Robert Olstein - Olstein Capital Management

History Stock Activity Share change % change to portfolio ▲
Q3  2023
≡ WCC - WESCO International Inc. Reduce 16.48% 7,300 0.18
≡ SHYF - Shyft Group Inc. Add 58.33% 70,000 0.18
≡ ST - Sensata Technologies Holding Add 10.67% 29,500 0.19
≡ KLIC - Kulicke & Soffa Ind. Add 13.45% 23,000 0.19
≡ ZBH - Zimmer Biomet Holdings Add 21.28% 10,000 0.19
≡ CVS - CVS Health Corp. Add 12.32% 17,000 0.20
≡ DAL - Delta Air Lines Inc. Add 16.32% 31,000 0.20
≡ KMB - Kimberly-Clark Add 27.07% 9,800 0.20
≡ WGO - Winnebago Industries Inc. Reduce 21.23% 20,517 0.21
≡ LHX - L3Harris Technologies Inc. Add 17.50% 7,000 0.21
≡ IFF - International Flavors & Fragrances Inc. Add 15.45% 19,000 0.22
≡ FDX - FedEx Corp. Reduce 22.22% 5,000 0.23
≡ EMN - Eastman Chemical Add 46.67% 17,500 0.23
≡ AXTA - Axalta Coating Systems Ltd. Add 28.65% 55,000 0.25
≡ CMI - Cummins Inc. Reduce 17.95% 7,000 0.27
≡ SLB - Schlumberger Ltd. Reduce 16.67% 27,000 0.27
≡ RTX - RTX Corp. Add 30.14% 22,000 0.27
≡ INTC - Intel Corp. Reduce 27.88% 46,000 0.28
≡ BAX - Baxter International Inc. Add 24.02% 43,000 0.28
≡ LKQ - LKQ Corp. Add 31.43% 33,000 0.28
≡ WRK - WestRock Co. Reduce 18.06% 49,300 0.30
≡ CTVA - Corteva Inc. Add 22.67% 34,000 0.30
≡ DENN - Denny's Corp. Add 28.04% 205,000 0.30
≡ JLL - Jones Lang Lasalle Inc. Add 28.99% 12,360 0.30
≡ WTW - Willis Towers Watson plc Add 35.42% 8,500 0.30
≡ TRV - Travelers Companies Inc. Add 36.67% 11,000 0.31
≡ CMCSA - Comcast Corp. Reduce 24.24% 48,000 0.36
≡ CSCO - Cisco Systems Reduce 18.75% 39,000 0.36
≡ BRK.B - Berkshire Hathaway CL B Add 54.55% 6,000 0.36
≡ MHK - Mohawk Industries Add 30.86% 25,000 0.37
≡ EFX - Equifax Inc. Add 63.16% 12,000 0.38
≡ TGT - Target Corp. Add 51.22% 21,000 0.40
≡ OMC - Omnicom Group Add 54.84% 34,000 0.44
≡ HOLX - Hologic Inc. Add 69.81% 37,000 0.44
≡ LUV - Southwest Airlines Add 75.97% 98,000 0.45
≡ DIN - Dine Brands Global Inc. Add 38.85% 54,000 0.46
≡ SWK - Stanley Black & Decker Inc. Add 100.00% 33,000 0.48
≡ CBRL - Cracker Barrel Old Cntry Store Add 73.29% 46,099 0.53
≡ CARR - Carrier Global Corp. Reduce 54.55% 98,192 0.92
≡ TPR - Tapestry Inc. Sell 100.00% 172,000 1.19
≡ GNRC - Generac Holdings Inc. Sell 100.00% 77,500 1.87
Q2  2023
≡ WNC - Wabash National Reduce 3.77% 2,000 0.01
≡ MLR - Miller Industries Inc. Reduce 3.08% 2,000 0.01
≡ GHM - Graham Corp. Reduce 2.99% 4,000 0.01
≡ HOMB - Home Bancshares Inc. Reduce 2.15% 2,000 0.01
≡ WFC - Wells Fargo Add 1.00% 2,000 0.01
≡ TXN - Texas Instruments Add 1.92% 500 0.01
≡ KTB - Kontoor Brands Inc. Add 2.22% 1,000 0.01
