Sponsored

The Analysis of Olstein Capital Management, L.P.'s Holdings & P&L

Currently, Olstein Capital Management, L.P. holds 99 types of securities in its portfolio with a total value $458.1K. In the most recent quarter, they have increased their positions in BAH (+66.0K shares, valued at $5.2K), EFX (+19.0K shares, valued at $3.4K), SSNC (+50.0K shares, valued at $3.4K); decreased their positions in KLIC (-81.5K shares, valued at $5.4K), SLB (-85.0K shares, valued at $4.4K), TGT (-35.5K shares, valued at $4.3K); initiated new positions in BAH (+66.0K shares, valued at $5.2K), WAT (+10.0K shares, valued at $3.0K).

1M P&L

+4.6M+1.05%

3M P&L

-8.6M-1.89%

HY P&L

+23.5M+5.55%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Medical Instruments & Supplies24.2K

5.7%

2Scientific & Technical Instruments23.1K

5.5%

3Banks - Regional18.9K

4.5%

Top Industries by Stock Count

1Banks - Regional6 stocks

6.6%

2Specialty Industrial Machinery4 stocks

4.4%

3Software - Application3 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DIS DISNEY WALT CO104.0K shares-3.58%2026-03-312026-04-21

ST SENSATA TECHNOLOGIES HLDNG P278.2K shares-2.04%2026-03-312026-04-21

AVTR AVANTOR INC1.2M shares47.92%2026-03-312026-04-21

LKQ LKQ CORP314.7K shares-1.12%2026-03-312026-04-21

OMC OMNICOM GROUP INC118.0K shares7.27%2026-03-312026-04-21

IFF INTERNATIONAL FLAVORS&FRAGRANCE119.0K shares-6.30%2026-03-312026-04-21

VNT VONTIER CORPORATION238.7K shares-6.74%2026-03-312026-04-21

FIS FIDELITY NATL INFORMATION SV174.0K shares43.25%2026-03-312026-04-21

Sponsored

NDAQ NASDAQ INC96.0K shares24.19%2026-03-312026-04-21

ABM ABM INDS INC211.4K shares0.00%2026-03-312026-04-21

ZBH ZIMMER BIOMET HOLDINGS INC87.0K shares6.10%2026-03-312026-04-21

BAX BAXTER INTL INC464.0K shares11.27%2026-03-312026-04-21

KFY KORN FERRY120.0K shares55.95%2026-03-312026-04-21

SSNC SS&C TECHNOLOGIES HLDGS INC105.0K shares90.91%2026-03-312026-04-21

GENERAL DYNAMICS GENERAL DYNAMICS20.5K shares-6.82%2026-03-312026-04-21

DGX QUEST DIAGNOSTICS INC35.8K shares-10.50%2026-03-312026-04-21

Sponsored

SLB SCHLUMBERGER LTD135.0K shares-38.64%2026-03-312026-04-21

BDX BECTON DICKINSON & CO44.0K shares3.53%2026-03-312026-04-21

WTW WILLIS TOWERS WATSON PLC LTD23.4K shares53.95%2026-03-312026-04-21

EFX EQUIFAX INC37.0K shares105.56%2026-03-312026-04-21

RAL RALLIANT CORP160.0K shares11.89%2026-03-312026-04-21

MHK MOHAWK INDS INC65.8K shares-4.36%2026-03-312026-04-21

JLL JONES LANG LASALLE INC21.0K shares20.00%2026-03-312026-04-21

CBRE CBRE GROUP INC47.0K shares23.68%2026-03-312026-04-21

Sponsored

MEDTRONIC PLC MEDTRONIC PLC73.0K shares0.00%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC23.0K shares53.33%2026-03-312026-04-21

CB CHUBB LIMITED19.0K shares0.00%2026-03-312026-04-21

MSFT MICROSOFT CORP16.7K shares67.00%2026-03-312026-04-21

TRV TRAVELERS COMPANIES INC21.0K shares-12.50%2026-03-312026-04-21

ADBE ADOBE INC25.0K shares56.25%2026-03-312026-04-21

REYN REYNOLDS CONSUMER PRODS INC283.0K shares5.60%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON24.5K shares-15.52%2026-03-312026-04-21

