13F filing recap · Q3 2025
What did Olstein Capital Management buy in Q3 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
$529.63M
Positions
103
Estimated turnover
22.5%
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 new positions in Constellation Brands, Amazon, Uber, and Aebi Schmidt Holding, while exiting Eastman Chemical and The Shyft Group entirely. The firm substantially increased its stakes in LKQ Corporation, Baxter International, Fiserv, Berkshire Hathaway, Adobe, S&P Global, and Prestige Consumer Healthcare, and dramatically added to Ralliant Corporation. Notable reductions included substantial trims to Wesco International, Apple, L3Harris Technologies, Corning, Alphabet, Cummins, Goldman Sachs, eBay, and Blue Bird Corp.