Robert Olstein - Olstein Capital Management

History Stock Activity ▼ Share change % change to portfolio
Q3  2024
≡ AGCO - AGCO Corp. Add 100.00% 6,000 0.10
≡ FTV - Fortive Corp. Add 58.81% 29,441 0.40
≡ VNT - Vontier Corp. Add 50.49% 103,000 0.59
≡ SLB - Schlumberger Ltd. Add 46.99% 78,000 0.56
≡ IART - Integra LifeSciences Holdings Add 37.17% 42,000 0.13
≡ GD - General Dynamics Add 36.36% 4,000 0.21
≡ MSFT - Microsoft Corp. Add 35.71% 2,500 0.18
≡ LUV - Southwest Airlines Add 33.68% 65,000 0.33
≡ APTV - Aptiv PLC Add 32.93% 27,000 0.33
≡ DAL - Delta Air Lines Inc. Add 32.58% 43,000 0.37
≡ DIS - Walt Disney Co. Add 31.93% 38,000 0.62
≡ FI - Fiserv Inc. Add 30.77% 4,000 0.12
≡ BDX - Becton Dickinson Add 26.67% 8,000 0.33
≡ DIN - Dine Brands Global Inc. Add 25.08% 60,605 0.32
≡ LKQ - LKQ Corp. Add 23.76% 48,000 0.33
≡ GOOG - Alphabet Inc. CL C Add 23.33% 7,000 0.20
≡ CMCSA - Comcast Corp. Add 23.33% 21,000 0.15
≡ KLIC - Kulicke & Soffa Ind. Add 22.59% 45,405 0.35
≡ EMN - Eastman Chemical Add 19.79% 9,500 0.18
≡ MDT - Medtronic plc Add 19.18% 14,000 0.21
≡ WCC - WESCO International Inc. Add 16.26% 7,807 0.22
≡ VSH - Vishay Intertechnology Add 15.38% 16,000 0.05
≡ GM - General Motors Add 14.89% 21,000 0.16
≡ UPS - United Parcel Service Add 14.71% 10,000 0.23
≡ FDX - FedEx Corp. Add 14.55% 4,000 0.19
≡ TGT - Target Corp. Add 8.70% 4,000 0.11
≡ ST - Sensata Technologies Holding Add 8.48% 29,000 0.18
≡ HSIC - Henry Schein Inc. Add 8.14% 7,000 0.09
≡ CVS - CVS Health Corp. Add 6.45% 10,000 0.11
≡ DOV - Dover Corp. Add 3.57% 1,000 0.03
≡ ZBH - Zimmer Biomet Holdings Add 3.36% 2,600 0.05
≡ TRV - Travelers Companies Inc. Add 3.23% 1,000 0.04
≡ MIDD - Middleby Corp. Add 3.01% 2,000 0.05
≡ CTVA - Corteva Inc. Add 2.49% 3,960 0.04
≡ WFC - Wells Fargo Add 2.48% 3,000 0.03
≡ DENN - Denny's Corp. Add 2.23% 20,000 0.02
≡ OMC - Omnicom Group Add 1.73% 1,512 0.03
≡ BAX - Baxter International Inc. Add 1.10% 3,000 0.02
≡ NDAQ - Nasdaq Inc. Buy 59,000 0.73
≡ HON - Honeywell Int'l Inc. Buy 14,000 0.49
≡ WTW - Willis Towers Watson plc Reduce 1.89% 500 0.02
≡ CENTA - Central Garden & Pet Reduce 3.80% 3,000 0.02
≡ IVZ - Invesco Ltd Reduce 4.46% 22,950 0.07
≡ GHM - Graham Corp. Reduce 4.64% 1,752 0.01
≡ TXN - Texas Instruments Reduce 4.65% 1,000 0.04
≡ MA - Mastercard Inc. Reduce 5.89% 300 0.03
≡ PLOW - Douglas Dynamics Reduce 6.94% 5,000 0.02
≡ HOLX - Hologic Inc. Reduce 7.61% 7,000 0.10
≡ IFF - International Flavors & Fragrances Inc. Reduce 7.95% 7,000 0.13
≡ CSCO - Cisco Systems Reduce 8.52% 15,000 0.14
≡ FA - First Advantage Corp Reduce 9.59% 7,000 0.02
≡ GTES - Gates Industrial Corp. Reduce 9.95% 20,000 0.06
