Robert Olstein - Olstein Capital Management

History Stock Activity ▼ Share change % change to portfolio
Q4  2024
≡ GD - General Dynamics Add 90.00% 13,500 0.63
≡ EFX - Equifax Inc. Add 62.50% 5,000 0.22
≡ BLBD - Blue Bird Corp. Add 61.54% 24,000 0.16
≡ AVTR - Avantor arinc. Add 51.49% 121,000 0.45
≡ TGT - Target Corp. Add 48.00% 24,000 0.57
≡ REYN - Reynolds Consumer Products Inc. Add 43.31% 71,624 0.34
≡ NDAQ - Nasdaq Inc. Add 35.59% 21,000 0.29
≡ MHK - Mohawk Industries Add 30.35% 16,300 0.34
≡ IFF - International Flavors & Fragrances Inc. Add 28.40% 23,000 0.34
≡ UNH - United Health Group Inc. Add 26.67% 3,200 0.28
≡ APTV - Aptiv PLC Add 25.69% 28,000 0.30
≡ SWK - Stanley Black & Decker Inc. Add 25.37% 17,000 0.24
≡ AGCO - AGCO Corp. Add 20.83% 2,500 0.04
≡ LHX - L3Harris Technologies Inc. Add 20.78% 4,818 0.18
≡ ST - Sensata Technologies Holding Add 19.70% 73,074 0.35
≡ BAX - Baxter International Inc. Add 18.84% 52,000 0.27
≡ TKR - Timken Co. Add 17.24% 2,500 0.03
≡ HSIC - Henry Schein Inc. Add 17.20% 16,000 0.20
≡ VSH - Vishay Intertechnology Add 16.67% 20,000 0.06
≡ EMN - Eastman Chemical Add 16.14% 9,279 0.15
≡ LKQ - LKQ Corp. Add 16.00% 40,000 0.26
≡ BDX - Becton Dickinson Add 13.16% 5,000 0.20
≡ PLOW - Douglas Dynamics Add 11.94% 8,000 0.03
≡ FI - Fiserv Inc. Add 11.76% 2,000 0.07
≡ EBAY - eBay Inc. Add 10.61% 7,000 0.08
≡ BRK.B - Berkshire Hathaway CL B Add 8.26% 1,000 0.08
≡ MDT - Medtronic plc Add 8.05% 7,000 0.10
≡ JNJ - Johnson & Johnson Add 6.56% 4,000 0.10
≡ HOLX - Hologic Inc. Add 5.88% 5,000 0.06
≡ OMC - Omnicom Group Add 5.62% 5,000 0.08
≡ TXN - Texas Instruments Add 4.88% 1,000 0.03
≡ DIN - Dine Brands Global Inc. Add 4.62% 13,953 0.07
≡ MIDD - Middleby Corp. Add 3.65% 2,500 0.06
≡ ABM - ABM Industries Add 3.61% 6,821 0.06
≡ SLB - Schlumberger Ltd. Add 3.28% 8,000 0.05
≡ CENTA - Central Garden & Pet Add 1.32% 1,000 0.01
≡ NKE - NIKE Inc. Buy 64,000 0.85
≡ ON - ON Semiconductor Corp. Buy 76,000 0.84
≡ SYY - Sysco Corp. Buy 58,000 0.78
≡ TNC - Tennant Co. Buy 9,500 0.14
≡ DGX - Quest Diagnostics Reduce 1.99% 1,102 0.03
≡ JLL - Jones Lang Lasalle Inc. Reduce 3.64% 1,000 0.04
≡ UPS - United Parcel Service Reduce 3.85% 3,000 0.07
≡ SSNC - SS&C Technologies Holdings Inc. Reduce 3.92% 4,000 0.05
≡ IVZ - Invesco Ltd Reduce 4.47% 21,996 0.07
≡ FA - First Advantage Corp Reduce 4.55% 3,000 0.01
≡ KFY - Korn Ferry Reduce 5.59% 4,200 0.05
≡ SHYF - Shyft Group Inc. Reduce 6.56% 16,000 0.03
≡ LUV - Southwest Airlines Reduce 6.98% 18,000 0.11
≡ CFG - Citizens Financial Group Inc. Reduce 8.27% 17,500 0.13
≡ USB - U.S. Bancorp Reduce 8.66% 15,500 0.13
≡ HOMB - Home Bancshares Inc. Reduce 9.09% 6,000 0.03
≡ BRC - Brady Corp. Reduce 10.00% 2,000 0.03
≡ FIS - Fidelity National Information Services Reduce 10.59% 9,239 0.13
≡ FDX - FedEx Corp. Reduce 11.11% 3,500 0.17
≡ AAPL - Apple Inc. Reduce 11.54% 1,500 0.07
≡ META - Meta Platforms Inc. Reduce 11.54% 600 0.06
≡ RTX - RTX Corp. Reduce 11.59% 6,720 0.14
≡ DIS - Walt Disney Co. Reduce 12.42% 19,500 0.38
≡ GLW - Corning Inc. Reduce 12.57% 21,000 0.18
≡ CWK - Cushman & Wakefield Plc Reduce 13.45% 23,000 0.05
≡ IART - Integra LifeSciences Holdings Reduce 14.19% 22,000 0.09
≡ MCO - Moody's Corp. Reduce 14.63% 600 0.05
≡ FHB - First Hawaiian Inc. Reduce 14.86% 11,000 0.05
≡ FITB - Fifth Third Bancorp Reduce 16.36% 27,000 0.20
≡ MA - Mastercard Inc. Reduce 16.54% 793 0.07
≡ CBRE - CBRE Group Reduce 16.90% 12,000 0.28
≡ GS - Goldman Sachs Group Reduce 18.48% 1,700 0.17
≡ WTW - Willis Towers Watson plc Reduce 21.15% 5,500 0.30
≡ GTES - Gates Industrial Corp. Reduce 21.55% 39,000 0.14
≡ CSCO - Cisco Systems Reduce 21.74% 35,000 0.36
≡ DE - Deere & Co. Reduce 23.17% 4,750 0.35
≡ KLIC - Kulicke & Soffa Ind. Reduce 23.30% 57,405 0.47
≡ GOOG - Alphabet Inc. CL C Reduce 24.32% 9,000 0.30
≡ GM - General Motors Reduce 24.69% 40,000 0.37
≡ CVS - CVS Health Corp. Reduce 25.45% 42,000 0.33
≡ PBH - Prestige Consumer Healthcare Reduce 25.71% 9,000 0.12
≡ MLR - Miller Industries Inc. Reduce 27.59% 8,000 0.09
≡ WFC - Wells Fargo Reduce 28.23% 35,000 0.43
≡ DAL - Delta Air Lines Inc. Reduce 29.14% 51,000 0.54
≡ GHM - Graham Corp. Reduce 29.17% 10,500 0.08
≡ PB - Prosperity Bancshares Inc. Reduce 30.00% 6,000 0.08
≡ WCC - WESCO International Inc. Reduce 33.70% 18,807 0.60
≡ CMI - Cummins Inc. Reduce 55.00% 13,750 0.84
≡ AXTA - Axalta Coating Systems Ltd. Sell 100.00% 103,000 0.63
≡ WGO - Winnebago Industries Inc. Sell 100.00% 43,000 0.43
≡ AXP - American Express Sell 100.00% 5,000 0.23
≡ CARR - Carrier Global Corp. Sell 100.00% 13,000 0.18
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