13F filing recap · Q2 2025
What did Olstein Capital Management buy in Q2 2025?
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
$533.44M
Positions
101
Estimated turnover
15.5%
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 positions in Adobe, Thermo Fisher Scientific, Ralliant Corporation, and Nov, while exiting Denny's entirely. The firm substantially increased UnitedHealth Group, Fiserv, Chubb, and Integra Lifesciences, and trimmed Corteva. Other notable moves included moderate reductions in L3Harris Technologies, On Semiconductor, CVS Health, and Deere, alongside moderate additions to Becton Dickinson, Texas Instruments, and Apple.