Sponsored

HON HONEYWELL INTL INC26.0K shares0.00%2026-03-312026-04-21

DAL DELTA AIR LINES INC DEL88.0K shares-13.81%2026-03-312026-04-21

SPGI S&P GLOBAL INC13.5K shares73.08%2026-03-312026-04-21

USB US BANCORP DEL110.0K shares-10.57%2026-03-312026-04-21

NKE NIKE INC107.0K shares2.88%2026-03-312026-04-21

DIN DINE BRANDS GLOBAL INC215.0K shares-6.11%2026-03-312026-04-21

TGT TARGET CORP46.5K shares-43.35%2026-03-312026-04-21

CTVA CORTEVA INC66.0K shares-25.00%2026-03-312026-04-21

Sponsored

APTIV PLC APTIV PLC79.0K shares-7.60%2026-03-312026-04-21

HSIC HENRY SCHEIN INC74.0K shares-16.85%2026-03-312026-04-21

ON ON SEMICONDUCTOR CORP86.0K shares-16.50%2026-03-312026-04-21

CFG CITIZENS FINL GROUP INC88.2K shares-16.00%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL11.0K shares0.00%2026-03-312026-04-21

IVZ INVESCO LTD217.0K shares-6.87%2026-03-312026-04-21

WFC WELLS FARGO CO NEW66.0K shares-1.49%2026-03-312026-04-21

FITB FIFTH THIRD BANCORP113.0K shares-16.91%2026-03-312026-04-21

Sponsored

BAH BOOZ ALLEN HAMILTON HLDG CORP66.0K sharesnew addition2026-03-312026-04-21

UPS UNITED PARCEL SERVICE INC52.0K shares-18.75%2026-03-312026-04-21

MIDD MIDDLEBY CORP37.5K shares-21.88%2026-03-312026-04-21

FTV FORTIVE CORP88.0K shares-12.00%2026-03-312026-04-21

FDX FEDEX CORP13.5K shares-47.06%2026-03-312026-04-21

DOV DOVER CORP23.0K shares-22.54%2026-03-312026-04-21

STZ CONSTELLATION BRANDS INC30.5K shares-15.28%2026-03-312026-04-21

META META PLATFORMS INC7.9K shares38.60%2026-03-312026-04-21

Sponsored

SYY SYSCO CORP60.0K shares-20.00%2026-03-312026-04-21

TXN TEXAS INSTRS INC22.0K shares-18.52%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP6.8K shares-17.68%2026-03-312026-04-21

PEP PEPSICO INC26.0K shares-7.14%2026-03-312026-04-21

KLIC KULICKE & SOFFA INDS INC61.0K shares-57.18%2026-03-312026-04-21

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC55.0K shares-28.57%2026-03-312026-04-21

UBER UBER TECHNOLOGIES INC53.0K shares15.22%2026-03-312026-04-21

AMZN AMAZON COM INC18.0K shares44.00%2026-03-312026-04-21

Sponsored

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC49.0K shares-15.08%2026-03-312026-04-21

WCC WESCO INTL INC13.2K shares-15.16%2026-03-312026-04-21

CVS CVS HEALTH CORP50.0K shares-10.71%2026-03-312026-04-21

CSCO CISCO SYS INC46.0K shares-29.23%2026-03-312026-04-21

V VISA INC11.8K shares95.83%2026-03-312026-04-21

TMO THERMO FISHER SCIENTIFIC INC6.8K shares5.47%2026-03-312026-04-21

AAPL APPLE INC13.0K shares0.00%2026-03-312026-04-21

GM GENERAL MTRS CO44.0K shares-8.33%2026-03-312026-04-21

Sponsored

LUV SOUTHWEST AIRLS CO84.0K shares-33.86%2026-03-312026-04-21

WAT WATERS CORP10.0K sharesnew addition2026-03-312026-04-21

LHX L3HARRIS TECHNOLOGIES INC8.1K shares-35.71%2026-03-312026-04-21

RTX RTX CORP11.5K shares-28.13%2026-03-312026-04-21

ALPHABET INC ALPHABET INC7.5K shares0.00%2026-03-312026-04-21

GTES GATES INDUSTRIAL CORPRATIN P74.5K shares-11.31%2026-03-312026-04-21

CENTA CENTRAL GARDEN & PET CO45.0K shares-14.29%2026-03-312026-04-21

EBAY EBAY INC16.0K shares-27.27%2026-03-312026-04-21

Sponsored

PBH PRESTIGE CONSMR HEALTHCARE21.0K shares0.00%2026-03-312026-04-21

AEBI AEBI SCHMIDT127.0K shares-13.68%2026-03-312026-04-21

TNC TENNANT CO17.0K shares30.77%2026-03-312026-04-21

FA FIRST ADVANTAGE95.0K shares28.38%2026-03-312026-04-21

BLBD BLUE BIRD CORP19.5K shares-15.10%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC1.2K shares-20.00%2026-03-312026-04-21

