- New Purchases: VIAC, DNOW,
- Added Positions: BKNG, MIDD, DD, CSCO, GOOG, CTVA, EBAY, CBRL, CMCSA, MCD, KEYS, DLTR, GM, DAL, IART, SLB, SAVE, GLW, BIG, FDX, LDL, SEAS, CVX, DIN, DENN, LCUT, DISCK, BDX, DIS, JBLU, XOM,
- Reduced Positions: CVS, IVZ, UNH, BEN, ZBRA, AGCO, MCO, KLIC, CFG, PH, WCC, ST, PKG, APTV, WRK, RBC, MHK, SNA, TPR, GDI, GBX, LM, UTX, USB, ETN, AAPL, GNRC, MMC, CMI, PB, INTC, SPAR, LFUS, CAT, PRU, EMN, TFC, BWA, MDT, PBH, CENTA, HAIN, WDC, AON, TMO, TXN, ZBH, MLR, FSS, WBA, WNC, VSH,
- Sold Out: VIAB, IBM, LRCX, SKX,
For the details of Robert Olstein's stock buys and sells, go to https://www.gurufocus.com/guru/robert+olstein/current-portfolio/portfolio
These are the top 5 holdings of Robert Olstein- Discovery Inc (DISCK) - 541,600 shares, 2.56% of the total portfolio. Shares added by 1.42%
- Zimmer Biomet Holdings Inc (ZBH) - 79,000 shares, 1.83% of the total portfolio. Shares reduced by 1.74%
- WESCO International Inc (WCC) - 197,900 shares, 1.82% of the total portfolio. Shares reduced by 16.05%
- Generac Holdings Inc (GNRC) - 111,100 shares, 1.73% of the total portfolio. Shares reduced by 10.4%
- ViacomCBS Inc (VIAC) - 259,368 shares, 1.69% of the total portfolio. New Position
Olstein Capital Management, L.P. initiated holding in ViacomCBS Inc. The purchase prices were between $35.58 and $42.66, with an estimated average price of $38.79. The stock is now traded at around $35.29. The impact to a portfolio due to this purchase was 1.69%. The holding were 259,368 shares as of .
New Purchase: NOW Inc (DNOW)Olstein Capital Management, L.P. initiated holding in NOW Inc. The purchase prices were between $10.05 and $12.49, with an estimated average price of $11.17. The stock is now traded at around $10.31. The impact to a portfolio due to this purchase was 0.03%. The holding were 20,000 shares as of .
Added: Booking Holdings Inc (BKNG)Olstein Capital Management, L.P. added to a holding in Booking Holdings Inc by 280.00%. The purchase prices were between $1838.03 and $2072.54, with an estimated average price of $1963.19. The stock is now traded at around $1960.36. The impact to a portfolio due to this purchase was 0.44%. The holding were 1,900 shares as of .
Added: The Middleby Corp (MIDD)Olstein Capital Management, L.P. added to a holding in The Middleby Corp by 62.86%. The purchase prices were between $108.26 and $124.74, with an estimated average price of $114.71. The stock is now traded at around $115.99. The impact to a portfolio due to this purchase was 0.37%. The holding were 57,000 shares as of .
Added: DuPont de Nemours Inc (DD)Olstein Capital Management, L.P. added to a holding in DuPont de Nemours Inc by 51.43%. The purchase prices were between $61.99 and $72.6, with an estimated average price of $66.07. The stock is now traded at around $53.55. The impact to a portfolio due to this purchase was 0.36%. The holding were 106,000 shares as of .
Added: Cisco Systems Inc (CSCO)Olstein Capital Management, L.P. added to a holding in Cisco Systems Inc by 34.82%. The purchase prices were between $43.52 and $48.83, with an estimated average price of $46.46. The stock is now traded at around $49.93. The impact to a portfolio due to this purchase was 0.36%. The holding were 189,000 shares as of .
Added: Alphabet Inc (GOOG)Olstein Capital Management, L.P. added to a holding in Alphabet Inc by 30.36%. The purchase prices were between $1176.63 and $1361.17, with an estimated average price of $1293.04. The stock is now traded at around $1518.27. The impact to a portfolio due to this purchase was 0.35%. The holding were 7,300 shares as of .
Added: Corteva Inc (CTVA)Olstein Capital Management, L.P. added to a holding in Corteva Inc by 53.33%. The purchase prices were between $24.65 and $29.56, with an estimated average price of $26.49. The stock is now traded at around $30.94. The impact to a portfolio due to this purchase was 0.33%. The holding were 207,000 shares as of .
Sold Out: Viacom Inc (VIAB)Olstein Capital Management, L.P. sold out a holding in Viacom Inc. The sale prices were between $21.23 and $24.22, with an estimated average price of $22.76.
Sold Out: International Business Machines Corp (IBM)Olstein Capital Management, L.P. sold out a holding in International Business Machines Corp. The sale prices were between $131.91 and $143, with an estimated average price of $135.78.
Sold Out: Lam Research Corp (LRCX)Olstein Capital Management, L.P. sold out a holding in Lam Research Corp. The sale prices were between $227.7 and $297.41, with an estimated average price of $266.62.
Sold Out: Skechers USA Inc (SKX)Olstein Capital Management, L.P. sold out a holding in Skechers USA Inc. The sale prices were between $35.49 and $44.21, with an estimated average price of $39.57.
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