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 2017Jun 30, 2017 | TMO Thermo Fisher Scientific Inc | Buy - Position Entry | +23,000 |
Q2 2017Jun 30, 2017 | PKOH Park-Ohio Holdings Corp. | Buy - Position Entry | +21,890 |
Q2 2017Jun 30, 2017 | FSS Federal Signal Corporation | Buy | +21,657+17.5% |
Q2 2017Jun 30, 2017 | CECO CECO Environmental Corp. | Buy | +18,900+5.0% |
Q2 2017Jun 30, 2017 | GBX Greenbrier Companies, Inc. (The | Buy | +17,484+9.7% |
Q2 2017Jun 30, 2017 | G4388N106 Helen of Troy | Buy - Position Entry | +16,260 |
Q2 2017Jun 30, 2017 | SNA Snap-On Incorporated | Buy | +15,900+53.0% |
Q2 2017Jun 30, 2017 | KEYS Keysight Technologies Inc. | Buy | +15,610+4.2% |
Q2 2017Jun 30, 2017 | PBH Prestige Consumer Healthcare In | Buy | +14,080+42.2% |
Q2 2017Jun 30, 2017 | LOW Lowe's Companies, Inc. | Buy | +13,000+19.1% |
Q2 2017Jun 30, 2017 | SRCL Stericycle, Inc. | Buy | +12,635+8.8% |
Q2 2017Jun 30, 2017 | GOOG Alphabet Inc. | Buy | +12,500+147.1% |
Q2 2017Jun 30, 2017 | GM General Motors Company | Buy | +10,000+3.9% |
Q2 2017Jun 30, 2017 | ATRO Astronics Corporation | Buy | +7,606+8.7% |
Q2 2017Jun 30, 2017 | IBM International Business Machines | Buy | +7,000+33.3% |
Q2 2017Jun 30, 2017 | SJM The J.M. Smucker Company | Buy | +7,000+19.1% |
Q2 2017Jun 30, 2017 | AXTA Axalta | Buy | +6,019+2.5% |
Q2 2017Jun 30, 2017 | FDX FedEx Corporation | Buy | +5,800+27.4% |
Q2 2017Jun 30, 2017 | BWA BorgWarner Inc. | Buy | +3,000+3.4% |
Q2 2017Jun 30, 2017 | UHS Universal Health Services, Inc. | Buy | +3,000+7.3% |
Q2 2017Jun 30, 2017 | CVS CVS Health Corporation | Buy | +3,000+2.5% |
Q2 2017Jun 30, 2017 | XOM Exxon Mobil Corporation | Buy | +2,000+4.3% |
Q2 2017Jun 30, 2017 | SKX Skechers U.S.A., Inc. | Buy | +1,156+0.4% |
Q2 2017Jun 30, 2017 | TRV The Travelers Companies, Inc. | Sell | -1,000-2.4% |
Q2 2017Jun 30, 2017 | SPGI S&P Global Inc. | Sell | -1,000-2.4% |
Q2 2017Jun 30, 2017 | PG Procter & Gamble Company (The) | Sell | -3,000-5.0% |
Q2 2017Jun 30, 2017 | BEN Franklin Resources, Inc. | Sell | -3,000-2.4% |
Q2 2017Jun 30, 2017 | ISRG Intuitive Surgical, Inc. | Sell | -4,400-51.2% |
Q2 2017Jun 30, 2017 | VSH Vishay Intertechnology, Inc. | Sell | -5,000-8.3% |
Q2 2017Jun 30, 2017 | SAVE Spirit Airlines, Inc. | Sell | -5,000-2.2% |