≡ AAPL - Apple Inc. Reduce 10.34% 1,500 0.06
≡ BRK.B - Berkshire Hathaway CL B Reduce 10.37% 1,400 0.11
≡ FIS - Fidelity National Information Services Reduce 11.88% 11,761 0.17
≡ MLR - Miller Industries Inc. Reduce 12.12% 4,000 0.04
≡ META - Meta Platforms Inc. Reduce 13.33% 800 0.08
≡ SHYF - Shyft Group Inc. Reduce 13.70% 38,741 0.08
≡ SPGI - S&P Global Inc. Reduce 16.92% 1,100 0.10
≡ USB - U.S. Bancorp Reduce 17.00% 36,660 0.28
≡ BLBD - Blue Bird Corp. Reduce 17.02% 8,000 0.07
≡ RTX - RTX Corp. Reduce 17.14% 12,000 0.25
≡ CBRE - CBRE Group Reduce 17.44% 15,000 0.32
≡ DGX - Quest Diagnostics Reduce 17.44% 11,682 0.31
≡ JOUT - Johnson Outdoors Inc. Reduce 18.18% 12,000 0.07
≡ AVTR - Avantor arinc. Reduce 19.30% 56,184 0.25
≡ EFX - Equifax Inc. Reduce 20.00% 2,000 0.10
≡ SWK - Stanley Black & Decker Inc. Reduce 21.18% 18,000 0.34
≡ GLW - Corning Inc. Reduce 21.23% 45,000 0.34
≡ HOMB - Home Bancshares Inc. Reduce 23.26% 20,000 0.09
≡ GS - Goldman Sachs Group Reduce 23.33% 2,800 0.24
≡ FITB - Fifth Third Bancorp Reduce 23.61% 51,000 0.37
≡ WGO - Winnebago Industries Inc. Reduce 24.56% 14,000 0.14
≡ LHX - L3Harris Technologies Inc. Reduce 25.22% 7,818 0.32
≡ FHB - First Hawaiian Inc. Reduce 26.00% 26,000 0.10
≡ KFY - Korn Ferry Reduce 26.27% 26,800 0.34
≡ CWK - Cushman & Wakefield Plc Reduce 26.61% 62,000 0.15
≡ UNH - United Health Group Inc. Reduce 27.27% 4,500 0.45
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 27.66% 39,000 0.49
≡ PBH - Prestige Consumer Healthcare Reduce 28.57% 14,000 0.17
≡ PB - Prosperity Bancshares Inc. Reduce 28.57% 8,000 0.10
≡ CFG - Citizens Financial Group Inc. Reduce 29.50% 88,500 0.62
≡ BRC - Brady Corp. Reduce 33.33% 10,000 0.13
≡ MHK - Mohawk Industries Reduce 34.51% 28,300 0.77
≡ ABM - ABM Industries Reduce 34.82% 100,953 0.91
≡ EBAY - eBay Inc. Reduce 35.29% 36,000 0.40
≡ MCO - Moody's Corp. Reduce 36.92% 2,400 0.19
≡ JLL - Jones Lang Lasalle Inc. Reduce 37.50% 16,500 0.76
≡ REYN - Reynolds Consumer Products Inc. Reduce 39.20% 106,624 0.57
≡ AXP - American Express Reduce 66.67% 10,000 0.46
≡ CARR - Carrier Global Corp. Reduce 71.74% 33,000 0.46
≡ WBD - Warner Bros. Discovery Inc. Sell 100.00% 365,000 0.48
≡ UHS - Universal Health Services Inc. Sell 100.00% 10,000 0.33
≡ WNC - Wabash National Sell 100.00% 43,000 0.17
Q2  2024
≡ APTV - Aptiv PLC Add 95.24% 40,000 0.50
≡ MIDD - Middleby Corp. Add 75.00% 28,500 0.62
≡ PLOW - Douglas Dynamics Add 63.64% 28,000 0.12
≡ VNT - Vontier Corp. Add 39.25% 57,500 0.39
≡ LKQ - LKQ Corp. Add 36.84% 54,381 0.40
≡ JOUT - Johnson Outdoors Inc. Add 29.41% 15,000 0.09