whalstreet

Edgar WachenheimvsRobert Olstein

Side-by-side current 13F portfolio comparison · 4 shared positions
Whale A
Edgar Wachenheim
Greenhaven Associates Inc.
AUM
$6.1B
Positions
27
Shared %
12.6%
Whale B
Robert Olstein
Olstein Capital Management, L.P.
AUM
$458M
Positions
99
Shared %
5.5%
Common holdings · 4
Stocks both whales currently hold — sorted by combined value
StockEdgar weightRobert weightEdgar valueRobert value
BAX · Baxter Intl Inc.4.0%1.7%$240M$8M
806857108 · Schlumberger Ltd.3.9%1.5%$240M$7M
AVTR · Avantor Inc.2.9%2.1%$177M$9M
NOV · Nov Inc.1.8%0.2%$108M$790K
Unique to Edgar Wachenheim
Top 10 by value held — not in the other's portfolio
StockWeightValue
GM · General Motors Co. (Gm)15.4%$933M
LEN · Lennar Corp.15.2%$923M
TOL · Toll Brothers Inc.12.7%$770M
745867101 · Pulte Group Inc.10.6%$647M
DHI · D R Horton Inc.7.8%$476M
OSK · Oshkosh Corp.6.1%$373M
ARW · Arrow Electrs Inc.4.5%$272M
AVT · Avnet Inc.4.0%$242M
ICLR · Icon Plc3.6%$222M
LEA · Lear Corp.3.4%$206M
Unique to Robert Olstein
Top 10 by value held — not in the other's portfolio
StockWeightValue
DIS · Disney Walt Co.2.2%$10M
G8060N102 · Sensata Technologies Hldg Pl2.1%$10M
LKQ · Lkq Corp.2.0%$9M
OMC · Omnicom Group Inc.1.9%$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
ZBH · Zimmer Biomet Holdings1.7%$8M
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★ WatchlistData from SEC EDGAR · whalstreet.com