Robert Olstein's Q1 2026 Portfolio: Major Increases in AVTR, FIS, NDAQ Offset by Decreases in DIS, ST, LKQ

Robert Olstein's portfolio, as of March 31, 2026, showed notable shifts in holdings compared to the previous quarter, with significant increases in several stocks offset by decreases in others.

Among the top holdings, AVANTOR INC (AVTR) saw the most substantial increase, with shares rising by 47.92% (an addition of 392,000 shares). FIDELITY NATL INFORMATION SV (FIS) also experienced a significant jump, increasing by 43.25% (adding 52,530 shares). NASDAQ INC (NDAQ) added 24.19% (18,700 shares) to Olstein's position.

Conversely, WALT DISNEY CO (DIS) saw a decline of 3.58% (3,864 shares). SENSATA TECHNOLOGIES HLDNG P (ST) decreased by 2.04% (5,800 shares). LKQ CORP (LKQ) experienced a 1.12% reduction (3,566 shares). INTERNATIONAL FLAVORS&FRAGRANCE (IFF) decreased by 6.3% (8,000 shares). VONTIER CORPORATION (VNT) saw a 6.74% reduction (17,261 shares).

Other significant movers included OMNICOM GROUP INC (OMC) with a 7.27% increase (8,000 shares) and ZIMMER BIOMET HOLDINGS INC (ZBH) with a 6.1% increase (5,000 shares).

For a complete view of Robert Olstein's investment profile, visit his profile on Insiderset: https://www.insiderset.com/investor/robert-olstein-olstein-capital-management. Detailed analysis of individual holdings like AVTR, FIS, NDAQ, DIS, ST, LKQ, IFF, and VNT can be found at their respective company pages on Insiderset: AVTR, FIS, NDAQ, DIS, ST, LKQ, IFF, VNT.