Robert Olstein - Olstein Capital Management

History Stock Activity Share change % change to portfolio ▼
Q1  2026
≡ KLIC - Kulicke & Soffa Ind. Reduce 57.18% 81,461 1.18
≡ BAH - Booz Allen Hamilton Hldg Corp. Buy 66,000 1.12
≡ SLB - Schlumberger Ltd. Reduce 38.64% 85,000 0.95
≡ TGT - Target Corp. Reduce 43.35% 35,548 0.94
≡ FDX - FedEx Corp. Reduce 47.06% 12,000 0.93
≡ GLW - Corning Inc. Reduce 83.33% 25,000 0.75
≡ EFX - Equifax Inc. Add 105.56% 19,000 0.74
≡ SSNC - SS&C Technologies Holdings Inc. Add 90.91% 50,000 0.74
≡ DE - Deere & Co. Sell 100.00% 7,500 0.72
≡ AVTR - Avantor Inc. Add 47.92% 392,000 0.67
≡ WAT - Waters Corp. Buy 10,000 0.65
≡ KFY - Korn Ferry Add 55.95% 43,050 0.59
≡ MSFT - Microsoft Corp. Add 67.00% 6,700 0.54
≡ FIS - Fidelity National Information Services Add 43.25% 52,530 0.54
≡ SPGI - S&P Global Inc. Add 73.08% 5,700 0.53
≡ WTW - Willis Towers Watson plc Add 53.95% 8,200 0.52
≡ CMI - Cummins Inc. Sell 100.00% 4,700 0.49
≡ ADBE - Adobe Inc. Add 56.25% 9,000 0.48
≡ UNH - United Health Group Inc. Add 53.33% 8,000 0.47
≡ CTVA - Corteva Inc. Reduce 25.00% 22,000 0.40
≡ V - Visa Inc. Add 95.83% 5,750 0.38
≡ NDAQ - Nasdaq Inc. Add 24.19% 18,700 0.35
≡ LUV - Southwest Airlines Reduce 33.86% 43,000 0.35
≡ SWK - Stanley Black & Decker Inc. Reduce 28.57% 22,000 0.34
≡ LHX - L3Harris Technologies Inc. Reduce 35.71% 4,500 0.34
≡ CSCO - Cisco Systems Reduce 29.23% 19,000 0.32
≡ MIDD - Middleby Corp. Reduce 21.88% 10,500 0.31
≡ DOV - Dover Corp. Reduce 22.54% 6,694 0.31
≡ IART - Integra LifeSciences Holdings Sell 100.00% 123,000 0.31
≡ META - Meta Platforms Inc. Add 38.60% 2,200 0.28
≡ CBRE - CBRE Group Add 23.68% 9,000 0.27
≡ UPS - United Parcel Service Reduce 18.75% 12,000 0.26
≡ AMZN - Amazon.com Inc. Add 44.00% 5,500 0.25
≡ JNJ - Johnson & Johnson Reduce 15.52% 4,500 0.24
≡ HSIC - Henry Schein Inc. Reduce 16.85% 15,000 0.24
≡ JLL - Jones Lang Lasalle Inc. Add 20.00% 3,500 0.23
≡ ON - ON Semiconductor Corp. Reduce 16.50% 17,000 0.23
≡ FITB - Fifth Third Bancorp Reduce 16.91% 23,000 0.23
≡ SYY - Sysco Corp. Reduce 20.00% 15,000 0.23
≡ CFG - Citizens Financial Group Inc. Reduce 16.00% 16,800 0.22
≡ DAL - Delta Air Lines Inc. Reduce 13.81% 14,100 0.21
≡ TXN - Texas Instruments Reduce 18.52% 5,000 0.21
≡ TRV - Travelers Companies Inc. Reduce 12.50% 3,000 0.19
≡ LMT - Lockheed Martin Corp. Reduce 17.68% 1,450 0.19
≡ RTX - RTX Corp. Reduce 28.13% 4,500 0.19
≡ DGX - Quest Diagnostics Reduce 10.50% 4,200 0.18
≡ STZ - Constellation Brands Reduce 15.28% 5,500 0.18
≡ BAX - Baxter International Inc. Add 11.27% 47,000 0.17
