13F

Investor

Olstein Capital Management, L.P.

CIK 0000947996 · filed 2026-04-21 · SEC filing

13F book

$458.1K

Positions

99

2 new · 4 sold

Largest name

2.2%

Disney Walt Co

Est. mark

−$18.4K

Price effect on 97 names still held. Flow −$11.1K.
NameTickerSharesValueWeightEst. markChange
Disney Walt Co104K$10K2.2%−$1.81KCut−$2.25K
Sensata Technologies Hldg Pl278.2K$9.8K2.1%$537Cut$344
Avantor, Inc.AVTR1.21M$9.49K2.1%−$2.96KAdded$112
Lkq CorpLKQ314.7K$9.24K2.0%−$261Cut−$369
Omnicom Group Inc.OMC118K$8.89K1.9%−$599Added$4
International Flavors&Fragra119K$8.63K1.9%$613Cut$74
Vontier CorpVNT238.7K$8.47K1.8%−$408Cut−$1.05K
Fidelity Natl Information Sv174K$8.16K1.8%−$2.38KAdded$89
Nasdaq, Inc.NDAQ96K$8.15K1.8%−$946Added$641
Abm Inds Inc211.4K$8.14K1.8%−$799Held
Zimmer Biomet Holdings, Inc.ZBH87K$7.87K1.7%$42Added$494
Baxter Intl Inc464K$7.79K1.7%−$964Added−$174
Korn FerryKFY120K$7.55K1.6%−$236Added$2.47K
Ss&C Technologies Hldgs Inc105K$7.09K1.5%−$1.09KAdded$2.29K
General Dynamics CorpGD20.5K$7.04K1.5%$134Cut−$371
Quest Diagnostics IncDGX35.8K$7.02K1.5%$804Cut$75
Slb Limited/NvSLB135K$6.94K1.5%$1.76KCut−$1.51K
Becton Dickinson & CoBDX44K$6.92K1.5%−$1.57KAdded−$1.33K
Willis Towers Watson PlcWTW23.4K$6.8K1.5%−$577Added$1.81K
Equifax IncEFX37K$6.66K1.5%−$665Added$2.76K
Ralliant CorpRAL160K$6.65K1.5%−$1.33KAdded−$626
Mohawk Inds Inc65.8K$6.47K1.4%−$712Cut−$1.04K
Jones Lang Lasalle IncJLL21K$6.39K1.4%−$562Added$503
Cbre Group, Inc.CBRE47K$6.37K1.4%−$962Added$257
Medtronic PlcMDT73K$6.33K1.4%−$687Held
Unitedhealth Group IncUNH23K$6.22K1.4%−$893Added$1.27K
Chubb Limited19K$6.19K1.4%$263Held
Microsoft CorpMSFT16.7K$6.18K1.4%−$1.13KAdded$1.35K
Travelers Companies, Inc.TRV21K$6.13K1.3%$34Cut−$836
Adobe Inc.ADBE25K$6.08K1.3%−$1.71KAdded$477
Reynolds Consumer Prods Inc283K$5.99K1.3%−$467Added−$149
Johnson & JohnsonJNJ24.5K$5.99K1.3%$918Cut−$13
Honeywell Intl Inc26K$5.88K1.3%$805Held
Delta Air Lines Inc DelDAL88K$5.85K1.3%−$257Cut−$1.24K
S&P Global Inc.SPGI13.5K$5.74K1.3%−$758Added$1.67K
Us Bancorp Del110K$5.72K1.2%−$148Cut−$842
NIKE, Inc.NKE107K$5.65K1.2%−$1.13KAdded−$974
Dine Brands Global, Inc.DIN215K$5.64K1.2%−$1.27KCut−$1.72K
Target CorpTGT46.5K$5.63K1.2%$1.09KCut−$2.39K
Corteva, Inc.CTVA66K$5.53K1.2%$1.1KCut−$374
Aptiv PlcAPTV79K$5.49K1.2%−$525Cut−$1.02K
Henry Schein IncHSIC74K$5.45K1.2%−$139Cut−$1.27K
On Semiconductor CorpON86K$5.33K1.2%$668Cut−$252
Citizens Finl Group Inc88.2K$5.29K1.2%$137Cut−$844
Invesco Ltd.IVZ217K$5.27K1.2%−$430Cut−$850
