC1.9%$9MOmnicom Groupthis Q hold·35q
- 6IFF1.9%$9MIntl Flavors & Fragrancesthis Q hold·14q
- 7VNT1.8%$8MVontier Corpthis Q hold·10q
- 8FIS1.8%$8MFidelity National Info Servthis Q +43%·17q
- 9NDAQ1.8%$8MNasdaq Incthis Q +24%·7q
- 10ABM1.8%$8MAbm Industries Incthis Q hold·17q
- 11ZBH1.7%$8MZimmer Biomet Holdings Incthis Q hold·40q
- 12BAX1.7%$8MBaxter International Incthis Q hold·36q
- 13KFY1.6%$8MKorn Ferrythis Q +56%·19q
- 14SSNC1.5%$7MSs&c Technologies Holdingsthis Q +91%·23q
- 15GD1.5%$7MGeneral Dynamics Corpthis Q hold·9q
- 16DGX1.5%$7MQuest Diagnostics Incthis Q hold·22q
- 17SLB1.5%$7MSlb Ltdthis Q -39%·28q
- 18BDX1.5%$7MBecton Dickinson And COthis Q hold·40q
- 19WTW1.5%$7MWillis Towers Watson Plc Ltdthis Q +54%·35q
- 20EFX1.5%$7MEquifax Incthis Q +106%·30q
- 21RAL1.5%$7MRalliant Corpthis Q hold·4q
- 22MHK1.4%$6MMohawk Industries Incthis Q hold·31q
- 23JLL1.4%$6MJones Lang Lasalle Incthis Q +20%·21q
- 24CBRE1.4%$6MCbre Group Inc - Athis Q +24%·22q
- 25MDT1.4%$6MMedtronic Plcthis Q hold·39q
- 26UNH1.4%$6MUnitedhealth Group Incthis Q +53%·40q
- 27CB1.4%$6MChubb Limitedthis Q hold·5q
- 28MSFT1.4%$6MMicrosoft Corpthis Q +67%·40q
- 29TRV1.3%$6MTravelers Cos Inc/thethis Q hold·40q
- 30ADBE1.3%$6MAdobe Incthis Q +56%·4q
- 31REYN1.3%$6MReynolds Consumer Products Ithis Q hold·20q
- 32JNJ1.3%$6MJohnson & Johnsonthis Q hold·28q
- 33HON1.3%$6MHoneywell International Incthis Q hold·7q
- 34DAL1.3%$6MDelta Air Lines Incthis Q hold·40q
- 35SPGI1.3%$6MS&p Global Incthis Q +73%·34q
- 36USB1.2%$6MUS Bancorpthis Q hold·40q
- 37NKE1.2%$6MNike Inc -cl Bthis Q hold·12q
- 38DIN1.2%$6MDine Brands Global Incthis Q hold·37q
- 39TGT1.2%$6MTarget Corpthis Q -43%·12q
- 40CTVA1.2%$6MCorteva Incthis Q -25%·27q
- 41APTV1.2%$5MAptiv Plcthis Q hold·6q
- 42HSIC1.2%$5MHenry Schein Incthis Q hold·12q
- 43ON1.2%$5MON Semiconductorthis Q hold·6q
- 44CFG1.2%$5MCitizens Financial Groupthis Q hold·40q
- 45BRK/B1.2%$5MBerkshire Hathaway Inc-cl Bthis Q hold·25q
- 46G491BT1081.2%$5MInvesco Ltdthis Q hold·40q
- 47WFC1.1%$5MWells Fargo & COthis Q hold·34q
- 48FITB1.1%$5MFifth Third Bancorpthis Q hold·40q
- 49BAH1.1%$5MBooz Allen Hamilton Holdingsthis Q New·—1q
- 50UPS1.1%$5MUnited Parcel Service-cl Bthis Q hold·40q
- 51MIDD1.1%$5MMiddleby Corpthis Q -22%·14q
- 52FTV1.1%$5MFortive Corpthis Q hold·17q
