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Robert Olstein - Olstein Capital Management
Robert Olstein - Olstein Capital ManagementFecha: 30 Sep 2025Inversiones: 103Valor: $529,635,000
Inversiones actuales
Historial
Stock
% de la cartera
Actividad reciente
Comparte
Precio
Valor
Precio Actual
Precio reportado
52 Week Low
52 Week High
DIS - Walt Disney Co.
2.57
Add 31.93%
157,000
$96.19
$15,102,000
$107.30
11.55%
$83.54
$122.63
ST - Sensata Technologies Holding
2.26
Add 8.48%
371,000
$35.86
$13,304,000
$27.27
-23.95%
$26.65
$42.84
KLIC - Kulicke & Soffa Ind.
1.89
Add 22.59%
246,405
$45.13
$11,120,000
$44.12
-2.24%
$37.85
$55.73
UPS - United Parcel Service
1.81
Add 14.71%
78,000
$136.35
$10,635,000
$123.58
-9.37%
$120.09
$154.04
BAX - Baxter International Inc.
1.78
Add 1.10%
276,000
$37.97
$10,480,000
$30.50
-19.67%
$28.34
$43.07
CVS - CVS Health Corp.
1.77
Add 6.45%
165,000
$62.88
$10,375,000
$51.22
-18.54%
$43.56
$78.21
VNT - Vontier Corp.
1.76
Add 50.49%
307,000
$33.74
$10,358,000
$35.78
6.05%
$31.20
$45.53
SLB - Schlumberger Ltd.
1.74
Add 46.99%
244,000
$41.95
$10,236,000
$39.51
-5.82%
$36.52
$54.63
ABM - ABM Industries
1.70
Reduce 34.82%
189,000
$52.76
$9,972,000
$51.02
-3.30%
$38.89
$59.21
LKQ - LKQ Corp.
1.70
Add 23.76%
250,000
$39.92
$9,980,000
$36.43
-8.74%
$35.03
$52.50
JNJ - Johnson & Johnson
1.68
61,000
$162.07
$9,886,000
$143.39
-11.53%
$139.79
$167.51
CTVA - Corteva Inc.
1.63
Add 2.49%
162,960
$58.79
$9,580,000
$59.49
1.19%
$43.51
$64.02
MIDD - Middleby Corp.
1.62
Add 3.01%
68,500
$139.12
$9,530,000
$134.91
-3.03%
$118.41
$161.02
DIN - Dine Brands Global Inc.
1.61
Add 25.08%
302,205
$31.23
$9,438,000
$25.92
-17.00%
$25.84
$48.44
WCC - WESCO International Inc.
1.59
Add 16.26%
55,807
$167.97
$9,374,000
$178.95
6.54%
$131.09
$215.71
OMC - Omnicom Group
1.57
Add 1.73%
89,000
$103.39
$9,202,000
$82.33
-20.37%
$81.66
$106.15
BDX - Becton Dickinson
1.56
Add 26.67%
38,000
$241.11
$9,162,000
$235.88
-2.17%
$216.83
$245.26
DAL - Delta Air Lines Inc.
1.51
Add 32.58%
175,000
$50.79
$8,888,000
$63.81
25.63%
$35.95
$68.99
CBRE - CBRE Group
1.50
Reduce 17.44%
71,000
$124.48
$8,838,000
$122.77
-1.37%
$82.75
$142.00
CFG - Citizens Financial Group Inc.
1.48
Reduce 29.50%
211,500
$41.07
$8,686,000
$43.66
6.31%
$29.29
$49.25
FDX - FedEx Corp.
1.47
Add 14.55%
31,500
$273.68
$8,621,000
$274.07
0.14%
$229.73
$310.77
IVZ - Invesco Ltd
1.47
Reduce 4.46%
491,996
$17.56
$8,639,000
$16.31
-7.12%
$13.64
$18.77
MHK - Mohawk Industries
1.47
Reduce 34.51%
53,700
$160.69
$8,629,000
$120.44
-25.05%
$96.28
$164.29
ZBH - Zimmer Biomet Holdings
1.47
Add 3.36%
80,000
$107.95
$8,636,000
$104.29
-3.39%
$100.67
$133.01
CSCO - Cisco Systems
1.46
Reduce 8.52%
161,000
$53.22
$8,568,000
$58.68
10.26%
$43.86
$59.82
DE - Deere & Co.
