Olstein Capital Management, L.P.

Long Only Manager • Value

Olstein Capital Management, L.P. is a Value-focused institution based in Purchase, NY led by Robert Alan Olstein, reporting $648.9M in AUM as of Q3 2025 with DIS as the largest holding (2% allocation).

CEORobert Alan Olstein

Portfolio Value: $529.6M
Positions: 103
Top Holding: DIS at 2.36%
Last Reported: Q3 2025

Address4 Manhattanville Road, Suite 204, Purchase, NY, 10577-2119, United States

Top Holdings

Largest long holdings in Olstein Capital Management, L.P.'s portfolio (18.8% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Walt Disney DIS	Entertainment Communication Services	$12.5M	2.36%	-$343.5K Sold	0.01% 109.0K shares	Q2 2018 Held for 7y 5m
2 Vontier VNT	Hardware, Equipment & Parts Technology	$10.7M	2.03%	-$1.6M Sold	0.17% 256.0K shares	Q4 2023 Held for 1y 11m
3 Sensata Technologies ST	Hardware, Equipment & Parts Technology	$10.6M	2.00%	-$641.6K Sold	0.24% 346.0K shares	Q2 2017 Held for 8y 5m
4 Avantor AVTR	Chemicals - Specialty Basic Materials	$9.9M	1.87%	+$1.4M Bought	0.12% 794.0K shares	Q1 2023 Held for 2y 8m
5 Becton, Dickinson and Company BDX	Medical - Instruments & Supplies Healthcare	$9.7M	1.84%	+$187.2K Bought	0.02% 52.0K shares	≤ Q2 2013 Held for 12y 5m+
6 LKQ LKQ	Auto - Parts Consumer Cyclical	$9.7M	1.84%	+$2.8M Bought	0.12% 318.3K shares	Q1 2021 Held for 4y 8m
7 ABM Industries ABM	Specialty Business Services Industrials	$9.6M	1.82%	-$138.4K Sold	0.34% 209.0K shares	Q1 2022 Held for 3y 8m
8 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$9.0M	1.70%	-$2.3M Sold	0.00% 48.5K shares	Q2 2020 Held for 5y 5m
9 Omnicom Group OMC	Advertising Agencies Communication Services	$9.0M	1.69%	—	0.06% 110.0K shares	Q3 2017 Held for 8y 2m
10 Schlumberger SLB	Oil & Gas Equipment & Services Energy	$8.7M	1.64%	—	0.02% 253.0K shares	Q2 2019 Held for 6y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Olstein Capital Management, L.P.'s latest filing

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Market Value

$529.6M

Prior: $532.1M

Q/Q Change

-0.469%

-$2.5M

Net Flows % of MV

-6.19%

Turnover Ratio

11.38%

New Purchases

4 stocks

$14.1M

Added To

29 stocks

+$27.8M

Sold Out Of

2 stocks

$7.9M

Reduced Holdings

51 stocks

-$66.8M

Increased Positions

Position	Shares Δ	Change
1 Ralliant Corporation RAL	New	0 → 145.0K +$6.3M
2 Amazon AMZN	New	0 → 12.5K +$2.7M
3 Uber Technologies UBER	New	0 → 28.0K +$2.7M
4 Aebi Schmidt Holding AG Common Stock AEBI	New	0 → 185.0K +$2.3M
5 Fiserv FI	+84.13%	31.5K → 58.0K +$3.4M

Decreased Positions

Position	Shares Δ	Change
1 Eastman Chemical EMN	Sold	74.0K → 0 −$5.5M
2 The Shyft Group SHYF	Sold	193.0K → 0 −$2.4M
3 Corning GLW	-54.04%	99.0K → 45.5K −$4.4M
4 Wesco International WCC	-53.81%	45.9K → 21.2K −$5.2M
5 Blue Bird Corporation BLBD	-51.38%	51.0K → 24.8K −$1.5M