Robert Olstein's Top Holdings in March 2026: Focus on Disney, Sensata, and Avantor
Robert Olstein's portfolio as of March 31, 2026, includes significant changes in holdings like Avantor (AVTR) and Disney (DIS), with notable shifts in share counts.
As of March 31, 2026, Robert Olstein's portfolio at Olstein Capital Management totals approximately $452,097. His top holdings reflect a mix of established companies across various sectors, with observable changes in share positions from the prior period.
Among the top holdings, Sensata Technologies Holdings (ST) saw a reduction in shares by 2,040 units, while Disney (DIS) experienced a slight decrease of 3,864 shares. Conversely, Olstein significantly increased his stake in Avantor Inc. (AVTR) by 392,000 shares, representing a substantial 47.92% increase in position size.
Other notable movements include a decrease in LKQ Corp. (LKQ) shares and an increase in Omnicom Group (OMC) and Fidelity National Information Services (FIS). For detailed insights into each holding, including sector allocation and performance, explore the holdings below.
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Key holdings include:
- Disney (DIS) - Communication Services
- Sensata Technologies Holdings (ST) - Sector data unavailable
- Avantor Inc. (AVTR) - Healthcare
- LKQ Corp. (LKQ) - Consumer Cyclical
- Omnicom Group (OMC) - Communication Services
- International Flavors & Fragrance (IFF) - Basic Materials
- Vontier Corp. (VNT) - Technology
- Fidelity National Information Services (FIS) - Technology
- Nasdaq Inc. (NDAQ) - Financial Services
- Zimmer Biomet Holdings (ZBH) - Healthcare
For more detailed analysis of Robert Olstein's portfolio and market trends, visit Insiderset.