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Tiziano Frateschi
Tiziano Frateschi
Articles (1816)  | Author's Website |

Robert Olstein Keeps Buying Caterpillar, Moody

Guru increased holdings of these 7 stocks

Olstein Capital Management LP was founded in 1995 by Robert Olstein (Trades, Portfolio). The guru bought shares in the following stocks in both third and second quarter of 2018.

BorgWarner Inc. (BWA)

In the second quarter, the guru increased theposition by 33.66% and added 14.07% in the third quarter.

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With a market cap of $8.22 billion, the company provides technologies for combustion, hybrid and electric vehicles. Its revenue of $10.54 billion has grown 9.10% over the last five years.

Diamond Hill Capital (Trades, Portfolio) is the largest shareholder of the company among the gurus with 4.37% of outstanding shares, followed by Pioneer Investments (Trades, Portfolio) with 0.88% and John Rogers (Trades, Portfolio) with 0.81%

Caterpillar Inc. (CAT)

The investor added 78.57% to his holding in the second quarter and 12% in the third quarter.

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The manufacturers of construction and mining equipment, diesel and natural gas engines, has a market cap of $72.18 billion. Its revenue of $53.27 billion has fallen 6.00% over the last five years.

The company's largest guru shareholder is Bill Gates (Trades, Portfolio) with 1.91% of outstanding shares, followed by PRIMECAP Management (Trades, Portfolio) with 1.59%, Spiros Segalas (Trades, Portfolio) with 0.47% and Pioneer Investments (Trades, Portfolio) with 0.22%.

Delphi Technologies PLC (DLPH)

Olstein increased his position 2.78% in the second quarter and boosted it 184.39% in the third quarter.

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The company which develops and manufactures integrated powertrain technologies has a market cap of $1.54 billion. Its revenue of $4.97 billion has not significantly changed over the last five years.

Larry Robbins (Trades, Portfolio) is the largest guru shareholder of the company with 2.61% of outstanding shares, followed by Bill Nygren (Trades, Portfolio) with 0.83%, Joel Greenblatt (Trades, Portfolio) with 0.3% and Olstein with 0.24%.

Gardner Denver Holdings Inc. (GDI)

In the second quarter, the guru raised the holding 67.43% and added 60.81% in the third quarter.

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The company which provides flow control and compression equipment as well as associated aftermarket parts, has a market cap of $4.81 billion. Its revenue of $2.64 billion was stable over the last five years.

The company's largest guru shareholder is Greenblatt with 0.19% of outstanding shares, followed by Olstein with 0.15% and Louis Moore Bacon (Trades, Portfolio) with 0.04%.

Moody's Corporation. (MCO)

The guru raised his holding 50% in the second quarter and 26.67% in the third quarter.

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With a market cap of $28.78 billion, the company provides opinions and reports to investors and institutions. Its revenue of $4.54 billion has increased 12.10% over the last five years.

With 12.88% of outstanding shares, Warren Buffett (Trades, Portfolio) is the company's largest guru shareholder, followed by Chuck Akre (Trades, Portfolio) with 2.97%, Nygren with 0.89% and Tom Gayner (Trades, Portfolio) with 0.1%.

Western Digital Corp. (WDC)

Olstein increased his stake 24.42% in the second quarter and 42.99% in the third quarter.

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With a market cap of $13.7 billion, the company provides data storage solutions. Its revenue of $20.49 billion has increased 1% over the last five years.

The largest shareholder among the gurus is First Eagle Investment (Trades, Portfolio) with 0.33% of outstanding shares, followed by Jim Simons (Trades, Portfolio)’ Renaissance Technologies with 0.31%, First Pacific Advisors (Trades, Portfolio) with 0.28% and T Rowe Price Equity Income Fund (Trades, Portfolio) with 0.25%.

Newell Brands Inc. (NWL)

In the second quarter, the investor increased the holding 10.87% and then boosted it 30.94% in the third quarter.

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The company which operates in the household products market, has a market cap of $10.15 billion. It has a revenue of $11.24 billion that has increased 11.80% over the last five years.

Carl Icahn (Trades, Portfolio) is the company's largest guru shareholder with 8.29% of outstanding shares followed by Robbins with 4.15% and Richard Pzena (Trades, Portfolio) with 3.54%.

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

About the author:

Tiziano Frateschi
You can read about me on this blog: www.theextraincome.info

It gives suggestions on position trading.

Visit Tiziano Frateschi's Website


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