As of Q1 2026, this manager reported 99 long-equity positions worth $458.07M in aggregate.
As of Q1 2026, Robert Olstein's Olstein Capital Management held 99 long-equity positions with a reported value of $458.07M.
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This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| EFX | EQUIFAX INC | Add +105.6% | 1.45% | 37,000 | $6.66M | $180.08 | $166.02 - $228.67(22%)$214.03 -> $180.07 |
| V | VISA INC | Add +95.8% | 0.78% | 11,750 | $3.55M | $302.21 | $294.32 - $358.62(12%)$346.48 -> $302.24 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | Add +90.9% | 1.55% | 105,000 | $7.1M | $67.57 | $65.05 - $89.36(10%)$85.75 -> $67.57 |
| GLW | CORNING INC | Reduce -83.3% | 0.15% | 5,000 | $680K | $136.00 | $83.95 - $162.10(67%)$90.67 -> $135.97 |
| SPGI | S&P GLOBAL INC | Add +73.1% | 1.25% | 13,500 | $5.74M | $425.33 | $381.61 - $552.25(26%)$512.66 -> $425.34 |
| MSFT | MICROSOFT CORP | Add +67.0% | 1.35% | 16,700 | $6.18M | $370.18 | $356.28 - $489.70(10%)$472.94 -> $370.17 |
| KLIC | KULICKE & SOFFA INDS INC | Reduce -57.2% | 0.88% | 61,000 | $4.01M | $65.72 | $46.63 - $77.50(62%)$48.35 -> $65.72 |
| ADBE | ADOBE INC | Add +56.3% | 1.33% | 25,000 | $6.08M | $243.08 | $233.16 - $351.12(8%)$333.30 -> $243.08 |
| KFY | KORN FERRY | Add +56.0% | 1.65% | 120,000 | $7.55M | $62.95 | $58.95 - $70.47(35%)$66.39 -> $62.95 |
| PGNY | PROGYNY INC | Add +55.6% | 0.21% | 56,000 | $951K | $16.98 | $16.60 - $28.75(3%)$25.74 -> $16.98 |
| WTW | WILLIS TOWERS WATSON PLC LTD | Add +54.0% | 1.48% | 23,400 | $6.8M | $290.68 | $275.60 - $344.99(22%)$326.27 -> $290.70 |
| UNH | UNITEDHEALTH GROUP INC | Add +53.3% | 1.36% | 23,000 | $6.22M | $270.61 | $255.97 - $357.87(14%)$336.40 -> $270.59 |
| AVTR | AVANTOR INC | Add +47.9% | 2.07% | 1,210,000 | $9.49M | $7.84 | $7.26 - $12.90(10%)$11.46 -> $7.84 |
| FDX | FEDEX CORP | Reduce -47.1% | 1.05% | 13,500 | $4.81M | $356.15 | $231.87 - $316.57(100%)$236.20 -> $287.01 |
| AMZN | AMAZON COM INC | Add +44.0% | 0.82% | 18,000 | $3.75M | $208.28 | $196.00 - $248.94(23%)$226.50 -> $208.27 |
| TGT | TARGET CORP | Reduce -43.4% | 1.23% | 46,452 | $5.63M | $121.20 | $97.07 - $126.00(83%)$100.51 -> $121.20 |
| FIS | FIDELITY NATL INFORMATION SV | Add +43.3% | 1.78% | 174,000 | $8.16M | $46.91 | $46.13 - $68.37(3%)$65.62 -> $46.91 |
| PLOW | DOUGLAS DYNAMIC INC | Reduce -41.5% | 0.16% | 17,543 | $738K | $42.07 | $32.30 - $47.16(66%)$32.99 -> $42.09 |
| TKR | TIMKEN CO | Reduce -39.8% | 0.11% | 5,000 | $503K | $100.60 | $84.20 - $111.39(60%)$86.29 -> $100.57 |
| VSH | VISHAY INTERTECHNOLOGY INC | Reduce -39.0% | 0.18% | 47,000 | $846K | $18.00 | $14.68 - $22.00(45%)$15.29 -> $18.00 |
| SLB | SCHLUMBERGER LTD | Reduce -38.6% | 1.51% | 135,000 | $6.94M | $51.39 | $38.07 - $54.80(80%)$40.20 -> $51.39 |
