13F filing recap · Q1 2026
What did Olstein Capital Management buy in Q1 2026?
Reported stock-position changes between this filing and the previous one. US-listed stocks across every Olstein account, including accounts that belong to no fund below.
Stock value
$458.07M
Positions
99
Estimated turnover
24.0%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Olstein Capital Management opened new positions in Booz Allen Hamilton and Waters Corporation, while exiting Cummins, Deere, Integra Lifesciences, and Graham Corp. The firm substantially increased several holdings, including Avantor, Fidelity National Information Services, Korn Ferry, SS&C Technologies, Willis Towers Watson, UnitedHealth Group, Microsoft, Adobe, S&P Global, Meta Platforms, Amazon, and Visa, with Equifax raised dramatically. Notable reductions included FedEx, Kulicke and Soffa Industries, Target, and Corning, all trimmed substantially.