whal
street
Robert Olstein
vs
Harry Burn
Side-by-side current 13F portfolio comparison · 11 shared positions
Whale A
Robert Olstein
Olstein Capital Management, L.P.
AUM
$458M
Positions
99
Shared %
14.3%
Whale B
Harry Burn
Sound Shore Management Inc. /Ct/
AUM
$3.0B
Positions
40
Shared %
28.7%
Common holdings · 11
Stocks both whales currently hold — sorted by combined value
Stock
Robert weight
Harry weight
Robert value
Harry value
DIS
· Disney Walt Co.
2.2%
3.1%
$10M
$94M
ZBH
· Zimmer Biomet Holdings
1.7%
3.2%
$8M
$95M
BRK-B
· Berkshire Hathaway Inc. Del
1.2%
3.2%
$5M
$96M
AMZN
· Amazon Com Inc.
0.8%
2.6%
$4M
$79M
GM
· General Motors Company
0.7%
2.6%
$3M
$77M
LUV
· Southwest Airls Co.
0.7%
2.5%
$3M
$75M
MDT
· Medtronic Plc
1.4%
2.4%
$6M
$72M
WFC
· Wells Fargo Co. New
1.1%
2.4%
$5M
$72M
UPS
· United Parcel Service Inc.
1.1%
2.4%
$5M
$72M
OMC
· Omnicom Group Inc.
1.9%
2.1%
$9M
$63M
MHK
· Mohawk Inds Inc.
1.4%
2.1%
$6M
$63M
Unique to Robert Olstein
Top 10 by value held — not in the other's portfolio
Stock
Weight
Value
G8060N102
· Sensata Technologies Hldg Pl
2.1%
$10M
AVTR
· Avantor Inc.
2.1%
$9M
LKQ
· Lkq Corp.
2.0%
$9M
459506101
· International Flavors&Fragra
1.9%
$9M
VNT
· Vontier Corporation
1.8%
$8M
FIS
· Fidelity Natl Information Sv
1.8%
$8M
NDAQ
· Nasdaq Inc.
1.8%
$8M
ABM
· Abm Inds Inc.
1.8%
$8M
BAX
· Baxter Intl Inc.
1.7%
$8M
KFY
· Korn Ferry
1.6%
$8M
Unique to Harry Burn
Top 10 by value held — not in the other's portfolio
Stock
Weight
Value
TEVA
· Teva Pharmaceutical Inds Ltd.
3.9%
$117M
REGN
· Regeneron Pharmaceuticals
3.9%
$117M
MRVL
· Marvell Technology Inc.
3.8%
$114M
BAC
· Bank America Corp.
3.4%
$101M
C
· Citigroup Inc.
2.9%
$88M
GEHC
· Ge Healthcare Technologies I
2.8%
$85M
CSX
· Csx Corp.
2.8%
$82M
NXPI
· Nxp Semiconductors N V
2.7%
$81M
PFE
· Pfizer Inc.
2.7%
$81M
744573106
· Public Svc Enterprise Grp In
2.7%
$80M
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Data from SEC EDGAR · whalstreet.com