| META | META PLATFORMS INC | Add +38.6% | 0.99% | 7,900 | $4.52M | $572.15 | $520.26 - $744.00(23%)$650.41 -> $572.13 |
| LHX | L3HARRIS TECHNOLOGIES INC | Reduce -35.7% | 0.61% | 8,100 | $2.8M | $345.19 | $291.01 - $379.23(61%)$304.48 -> $345.15 |
| LUV | SOUTHWEST AIRLS CO | Reduce -33.9% | 0.69% | 84,000 | $3.16M | $37.57 | $36.11 - $55.11(8%)$41.30 -> $37.57 |
| TNC | TENNANT CO | Add +30.8% | 0.25% | 17,000 | $1.13M | $66.41 | $60.18 - $85.91(24%)$73.96 -> $66.40 |
| CSCO | CISCO SYS INC | Reduce -29.2% | 0.78% | 46,000 | $3.57M | $77.59 | $72.80 - $88.19(31%)$76.04 -> $77.59 |
| SWK | STANLEY BLACK & DECKER INC | Reduce -28.6% | 0.85% | 55,000 | $3.91M | $71.05 | $66.54 - $93.37(17%)$76.47 -> $71.06 |
| BRC | BRADY CORP | Reduce -28.6% | 0.13% | 7,500 | $609K | $81.20 | $77.74 - $99.29(16%)$78.65 -> $81.24 |
| FA | FIRST ADVANTAGE | Add +28.4% | 0.24% | 95,000 | $1.12M | $11.76 | $8.82 - $16.21(40%)$14.25 -> $11.76 |
| RTX | RTX CORP | Reduce -28.1% | 0.48% | 11,500 | $2.22M | $192.87 | $182.17 - $214.50(33%)$187.25 -> $192.90 |
| AGCO | AGCO CORP | Reduce -27.8% | 0.16% | 6,500 | $753K | $115.85 | $103.84 - $143.78(30%)$105.84 -> $115.87 |
| EBAY | EBAY INC | Reduce -27.3% | 0.32% | 16,000 | $1.46M | $91.00 | $78.03 - $97.97(65%)$87.06 -> $91.02 |
| CTVA | CORTEVA INC | Reduce -25.0% | 1.21% | 66,000 | $5.53M | $83.71 | $66.33 - $84.00(98%)$67.76 -> $83.71 |
| NDAQ | NASDAQ INC | Add +24.2% | 1.78% | 96,000 | $8.15M | $84.89 | $77.09 - $101.79(32%)$96.66 -> $84.89 |
| CBRE | CBRE GROUP INC | Add +23.7% | 1.39% | 47,000 | $6.37M | $135.47 | $125.78 - $174.27(20%)$160.19 -> $135.46 |
| DOV | DOVER CORP | Reduce -22.5% | 1.05% | 23,000 | $4.79M | $208.43 | $193.89 - $237.54(33%)$195.75 -> $208.45 |
| MIDD | MIDDLEBY CORP | Reduce -21.9% | 1.09% | 37,500 | $4.97M | $132.59 | $126.35 - $169.44(14%)$150.77 -> $132.58 |
| JLL | JONES LANG LASALLE INC | Add +20.0% | 1.40% | 21,000 | $6.39M | $304.33 | $259.83 - $363.06(43%)$335.84 -> $304.32 |
| SYY | SYSCO CORP | Reduce -20.0% | 0.93% | 60,000 | $4.28M | $71.33 | $68.19 - $91.85(13%)$72.62 -> $71.33 |
| GS | GOLDMAN SACHS GROUP INC | Reduce -20.0% | 0.22% | 1,200 | $1.02M | $845.83 | $780.50 - $984.70(32%)$914.34 -> $845.99 |
| UPS | UNITED PARCEL SERVICE INC | Reduce -18.8% | 1.12% | 52,000 | $5.12M | $98.38 | $94.06 - $122.41(15%)$101.02 -> $98.38 |
| BDX | BECTON DICKINSON & CO | Reduce -18.6%1.272:1 split | 1.51% | 44,000 | $6.92M | $157.23 | $151.32 - $187.35(16%)$153.25 -> $157.23 |
| TXN | TEXAS INSTRS INC | Reduce -18.5% | 0.93% | 22,000 | $4.27M | $194.14 | $174.91 - $231.32(34%)$177.52 -> $194.14 |
| LMT | LOCKHEED MARTIN CORP | Reduce -17.7% | 0.89% | 6,750 | $4.08M | $604.44 | $476.54 - $692.00(59%)$497.07 -> $604.39 |