- 53FDX1.1%$5MFedex Corpthis Q -47%·40q
- 54DOV1.0%$5MDover Corpthis Q -23%·13q
- 55STZ1.0%$5MConstellation Brands Inc-athis Q hold·3q
- 56META1.0%$5MMeta Platforms Inc-class Athis Q +39%·25q
- 57SYY0.9%$4MSysco Corpthis Q -20%·6q
- 58TXN0.9%$4MTexas Instruments Incthis Q hold·36q
- 59LMT0.9%$4MLockheed Martin Corpthis Q hold·2q
- 60PEP0.9%$4MPepsico Incthis Q hold·14q
- 61KLIC0.9%$4MKulicke & Soffa Industriesthis Q -57%·34q
- 62SWK0.9%$4MStanley Black & Decker Incthis Q -29%·21q
- 63UBER0.8%$4MUber Technologies Incthis Q hold·3q
- 64AMZN0.8%$4MAmazon.com Incthis Q +44%·3q
- 65SOLS0.8%$4MSolstice Adv Materials Incthis Q hold·2q
- 66WCC0.8%$4MWesco International Incthis Q hold·40q
- 67CVS0.8%$4MCvs Health Corpthis Q hold·40q
- 68CSCO0.8%$4MCisco Systems Incthis Q -29%·40q
- 69V0.8%$4MVisa Inc-class A Sharesthis Q +96%·40q
- 70TMO0.7%$3MThermo Fisher Scientific Incthis Q hold·17q
- 71AAPL0.7%$3MApple Incthis Q hold·40q
- 72GM0.7%$3MGeneral Motors COthis Q hold·40q
- 73LUV0.7%$3MSouthwest Airlines COthis Q -34%·20q
- 74WAT0.7%$3MWaters Corpthis Q New·—1q
- 75LHX0.6%$3ML3harris Technologies Incthis Q -36%·21q
- 76RTX0.5%$2MRtx Corpthis Q -28%·24q
- 77GOOG0.5%$2MAlphabet Inc-cl Cthis Q hold·37q
- 78G391081080.4%$2MGates Industrial Corpratin Pthis Q hold·21q
- 79CENTA0.3%$1MCentral Garden And Pet Co-athis Q hold·35q
- 80EBAY0.3%$1MEbay Incthis Q -27%·40q
- 81PBH0.3%$1MPrestige Consumer Healthcarethis Q hold·37q
- 82H005011080.3%$1MAebi Schmidtthis Q hold·3q
- 83TNC0.2%$1MTennant COthis Q +31%·6q
- 84FA0.2%$1MFirst Advantage Corpthis Q +28%·11q
- 85BLBD0.2%$1MBlue Bird Corpthis Q hold·36q
- 86GS0.2%$1MGoldman Sachs Group Incthis Q -20%·32q
- 87G2717C1060.2%$1MCushman And Wakefield Ltdthis Q hold·2q
- 88MLR0.2%$979KMiller Industries Inc/tennthis Q hold·40q
- 89HOMB0.2%$956KHome Bancshares Incthis Q hold·32q
- 90PGNY0.2%$951KProgyny Incthis Q +56%·5q
- 91FHB0.2%$912KFirst Hawaiian Incthis Q hold·24q
- 92VSH0.2%$846KVishay Intertechnology Incthis Q -39%·32q
- 93PB0.2%$806KProsperity Bancshares Incthis Q hold·37q
- 94NOV0.2%$790KNov Incthis Q hold·4q
- 95AGCO0.2%$753KAgco Corpthis Q -28%·22q
- 96PLOW0.2%$738KDouglas Dynamics Incthis Q -42%·9q
- 97GLW0.1%$680KCorning Incthis Q -83%·40q
- 98BRC0.1%$609KBrady Corporation - CL Athis Q -29%·23q
- 99TKR0.1%$503KTimken COthis Q -40%·20q
