Olstein Capital Management, L.P.
Purchase NY · SEC CIK 0000947996
$4.58亿2026Q1 申报市值
99持仓数
19.4%前十大占比 · 第一大 2.2%
2 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BAH 新建仓+$515.00万
EFX 加仓+$342.15万
SSNC 加仓+$337.86万
AVTR 加仓+$307.32万
WAT 新建仓+$297.80万
2026Q1 卖出最多 按季末市值估算
KLIC 减仓-$535.37万
SLB 减仓-$436.84万
TGT 减仓-$430.84万
FDX 减仓-$427.38万
DE 清仓-$349.20万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| DIS | DISNEY WALT CO | $1,002.40万 | 2.19% | 104,000 | -3,864 | -3.6% | -$37.24万 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDNG P | $979.80万 | 2.14% | 278,200 | -5,800 | -2.0% | -$20.43万 | 减仓 |
| AVTR | AVANTOR INC | $948.60万 | 2.07% | 1,210,000 | 392,000 | 47.9% | $307.32万 | 加仓 |
| LKQ | LKQ CORP | $924.30万 | 2.02% | 314,700 | -3,566 | -1.1% | -$10.47万 | 减仓 |
| OMC | OMNICOM GROUP INC | $888.70万 | 1.94% | 118,000 | 8,000 | 7.3% | $60.25万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANCE | $863.30万 | 1.88% | 119,000 | -8,000 | -6.3% | -$58.04万 | 减仓 |
| VNT | VONTIER CORPORATION | $846.80万 | 1.85% | 238,739 | -17,261 | -6.7% | -$61.22万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $816.20万 | 1.78% | 174,000 | 52,530 | 43.2% | $246.41万 | 加仓 |
| NDAQ | NASDAQ INC | $814.90万 | 1.78% | 96,000 | 18,700 | 24.2% | $158.74万 | 加仓 |
| ABM | ABM INDS INC | $814.20万 | 1.78% | 211,361 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $786.70万 | 1.72% | 87,000 | 5,000 | 6.1% | $45.21万 | 加仓 |
| BAX | BAXTER INTL INC | $779.50万 | 1.70% | 464,000 | 47,000 | 11.3% | $78.96万 | 加仓 |
| KFY | KORN FERRY | $755.40万 | 1.65% | 120,000 | 43,050 | 55.9% | $271.00万 | 加仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $709.50万 | 1.55% | 105,000 | 50,000 | 90.9% | $337.86万 | 加仓 |
| GD | GENERAL DYNAMICS | $703.60万 | 1.54% | 20,500 | -1,500 | -6.8% | -$51.48万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $701.60万 | 1.53% | 35,800 | -4,200 | -10.5% | -$82.31万 | 减仓 |
| SLB | SCHLUMBERGER LTD | $693.80万 | 1.51% | 135,000 | -85,000 | -38.6% | -$436.84万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $691.80万 | 1.51% | 44,000 | 1,500 | 3.5% | $23.58万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $680.20万 | 1.48% | 23,400 | 8,200 | 53.9% | $238.36万 | 加仓 |
| EFX | EQUIFAX INC | $666.30万 | 1.45% | 37,000 | 19,000 | 105.6% | $342.15万 | 加仓 |
| RAL | RALLIANT CORP | $665.40万 | 1.45% | 160,000 | 17,000 | 11.9% | $70.70万 | 加仓 |
| MHK | MOHAWK INDS INC | $647.40万 | 1.41% | 65,750 | -3,000 | -4.4% | -$29.54万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $639.10万 | 1.40% | 21,000 | 3,500 | 20.0% | $106.52万 | 加仓 |
| CBRE | CBRE GROUP INC | $636.70万 | 1.39% | 47,000 | 9,000 | 23.7% | $121.92万 | 加仓 |
| MDT | MEDTRONIC PLC | $632.50万 | 1.38% | 73,000 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $622.40万 | 1.36% | 23,000 | 8,000 | 53.3% | $216.49万 | 加仓 |
| CB | CHUBB LIMITED | $619.30万 | 1.35% | 19,000 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $618.20万 | 1.35% | 16,700 | 6,700 | 67.0% | $248.02万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $612.50万 | 1.34% | 21,000 | -3,000 | -12.5% | -$87.50万 | 减仓 |