| FITB | FIFTH THIRD BANCORP | Reduce -16.9% | 1.15% | 113,000 | $5.25M | $46.46 | $42.94 - $55.44(28%)$47.71 -> $46.46 |
| HSIC | HENRY SCHEIN INC | Reduce -16.9% | 1.19% | 74,000 | $5.45M | $73.70 | $71.24 - $89.29(14%)$76.82 -> $73.70 |
| ON | ON SEMICONDUCTOR CORP | Reduce -16.5% | 1.16% | 86,000 | $5.33M | $61.92 | $54.99 - $73.76(37%)$56.70 -> $61.92 |
| CFG | CITIZENS FINL GROUP INC | Reduce -16.0% | 1.15% | 88,200 | $5.29M | $59.97 | $55.49 - $68.79(34%)$59.39 -> $59.97 |
| JNJ | JOHNSON & JOHNSON | Reduce -15.5% | 1.31% | 24,500 | $5.99M | $244.45 | $200.91 - $251.71(86%)$207.35 -> $244.44 |
| STZ | CONSTELLATION BRANDS INC | Reduce -15.3% | 1.00% | 30,500 | $4.58M | $150.00 | $136.91 - $167.63(43%)$141.17 -> $150.00 |
| UBER | UBER TECHNOLOGIES INC | Add +15.2% | 0.83% | 53,000 | $3.81M | $71.92 | $68.46 - $88.24(18%)$82.86 -> $71.93 |
| WCC | WESCO INTL INC | Reduce -15.2% | 0.79% | 13,150 | $3.6M | $273.61 | $244.08 - $319.68(39%)$252.12 -> $273.62 |
| BLBD | BLUE BIRD CORP | Reduce -15.1% | 0.24% | 19,526 | $1.11M | $56.80 | $46.43 - $62.90(63%)$46.76 -> $56.79 |
| SOLS | SOLSTICE ADVANCED MATLS INC | Reduce -15.1% | 0.81% | 49,000 | $3.73M | $76.16 | $48.23 - $84.44(77%)$49.28 -> $76.16 |
| CENTA | CENTRAL GARDEN & PET CO | Reduce -14.3% | 0.32% | 45,000 | $1.46M | $32.42 | $28.43 - $35.50(56%)$28.96 -> $32.42 |
| DAL | DELTA AIR LINES INC DEL | Reduce -13.8% | 1.28% | 88,000 | $5.85M | $66.48 | $55.28 - $76.39(53%)$69.06 -> $66.48 |
| AEBI | AEBI SCHMIDT | Reduce -13.7% | 0.27% | 127,000 | $1.23M | $9.71 | $8.91 - $15.96(11%)$12.59 -> $9.71 |
| TRV | TRAVELERS COMPANIES INC | Reduce -12.5% | 1.34% | 21,000 | $6.13M | $291.67 | $268.00 - $313.12(52%)$285.19 -> $291.68 |
| FTV | FORTIVE CORP | Reduce -12.0% | 1.06% | 88,000 | $4.87M | $55.28 | $52.43 - $62.42(29%)$55.39 -> $55.28 |
| RAL | RALLIANT CORP | Add +11.9% | 1.45% | 160,000 | $6.65M | $41.59 | $37.27 - $57.02(22%)$51.22 -> $41.59 |
| GTES | GATES INDUSTRIAL CORPRATIN P | Reduce -11.3% | 0.37% | 74,500 | $1.68M | $22.60 | $20.88 - $28.47(23%)$22.06 -> $22.61 |
| BAX | BAXTER INTL INC | Add +11.3% | 1.70% | 464,000 | $7.8M | $16.80 | $15.73 - $22.41(16%)$19.50 -> $16.80 |
| CVS | CVS HEALTH CORP | Reduce -10.7% | 0.78% | 50,000 | $3.59M | $71.82 | $69.51 - $84.00(16%)$80.13 -> $71.82 |
| NOV | NOV INC | Reduce -10.6% | 0.17% | 42,000 | $790K | $18.81 | $15.60 - $20.86(61%)$16.41 -> $18.81 |
| USB | US BANCORP DEL | Reduce -10.6% | 1.25% | 110,000 | $5.72M | $52.01 | $50.32 - $61.19(16%)$53.93 -> $52.01 |
| DGX | QUEST DIAGNOSTICS INC | Reduce -10.5% | 1.53% | 35,800 | $7.02M | $195.98 | $171.18 - $213.50(59%)$173.79 -> $195.98 |
| GM | GENERAL MTRS CO | Reduce -8.3% | 0.72% | 44,000 | $3.28M | $74.50 | $71.92 - $87.62(16%)$80.98 -> $74.50 |
| APTV | APTIV PLC | Reduce -7.6% | 1.20% | 79,000 | $5.49M | $69.44 | $65.63 - $88.93(16%)$78.44 -> $69.44 |
