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 2018Sep 30, 2018 | PH Parker-Hannifin Corporation | Sell | -7,123-16.2% |
Q3 2018Sep 30, 2018 | BLBD Blue Bird Corporation | Sell | -8,200-11.6% |
Q3 2018Sep 30, 2018 | DIN Dine Brands Global, Inc. Common | Sell | -8,688-23.0% |
Q3 2018Sep 30, 2018 | AXTA Axalta | Sell | -8,700-3.8% |
Q3 2018Sep 30, 2018 | KEYS Keysight Technologies Inc. | Sell | -9,000-5.4% |
Q3 2018Sep 30, 2018 | PEP Pepsico, Inc. | Sell - Position Exit | -9,300-100.0% |
Q3 2018Sep 30, 2018 | RRX Regal Rexnord Corporation | Sell | -9,650-9.3% |
Q3 2018Sep 30, 2018 | BDX Becton, Dickinson and Company | Sell | -10,000-27.0% |
Q3 2018Sep 30, 2018 | MLR Miller Industries, Inc. | Sell | -10,941-15.5% |
Q3 2018Sep 30, 2018 | AXP American Express Company | Sell | -11,000-20.4% |
Q3 2018Sep 30, 2018 | CASY Caseys General Stores, Inc. | Sell | -12,000-23.2% |
Q3 2018Sep 30, 2018 | FSS Federal Signal Corporation | Sell | -12,500-19.1% |
Q3 2018Sep 30, 2018 | LOW Lowe's Companies, Inc. | Sell | -13,000-20.3% |
Q3 2018Sep 30, 2018 | SNA Snap-On Incorporated | Sell | -13,000-31.7% |
Q3 2018Sep 30, 2018 | MDT Medtronic | Sell | -15,080-17.5% |
Q3 2018Sep 30, 2018 | G4388N106 Helen of Troy | Sell | -18,240-67.1% |
Q3 2018Sep 30, 2018 | MSFT Microsoft Corporation | Sell | -20,300-30.6% |
Q3 2018Sep 30, 2018 | PBH Prestige Consumer Healthcare In | Sell | -23,000-17.1% |
Q3 2018Sep 30, 2018 | KMB Kimberly-Clark Corporation | Sell | -27,000-51.9% |
Q3 2018Sep 30, 2018 | ZBRA Zebra Technologies Corporation | Sell | -27,800-34.6% |
Q3 2018Sep 30, 2018 | GLW Corning Incorporated | Sell | -33,000-17.8% |
Q3 2018Sep 30, 2018 | ZBH Zimmer Biomet Holdings, Inc. | Sell | -34,890-24.7% |
Q3 2018Sep 30, 2018 | CVS CVS Health Corporation | Sell | -36,000-22.0% |
Q3 2018Sep 30, 2018 | WBA Walgreens Boots Alliance, Inc. | Sell | -39,300-21.8% |
Q3 2018Sep 30, 2018 | HRL Hormel Foods Corporation | Sell | -43,000-45.7% |
Q3 2018Sep 30, 2018 | CMCSA Comcast Corporation | Sell | -48,000-17.5% |
Q3 2018Sep 30, 2018 | AAPL Apple Inc. | Sell | -49,000-48.5% |
Q3 2018Sep 30, 2018 | BEN Franklin Resources, Inc. | Sell | -52,778-26.0% |
Q3 2018Sep 30, 2018 | KLIC Kulicke and Soffa Industries, I | Sell | -55,000-12.0% |
Q3 2018Sep 30, 2018 | ORCL Oracle Corporation | Sell | -65,000-26.2% |