| ADBE | ADOBE INC | $607.70万 | 1.33% | 25,000 | 9,000 | 56.2% | $218.77万 | 加仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $599.40万 | 1.31% | 283,000 | 15,000 | 5.6% | $31.77万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $598.90万 | 1.31% | 24,500 | -4,500 | -15.5% | -$110.00万 | 减仓 |
| — | HONEYWELL INTL INC | $587.70万 | 1.28% | 26,000 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC DEL | $585.00万 | 1.28% | 88,000 | -14,100 | -13.8% | -$93.73万 | 减仓 |
| SPGI | S&P GLOBAL INC | $574.20万 | 1.25% | 13,500 | 5,700 | 73.1% | $242.44万 | 加仓 |
| USB | US BANCORP DEL | $572.10万 | 1.25% | 110,000 | -13,000 | -10.6% | -$67.61万 | 减仓 |
| NKE | NIKE INC | $565.20万 | 1.23% | 107,000 | 3,000 | 2.9% | $15.85万 | 加仓 |
| DIN | DINE BRANDS GLOBAL INC | $564.20万 | 1.23% | 215,000 | -14,000 | -6.1% | -$36.74万 | 减仓 |
| TGT | TARGET CORP | $563.00万 | 1.23% | 46,452 | -35,548 | -43.4% | -$430.84万 | 减仓 |
| CTVA | CORTEVA INC | $552.50万 | 1.21% | 66,000 | -22,000 | -25.0% | -$184.17万 | 减仓 |
| APTV | APTIV PLC | $548.60万 | 1.20% | 79,000 | -6,500 | -7.6% | -$45.14万 | 减仓 |
| HSIC | HENRY SCHEIN INC | $545.40万 | 1.19% | 74,000 | -15,000 | -16.9% | -$110.55万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $532.50万 | 1.16% | 86,000 | -17,000 | -16.5% | -$105.26万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $528.90万 | 1.15% | 88,200 | -16,800 | -16.0% | -$100.74万 | 减仓 |
| IVZ | INVESCO LTD | $527.10万 | 1.15% | 217,000 | -16,000 | -6.9% | -$38.86万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $527.10万 | 1.15% | 11,000 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO CO NEW | $525.40万 | 1.15% | 66,000 | -1,000 | -1.5% | -$7.96万 | 减仓 |
| FITB | FIFTH THIRD BANCORP | $525.00万 | 1.15% | 113,000 | -23,000 | -16.9% | -$106.86万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP | $515.00万 | 1.12% | 66,000 | 66,000 | — | $515.00万 | 新建仓 |
| UPS | UNITED PARCEL SERVICE INC | $511.60万 | 1.12% | 52,000 | -12,000 | -18.8% | -$118.06万 | 减仓 |
| MIDD | MIDDLEBY CORP | $497.20万 | 1.09% | 37,500 | -10,500 | -21.9% | -$139.22万 | 减仓 |
| FTV | FORTIVE CORP | $486.50万 | 1.06% | 88,000 | -12,000 | -12.0% | -$66.34万 | 减仓 |
| FDX | FEDEX CORP | $480.80万 | 1.05% | 13,500 | -12,000 | -47.1% | -$427.38万 | 减仓 |
| DOV | DOVER CORP | $479.40万 | 1.05% | 23,000 | -6,694 | -22.5% | -$139.53万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $457.50万 | 1.00% | 30,500 | -5,500 | -15.3% | -$82.50万 | 减仓 |
| META | META PLATFORMS INC | $452.00万 | 0.99% | 7,900 | 2,200 | 38.6% | $125.87万 | 加仓 |
| SYY | SYSCO CORP | $428.00万 | 0.93% | 60,000 | -15,000 | -20.0% | -$107.00万 | 减仓 |
| TXN | TEXAS INSTRS INC | $427.10万 | 0.93% | 22,000 | -5,000 | -18.5% | -$97.07万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $408.00万 | 0.89% | 6,750 | -1,450 | -17.7% | -$87.64万 | 减仓 |
| PEP | PEPSICO INC | $403.80万 | 0.88% | 26,000 | -2,000 | -7.1% | -$31.06万 | 减仓 |
| KLIC | KULICKE & SOFFA INDS INC | $400.90万 | 0.88% | 61,000 | -81,461 | -57.2% | -$535.37万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $390.80万 | 0.85% | 55,000 | -22,000 | -28.6% | -$156.32万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $381.20万 | 0.83% | 53,000 | 7,000 | 15.2% | $50.35万 | 加仓 |
| AMZN | AMAZON COM INC | $374.90万 | 0.82% | 18,000 | 5,500 | 44.0% | $114.55万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $373.20万 | 0.81% | 49,000 | -8,700 | -15.1% | -$66.26万 | 减仓 |