All activity (2026Q1)
| Ticker | Issuer | Move | % Port. | Δ Shares | Value |
|---|---|---|---|---|---|
| AVTR | Avantor Inc | ADD | 2.1% | +48% | $9M |
| FIS | Fidelity National Info Serv | ADD | 1.8% | +43% | $8M |
| NDAQ | Nasdaq Inc | ADD | 1.8% | +24% | $8M |
| SLB | Slb Ltd | TRIM | 1.5% | -39% | $7M |
| KFY | Korn Ferry | ADD | 1.6% | +56% | $8M |
| TGT | Target Corp | TRIM | 1.2% | -43% | $6M |
| SSNC | Ss&c Technologies Holdings | ADD | 1.5% | +91% | $7M |
| FDX | Fedex Corp | TRIM | 1.1% | -47% | $5M |
| WTW | Willis Towers Watson Plc Ltd | ADD | 1.5% | +54% | $7M |
| MIDD | Middleby Corp | TRIM | 1.1% | -22% | $5M |
| EFX | Equifax Inc | ADD | 1.5% | +106% | $7M |
| JLL | Jones Lang Lasalle Inc | ADD | 1.4% | +20% | $6M |
| CBRE | Cbre Group Inc - A | ADD | 1.4% | +24% | $6M |
| UNH | Unitedhealth Group Inc | ADD | 1.4% | +53% | $6M |
| MSFT | Microsoft Corp | ADD | 1.4% | +67% | $6M |
| KLIC | Kulicke & Soffa Industries | TRIM | 0.9% | -57% | $4M |
| ADBE | Adobe Inc | ADD | 1.3% | +56% | $6M |
| SPGI | S&p Global Inc | ADD | 1.3% | +73% | $6M |
| CTVA | Corteva Inc | TRIM | 1.2% | -25% | $6M |
| DOV | Dover Corp | TRIM | 1.0% | -23% | $5M |
| SWK | Stanley Black & Decker Inc | TRIM | 0.9% | -29% | $4M |
| SYY | Sysco Corp | TRIM | 0.9% | -20% | $4M |
| BAH | Booz Allen Hamilton Holdings | NEW | 1.1% | +100% | $5M |
| LUV | Southwest Airlines CO | TRIM | 0.7% | -34% | $3M |
| CSCO | Cisco Systems Inc | TRIM | 0.8% | -29% | $4M |
| META | Meta Platforms Inc-class A | ADD | 1.0% | +39% | $5M |
| AMZN | Amazon.com Inc | ADD | 0.8% | +44% | $4M |
| V | Visa Inc-class A Shares | ADD | 0.8% | +96% | $4M |
| LHX | L3harris Technologies Inc | TRIM | 0.6% | -36% | $3M |
| DE | Deere & CO | EXIT | 0.7% | -100% | $0 |
| WAT | Waters Corp | NEW | 0.7% | +100% | $3M |
| RTX | Rtx Corp | TRIM | 0.5% | -28% | $2M |
| GLW | Corning Inc | TRIM | 0.1% | -83% | $680K |
| CMI | Cummins Inc | EXIT | 0.5% | -100% | $0 |
| EBAY | Ebay Inc | TRIM | 0.3% | -27% | $1M |
| IART | Integra Lifesciences Holding | EXIT | 0.3% | -100% | $0 |
| GS | Goldman Sachs Group Inc | TRIM | 0.2% | -20% | $1M |
| TNC | Tennant CO | ADD | 0.2% | +31% | $1M |
| FA | First Advantage Corp | ADD | 0.2% | +28% | $1M |
| VSH | Vishay Intertechnology Inc | TRIM | 0.2% | -39% | $846K |