1.46
20,500
$417.32
$8,555,000
$425.79
2.03%
$337.71
$467.60
DGX - Quest Diagnostics
1.46
Reduce 17.44%
55,318
$155.25
$8,588,000
$153.84
-0.91%
$121.09
$165.32
IFF - International Flavors & Fragrances Inc.
1.45
Reduce 7.95%
81,000
$104.93
$8,499,000
$82.30
-21.57%
$71.68
$106.27
USB - U.S. Bancorp
1.39
Reduce 17.00%
179,000
$45.73
$8,186,000
$47.70
4.31%
$36.55
$53.42
CMI - Cummins Inc.
1.38
25,000
$323.80
$8,095,000
$356.55
10.11%
$221.33
$387.90
APTV - Aptiv PLC
1.34
Add 32.93%
109,000
$72.01
$7,849,000
$60.05
-16.61%
$51.47
$88.89
MDT - Medtronic plc
1.33
Add 19.18%
87,000
$90.03
$7,833,000
$81.09
-9.93%
$74.72
$91.88
TGT - Target Corp.
1.33
Add 8.70%
50,000
$155.86
$7,793,000
$138.32
-11.25%
$120.21
$177.93
LUV - Southwest Airlines
1.30
Add 33.68%
258,000
$29.63
$7,645,000
$32.51
9.72%
$23.31
$35.93
WTW - Willis Towers Watson plc
1.30
Reduce 1.89%
26,000
$294.54
$7,658,000
$312.43
6.07%
$239.56
$334.05
SSNC - SS&C Technologies Holdings Inc.
1.29
Reduce 27.66%
102,000
$74.21
$7,569,000
$74.40
0.26%
$58.34
$77.67
GLW - Corning Inc.
1.28
Reduce 21.23%
167,000
$45.15
$7,540,000
$46.36
2.68%
$28.86
$50.73
TRV - Travelers Companies Inc.
1.27
Add 3.23%
32,000
$234.13
$7,492,000
$232.69
-0.62%
$188.45
$268.43
JLL - Jones Lang Lasalle Inc.
1.26
Reduce 37.50%
27,500
$269.82
$7,420,000
$237.00
-12.16%
$167.11
$288.50
SWK - Stanley Black & Decker Inc.
1.26
Reduce 21.18%
67,000
$110.13
$7,379,000
$79.94
-27.41%
$76.37
$109.87
FIS - Fidelity National Information Services
1.24
Reduce 11.88%
87,239
$83.75
$7,306,000
$77.34
-7.65%
$57.18
$91.59
GM - General Motors
1.24
Add 14.89%
162,000
$44.84
$7,264,000
$49.74
10.93%
$33.97
$61.10
FITB - Fifth Third Bancorp
1.20
Reduce 23.61%
165,000
$42.84
$7,069,000
$41.25
-3.71%
$31.12
$48.65
RTX - RTX Corp.
1.20
Reduce 17.14%
58,000
$121.16
$7,027,000
$116.45
-3.89%
$82.49
$128.02
UNH - United Health Group Inc.
1.19
Reduce 27.27%
12,000
$584.67
$7,016,000
$543.06
-7.12%
$431.35
$628.32
WFC - Wells Fargo
1.19
Add 2.48%
124,000
$56.49
$7,005,000
$69.83
23.61%
$44.93
$78.13
HOLX - Hologic Inc.
1.18
Reduce 7.61%
85,000
$81.46
$6,924,000
$70.68
-13.23%
$70.36
$84.67
KMB - Kimberly-Clark
1.16
48,000
$142.27
$6,829,000
$124.60
-12.42%
$113.52
$147.01
HSIC - Henry Schein Inc.
