What Robert Olstein bought and sold in Q2 2025
In Q2 2025, Robert Olstein (Olstein Capital Management) opened 4 new positions — including ADBE (0.7%), TMO (0.6%), RAL (0.2%), added to 6, trimmed 16, exited 1 (DENN). The book stood at $533M across 101 positions, filed Jul 22, 2025.
4New6Added16Trimmed1Exited
New positions (4)
- ADBEAdobe Inc0.7% · $4M
- TMOThermo Fisher Scientific Inc0.6% · $3M
- RALRalliant Corp0.2% · $1M
- NOVNov Inc0.1% · $522K
Added to (6)
- UNHUnitedhealth Group Inc+79% shares · 1.5% · $8M
- JLLJones Lang Lasalle Inc+25% shares · 1.3% · $7M
- FISVFiserv Inc+66% shares · 1.0% · $5M
- CBChubb Limited+89% shares · 0.9% · $5M
- PEPPepsico Inc+33% shares · 0.7% · $4M
- IARTIntegra Lifesciences Holding+38% shares · 0.3% · $2M
Trimmed (16)
- FISFidelity National Info Serv-25% shares · 1.3% · $7M
- CTVACorteva Inc-36% shares · 1.3% · $7M
- KLICKulicke & Soffa Industries-23% shares · 1.2% · $6M
- TRVTravelers Cos Inc/the-20% shares · 1.2% · $6M
- LHXL3harris Technologies Inc-32% shares · 1.2% · $6M
- DINDine Brands Global Inc-28% shares · 1.2% · $6M
- UPSUnited Parcel Service-cl B-21% shares · 1.1% · $6M
- ONON Semiconductor-32% shares · 1.0% · $6M
- CVSCvs Health Corp-30% shares · 1.0% · $5M
- LUVSouthwest Airlines CO-23% shares · 0.9% · $5M
- KMBKimberly-clark Corp-26% shares · 0.8% · $5M
- DEDeere & CO-33% shares · 0.7% · $4M
- BLBDBlue Bird Corp-22% shares · 0.4% · $2M
- PLOWDouglas Dynamics Inc-27% shares · 0.2% · $1M
- AGCOAgco Corp-20% shares · 0.2% · $1M
- PBHPrestige Consumer Healthcare-20% shares · 0.2% · $958K
Exited (1)
- DENNDenny's Corpwas 0.7% of book
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.