Follow-The-Filings

Featured 13F manager

Olstein Capital Management, L.P. Robert Olstein

Purchase, NY 21 processed 13Fs on this site · 2021 Q3–2026 Q2 stale 2026 Q2 filed, table empty

  • $458M
  • 99 Positions
  • 2026 Q1
  • −6.1% QoQ
  • Top 5 10.3%

Portfolio

2026 Q1 · filed 4/21/2026 · 99 long · top 12 shown

top 5 10.3% · top 10 19.4%

AUM over time

2026 Q1 $458M −6.1% QoQ
2021 Q3 · $816M 2021 Q3 · $816M
Q3 2021
2021 Q4 · $838M · +2.7% QoQ 2021 Q4 · $838M · +2.7% QoQ
Q4
2022 Q1 · $798M · −4.8% QoQ 2022 Q1 · $798M · −4.8% QoQ
Q1 2022
2022 Q2 · $667M · −16.4% QoQ 2022 Q2 · $667M · −16.4% QoQ
Q2
2022 Q3 · $597M · −10.5% QoQ 2022 Q3 · $597M · −10.5% QoQ
Q3
2022 Q4 · $637M · +6.7% QoQ 2022 Q4 · $637M · +6.7% QoQ
Q4
2023 Q1 · $638M · +0.2% QoQ 2023 Q1 · $638M · +0.2% QoQ
Q1 2023
2023 Q2 · $618M · −3.1% QoQ 2023 Q2 · $618M · −3.1% QoQ
Q2
2023 Q3 · $583M · −5.7% QoQ 2023 Q3 · $583M · −5.7% QoQ
Q3
2023 Q4 · $593M · +1.7% QoQ 2023 Q4 · $593M · +1.7% QoQ
Q4
2024 Q1 · $611M · +3.0% QoQ 2024 Q1 · $611M · +3.0% QoQ
Q1 2024
2024 Q2 · $562M · −8.0% QoQ 2024 Q2 · $562M · −8.0% QoQ
Q2
2024 Q3 · $588M · +4.6% QoQ 2024 Q3 · $588M · +4.6% QoQ
Q3
2024 Q4 · $568M · −3.4% QoQ 2024 Q4 · $568M · −3.4% QoQ
Q4
2025 Q1 · $543M · −4.4% QoQ 2025 Q1 · $543M · −4.4% QoQ
Q1 2025
2025 Q2 · $533M · −1.8% QoQ 2025 Q2 · $533M · −1.8% QoQ
Q2
2025 Q3 · $530M · −0.6% QoQ 2025 Q3 · $530M · −0.6% QoQ
Q3
2025 Q4 · $488M · −7.9% QoQ 2025 Q4 · $488M · −7.9% QoQ
Q4
2026 Q1 · $458M · −6.1% QoQ 2026 Q1 · $458M · −6.1% QoQ
Q1 2026

