Robert Olstein's Quarterly Portfolio Trends: Major Share Increases and Decreases

Robert Olstein's portfolio, as of March 31, 2026, showed significant quarterly trends, with major shifts in holdings across various sectors. The portfolio, valued at approximately $452,097, featured notable changes in share counts for key holdings.

Among the top holdings, AVANTOR INC (AVTR) saw a substantial increase of 47.92% in shares, reflecting a significant position build. Similarly, FIDELITY NATL INFORMATION SV (FIS) experienced a large share increase of 43.25%, and NASDAQ INC (NDAQ) added 24.19% in shares.

On the other side, several positions decreased during the quarter. DISNEY WALT CO (DIS) shares declined by 3.58%, SENSATA TECHNOLOGIES HLDNG P (ST) decreased by 2.04%, AVANTOR INC (AVTR) also saw a decrease (despite the large increase earlier, the change from prior period is negative here), LKQ CORP (LKQ) fell by 1.12%, OMNICOM GROUP INC (OMC) had a small decrease of -0.03% (though shares increased, the allocation decreased slightly), INTERNATIONAL FLAVORS&FRAGRANCE (IFF) dropped by 6.3%, and VONTIER CORPORATION (VNT) decreased by 6.74%.

Other changes included ZIMMER BIOMET HOLDINGS INC (ZBH) with a moderate increase of 6.1%, and OMNICOM GROUP INC (OMC) with a smaller increase of 7.27%.

For more detailed analysis of Robert Olstein's investment strategy and portfolio performance, visit his profile on Insiderset: https://www.insiderset.com/investor/robert-olstein-olstein-capital-management. Detailed information on each stock, including DISNEY WALT CO (DIS), SENSATA TECHNOLOGIES HLDNG P (ST), AVANTOR INC (AVTR), LKQ CORP (LKQ), OMNICOM GROUP INC (OMC), INTERNATIONAL FLAVORS&FRAGRANCE (IFF), VONTIER CORPORATION (VNT), FIDELITY NATL INFORMATION SV (FIS), NASDAQ INC (NDAQ), and ZIMMER BIOMET HOLDINGS INC (ZBH), can be found at their respective pages on Insiderset: DIS, ST, AVTR, LKQ, OMC, IFF, VNT, FIS, NDAQ, ZBH.