Olstein Capital Management Portfolio - Dec 31, 2025

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Olstein Capital Management, Robert Olstein, has built a diversified portfolio of 98 publicly traded holdings with a total market value of $487.6K as of Dec 31, 2025. This comprehensive analysis examines the latest 13F filing data to understand the investment strategy and recent portfolio adjustments.

The portfolio demonstrates a diversified approach to stock selection, with the top holding representing 2.5% of the total portfolio value. The top 5 holdings account for 10.3% of the overall portfolio allocation.

Recent portfolio activity shows 10 significant position adjustments, indicating active portfolio management and strategic repositioning. These changes reflect the investor's response to market conditions and evolving investment thesis.

Portfolio Statistics

98
Total Holdings
$487.6K
Portfolio Value
Dec 31, 2025
Latest Filing
2.5%
Largest Position

Top Holdings Analysis

The portfolio's top holdings reveal the investor's core investment thesis and sector preferences. The largest position in DISNEY WALT CO (DIS) represents 2.5% of the total portfolio, valued at $12.3K.

Rank Symbol Company Value Portfolio % Change
1 DIS DISNEY WALT CO $12.3K 2.5% -1.0%
2 LKQ LKQ CORP $9.6K 2.0% -
3 VNT VONTIER CORPORATION $9.5K 2.0% -
4 ST SENSATA TECHNOLOGIES HLDNG P $9.5K 1.9% -17.9%
5 AVTR AVANTOR INC $9.4K 1.9% +3.0%

For a complete analysis of all holdings and detailed portfolio breakdown by sector and market cap, visit our comprehensive holdings page.

Recent Portfolio Activity

Recent portfolio adjustments provide insights into the investor's evolving strategy and market outlook. The following table shows the top 10 most significant position changes from recent reporting periods (out of 162 total transactions), sorted by the magnitude of change.

For a complete history of all portfolio transactions and detailed activity analysis, visit our comprehensive activity page.

Symbol Company Quantity Change Date Action
CMCSA Comcast Corporation -167,000 Dec 31, 2025 SELL
HOLX Hologic, Inc. -113,000 Dec 31, 2025 SELL
G2717B108 Cushman Wakefield -111,000 Dec 31, 2025 SELL
DIN Dine Brands Global, Inc. Common -81,711 Dec 31, 2025 SELL
IVZ Invesco -71,000 Dec 31, 2025 SELL
ST Sensata Technologies -62,000 Dec 31, 2025 SELL
FI Fiserv, Inc. -58,000 Dec 31, 2025 SELL
REYN Reynolds Consumer Products Inc. -57,550 Dec 31, 2025 SELL
BAX Baxter International Inc. +52,000 Dec 31, 2025 BUY
KLIC Kulicke and Soffa Industries, I -43,539 Dec 31, 2025 SELL

Investment Strategy Insights

Olstein Capital Management's investment approach can be analyzed through several key metrics. The portfolio's concentration in top holdings suggests a diversified investment strategy, with significant positions in companies that align with the investor's long-term thesis.

The largest position in DISNEY WALT CO (DIS) demonstrates strong conviction in this particular investment opportunity. Recent activity shows a decrease of 1.0% in this position, indicating active portfolio management and strategic positioning.

Portfolio turnover can be assessed through recent activity patterns. The 10 most significant transactions shown here (out of 162 total transactions) suggest a highly active approach to portfolio management, with frequent strategic adjustments and position changes.

Additional Analysis

Olstein Capital Management's portfolio as of Dec 31, 2025 reflects a strategic approach to equity investing with 98 holdings valued at $487.6K. The concentrated position in DISNEY WALT CO and other top holdings demonstrates the investor's confidence in specific investment themes and long-term value creation opportunities. Recent activity indicates ongoing portfolio optimization and strategic repositioning.

For the most current portfolio data and detailed analysis, refer to the latest SEC 13F filings and our comprehensive holdings and activity pages, which are updated regularly with the latest filing information.

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