Book

2022 Q1 2021 Q4 · filed 13 May · long equity

IVZ - Invesco 2.20% Add +1.8% 760,000 $23.06 $18M +13,100 +$332K
Holding 2.00% Reduce −21.7% 639,900 $24.97 $16M −177,100 −$3M
WCC - Wesco Intl 1.79% Add +15.3% 109,800 $130.14 $14M +14,604 +$2M
GNRC - Generac 1.73% Add +43.1% 46,500 $297.27 $14M +14,000 +$2M
DIN - Dineequity 1.67% Reduce −1.6% 171,250 $77.95 $13M −2,750 +$158K
INTC - Intel 1.65% Add +10.4% 265,000 $49.56 $13M +25,000 +$773K
ZBH - Zimmer 1.60% Reduce −23.4% 100,000 $127.90 $13M −30,600 −$4M
WRK - Westrock 1.60% Reduce −4.4% 271,000 $47.03 $13M −12,350 +$176K
JNJ - Johnson & Johnson 1.58% Hold 71,000 $177.23 $13M
JLL - Jones Lang Lasalle 1.56% Add +14.3% 52,000 $239.46 $12M +6,500 +$197K
FDX - Fedex 1.55% Add +0.9% 53,500 $231.38 $12M +500 −$1M
MHK - Mohawk Inds 1.54% Add +30.2% 99,000 $124.20 $12M +22,950 −$2M
CSCO - Cisco Sys 1.53% Hold 219,000 $55.76 $12M
JBLU - Jetblue Airways 1.52% Reduce −1.8% 812,000 $14.95 $12M −14,500 +$370K
META - Meta Platforms · CL A 1.52% Add +70.3% 54,500 $222.37 $12M +22,500 +$1M
BDX - Becton Dickinson & 1.50% Reduce −8.2% 45,000 $266.00 $12M −4,000 −$353K
MDT - Medtronic 1.40% Reduce −4.7% 101,000 $110.95 $11M −5,000 +$240K
DAL - Delta Air Lines Del 1.39% Add +3.3% 280,000 $39.57 $11M +9,000 +$489K
WGO - Winnebago Inds 1.37% Add +59.1% 202,000 $54.03 $11M +75,000 +$1M
DIS - Disney Walt 1.36% Add +16.2% 79,000 $137.16 $11M +11,000 +$303K
DENN - Dennys 1.36% Reduce −3.3% 757,170 $14.31 $11M −25,830 −$2M
CTVA - Corteva 1.35% Reduce −28.4% 187,600 $57.48 $11M −74,400 −$2M
KLIC - Kulicke & Soffa Inds 1.34% Add +5.6% 190,900 $56.02 $11M +10,100 −$252K
GOOG - Alphabet · CL C 1.31% Add +56.3% 3,750 $2,793 $10M +1,350 +$4M
CBRL — 1.29% Reduce −2.2% 87,000 $118.74 $10M −2,000 −$1M
DGX - Quest Diagnostics 1.29% Add +78.6% 75,000 $136.87 $10M +33,000 +$3M
ST - Sensata 1.26% Reduce −18.8% 198,500 $50.85 $10M −46,010 −$5M
EFX - Equifax 1.26% Add +123.7% 42,500 $237.11 $10M +23,500 +$5M
CVS - Cvs Caremark 1.26% Reduce −21.4% 99,000 $101.21 $10M −27,000 −$3M
GLW - Corning 1.23% Reduce −15.5% 267,000 $36.91 $10M −49,000 −$2M
BAX - Baxter Intl 1.23% Hold 127,000 $77.54 $10M
CMI - Cummins 1.22% Add +25.0% 47,500 $205.12 $10M +9,500 +$1M
Walgreens Boots Alliance 1.21% Reduce −40.4% 215,000 $44.77 $10M −145,500 −$9M
REYN - Reynolds Consumer Prods 1.21% Reduce −1.9% 328,050 $29.34 $10M −6,350 −$875K
SWK - Stanley Black & Decker 1.19% Add +25.9% 68,000 $139.79 $10M +14,000 −$679K
EBAY - EBAY Inc 1.18% Add +15.4% 165,000 $57.26 $9M +22,000 −$62K
FIS - Fidelity Natl Info 1.18% New 93,700 $100.42 $9M +93,700 +$9M
PARA - Paramount Global · CLASS B 1.17% Reduce −37.1% 246,000 $37.81 $9M −145,000 −$2M
GS - Goldman Sachs Group 1.16% Add +9.8% 28,000 $330.11 $9M +2,500 −$512K
GM - General Mtrs 1.15% Add +8.9% 209,000 $43.74 $9M +17,000 −$2M
CMCSA - Comcast · CL A 1.14% Hold 195,000 $46.82 $9M
OMC - Omnicom Group 1.11% Reduce −40.9% 104,000 $84.88 $9M −72,000 −$4M
UPS - United Parcel Service · CL B 1.10% Reduce −17.2% 41,000 $214.46 $9M −8,500 −$2M
WTW - Willis Towers Watson Pub 1.10% Hold 37,000 $236.22 $9M
CFG - Citizens Finl Group 1.07% Reduce −27.8% 188,200 $45.33 $9M −72,550 −$4M
SSNC - SS&C Technologies 1.06% Reduce −1.7% 113,000 $75.02 $8M −2,000 −$951K
HOLX - Hologic 1.05% Add +28.2% 109,000 $76.82 $8M +24,000 +$2M
USB - US Bancorp Del 1.05% Reduce −1.9% 157,000 $53.15 $8M −3,000 −$642K
RTX - Raytheon Technologies 1.04% Reduce −27.6% 84,000 $99.07 $8M −32,000 −$2M
EMN - Eastman Chem 1.04% Reduce −2.6% 74,000 $112.05 $8M −2,000 −$897K

Showing top 50 of 106 by value

* Reported price is value ÷ shares from the 13F as of period end — not a live market quote. Weight % is each long-equity position ÷ full 13F AUM, so rows may not sum to 100% when the filing includes options or other non-equity (excluded from this table). Share change and $ change are vs 2021 Q4. Click column headers to sort · click New / Hold / Add / Reduce to promote that move type to the top.

Filings history

20 periods · normalized AUM · open a period for holdings

Period Holdings AUM QoQ Form Filed Filing ID
2026 Q2 empty 13F-HR 7/7/2026 000089418926021028
2026 Q1 99 $458M −6.1% 13F-HR 4/21/2026 000089418926012341
2025 Q4 101 $488M −7.9% 13F-HR 2/3/2026 000089418926003276
2025 Q3 103 $530M −0.6% 13F-HR 10/21/2025 000089418925011572
2025 Q2 101 $533M −1.8% 13F-HR 7/22/2025 000089418925005077
2025 Q1 98 $543M −4.4% 13F-HR 4/14/2025 000089418925002439
2024 Q4 98 $568M −3.4% 13F-HR 1/21/2025 000089418925000238
2024 Q3 98 $588M +4.6% 13F-HR 10/31/2024 000089418924006570
2024 Q2 99 $562M −8.0% 13F-HR 7/10/2024 000089418924004044
2024 Q1 98 $611M +3.0% 13F-HR 4/19/2024 000089418924002412
2023 Q4 96 $593M +1.7% 13F-HR 1/25/2024 000089418924000512
2023 Q3 98 $583M −5.7% 13F-HR 10/10/2023 000089418923007569
2023 Q2 99 $618M −3.1% 13F-HR 7/27/2023 000089418923005026
2023 Q1 100 $638M +0.2% 13F-HR 5/2/2023 000089418923003465
2022 Q4 98 $637M +6.7% 13F-HR 2/6/2023 000089418923001014
2022 Q3 100 $597M RESTATEMENT 10/27/2022 000156761922018819
2022 Q3 99 $597M −10.5% 13F-HR 10/19/2022 000156761922018615
2022 Q2 104 $667M −16.4% 13F-HR 7/25/2022 000156761922014412
2022 Q1 106 $798M −4.8% 13F-HR 5/13/2022 000156761922010386
2021 Q4 102 $838M +2.7% 13F-HR 1/27/2022 000156761922001892
2021 Q3 108 $816M 13F-HR 11/12/2021 000156761921020032

About

Olstein Capital Management, L.P.

21 processed 13Fs on this site · 2021 Q3–2026 Q2

Notable person
Robert Olstein
SEC filing name
Olstein Capital Management, L.P.
Location
Purchase, NY
All SEC filings
View on sec.gov