| PGNY | Progyny Inc | ADD | 0.2% | +56% | $951K |
| PLOW | Douglas Dynamics Inc | TRIM | 0.2% | -42% | $738K |
| AGCO | Agco Corp | TRIM | 0.2% | -28% | $753K |
| BRC | Brady Corporation - CL A | TRIM | 0.1% | -29% | $609K |
| TKR | Timken CO | TRIM | 0.1% | -40% | $503K |
| GHM | Graham Corp | EXIT | 0.1% | -100% | $0 |
- ADDAVTR2.1%Avantor IncΔ +48%·$9M
- ADDFIS1.8%Fidelity National Info ServΔ +43%·$8M
- ADDNDAQ1.8%Nasdaq IncΔ +24%·$8M
- TRIMSLB1.5%Slb LtdΔ -39%·$7M
- ADDKFY1.6%Korn FerryΔ +56%·$8M
- TRIMTGT1.2%Target CorpΔ -43%·$6M
- ADDSSNC1.5%Ss&c Technologies HoldingsΔ +91%·$7M
- TRIMFDX1.1%Fedex CorpΔ -47%·$5M
- ADDWTW1.5%Willis Towers Watson Plc LtdΔ +54%·$7M
- TRIMMIDD1.1%Middleby CorpΔ -22%·$5M
- ADDEFX1.5%Equifax IncΔ +106%·$7M
- ADDJLL1.4%Jones Lang Lasalle IncΔ +20%·$6M
- ADDCBRE1.4%Cbre Group Inc - AΔ +24%·$6M
- ADDUNH1.4%Unitedhealth Group IncΔ +53%·$6M
- ADDMSFT1.4%Microsoft CorpΔ +67%·$6M
- TRIMKLIC0.9%Kulicke & Soffa IndustriesΔ -57%·$4M
- ADDADBE1.3%Adobe IncΔ +56%·$6M
- ADDSPGI1.3%S&p Global IncΔ +73%·$6M
- TRIMCTVA1.2%Corteva IncΔ -25%·$6M
- TRIMDOV1.0%Dover CorpΔ -23%·$5M
- TRIMSWK0.9%Stanley Black & Decker IncΔ -29%·$4M
- TRIMSYY0.9%Sysco CorpΔ -20%·$4M
- NEWBAH1.1%Booz Allen Hamilton HoldingsΔ +100%·$5M
- TRIMLUV0.7%Southwest Airlines COΔ -34%·$3M
- TRIMCSCO0.8%Cisco Systems IncΔ -29%·$4M
- ADDMETA1.0%Meta Platforms Inc-class AΔ +39%·$5M
- ADDAMZN0.8%Amazon.com IncΔ +44%·$4M
- ADDV0.8%Visa Inc-class A SharesΔ +96%·$4M
- TRIMLHX0.6%L3harris Technologies IncΔ -36%·$3M
- EXITDE0.7%Deere & COΔ -100%·$0
- NEWWAT0.7%Waters CorpΔ +100%·$3M
- TRIMRTX0.5%Rtx CorpΔ -28%·$2M
- TRIMGLW0.1%Corning IncΔ -83%·$680K
- EXITCMI0.5%Cummins IncΔ -100%·$0
- TRIMEBAY0.3%Ebay IncΔ -27%·$1M
- EXITIART0.3%Integra Lifesciences HoldingΔ -100%·$0
- TRIMGS0.2%Goldman Sachs Group IncΔ -20%·$1M
- ADDTNC0.2%Tennant COΔ +31%·$1M
- ADDFA0.2%First Advantage CorpΔ +28%·$1M
- TRIMVSH0.2%Vishay Intertechnology IncΔ -39%·$846K
- ADDPGNY0.2%Progyny IncΔ +56%·$951K
- TRIMPLOW0.2%Douglas Dynamics IncΔ -42%·$738K
- TRIMAGCO0.2%Agco CorpΔ -28%·$753K
- TRIMBRC0.1%Brady Corporation - CL AΔ -29%·$609K
- TRIMTKR0.1%Timken COΔ -40%·$503K
- EXITGHM0.1%Graham CorpΔ -100%·$0
Long US equity 13F-HR filings only — no shorts, no derivatives. SEC filings at EDGAR (CIK 0000947996). Not investment advice.