7 Stocks Robert Olstein Continues to Buy

Chevron, AGCO among his largest increases

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May 11, 2018
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Robert Olstein (Trades, Portfolio) bought shares in the following stocks in both the first quarter of 2018 and fourth quarter of 2017.

Central Garden & Pet Co. Class A (CENTA)

In the fourth quarter, the guru boosted his position by 134.07% and added another 5.24% in the first quarter.

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With a market cap of $1.9 billion, the company is a marketer and producer of pet, lawn and garden products. Its revenue of $2.12 million has increased 2.20% over the past five years.

Jim Simons (Trades, Portfolio) is the largest shareholder of the company among the gurus with 2.22% of outstanding shares followed by Joel Greenblatt (Trades, Portfolio) with 0.16% and Olstein with 0.13%.

Helen of Troy Ltd. (HELE)

The investor increased his holding by 49.95% during fourth quarter and then raised it by 6.81% in the first quarter.

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The company designs and distributes Housewares, Healthcare and Personal Care products. It has a market cap of $2.42 billion. Its revenue of $750.45 million has increased 6.30% over the past five years.

The largest shareholder among the gurus is Steven Cohen (Trades, Portfolio) with 3.27% of outstanding shares followed by Olstein with 0.13% and Jeremy Grantham (Trades, Portfolio) with 0.08%.

Chevron Corp. (CVX)

The guru added 5.88% to the position in the fourth quarter and boosted it 77.78% in the first quarter.

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With a market cap of $245.98 billion, the company operates in the exploration, production and refining operations worldwide. Its revenue of $139.11 billion has decreased 13.10% over the past five years.

Barrow, Hanley, Mewhinney & Strauss is the largest shareholder of the company among the gurus, with 0.4% of outstanding shares followed by Ken Fisher (Trades, Portfolio) with 0.23%, T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.1% and Pioneer Investments (Trades, Portfolio) with 0.08%.

AGCO Corp. (AGCO)

In the fourth quarter, Olstein added 1.37% to the holding and increased it by 43.68% in the first quarter.

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The company manufactures and distributes agricultural equipment. It has a market cap of $5.05 billion. Its revenue of $8.68 billion has declined 1.70% over the past five years.

The largest shareholder among the gurus is Tweedy Browne (Trades, Portfolio) with 0.81% of outstanding shares followed by Tweedy Browne (Trades, Portfolio) Global Value with 0. 75% and Simons with 0.28%.

Prestige Brands Holdings Inc. (PBH)

The guru raised the holding by 80.50% in the fourth quarter, and increased it 48.12% in the first quarter.

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With a market cap of $1.51 billion, the company distributes health care and household cleaning products to merchandisers, drug stores and supermarkets. Its revenue of $1.02 billion, has increased 12.40% over the past five years.

Fisher is the largest shareholder of the company among the gurus, with 2.9% of outstanding shares followed by Simons with 0.64% and Olstein with 0.3%.

Aon PLC (AON)

The guru raised the stake by 20.45% in the fourth quarter and by 13.21% in the first quarter.

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With a market cap of $34.55 billion, the company provides risk management services, insurance brokerage and outsourcing solutions. Its revenue of $10.70 billion has increased just 0.30% over the past five years.

The largest shareholder among the gurus is First Pacific Advisors (Trades, Portfolio) with 1.73% of outstanding shares followed by Steven Romick (Trades, Portfolio) with 1.33% and Bill Nygren (Trades, Portfolio) with 1.05%.

Walgreens Boots Alliance Inc. (WBA)

In the fourth quarter, the guru boosted the holding by 193.88% and added another 10.63% in the first quarter.

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It is a pharmacy-led health and wellbeing company with a market cap of $62.42 billion. Its revenue of $124.02 billion has increased 8.20% over the past five years.

Vanguard Health Care Fund (Trades, Portfolio) is the largest shareholder of the company among the gurus, with 0.81% of outstanding shares followed by Larry Robbins (Trades, Portfolio) with 0.69% and Bill Gates (Trades, Portfolio) with 0.35%.

Newell Brands Inc. (NWL)

The guru boosted the stake by 74.10% in the fourth quarter and raised it by 71.07% in the first quarter.

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With a market cap of $13.09 billion, the company operates in the household products market. Its revenue of $14.49 billion has increased 11.80% over the past five years.

The largest shareholder among the gurus is Carl Icahn (Trades, Portfolio) with 6.96% of outstanding shares followed by Robbins with 5.55% and PRIMECAP Management (Trades, Portfolio) with 0.83%.

CVS Health Corp. (CVS)

In the fourth quarter, Olstein increased the holding by 14.71% and added another 35.53% in the first quarter.

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With a market cap of $62.23 billion, the company has three reportable segments, namely Pharmacy Services, Retail/LTC and Corporate. Its revenue of $185.94 billion has increased 14.30% over the past five years.

Barrow, Hanley, Mewhinney & Strauss is the largest shareholder of the company among the gurus, with 1.53% of outstanding shares followed by Robbins with 0.67% and Vanguard Health Care Fund (Trades, Portfolio) with 0.44%.

Disclosure: I do not own any shares of any stocks mentioned in this article.