StockDriftsStockDriftsTop 50 Olstein Capital Management, L.P. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DIS | DISNEY WALT CO | 2.19% | 104.0K | $10.0M | -3.58%(-3.86K) | $106.19(-1.22%) | 2026-03-31 | |
| ST | SENSATA TECHNOLOGIES HLDNG P | 2.14% | 278.2K | $9.8M | -2.04%(-5.80K) | $42.07(+14.55%) | 2026-03-31 | |
| AVTR | AVANTOR INC | 2.07% | 1.21M | $9.5M | +47.92%(+392.00K) | $15.65(-49.72%) | 2026-03-31 | |
| LKQ | LKQ CORP | 2.02% | 314.7K | $9.2M | -1.12%(-3.57K) | $41.32(-36.18%) | 2026-03-31 | |
| OMC | OMNICOM GROUP INC | 1.94% | 118.0K | $8.9M | +7.27%(+8.00K) | $76.49(-2.94%) | 2026-03-31 | |
| IFF | INTERNATIONAL FLAVORS&FRAGRANCE | 1.88% | 119.0K | $8.6M | -6.30%(-8.00K) | $88.07(-12.02%) | 2026-03-31 | |
| VNT | VONTIER CORPORATION | 1.85% | 238.7K | $8.5M | -6.74%(-17.26K) | $36.45(-20.39%) | 2026-03-31 | |
| FIS | FIDELITY NATL INFORMATION SV | 1.78% | 174.0K | $8.2M | +43.25%(+52.53K) | $73.01(-41.65%) | 2026-03-31 | |
| NDAQ | NASDAQ INC | 1.78% | 96.0K | $8.1M | +24.19%(+18.70K) | $73.99(+21.91%) | 2026-03-31 | |
| ABM | ABM INDS INC | 1.78% | 211.4K | $8.1M | +0.00%(+0) | $43.96(-11.81%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | -1.69% | -4.99% | -3.89% | -17.99% |
| Top 20 Holdings Unweighted | -1.06% | -3.15% | -3.71% | -17.22% |
Olstein Capital Management, L.P. reports $458.07M in US-listed equity holdings across 99 positions in its most recent 13F filing. Its largest disclosed positions are DIS (2.2%), ST (2.1%) and AVTR (2.1%). The top 20 holdings account for 35.07% of reported assets. Its disclosed equity book has returned -4.99% on a three-year cumulative basis. Figures reflect the Q1 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Olstein Capital Management, L.P.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 947996). View Olstein Capital Management, L.P.’s 13F filings on SEC