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 2015Jun 30, 2015 | VSH Vishay Intertechnology, Inc. | Buy | +572,000+123.8% |
Q2 2015Jun 30, 2015 | KEYS Keysight Technologies Inc. | Buy | +276,000+228.1% |
Q2 2015Jun 30, 2015 | BRC Brady Corporation | Buy | +226,500+146.1% |
Q2 2015Jun 30, 2015 | JBLU JetBlue Airways Corporation | Buy - Position Entry | +202,000 |
Q2 2015Jun 30, 2015 | GLW Corning Incorporated | Buy | +170,000+70.8% |
Q2 2015Jun 30, 2015 | TOWN Towne Bank | Buy - Position Entry | +143,000 |
Q2 2015Jun 30, 2015 | WEN Wendy's Company (The) | Buy | +134,000+13.6% |
Q2 2015Jun 30, 2015 | LE Lands' End, Inc. | Buy - Position Entry | +122,000 |
Q2 2015Jun 30, 2015 | PBPB Potbelly Corporation | Buy | +115,000+48.9% |
Q2 2015Jun 30, 2015 | OSK Oshkosh Corporation (Holding Co | Buy | +111,000+47.4% |
Q2 2015Jun 30, 2015 | SAVE Spirit Airlines, Inc. | Buy | +101,000+51.3% |
Q2 2015Jun 30, 2015 | V Visa Inc. | Buy - Position Entry | +92,000 |
Q2 2015Jun 30, 2015 | DAKT Daktronics, Inc. | Buy | +70,000+16.2% |
Q2 2015Jun 30, 2015 | GBX Greenbrier Companies, Inc. (The | Buy | +69,000+24.2% |
Q2 2015Jun 30, 2015 | DAL Delta Air Lines, Inc. | Buy | +65,000+33.0% |
Q2 2015Jun 30, 2015 | KSS Kohl's Corporation | Buy | +62,000+78.5% |
Q2 2015Jun 30, 2015 | MSM MSC Industrial Direct Company, | Buy - Position Entry | +60,000 |
Q2 2015Jun 30, 2015 | DDS Dillard's, Inc. | Buy | +58,000+66.7% |
Q2 2015Jun 30, 2015 | WNC Wabash National Corporation | Buy | +50,000+19.2% |
Q2 2015Jun 30, 2015 | PKG Packaging Corporation of Americ | Buy | +48,000+94.1% |
Q2 2015Jun 30, 2015 | CSCO Cisco Systems, Inc. | Buy | +45,000+14.6% |
Q2 2015Jun 30, 2015 | BIG | Buy | +45,000+19.2% |
Q2 2015Jun 30, 2015 | UPS United Parcel Service, Inc. | Buy - Position Entry | +45,000 |
Q2 2015Jun 30, 2015 | CECO CECO Environmental Corp. | Buy | +42,000+10.5% |
Q2 2015Jun 30, 2015 | MLR Miller Industries, Inc. | Buy | +39,000+51.3% |
Q2 2015Jun 30, 2015 | FSS Federal Signal Corporation | Buy | +36,000+18.5% |
Q2 2015Jun 30, 2015 | ALK Alaska Air Group, Inc. | Buy | +31,000+83.8% |
Q2 2015Jun 30, 2015 | TDC Teradata Corporation | Buy | +29,000+7.9% |
Q2 2015Jun 30, 2015 | RRX Regal Rexnord Corporation | Buy | +27,000+16.9% |
Q2 2015Jun 30, 2015 | ORCL Oracle Corporation | Buy | +18,000+7.0% |