What Robert Olstein bought and sold in Q1 2025
In Q1 2025, Robert Olstein (Olstein Capital Management) opened 3 new positions — including PEP (0.6%), CB (0.5%), PGNY (0.1%), added to 13, trimmed 16, exited 3 (MA, JOUT, MCO). The book stood at $543M across 98 positions, filed Apr 14, 2025.
3New13Added16Trimmed3Exited
New positions (3)
Added to (13)
- AVTRAvantor Inc+60% shares · 1.7% · $9M
- FISFidelity National Info Serv+50% shares · 1.6% · $9M
- KLICKulicke & Soffa Industries+27% shares · 1.5% · $8M
- DALDelta Air Lines Inc+42% shares · 1.4% · $8M
- LHXL3harris Technologies Inc+30% shares · 1.4% · $8M
- REYNReynolds Consumer Products I+29% shares · 1.3% · $7M
- HO1Hologic Inc+28% shares · 1.3% · $7M
- ONON Semiconductor+103% shares · 1.2% · $6M
- CMCSAComcast Corp-class A+50% shares · 1.1% · $6M
- NKENike Inc -cl B+42% shares · 1.1% · $6M
- SYYSysco Corp+29% shares · 1.0% · $6M
- AAPLApple Inc+100% shares · 0.9% · $5M
- HONHoneywell International Inc+39% shares · 0.8% · $4M
Trimmed (16)
- LUVSouthwest Airlines CO-20% shares · 1.2% · $6M
- CBRECbre Group Inc - A-24% shares · 1.1% · $6M
- MIDDMiddleby Corp-46% shares · 1.1% · $6M
- SSNCSs&c Technologies Holdings-35% shares · 1.0% · $5M
- DEDeere & CO-33% shares · 0.9% · $5M
- GLWCorning Inc-27% shares · 0.9% · $5M
- BRK/BBerkshire Hathaway Inc-cl B-33% shares · 0.9% · $5M
- RTXRtx Corp-37% shares · 0.8% · $4M
- EBAYEbay Inc-45% shares · 0.5% · $3M
- VVisa Inc-class A Shares-33% shares · 0.5% · $2M
- IARTIntegra Lifesciences Holding-26% shares · 0.4% · $2M
- CENTACentral Garden And Pet Co-a-22% shares · 0.4% · $2M
- VSHVishay Intertechnology Inc-20% shares · 0.3% · $2M
- PLOWDouglas Dynamics Inc-20% shares · 0.3% · $1M
- PBHPrestige Consumer Healthcare-42% shares · 0.2% · $1M
- TKRTimken CO-24% shares · 0.2% · $934K
Exited (3)
Robert Olstein's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.