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 |
|---|---|---|---|
Q3 2017Sep 30, 2017 | COTY Coty Inc. | Buy | +38,000+9.6% |
Q3 2017Sep 30, 2017 | WNC Wabash National Corporation | Buy | +36,300+63.8% |
Q3 2017Sep 30, 2017 | WTW Willis Towers Watson | Buy - Position Entry | +36,000 |
Q3 2017Sep 30, 2017 | SRCL Stericycle, Inc. | Buy | +31,915+20.3% |
Q3 2017Sep 30, 2017 | WDC Western Digital Corporation | Buy | +31,500+36.4% |
Q3 2017Sep 30, 2017 | CNDT Conduent Incorporated | Buy | +30,600+5.2% |
Q3 2017Sep 30, 2017 | KMB Kimberly-Clark Corporation | Buy - Position Entry | +30,000 |
Q3 2017Sep 30, 2017 | HOLX Hologic, Inc. | Buy | +28,200+30.8% |
Q3 2017Sep 30, 2017 | CENTA Central Garden & Pet Company | Buy - Position Entry | +27,321 |
Q3 2017Sep 30, 2017 | LOW Lowe's Companies, Inc. | Buy | +24,000+29.6% |
Q3 2017Sep 30, 2017 | BLBD Blue Bird Corporation | Buy | +22,442+28.9% |
Q3 2017Sep 30, 2017 | ZBH Zimmer Biomet Holdings, Inc. | Buy | +21,940+19.8% |
Q3 2017Sep 30, 2017 | MDT Medtronic | Buy | +19,850+21.8% |
Q3 2017Sep 30, 2017 | CVX Chevron Corporation | Buy - Position Entry | +17,000 |
Q3 2017Sep 30, 2017 | GBX Greenbrier Companies, Inc. (The | Buy | +14,026+7.1% |
Q3 2017Sep 30, 2017 | IBM International Business Machines | Buy | +14,000+50.0% |
Q3 2017Sep 30, 2017 | PBH Prestige Consumer Healthcare In | Buy | +12,340+26.0% |
Q3 2017Sep 30, 2017 | CFG Citizens Financial Group, Inc. | Buy | +12,100+3.8% |
Q3 2017Sep 30, 2017 | UHS Universal Health Services, Inc. | Buy | +12,000+27.3% |
Q3 2017Sep 30, 2017 | PB Prosperity Bancshares, Inc. | Buy | +11,270+6.3% |
Q3 2017Sep 30, 2017 | IVZ Invesco | Buy | +10,400+3.5% |
Q3 2017Sep 30, 2017 | AGCO AGCO Corporation | Buy | +10,000+24.4% |
Q3 2017Sep 30, 2017 | WCC WESCO International, Inc. | Buy | +9,896+3.7% |
Q3 2017Sep 30, 2017 | SNA Snap-On Incorporated | Buy | +9,100+19.8% |
Q3 2017Sep 30, 2017 | DIN Dine Brands Global, Inc. Common | Buy | +8,400+11.0% |
Q3 2017Sep 30, 2017 | DAL Delta Air Lines, Inc. | Buy | +6,700+4.1% |
Q3 2017Sep 30, 2017 | PRU Prudential Financial, Inc. | Buy | +6,000+11.5% |
Q3 2017Sep 30, 2017 | PKOH Park-Ohio Holdings Corp. | Buy | +5,538+25.3% |
Q3 2017Sep 30, 2017 | G4388N106 Helen of Troy | Buy | +4,780+29.4% |
Q3 2017Sep 30, 2017 | INTC Intel Corporation | Buy | +4,000+2.7% |