Robert Olstein - Olstein Capital Management Portfolio Balances (Sep 30, 2025)

As of Sep 30, 2025, the Olstein Capital Management portfolio balances reported a total equity value of $529,635 across 103 publicly traded holdings. These balances reflect the most recent SEC 13F filing dated Oct 21, 2025, providing an updated snapshot of assets under management.

The portfolio balances highlight DISNEY WALT CO (DIS) as the single largest position, accounting for 2.4% of total equity value, followed by VONTIER CORPORATION (VNT), SENSATA TECHNOLOGIES HLDNG P (ST), AVANTOR INC (AVTR), and others. Collectively, the top five holdings represent 10.1% of the portfolio, showing how capital is distributed among core positions and long-term investments.