In a Form 13F filing dated July 7, 2026, Robert Olstein's firm, Olstein Capital Management, revealed it had completely liquidated its stake in S&P Global Inc. during the second quarter. The firm sold all 13,500 of its shares in the financial information and analytics giant, a position that previously accounted for 1.25% of its reported portfolio. As 13F filings disclose trades from the previous quarter, this activity occurred between April 1 and June 30, 2026.
The sale by the value-investing firm, known for its deep analysis of corporate accounting and cash flow, coincided with its own corporate transition. In March 2026, Easterly Asset Management announced an agreement to acquire Olstein's fund business, a reorganization that was subject to shareholder approval during the same quarter as the trade. After the quarter ended, S&P Global reported strong revenue growth but missed earnings-per-share estimates.