Robert Olstein
Robert OlsteinOlstein Capital Management13F · 21 Apr 2026
持仓 40前十集中度 19%本季新建/加仓 20减持/清仓 16
12.2%减持22.1%减持32.1%加仓42.0%减持51.9%加仓61.9%减持71.9%减持81.8%持有91.8%加仓101.8%加仓111.7%加仓121.7%加仓131.6%加仓141.6%加仓151.5%减持161.5%减持171.5%加仓181.5%减持191.5%加仓201.4%加仓211.4%加仓221.4%减持231.4%加仓241.4%加仓251.4%持有261.4%加仓271.4%持有281.4%加仓291.3%减持301.3%加仓311.3%减持321.3%加仓331.3%减持341.3%持有351.3%加仓361.3%减持371.2%减持381.2%加仓391.2%减持401.2%减持
DISWalt Disney Co.均 55
STSensata Technologies Holding均 49
AVTRAvantor Inc.均 51
LKQLKQ Corp.均 40
OMCOmnicom Group均 45
IFFInternational Flavors & Fragrances Inc.均 51
VNTVontier Corp.均 37
ABMABM Industries均 29
FISFidelity National Information Services均 45
NDAQNasdaq Inc.均 59
ZBHZimmer Biomet Holdings均 42
BAXBaxter International Inc.均 40
KFYKorn Ferry均 41
SSNCSS&C Technologies Holdings Inc.均 51
GDGeneral Dynamics均 69
DGXQuest Diagnostics均 52
BDXBecton Dickinson均 54
SLBSchlumberger Ltd.均 44
WTWWillis Towers Watson plc均 60
EFXEquifax Inc.均 57
RALRalliant Corp.均 57
MHKMohawk Industries均 45
JLLJones Lang Lasalle Inc.均 48
CBRECBRE Group均 61
MDTMedtronic plc均 55
UNHUnited Health Group Inc.均 52
CBChubb Limited均 61
MSFTMicrosoft Corp.均 70
TRVTravelers Companies Inc.均 59
ADBEAdobe Inc.均 61
JNJJohnson & Johnson均 56
REYNReynolds Consumer Products Inc.均 37
DALDelta Air Lines Inc.均 44
HONHoneywell Int'l Inc.均 66
SPGIS&P Global Inc.均 66
USBU.S. Bancorp均 57
DINDine Brands Global Inc.均 25
NKENIKE Inc.均 53
TGTTarget Corp.均 42
CTVACorteva Inc.均 59
数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。