Robert Olstein - Olstein Capital Management 13F Activity & Position Changes (Q1 2017)
According to the SEC 13F filed on Jul 07, 2026, the Olstein Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 2017. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.
During Q1 2017, the filing reported:
New Buys - Axalta, Conduent Incorporated, Dine Brands Global, Inc. Common, Alphabet Inc., The Goodyear Tire & Rubber Comp, and 7 more
Increases - Astronics Corporation, Caterpillar, Inc., CECO Environmental Corp., Comcast Corporation, Coty Inc., and 14 more
Reductions - American Express Company, Franklin Resources, Inc., Citizens Financial Group, Inc., Charles River Laboratories Inte, Cisco Systems, Inc., and 29 more
Complete Exits - CF Industries Holdings, Inc., Dillard's, Inc., Kohl's Corporation, Macy's Inc, Novanta Inc., and 3 more
These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.
| Date | Symbol | Type | Change Qty |
|---|---|---|---|
|
Q1 2017
|
ATRO
Astronics Corporation
|
Buy |
+34,890
|
|
Q1 2017
|
AXP
American Express Company
|
Sell |
-3,100
|
|
Q1 2017
|
AXTA
Axalta
|
Buy - Position Entry |
+241,940
|
|
Q1 2017
|
BEN
Franklin Resources, Inc.
|
Sell |
-47,000
|
|
Q1 2017
|
CAT
Caterpillar, Inc.
|
Buy |
+8,500
|
|
Q1 2017
|
CECO
CECO Environmental Corp.
|
Buy |
+92,281
|
|
Q1 2017
|
CF
CF Industries Holdings, Inc.
|
Sell - Position Exit |
-130,000
|
|
Q1 2017
|
CFG
Citizens Financial Group, Inc.
|
Sell |
-31,925
|
|
Q1 2017
|
CMCSA
Comcast Corporation
|
Buy |
+105,000
|
|
Q1 2017
|
CNDT
Conduent Incorporated
|
Buy - Position Entry |
+405,616
|
|
Q1 2017
|
COTY
Coty Inc.
|
Buy |
+70,000
|
|
Q1 2017
|
CRL
Charles River Laboratories Inte
|
Sell |
-27,980
|
|
Q1 2017
|
CSCO
Cisco Systems, Inc.
|
Sell |
-69,605
|
|
Q1 2017
|
CVS
CVS Health Corporation
|
Sell |
-18,075
|
|
Q1 2017
|
DAL
Delta Air Lines, Inc.
|
Buy |
+26,500
|
|
Q1 2017
|
DDS
Dillard's, Inc.
|
Sell - Position Exit |
-201,995
|
|
Q1 2017
|
DHR
Danaher Corporation
|
Buy |
+10,000
|
|
Q1 2017
|
DIN
Dine Brands Global, Inc. Common
|
Buy - Position Entry |
+48,960
|
|
Q1 2017
|
EBAY
eBay Inc.
|
Sell |
-46,801
|
|
Q1 2017
|
FDX
FedEx Corporation
|
Buy |
+10,200
|
|
Q1 2017
|
FITB
Fifth Third Bancorp
|
Sell |
-10,000
|
|
Q1 2017
|
FSS
Federal Signal Corporation
|
Buy |
+12,900
|
|
Q1 2017
|
GBX
Greenbrier Companies, Inc. (The
|
Sell |
-102,460
|
|
Q1 2017
|
GLW
Corning Incorporated
|
Sell |
-68,000
|
|
Q1 2017
|
GM
General Motors Company
|
Sell |
-45,500
|
|
Q1 2017
|
GOOG
Alphabet Inc.
|
Buy - Position Entry |
+8,500
|
|
Q1 2017
|
GT
The Goodyear Tire & Rubber Comp
|
Buy - Position Entry |
+113,000
|
|
Q1 2017
|
HLIT
Harmonic Inc.
|
Sell |
-46,599
|
|
Q1 2017
|
HOLX
Hologic, Inc.
|
Sell |
-17,000
|
|
Q1 2017
|
HRL
Hormel Foods Corporation
|
Buy - Position Entry |
+152,000
|
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