Berkshire Hathaway Inc Del11K$5.27K1.2%−$258Held
Wells Fargo Co New66K$5.25K1.1%−$897Cut−$990
Fifth Third Bancorp113K$5.25K1.1%−$39Cut−$1.12K
Booz Allen Hamilton Hldg Cor66K$5.15K1.1%New
United Parcel Service IncUPS52K$5.12K1.1%−$42Cut−$1.23K
Middleby CorpMIDD37.5K$4.97K1.1%−$603Cut−$2.16K
Fortive CorpFTV88K$4.87K1.1%$7Cut−$656
Fedex CorpFDX13.5K$4.81K1.1%$908Cut−$2.56K
Dover CorpDOV23K$4.79K1.0%$304Cut−$1K
Constellation Brands, Inc.STZ30.5K$4.58K1.0%$367Cut−$392
Meta Platforms, Inc.META7.9K$4.52K1.0%−$502Added$757
Sysco CorpSYY60K$4.28K0.9%−$142Cut−$1.25K
Texas Instrs Inc22K$4.27K0.9%$454Cut−$413
Lockheed Martin CorpLMT6.75K$4.08K0.9%$815Cut$114
Pepsico IncPEP26K$4.04K0.9%$306Cut$19
Kulicke & Soffa Inds Inc61K$4.01K0.9%$1.23KCut−$2.48K
Stanley Black & Decker, Inc.SWK55K$3.91K0.9%−$178Cut−$1.81K
Uber Technologies, IncUBER53K$3.81K0.8%−$450Added$53
Amazon Com IncAMZN18K$3.75K0.8%−$282Added$864
Solstice Advanced Matls Inc49K$3.73K0.8%$1.35KCut$929
Wesco Intl Inc13.2K$3.6K0.8%$381Cut−$194
Cvs Health CorpCVS50K$3.59K0.8%−$377Cut−$853
Cisco Sys Inc46K$3.57K0.8%$26Cut−$1.44K
Visa Inc.V11.8K$3.55K0.8%−$291Added$1.45K
Thermo Fisher Scientific Inc.TMO6.75K$3.32K0.7%−$562Added−$390
Apple Inc.AAPL13K$3.3K0.7%−$235Held
General Mtrs Co44K$3.28K0.7%−$300Cut−$625
Southwest Airls Co84K$3.16K0.7%−$316Cut−$2.09K
Waters Corp10K$2.98K0.7%New
L3harris Technologies Inc8.1K$2.8K0.6%$418Cut−$903
RTX CorpRTX11.5K$2.22K0.5%$109Cut−$716
Alphabet Inc7.5K$2.15K0.5%−$203Held
Gates Indl Corp Plc74.5K$1.68K0.4%$85Cut−$119
Central Garden & Pet Co45K$1.46K0.3%$146Cut−$73
Ebay IncEBAY16K$1.46K0.3%$63Cut−$460
Prestige Consmr Healthcare I21K$1.25K0.3%−$50Held
Aebi Schmidt Hldg Ag127K$1.23K0.3%−$373Cut−$628
Tennant CoTNC17K$1.13K0.2%−$95Added$171
First Advantage Corp New95K$1.12K0.2%−$205Added$42
Blue Bird CorpBLBD19.5K$1.11K0.2%$191Cut$28
Goldman Sachs Group Inc1.2K$1.01K0.2%−$40Cut−$304
Cushman And Wakefield Ltd82K$1K0.2%−$323Cut−$428
Miller Inds Inc Tenn21.5K$9790.2%$176Held
Home Bancshares IncHOMB35.5K$9560.2%−$30Cut−$72
Progyny, Inc.PGNY56K$9510.2%−$313Added$27
First Hawaiian, Inc.FHB37K$9120.2%−$24Cut−$100
Vishay Intertechnology IncVSH47K$8460.2%$165Cut−$270
Prosperity Bancshares IncPB12K$8060.2%−$23Held
NOV Inc.NOV42K$7900.2%$133Cut$55
Agco Corp6.5K$7530.2%$75Cut−$186
Douglas Dynamics, IncPLOW17.5K$7380.2%$165Cut−$242
Corning Inc5K$6800.1%$242Cut−$1.95K
Brady CorpBRC7.5K$6090.1%$21Cut−$214
Timken CoTKR5K$5030.1%$83Cut−$195

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.