CUSHMAN AND WAKEFIELD LTD CUSHMAN AND WAKEFIELD LTD82.0K shares-7.34%2026-03-312026-04-21

MLR MILLER INDS INC TENN21.5K shares0.00%2026-03-312026-04-21

Sponsored

HOMB HOME BANCSHARES INC35.5K shares-4.05%2026-03-312026-04-21

PGNY PROGYNY INC56.0K shares55.56%2026-03-312026-04-21

FHB FIRST HAWAIIAN INC37.0K shares-7.50%2026-03-312026-04-21

VSH VISHAY INTERTECHNOLOGY INC47.0K shares-38.96%2026-03-312026-04-21

PB PROSPERITY BANCSHARES INC12.0K shares0.00%2026-03-312026-04-21

NOV NOV INC42.0K shares-10.64%2026-03-312026-04-21

AGCO AGCO CORP6.5K shares-27.78%2026-03-312026-04-21

PLOW DOUGLAS DYNAMIC INC17.5K shares-41.52%2026-03-312026-04-21

Sponsored

GLW CORNING INC5.0K shares-83.33%2026-03-312026-04-21

BRC BRADY CORP7.5K shares-28.57%2026-03-312026-04-21

TKR TIMKEN CO5.0K shares-39.76%2026-03-312026-04-21

DIS

DISNEY WALT CO

-3.58%

Shares104.0K

Event2026-03-31

Filed2026-04-21

SENSATA TECHNOLOGIES HLDNG P

-2.04%

Shares278.2K

Event2026-03-31

Filed2026-04-21

AVTR

AVANTOR INC

47.92%

Shares1.2M

Event2026-03-31

Filed2026-04-21

LKQ

LKQ CORP

-1.12%

Shares314.7K

Event2026-03-31

Filed2026-04-21

OMC

OMNICOM GROUP INC

7.27%

Shares118.0K

Event2026-03-31

Filed2026-04-21

IFF

INTERNATIONAL FLAVORS&FRAGRANCE

-6.30%

Shares119.0K

Event2026-03-31

Filed2026-04-21

VNT

VONTIER CORPORATION

-6.74%

Shares238.7K

Event2026-03-31

Filed2026-04-21

FIS

FIDELITY NATL INFORMATION SV

43.25%

Shares174.0K

Event2026-03-31

Filed2026-04-21

NDAQ

NASDAQ INC

24.19%

Shares96.0K

Event2026-03-31

Filed2026-04-21

ABM

ABM INDS INC

0.00%

Shares211.4K

Event2026-03-31

Filed2026-04-21

ZBH

ZIMMER BIOMET HOLDINGS INC

6.10%

Shares87.0K

Event2026-03-31

Filed2026-04-21

BAX

BAXTER INTL INC

11.27%

Shares464.0K

Event2026-03-31

Filed2026-04-21

KFY

KORN FERRY

55.95%

Shares120.0K

Event2026-03-31

Filed2026-04-21

SSNC

SS&C TECHNOLOGIES HLDGS INC

90.91%

Shares105.0K

Event2026-03-31

Filed2026-04-21

GENERAL DYNAMICS

-6.82%

Shares20.5K

Event2026-03-31

Filed2026-04-21

DGX

QUEST DIAGNOSTICS INC

-10.50%

Shares35.8K

Event2026-03-31

Filed2026-04-21

SLB

SCHLUMBERGER LTD

-38.64%

Shares135.0K

Event2026-03-31

Filed2026-04-21

BDX

BECTON DICKINSON & CO

3.53%

Shares44.0K

Event2026-03-31

Filed2026-04-21

WTW

WILLIS TOWERS WATSON PLC LTD

53.95%

Shares23.4K

Event2026-03-31

Filed2026-04-21

EFX

EQUIFAX INC

105.56%

Shares37.0K

Event2026-03-31

Filed2026-04-21

RAL

RALLIANT CORP

11.89%

Shares160.0K

Event2026-03-31

Filed2026-04-21

MHK

MOHAWK INDS INC

-4.36%

Shares65.8K

Event2026-03-31

