Olstein Capital Management, L.P. Buys ViacomCBS Inc, Booking Holdings Inc, The Middleby Corp, Sells Viacom Inc, International Business Machines Corp, CVS Health Corp

Author's Avatar
Feb 12, 2020
Article's Main Image
Purchase, NY, based Investment company Olstein Capital Management, L.P. (Current Portfolio) buys ViacomCBS Inc, Booking Holdings Inc, The Middleby Corp, Cisco Systems Inc, DuPont de Nemours Inc, sells Viacom Inc, International Business Machines Corp, CVS Health Corp, Invesco, Lam Research Corp during the 3-months ended 2019Q4, according to the most recent filings of the investment company, Olstein Capital Management, L.P.. As of 2019Q4, Olstein Capital Management, L.P. owns 110 stocks with a total value of $645 million. These are the details of the buys and sells.

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
  1. Discovery Inc (DISCK) - 541,600 shares, 2.56% of the total portfolio. Shares added by 1.42%
  2. Zimmer Biomet Holdings Inc (ZBH) - 79,000 shares, 1.83% of the total portfolio. Shares reduced by 1.74%
  3. WESCO International Inc (WCC) - 197,900 shares, 1.82% of the total portfolio. Shares reduced by 16.05%
  4. Generac Holdings Inc (GNRC) - 111,100 shares, 1.73% of the total portfolio. Shares reduced by 10.4%
  5. ViacomCBS Inc (VIAC) - 259,368 shares, 1.69% of the total portfolio. New Position
New Purchase: ViacomCBS Inc (VIAC)

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.



Here is the complete portfolio of Robert Olstein. Also check out:

1. Robert Olstein's Undervalued Stocks
2. Robert Olstein's Top Growth Companies, and
3. Robert Olstein's High Yield stocks
4. Stocks that Robert Olstein keeps buying