≡ TKR - Timken Co. Reduce 8.82% 1,500 0.02
≡ WTW - Willis Towers Watson plc Add 2.13% 500 0.02
≡ CENTA - Central Garden & Pet Add 3.66% 3,000 0.02
≡ UPS - United Parcel Service Add 2.17% 1,000 0.03
≡ GLW - Corning Inc. Add 2.39% 5,000 0.03
≡ HOLX - Hologic Inc. Reduce 5.36% 3,000 0.04
≡ V - Visa Inc. Reduce 3.92% 1,000 0.04
≡ TRV - Travelers Companies Inc. Add 5.26% 1,500 0.04
≡ SHYF - Shyft Group Inc. Add 10.09% 11,000 0.04
≡ JOUT - Johnson Outdoors Inc. Reduce 10.42% 5,000 0.05
≡ MCO - Moody's Corp. Reduce 10.00% 1,000 0.06
≡ MA - Mastercard Inc. Reduce 8.33% 1,000 0.06
≡ OMC - Omnicom Group Reduce 6.06% 4,000 0.06
≡ RTX - RTX Corp. Reduce 5.19% 4,000 0.06
≡ TPR - Tapestry Inc. Add 4.88% 8,000 0.06
≡ CSCO - Cisco Systems Reduce 4.59% 10,000 0.08
≡ CFG - Citizens Financial Group Inc. Add 5.82% 18,523 0.08
≡ FITB - Fifth Third Bancorp Add 6.45% 18,000 0.08
≡ FHB - First Hawaiian Inc. Add 31.33% 26,000 0.08
≡ EBAY - eBay Inc. Reduce 6.16% 13,000 0.09
≡ DENN - Denny's Corp. Reduce 5.92% 46,000 0.09
≡ DIN - Dine Brands Global Inc. Reduce 7.33% 11,000 0.10
≡ KLIC - Kulicke & Soffa Ind. Reduce 5.52% 10,000 0.10
≡ BLBD - Blue Bird Corp. Add 23.73% 28,000 0.10
≡ BDX - Becton Dickinson Reduce 9.09% 3,000 0.13
≡ GM - General Motors Add 9.50% 21,000 0.13
≡ CARR - Carrier Global Corp. Add 10.43% 17,000 0.14
≡ USB - U.S. Bancorp Add 12.15% 26,000 0.14
≡ FDX - FedEx Corp. Reduce 15.09% 4,000 0.16
≡ AXTA - Axalta Coating Systems Ltd. Reduce 13.90% 30,997 0.16
≡ CBRL - Cracker Barrel Old Cntry Store Add 20.96% 10,901 0.16
≡ IART - Integra LifeSciences Holdings Add 53.33% 24,000 0.16
≡ DIS - Walt Disney Co. Add 10.26% 12,000 0.17
≡ LHX - L3Harris Technologies Inc. Add 15.48% 5,362 0.17
≡ CMCSA - Comcast Corp. Reduce 12.00% 27,000 0.18
≡ IVZ - Invesco Ltd Add 12.01% 68,000 0.18
≡ ZBH - Zimmer Biomet Holdings Reduce 14.55% 8,000 0.19
≡ KMB - Kimberly-Clark Reduce 19.56% 8,800 0.20
≡ CVS - CVS Health Corp. Add 16.95% 20,000 0.22
≡ VSH - Vishay Intertechnology Reduce 39.34% 48,000 0.23
≡ UHS - Universal Health Services Inc. Reduce 30.00% 9,000 0.23
≡ AXP - American Express Add 25.81% 8,000 0.23
≡ CTVA - Corteva Inc. Add 20.97% 26,000 0.24
≡ DOV - Dover Corp. Add 50.00% 10,000 0.24
≡ DGX - Quest Diagnostics Add 20.00% 11,000 0.25
≡ UNH - United Health Group Inc. Add 31.82% 3,500 0.27
≡ WBD - Warner Bros. Discovery Inc. Reduce 11.58% 138,750 0.28
≡ ABM - ABM Industries Add 18.22% 41,000 0.28
≡ WRK - WestRock Co. Reduce 19.00% 64,050 0.30
≡ ST - Sensata Technologies Holding Add 17.66% 41,500 0.30
≡ CMI - Cummins Inc. Add 23.81% 7,500 0.30
≡ KFY - Korn Ferry Add 33.91% 39,000 0.31