| FHB | FIRST HAWAIIAN INC | Reduce -7.5% | 0.20% | 37,000 | $912K | $24.65 | $23.26 - $28.35(27%)$25.67 -> $24.64 |
| CWK | CUSHMAN AND WAKEFIELD LTD | Reduce -7.3% | 0.22% | 82,000 | $1.01M | $12.26 | $11.57 - $17.40(12%)$15.84 -> $12.26 |
| OMC | OMNICOM GROUP INC | Add +7.3% | 1.94% | 118,000 | $8.89M | $75.31 | $66.33 - $87.17(43%)$81.32 -> $75.31 |
| PEP | PEPSICO INC | Reduce -7.1% | 0.88% | 26,000 | $4.04M | $155.31 | $136.01 - $171.48(54%)$142.23 -> $155.29 |
| IVZ | INVESCO LTD | Reduce -6.9% | 1.15% | 217,000 | $5.27M | $24.29 | $22.41 - $29.61(26%)$26.94 -> $24.29 |
| GD | GENERAL DYNAMICS | Reduce -6.8% | 1.54% | 20,500 | $7.04M | $343.22 | $334.28 - $369.70(25%)$343.40 -> $343.22 |
| VNT | VONTIER CORPORATION | Reduce -6.7% | 1.85% | 238,739 | $8.47M | $35.47 | $34.03 - $48.20(10%)$37.80 -> $35.47 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANCE | Reduce -6.3% | 1.88% | 119,000 | $8.63M | $72.55 | $65.49 - $84.45(37%)$68.03 -> $72.55 |
| DIN | DINE BRANDS GLOBAL INC | Reduce -6.1% | 1.23% | 215,000 | $5.64M | $26.24 | $24.85 - $39.68(9%)$33.22 -> $26.24 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | Add +6.1% | 1.72% | 87,000 | $7.87M | $90.43 | $84.59 - $101.49(35%)$90.02 -> $90.42 |
| REYN | REYNOLDS CONSUMER PRODS INC | Add +5.6% | 1.31% | 283,000 | $5.99M | $21.18 | $20.70 - $25.36(10%)$23.06 -> $21.18 |
| TMO | THERMO FISHER SCIENTIFIC INC | Add +5.5% | 0.72% | 6,750 | $3.32M | $491.56 | $458.34 - $643.99(18%)$592.51 -> $491.53 |
| MHK | MOHAWK INDS INC | Reduce -4.4% | 1.41% | 65,750 | $6.47M | $98.46 | $94.97 - $139.11(8%)$109.51 -> $98.46 |
| HOMB | HOME BANCSHARES INC | Reduce -4.0% | 0.21% | 35,500 | $956K | $26.93 | $25.68 - $30.83(24%)$27.91 -> $26.93 |
| DIS | DISNEY WALT CO | Reduce -3.6% | 2.19% | 104,000 | $10.02M | $96.38 | $92.19 - $116.03(18%)$111.85 -> $96.38 |
| NKE | NIKE INC | Add +2.9% | 1.23% | 107,000 | $5.65M | $52.82 | $50.95 - $68.49(11%)$63.28 -> $52.82 |
| ST | SENSATA TECHNOLOGIES HLDNG P | Reduce -2.0% | 2.14% | 278,200 | $9.8M | $35.22 | $31.07 - $39.09(52%)$34.89 -> $35.22 |
| WFC | WELLS FARGO CO NEW | Reduce -1.5% | 1.15% | 66,000 | $5.25M | $79.61 | $74.03 - $97.76(23%)$95.20 -> $79.61 |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP | New | 1.12% | 66,000 | $5.15M | $78.03 | $73.93 - $109.10(12%)$84.89 -> $78.03 |
| LKQ | LKQ CORP | Reduce -1.1% | 2.02% | 314,700 | $9.24M | $29.37 | $27.64 - $37.13(18%)$30.03 -> $29.37 |
| WAT | WATERS CORP | New | 0.65% | 10,000 | $2.98M | $297.80 | $282.77 - $408.67(12%)$381.96 -> $297.80 |
| CMI | CUMMINS INC | Sold | — | 0 | $0 | — | - |
| DE | DEERE & CO | Sold | — | 0 | $0 | — | - |
| GHM | GRAHAM CORP | Sold | — | 0 | $0 | — | - |
| IART | INTEGRA LIFESCIENCES HLDGS | Sold | — | 0 | $0 | — | - |