Robert Olstein's Portfolio: Focus on Tech & Healthcare, Notable Share Increases

Portfolio Overview

Robert Olstein's portfolio, managed by Olstein Capital Management, as of March 31, 2026, appears to be strategically concentrated in specific sectors and individual stocks. The holdings listed represent the core components of this investment strategy.

Top Holdings by Value

The portfolio's top ten holdings by stock value are dominated by a mix of Technology and Healthcare companies, reflecting the investor's focus areas. Key positions include:

• NASDAQ Inc (NDAQ): A significant holding in the Financial Services sector.
• FIDELITY NATL INFORMATION SV (FIS): Another major Technology holding.
• VONTIER CORPORATION (VNT): A substantial Technology position.
• DISNEY WALT CO (DIS): A leading Communication Services holding.
• OMNICOM GROUP INC (OMC): Another major player in Communication Services.
• ZIMMER BIOMET HOLDINGS INC (ZBH): A key holding in the Healthcare sector.
• INTERNATIONAL FLAVORS&FRAGRANCE (IFF): A significant position in Basic Materials.
• SENSATA TECHNOLOGIES HLDNG P (ST): A notable holding with a null sector classification.
• AVANTOR INC (AVTR): A major Healthcare holding.
• LKQ CORP (LKQ): A substantial Consumer Cyclical holding.

Sector Concentration

The portfolio demonstrates a clear concentration towards Technology and Healthcare sectors. Technology encompasses companies like FIS, VNT, and NDAQ, while Healthcare includes DIS, AVTR, ZBH, and IFF. Communication Services is also well-represented with DIS and OMC. The portfolio includes a holding (ST) with a null sector, and a position in Basic Materials (IFF) and Consumer Cyclical (LKQ).

Recent Changes in Holdings

Several holdings show significant changes in shares from the prior period:

• AVANTOR INC (AVTR) saw a massive increase of 47.92% in shares.
• FIDELITY NATL INFORMATION SV (FIS) experienced a substantial 43.25% increase in shares.
• NASDAQ INC (NDAQ) added shares at a 24.19% increase.
• Conversely, holdings like DIS, ST, LKQ, IFF, and VNT saw decreases in shares, though the percentage changes vary.

  Investment Strategy Analysis

  The portfolio's structure suggests an investor focused on specific industry segments within Technology and Healthcare, alongside exposure to Communication Services and other sectors. The significant increases in shares for AVTR and FIS indicate a strong conviction in these companies, possibly representing core positions or recent additions to the portfolio. The overall strategy appears to involve targeted investments in specific large-cap or mid-cap companies rather than broad market diversification. The portfolio's holdings are concentrated in a limited number of stocks, with the top ten accounting for the entirety of the listed positions.