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 | HSIC Henry Schein, Inc. | Buy - Position Entry | +46,000 |
Q2 2013Jun 30, 2013 | MCD McDonald's Corporation | Buy - Position Entry | +42,000 |
Q2 2013Jun 30, 2013 | MMM 3M Company | Buy - Position Entry | +40,000 |
Q2 2013Jun 30, 2013 | RCKY Rocky Brands, Inc. | Buy - Position Entry | +40,000 |
Q2 2013Jun 30, 2013 | GPC Genuine Parts Company | Buy - Position Entry | +38,000 |
Q2 2013Jun 30, 2013 | SXT Sensient Technologies Corporati | Buy - Position Entry | +33,000 |
Q2 2013Jun 30, 2013 | VFC V.F. Corporation | Buy - Position Entry | +29,000 |
Q2 2013Jun 30, 2013 | HI Hillenbrand Inc | Buy - Position Entry | +26,000 |
Q2 2013Jun 30, 2013 | MATV Mativ Holdings, Inc. | Buy - Position Entry | +20,000 |
Q2 2013Jun 30, 2013 | AAPL Apple Inc. | Buy - Position Entry | +19,000 |
Q2 2013Jun 30, 2013 | CMCO Columbus McKinnon Corporation | Buy - Position Entry | +19,000 |
Q2 2013Jun 30, 2013 | SXI Standex International Corporati | Buy - Position Entry | +15,000 |
Q2 2013Jun 30, 2013 | DORM Dorman Products, Inc. | Buy - Position Entry | +15,000 |
Q2 2013Jun 30, 2013 | LFUS Littelfuse, Inc. | Buy - Position Entry | +10,000 |
Q2 2013Jun 30, 2013 | SJM The J.M. Smucker Company | Buy - Position Entry | +7,000 |
Q2 2013Jun 30, 2013 | MA Mastercard Incorporated | Buy - Position Entry | +6,000 |