Olstein Capital Management, L.P. Q2 2023 vs. Q3 2023 13F Holdings Comparison

Introduction:

When it comes to investment, keeping track of fund holdings and analyzing changes is crucial for investors. Olstein Capital Management, L.P. is a well-known investment firm that recently released its Q2 2023 and Q3 2023 13F holdings comparison. In this article, we will delve into the significant changes in holdings the firm made during this period. Please note that the data mentioned is based on the holdings of Olstein Capital Management, L.P. and is subject to change.

Holdings Comparison:

SENSATA TECHNOLOGIES HLDNG P (ST):

Olstein Capital Management, L.P. significantly increased its holdings in Sensata Technologies Holding P, going from 276,500 shares in Q2 2023 to 306,000 shares in Q3 2023. The value of the holdings also decreased from $12,440,000 to $11,000,000 during this period.

WARNER BROS DISCOVERY INC (WBD):

The firm slightly reduced its holdings in Warner Bros Discovery Inc, with 1,059,250 shares in Q2 2023 decreasing to 1,046,200 shares in Q3 2023. The value of the holdings remained steady at $13,283,000.

DISNEY WALT CO (DIS):

Olstein Capital Management, L.P. saw a small increase in its holdings in Disney Walt Co, from 129,000 shares to 139,000 shares. The value of the holdings also increased slightly from $11,517,000 to $11,000,000.

ABM INDS INC (ABM):

The firm experienced a minimal increase in holdings in ABM Inds Inc, going from 266,000 shares to 272,000 shares. The value of the holdings remained almost the same at $11,345,000.

CVS HEALTH CORP (CVS):

Olstein Capital Management, L.P. increased its holdings in CVS Health Corp, with 138,000 shares in Q2 2023 rising to 155,000 shares in Q3 2023. The value of the holdings stood at $9,540,000.

INTERNATIONAL FLAVORS&FRAGRANCE (IFF):

The firm saw a considerable increase in its holdings in International Flavors&Fragrance, going from 123,000 shares to 142,000 shares. The value of the holdings also increased from $9,790,000 to $9,000,000.

DINE BRANDS GLOBAL INC (DIN):

Olstein Capital Management, L.P. significantly increased its holdings in Dine Brands Global Inc, with 139,000 shares in Q2 2023 rising to 193,000 shares in Q3 2023. The value of the holdings increased as well, from $8,066,000 to $9,000,000.

Conclusion:

In this analysis, we have highlighted the significant changes in holdings of Olstein Capital Management, L.P. during the Q2 2023 and Q3 2023 period. It is important to keep track of such changes, as they provide insights into the investment strategies of prominent firms. However, please note that this article is for informational purposes only and should not be considered financial advice. Investors should conduct their own research and analysis before making any investment decisions.