13F filing recap · Q3 2024
What did Olstein Capital Management buy in Q3 2024?
Reported stock-position changes between this filing and the previous one. US-listed stocks across every Olstein account, including accounts that belong to no fund below.
Stock value
$587.72M
Positions
98
Estimated turnover
22.1%
Turnover is a proxy: verified trade-origin share changes valued at period-end and divided by average reported stock value. SEC holdings reports do not disclose execution dates or prices. Corporate actions and unreconciled activity are excluded.
Quarter in review
Olstein Capital Management opened new positions in Nasdaq and Honeywell International, while exiting Universal Health Services, Wabash National, and Warner Bros. Discovery. The firm added to Vontier, SLB, Fortive, General Dynamics, Microsoft, Integra Lifesciences, and Agco, with the Agco increase standing out as dramatic. Notable trims included Jones Lang LaSalle, Reynolds Consumer Products, eBay, Moody’s, American Express, and Carrier Global.