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Robert OlsteinvsThird Avenue Management LLC

Side-by-side current 13F portfolio comparison · 4 shared positions
Whale A
Robert Olstein
Olstein Capital Management, L.P.
AUM
$458M
Positions
99
Shared %
3.7%
Whale B
Third Avenue Management LLC
Third Avenue Management LLC
AUM
$550M
Positions
51
Shared %
8.6%
Common holdings · 4
Stocks both whales currently hold — sorted by combined value
StockRobert weightThird weightRobert valueThird value
CBRE · Cbre Group Inc.1.4%4.3%$6M$24M
JLL · Jones Lang Lasalle Inc.1.4%2.1%$6M$12M
WCC · Wesco Intl Inc.0.8%0.9%$4M$5M
PB · Prosperity Bancshares Inc.0.2%1.3%$806K$7M
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
AVTR · Avantor Inc.2.1%$9M
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
Unique to Third Avenue Management LLC
Top 10 by value held — not in the other's portfolio
StockWeightValue
HCC · Warrior Met Coal Inc.9.3%$51M
TDW · Tidewater Inc. New8.0%$44M
BCC · Boise Cascade Co. Del5.8%$32M
VAL · Valaris Ltd.5.4%$29M
BN · Brookfield Corp.4.6%$25M
FPH · Five Point Holdings LLC4.2%$23M
PLD · Prologis Inc.3.4%$19M
ROG · Rogers Corp.3.3%$18M
LEN · Lennar Corp.2.6%$14M
DB · Deutsche Bank A G2.4%$13M
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★ WatchlistData from SEC EDGAR · whalstreet.com