1.15
Add 8.14%
93,000
$72.90
$6,780,000
$70.40
-3.43%
$63.67
$82.63
EMN - Eastman Chemical
1.10
Add 19.79%
57,500
$111.95
$6,437,000
$88.07
-21.33%
$78.06
$113.54
FTV - Fortive Corp.
1.07
Add 58.81%
79,500
$78.93
$6,275,000
$75.65
-4.16%
$66.01
$86.82
GOOG - Alphabet Inc. CL C
1.05
Add 23.33%
37,000
$167.19
$6,186,000
$190.88
14.17%
$131.08
$202.88
AVTR - Avantor arinc.
1.03
Reduce 19.30%
235,000
$25.87
$6,079,000
$22.12
-14.50%
$19.59
$28.00
DENN - Denny's Corp.
1.01
Add 2.23%
916,400
$6.45
$5,911,000
$5.58
-13.49%
$5.37
$11.16
KFY - Korn Ferry
0.96
Reduce 26.27%
75,200
$75.24
$5,658,000
$66.39
-11.76%
$53.91
$80.19
BRK.B - Berkshire Hathaway CL B
0.95
Reduce 10.37%
12,100
$460.25
$5,569,000
$442.81
-3.79%
$357.98
$491.67
DOV - Dover Corp.
0.95
Add 3.57%
29,000
$191.72
$5,560,000
$184.98
-3.52%
$142.36
$207.74
LHX - L3Harris Technologies Inc.
0.94
Reduce 25.22%
23,182
$237.86
$5,514,000
$212.15
-10.81%
$197.01
$264.49
REYN - Reynolds Consumer Products Inc.
0.88
Reduce 39.20%
165,376
$31.10
$5,143,000
$26.19
-15.79%
$25.88
$32.38
CMCSA - Comcast Corp.
0.79
Add 23.33%
111,000
$41.77
$4,636,000
$36.37
-12.93%
$35.57
$45.66
GS - Goldman Sachs Group
0.78
Reduce 23.33%
9,200
$495.11
$4,555,000
$559.48
13.00%
$363.27
$611.91
GD - General Dynamics
0.77
Add 36.36%
15,000
$302.20
$4,533,000
$263.30
-12.87%
$243.18
$316.90
EBAY - eBay Inc.
0.73
Reduce 35.29%
66,000
$65.11
$4,297,000
$65.96
1.31%
$39.40
$71.52
NDAQ - Nasdaq Inc.
0.73
Buy
59,000
$73.02
$4,308,000
$75.82
3.83%
$54.14
$83.52
TXN - Texas Instruments
0.72
Reduce 4.65%
20,500
$206.59
$4,235,000
$191.57
-7.27%
$152.35
$220.39
MSFT - Microsoft Corp.
0.70
Add 35.71%
9,500
$430.32
$4,088,000
$414.43
-3.69%
$377.56
$466.57
AXTA - Axalta Coating Systems Ltd.
0.63
103,000
$36.19
$3,728,000
$33.77
-6.69%
$30.40
$41.66
GTES - Gates Industrial Corp.
0.54
Reduce 9.95%
181,000
$17.55
$3,177,000
$19.94
13.62%
$12.41
$23.34
AAPL - Apple Inc.
0.52
Reduce 10.34%
13,000
$233.00
$3,029,000
$232.74
-0.11%
$163.48
$260.10
FI - Fiserv Inc.
0.52
Add 30.77%
17,000
$179.65
$3,054,000
$200.71
11.72%
$135.13
$223.23
SHYF - Shyft Group Inc.
0.52
Reduce 13.70%
244,000
$12.55
$3,062,000
$10.26
-18.25%
$9.70
$17.43
META - Meta Platforms Inc.
0.51
Reduce 13.33%
5,200
$572.50
$2,977,000
$603.84
5.47%
$357.25
$637.89
HON - Honeywell Int'l Inc.
0.49
Buy
14,000
$206.71
$2,894,000
$219.92
6.39%
$185.69
$241.58
V - Visa Inc.
0.49
10,500
$274.95
$2,887,000
$305.05
10.95%
$251.72
$321.62
IART - Integra LifeSciences Holdings
0.48
Add 37.17%
155,000
$18.17
$2,816,000
$21.66
19.21%
$16.81
$45.42
SPGI - S&P Global Inc.
