Olstein Capital Management LP

Managed by Olstein Capital Management. $488K disclosed long-equity portfolio across 101 positions.

#StockValue% of Portfolio
1DISNEY WALT CO$12K2.52%
2LKQ CORP$10K1.97%
3VONTIER CORPORATION$10K1.95%
4SENSATA TECHNOLOGIES HLDNG P$9K1.94%
5AVANTOR INC$9K1.92%
6ABM INDS INC$9K1.83%
7OMNICOM GROUP INC$9K1.82%
8INTERNATIONAL FLAVORS&FRAGRANCE$9K1.76%
9SCHLUMBERGER LTD$8K1.73%
10BECTON DICKINSON & CO$8K1.69%
11FIDELITY NATL INFORMATION SV$8K1.66%
12TARGET CORP$8K1.64%
13BAXTER INTL INC$8K1.63%
14MOHAWK INDS INC$8K1.54%
15NASDAQ INC$8K1.54%
16GENERAL DYNAMICS$7K1.52%
17ZIMMER BIOMET HOLDINGS INC$7K1.51%
18FEDEX CORP$7K1.51%
19DINE BRANDS GLOBAL INC$7K1.51%
20RALLIANT CORP$7K1.49%
21MIDDLEBY CORP$7K1.46%
22DELTA AIR LINES INC DEL$7K1.45%
23MEDTRONIC PLC$7K1.44%
24TRAVELERS COMPANIES INC$7K1.43%
25QUEST DIAGNOSTICS INC$7K1.42%

For full quarterly history, transactions, and the investor profile, see Olstein Capital Management's page →

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Olstein Capital Management LP — overview

Olstein Capital Management runs Olstein Capital Management LP, a multi-strategy investment firm tracked here via SEC 13F filings. As of the Q4 2025 13F filing, the disclosed long-equity portfolio is valued at $488K across 101 positions. The largest holdings are DISNEY WALT CO, LKQ CORP, and VONTIER CORPORATION (DISNEY WALT CO alone is 2.5% of the book).

Key takeaways

  • Disclosed Q4 2025 portfolio: $488K.
  • Top holdings: DISNEY WALT CO, LKQ CORP, and VONTIER CORPORATION.