Robert Olstein – Olstein Capital Management Portfolio Activity & Recent Trades (Jun 30, 2025)
As of Jun 30, 2025, the Olstein Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Jul 22, 2025. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q2 2025, the filing reported:
Increases – Avantor, Inc. (AVTR), Integra LifeSciences Holdings C (IART), Reynolds Consumer Products Inc. (REYN), ABM Industries Incorporated (ABM), Fiserv, Inc. (FI), and 32 more
Reductions – Willis Towers Watson (WTW), Nasdaq, Inc. (NDAQ), Goldman Sachs Group, Inc. (The) (GS), Visa Inc. (V), Berkshire Hathaway Inc. New (BRK-B), and 42 more
Complete Exits – Denny's Corporation (DENN)
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
Olstein Capital Management Activity
| Date | Symbol | Type | Quantity |
|---|---|---|---|
Q2 2013Jun 30, 2013 | SYK Stryker Corporation | Buy - Position Entry | +108,000 |
Q2 2013Jun 30, 2013 | CTAS Cintas Corporation | Buy - Position Entry | +100,000 |
Q2 2013Jun 30, 2013 | GM General Motors Company | Buy - Position Entry | +94,000 |
Q2 2013Jun 30, 2013 | QCOM QUALCOMM Incorporated | Buy - Position Entry | +91,000 |
Q2 2013Jun 30, 2013 | ZBH Zimmer Biomet Holdings, Inc. | Buy - Position Entry | +91,000 |
Q2 2013Jun 30, 2013 | ROST Ross Stores, Inc. | Buy - Position Entry | +90,000 |
Q2 2013Jun 30, 2013 | KO Coca-Cola Company (The) | Buy - Position Entry | +90,000 |
Q2 2013Jun 30, 2013 | JNJ Johnson & Johnson | Buy - Position Entry | +90,000 |
Q2 2013Jun 30, 2013 | DGX Quest Diagnostics Incorporated | Buy - Position Entry | +83,000 |
Q2 2013Jun 30, 2013 | ALK Alaska Air Group, Inc. | Buy - Position Entry | +82,000 |
Q2 2013Jun 30, 2013 | DE Deere & Company | Buy - Position Entry | +81,000 |
Q2 2013Jun 30, 2013 | HRL Hormel Foods Corporation | Buy - Position Entry | +81,000 |
Q2 2013Jun 30, 2013 | DIS Walt Disney Company (The) | Buy - Position Entry | +81,000 |
Q2 2013Jun 30, 2013 | RRX Regal Rexnord Corporation | Buy - Position Entry | +78,000 |
Q2 2013Jun 30, 2013 | TFX Teleflex Incorporated | Buy - Position Entry | +75,000 |
Q2 2013Jun 30, 2013 | BDX Becton, Dickinson and Company | Buy - Position Entry | +74,500 |
Q2 2013Jun 30, 2013 | XOM Exxon Mobil Corporation | Buy - Position Entry | +67,000 |
Q2 2013Jun 30, 2013 | PEP Pepsico, Inc. | Buy - Position Entry | +64,000 |
Q2 2013Jun 30, 2013 | AXP American Express Company | Buy - Position Entry | +61,000 |
Q2 2013Jun 30, 2013 | BAX Baxter International Inc. | Buy - Position Entry | +60,000 |
Q2 2013Jun 30, 2013 | FDX FedEx Corporation | Buy - Position Entry | +60,000 |
Q2 2013Jun 30, 2013 | MG Mistras Group Inc | Buy - Position Entry | +59,000 |
Q2 2013Jun 30, 2013 | CMI Cummins Inc. | Buy - Position Entry | +59,000 |
Q2 2013Jun 30, 2013 | TJX TJX Companies, Inc. (The) | Buy - Position Entry | +58,000 |
Q2 2013Jun 30, 2013 | DOV Dover Corporation | Buy - Position Entry | +57,000 |
Q2 2013Jun 30, 2013 | BEN Franklin Resources, Inc. | Buy - Position Entry | +57,000 |
Q2 2013Jun 30, 2013 | STZ Constellation Brands, Inc. | Buy - Position Entry | +55,000 |
Q2 2013Jun 30, 2013 | CULP Culp, Inc. | Buy - Position Entry | +54,000 |
Q2 2013Jun 30, 2013 | SLB Schlumberger N.V. | Buy - Position Entry | +52,000 |
Q2 2013Jun 30, 2013 | MLR Miller Industries, Inc. | Buy - Position Entry | +46,000 |