≡ RAL - Ralliant Corp. Add 11.89% 17,000 0.15
≡ USB - U.S. Bancorp Reduce 10.57% 13,000 0.15
≡ FTV - Fortive Corp. Reduce 12.00% 12,000 0.14
≡ SOLS - Solstice Adv Materials Inc Reduce 15.08% 8,700 0.14
≡ WCC - WESCO International Inc. Reduce 15.16% 2,350 0.14
≡ OMC - Omnicom Group Add 7.27% 8,000 0.13
≡ IFF - International Flavors & Fragrances Inc. Reduce 6.30% 8,000 0.13
≡ VNT - Vontier Corp. Reduce 6.74% 17,261 0.13
≡ EBAY - eBay Inc. Reduce 27.27% 6,000 0.12
≡ UBER - Uber Technologies Inc. Add 15.22% 7,000 0.11
≡ GD - General Dynamics Reduce 6.82% 1,500 0.11
≡ VSH - Vishay Intertechnology Reduce 38.96% 30,000 0.11
≡ PLOW - Douglas Dynamics Reduce 41.52% 12,457 0.11
≡ ZBH - Zimmer Biomet Holdings Add 6.10% 5,000 0.10
≡ APTV - Aptiv PLC Reduce 7.60% 6,500 0.10
≡ CVS - CVS Health Corp. Reduce 10.71% 6,000 0.09
≡ GHM - Graham Corp. Sell 100.00% 6,500 0.09
≡ DIS - Walt Disney Co. Reduce 3.58% 3,864 0.08
≡ DIN - Dine Brands Global Inc. Reduce 6.11% 14,000 0.08
≡ IVZ - Invesco Ltd Reduce 6.87% 16,000 0.08
≡ PGNY - Progyny Inc. Add 55.56% 20,000 0.07
≡ REYN - Reynolds Consumer Products Inc. Add 5.60% 15,000 0.07
≡ PEP - PepsiCo Inc. Reduce 7.14% 2,000 0.07
≡ GM - General Motors Reduce 8.33% 4,000 0.07
≡ TKR - Timken Co. Reduce 39.76% 3,300 0.07
≡ TNC - Tennant Co. Add 30.77% 4,000 0.06
≡ MHK - Mohawk Industries Reduce 4.36% 3,000 0.06
≡ GS - Goldman Sachs Group Reduce 20.00% 300 0.06
≡ AGCO - AGCO Corp. Reduce 27.78% 2,500 0.06
≡ FA - First Advantage Corp Add 28.38% 21,000 0.05
≡ BDX - Becton Dickinson Add 3.53% 1,500 0.05
≡ GTES - Gates Industrial Corp. Reduce 11.31% 9,500 0.05
≡ CENTA - Central Garden & Pet Reduce 14.29% 7,500 0.05
≡ BRC - Brady Corp. Reduce 28.57% 3,000 0.05
≡ TMO - Thermo Fisher Scientific Add 5.47% 350 0.04
≡ ST - Sensata Technologies Holding Reduce 2.04% 5,800 0.04
≡ AEBI - Aebi Schmidt Holding Ag Reduce 13.68% 20,122 0.04
≡ BLBD - Blue Bird Corp. Reduce 15.10% 3,474 0.04
≡ NKE - NIKE Inc. Add 2.88% 3,000 0.03
≡ LKQ - LKQ Corp. Reduce 1.12% 3,566 0.02
≡ WFC - Wells Fargo Reduce 1.49% 1,000 0.02
≡ CWK - Cushman & Wakefield Ltd Reduce 7.34% 6,500 0.02
≡ FHB - First Hawaiian Inc. Reduce 7.50% 3,000 0.02
≡ NOV - Nov Inc. Reduce 10.64% 5,000 0.02
≡ HOMB - Home Bancshares Inc. Reduce 4.05% 1,500 0.01
Q4  2025
≡ HOLX-OLD - Hologic Inc. Sell 100.00% 113,000 1.44
≡ FISV - Fiserv Inc. Sell 100.00% 58,000 1.41
≡ CMCSA - Comcast Corp. Sell 100.00% 167,000 0.99
≡ KMB - Kimberly-Clark Sell 100.00% 37,000 0.87
≡ JNJ - Johnson & Johnson Reduce 40.21% 19,500 0.83
≡ LMT - Lockheed Martin Corp. Buy 8,200 0.81
≡ GM - General Motors Reduce 43.53% 37,000 0.62