whalstreet

John RogersvsRobert Olstein

Side-by-side current 13F portfolio comparison · 18 shared positions
Whale A
John Rogers
Ariel Investments, LLC
AUM
$9.3B
Positions
108
Shared %
15.7%
Whale B
Robert Olstein
Olstein Capital Management, L.P.
AUM
$458M
Positions
99
Shared %
21.2%
Common holdings · 18
Stocks both whales currently hold — sorted by combined value
StockJohn weightRobert weightJohn valueRobert value
JLL · Jones Lang Lasalle Inc.3.2%1.4%$301M$6M
PBH · Prestige Consmr Healthcare I2.7%0.3%$253M$1M
MIDD · Middleby Corp.2.5%1.1%$232M$5M
MHK · Mohawk Inds Inc.2.0%1.4%$188M$6M
OMC · Omnicom Group Inc.0.9%1.9%$88M$9M
MSFT · Microsoft Corp.0.9%1.3%$83M$6M
DIS · Disney Walt Co.0.7%2.2%$63M$10M
CVS · Cvs Health Corp.0.7%0.8%$65M$4M
806857108 · Schlumberger Ltd.0.5%1.5%$49M$7M
CBRE · Cbre Group Inc.0.4%1.4%$34M$6M
KFY · Korn Ferry0.3%1.6%$31M$8M
SWK · Stanley Black & Decker Inc.0.3%0.9%$31M$4M
FDX · Fedex Corp.0.2%1.0%$21M$5M
JNJ · Johnson & Johnson0.1%1.3%$9M$6M
LMT · Lockheed Martin Corp.0.1%0.9%$7M$4M
ZBH · Zimmer Biomet Holdings0.0%1.7%$290K$8M
GS · Goldman Sachs Group Inc.0.0%0.2%$3M$1M
BRC · Brady Corp.0.0%0.1%$235K$609K
Unique to John Rogers
Top 10 by value held — not in the other's portfolio
StockWeightValue
MSGE · Madison Square Garden Entmt4.0%$371M
AMG · Affiliated Managers Group In3.7%$341M
NCLH · Norwegian Cruise Line Hldg L3.5%$320M
SPHR · Sphere Entertainment Co.3.3%$301M
OSW · Onespaworld Holdings Limited3.1%$291M
CRL · Charles Riv Labs Intl Inc.3.1%$285M
NVST · Envista Holdings Corporation2.8%$260M
LAZ · Lazard Inc.2.8%$257M
MAT · Mattel Inc.2.7%$249M
FAF · First Amern Finl Corp.2.6%$241M
Unique to Robert Olstein
Top 10 by value held — not in the other's portfolio
StockWeightValue
G8060N102 · Sensata Technologies Hldg Pl2.1%$10M
AVTR · Avantor Inc.2.1%$9M
LKQ · Lkq Corp.2.0%$9M
459506101 · International Flavors&Fragra1.9%$9M
VNT · Vontier Corporation1.8%$8M
FIS · Fidelity Natl Information Sv1.8%$8M
NDAQ · Nasdaq Inc.1.8%$8M
ABM · Abm Inds Inc.1.8%$8M
BAX · Baxter Intl Inc.1.7%$8M
SSNC · Ss&C Technologies Hldgs Inc.1.5%$7M
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★ WatchlistData from SEC EDGAR · whalstreet.com