What stocks does Olstein Capital Management own? — Olstein Capital Management LP portfolio & 13F holdings

Olstein Capital Management runs Olstein Capital Management LP, a multi-strategy investment firm tracked here via SEC 13F filings. As of the Q4 2025 13F filing, the disclosed long-equity portfolio is valued at $488K across 101 positions. The largest holdings are DISNEY WALT CO, LKQ CORP, and VONTIER CORPORATION (DISNEY WALT CO alone is 2.5% of the book).

New positions opened in the latest quarter include CUSHMAN AND WAKEFIELD LTD, LOCKHEED MARTIN CORP, and SOLSTICE ADVANCED MATLS INC. Recently exited names: COMCAST CORP NEW, CUSHMAN WAKEFIELD PLC, and FISERV INC.