| WCC | WESCO INTL INC | $359.80万 | 0.79% | 13,150 | -2,350 | -15.2% | -$64.30万 | 减仓 |
| CVS | CVS HEALTH CORP | $359.10万 | 0.78% | 50,000 | -6,000 | -10.7% | -$43.09万 | 减仓 |
| CSCO | CISCO SYS INC | $356.90万 | 0.78% | 46,000 | -19,000 | -29.2% | -$147.42万 | 减仓 |
| V | VISA INC | $355.10万 | 0.78% | 11,750 | 5,750 | 95.8% | $173.77万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $331.80万 | 0.72% | 6,750 | 350 | 5.5% | $17.20万 | 加仓 |
| AAPL | APPLE INC | $329.90万 | 0.72% | 13,000 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MTRS CO | $327.80万 | 0.72% | 44,000 | -4,000 | -8.3% | -$29.80万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $315.60万 | 0.69% | 84,000 | -43,000 | -33.9% | -$161.56万 | 减仓 |
| WAT | WATERS CORP | $297.80万 | 0.65% | 10,000 | 10,000 | — | $297.80万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $279.60万 | 0.61% | 8,100 | -4,500 | -35.7% | -$155.33万 | 减仓 |
| RTX | RTX CORP | $221.80万 | 0.48% | 11,500 | -4,500 | -28.1% | -$86.79万 | 减仓 |
| GOOG | ALPHABET INC | $215.10万 | 0.47% | 7,500 | 0 | 0.0% | — | 不变 |
| — | GATES INDUSTRIAL CORPRATIN P | $168.40万 | 0.37% | 74,500 | -9,500 | -11.3% | -$21.47万 | 减仓 |
| CENTA | CENTRAL GARDEN & PET CO | $145.90万 | 0.32% | 45,000 | -7,500 | -14.3% | -$24.32万 | 减仓 |
| EBAY | EBAY INC | $145.60万 | 0.32% | 16,000 | -6,000 | -27.3% | -$54.60万 | 减仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE | $124.50万 | 0.27% | 21,000 | 0 | 0.0% | — | 不变 |
| AEBI | AEBI SCHMIDT | $123.30万 | 0.27% | 127,000 | -20,122 | -13.7% | -$19.54万 | 减仓 |
| TNC | TENNANT CO | $112.90万 | 0.25% | 17,000 | 4,000 | 30.8% | $26.56万 | 加仓 |
| FA | FIRST ADVANTAGE | $111.70万 | 0.24% | 95,000 | 21,000 | 28.4% | $24.69万 | 加仓 |
| BLBD | BLUE BIRD CORP | $110.90万 | 0.24% | 19,526 | -3,474 | -15.1% | -$19.73万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $101.50万 | 0.22% | 1,200 | -300 | -20.0% | -$25.38万 | 减仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $100.50万 | 0.22% | 82,000 | -6,500 | -7.3% | -$7.97万 | 减仓 |
| MLR | MILLER INDS INC TENN | $97.90万 | 0.21% | 21,500 | 0 | 0.0% | — | 不变 |
| HOMB | HOME BANCSHARES INC | $95.60万 | 0.21% | 35,500 | -1,500 | -4.1% | -$4.04万 | 减仓 |
| PGNY | PROGYNY INC | $95.10万 | 0.21% | 56,000 | 20,000 | 55.6% | $33.96万 | 加仓 |
| FHB | FIRST HAWAIIAN INC | $91.20万 | 0.20% | 37,000 | -3,000 | -7.5% | -$7.39万 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $84.60万 | 0.18% | 47,000 | -30,000 | -39.0% | -$54.00万 | 减仓 |
| PB | PROSPERITY BANCSHARES INC | $80.60万 | 0.18% | 12,000 | 0 | 0.0% | — | 不变 |
| NOV | NOV INC | $79.00万 | 0.17% | 42,000 | -5,000 | -10.6% | -$9.40万 | 减仓 |
| AGCO | AGCO CORP | $75.30万 | 0.16% | 6,500 | -2,500 | -27.8% | -$28.96万 | 减仓 |
| PLOW | DOUGLAS DYNAMIC INC | $73.80万 | 0.16% | 17,543 | -12,457 | -41.5% | -$52.40万 | 减仓 |
| GLW | CORNING INC | $68.00万 | 0.15% | 5,000 | -25,000 | -83.3% | -$340.00万 | 减仓 |
| BRC | BRADY CORP | $60.90万 | 0.13% | 7,500 | -3,000 | -28.6% | -$24.36万 | 减仓 |
| TKR | TIMKEN CO | $50.30万 | 0.11% | 5,000 | -3,300 | -39.8% | -$33.20万 | 减仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -7,500 | -100.0% | -$349.20万 | 清仓 |