0.47
Reduce 16.92%
5,400
$516.67
$2,790,000
$479.76
-7.14%
$405.38
$532.36
PBH - Prestige Consumer Healthcare
0.43
Reduce 28.57%
35,000
$72.11
$2,524,000
$74.62
3.48%
$58.22
$86.36
WGO - Winnebago Industries Inc.
0.43
Reduce 24.56%
43,000
$58.12
$2,499,000
$45.82
-21.16%
$45.44
$72.93
CENTA - Central Garden & Pet
0.41
Reduce 3.80%
76,000
$31.39
$2,386,000
$30.16
-3.92%
$27.70
$41.03
CWK - Cushman & Wakefield Plc
0.40
Reduce 26.61%
171,000
$13.63
$2,331,000
$11.75
-13.79%
$9.24
$16.11
EFX - Equifax Inc.
0.40
Reduce 20.00%
8,000
$293.88
$2,351,000
$246.28
-16.20%
$212.08
$309.15
MA - Mastercard Inc.
0.40
Reduce 5.89%
4,793
$493.85
$2,367,000
$504.30
2.12%
$423.08
$536.91
VSH - Vishay Intertechnology
0.39
Add 15.38%
120,000
$18.91
$2,269,000
$16.17
-14.49%
$14.87
$24.42
JOUT - Johnson Outdoors Inc.
0.33
Reduce 18.18%
54,000
$36.20
$1,955,000
$32.34
-10.66%
$29.69
$48.21
MCO - Moody's Corp.
0.33
Reduce 36.92%
4,100
$474.63
$1,946,000
$455.00
-4.14%
$358.01
$503.95
BLBD - Blue Bird Corp.
0.32
Reduce 17.02%
39,000
$47.95
$1,870,000
$40.49
-15.56%
$24.09
$59.40
PLOW - Douglas Dynamics
0.31
Reduce 6.94%
67,000
$27.58
$1,848,000
$23.38
-15.23%
$20.61
$30.29
HOMB - Home Bancshares Inc.
0.30
Reduce 23.26%
66,000
$27.09
$1,788,000
$27.26
0.63%
$21.79
$32.91
MLR - Miller Industries Inc.
0.30
Reduce 12.12%
29,000
$61.00
$1,769,000
$63.37
3.89%
$37.83
$78.05
FHB - First Hawaiian Inc.
0.29
Reduce 26.00%
74,000
$23.15
$1,713,000
$24.79
7.08%
$19.08
$28.80
BRC - Brady Corp.
0.26
Reduce 33.33%
20,000
$76.65
$1,533,000
$70.81
-7.62%
$55.31
$77.43
PB - Prosperity Bancshares Inc.
0.25
Reduce 28.57%
20,000
$72.05
$1,441,000
$74.41
3.28%
$56.31
$86.13
AXP - American Express
0.23
Reduce 66.67%
5,000
$271.20
$1,356,000
$295.81
9.07%
$175.86
$307.10
FA - First Advantage Corp
0.22
Reduce 9.59%
66,000
$19.85
$1,310,000
$17.47
-11.99%
$14.01
$20.79
TKR - Timken Co.
0.21
14,500
$84.28
$1,222,000
$73.75
-12.49%
$69.35
$93.54
AGCO - AGCO Corp.
0.20
Add 100.00%
12,000
$97.83
$1,174,000
$95.68
-2.20%
$83.80
$125.88
CARR - Carrier Global Corp.
0.18
Reduce 71.74%
13,000
$80.46
$1,046,000
$66.62
-17.20%
$52.49
$82.82
GHM - Graham Corp.
0.18
Reduce 4.64%
36,000
$29.58
$1,065,000
$41.77
41.21%
$18.61
$49.28
NKE - NIKE Inc.
0.85
Buy
64,000
$75.67
$4,843,000
$74.29
-1.82%
$70.08
$105.62
ON - ON Semiconductor Corp.
0.84
Buy
76,000
$63.05
$4,792,000
$56.26
-10.77%
$53.10
$85.16