Filed2026-04-21

JLL

JONES LANG LASALLE INC

20.00%

Shares21.0K

Event2026-03-31

Filed2026-04-21

CBRE

CBRE GROUP INC

23.68%

Shares47.0K

Event2026-03-31

Filed2026-04-21

MEDTRONIC PLC

0.00%

Shares73.0K

Event2026-03-31

Filed2026-04-21

UNH

UNITEDHEALTH GROUP INC

53.33%

Shares23.0K

Event2026-03-31

Filed2026-04-21

CHUBB LIMITED

0.00%

Shares19.0K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

67.00%

Shares16.7K

Event2026-03-31

Filed2026-04-21

TRV

TRAVELERS COMPANIES INC

-12.50%

Shares21.0K

Event2026-03-31

Filed2026-04-21

ADBE

ADOBE INC

56.25%

Shares25.0K

Event2026-03-31

Filed2026-04-21

REYN

REYNOLDS CONSUMER PRODS INC

5.60%

Shares283.0K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

-15.52%

Shares24.5K

Event2026-03-31

Filed2026-04-21

HON

HONEYWELL INTL INC

0.00%

Shares26.0K

Event2026-03-31

Filed2026-04-21

DAL

DELTA AIR LINES INC DEL

-13.81%

Shares88.0K

Event2026-03-31

Filed2026-04-21

SPGI

S&P GLOBAL INC

73.08%

Shares13.5K

Event2026-03-31

Filed2026-04-21

USB

US BANCORP DEL

-10.57%

Shares110.0K

Event2026-03-31

Filed2026-04-21

NKE

NIKE INC

2.88%

Shares107.0K

Event2026-03-31

Filed2026-04-21

DIN

DINE BRANDS GLOBAL INC

-6.11%

Shares215.0K

Event2026-03-31

Filed2026-04-21

TGT

TARGET CORP

-43.35%

Shares46.5K

Event2026-03-31

Filed2026-04-21

CTVA

CORTEVA INC

-25.00%

Shares66.0K

Event2026-03-31

Filed2026-04-21

APTIV PLC

-7.60%

Shares79.0K

Event2026-03-31

Filed2026-04-21

HSIC

HENRY SCHEIN INC

-16.85%

Shares74.0K

Event2026-03-31

Filed2026-04-21

ON SEMICONDUCTOR CORP

-16.50%

Shares86.0K

Event2026-03-31

Filed2026-04-21

CFG

CITIZENS FINL GROUP INC

-16.00%

Shares88.2K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares11.0K

Event2026-03-31

Filed2026-04-21

IVZ

INVESCO LTD

-6.87%

Shares217.0K

Event2026-03-31

Filed2026-04-21

WFC

WELLS FARGO CO NEW

-1.49%

Shares66.0K

Event2026-03-31

Filed2026-04-21

FITB

FIFTH THIRD BANCORP

-16.91%

Shares113.0K

Event2026-03-31

Filed2026-04-21

BAH

BOOZ ALLEN HAMILTON HLDG CORP

New

Shares66.0K

Event2026-03-31

Filed2026-04-21

UPS

UNITED PARCEL SERVICE INC

-18.75%

Shares52.0K

Event2026-03-31

Filed2026-04-21

MIDD

MIDDLEBY CORP

-21.88%

Shares37.5K

Event2026-03-31

Filed2026-04-21

FTV

FORTIVE CORP

-12.00%

Shares88.0K

Event2026-03-31

Filed2026-04-21

FDX

FEDEX CORP

-47.06%

Shares13.5K

Event2026-03-31

Filed2026-04-21

DOV

DOVER CORP

-22.54%

Shares23.0K

Event2026-03-31

Filed2026-04-21

STZ

CONSTELLATION BRANDS INC

-15.28%

Shares30.5K

Event2026-03-31

Filed2026-04-21