Robert Olstein - Olstein Capital Management 13F Activity & Position Changes (Q1 2018)

As of Mar 31, 2018, the Olstein Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Apr 21, 2026. 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 2018, the filing reported:

New Buys - Caseys General Stores, Inc., CommScope Holding Company, Inc., Denny's Corporation, The Hain Celestial Group, Inc., Parker-Hannifin Corporation, and 2 more

Increases - AGCO Corporation, American Express Company, Axalta, Becton, Dickinson and Company, Franklin Resources, Inc., and 36 more

Reductions - Blue Bird Corporation, Caterpillar, Inc., Citizens Financial Group, Inc., Coty Inc., Cisco Systems, Inc., and 30 more

Complete Exits - Charles River Laboratories Inte, Harley-Davidson, Inc., S&P Global Inc.

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q1 2018	AGCO AGCO Corporation	AGCO Corporation	Buy	+22,600	+43.7%	$4.82K	74,340
Q1 2018	AXP American Express Company	American Express Company	Buy	+11,000	+22.9%	$5.50K	59,000
Q1 2018	AXTA Axalta	Axalta	Buy	+540	+0.2%	$6.99K	231,499
Q1 2018	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy	+6,000	+22.2%	$7.15K	33,000
Q1 2018	BEN Franklin Resources, Inc.	Franklin Resources, Inc.	Buy	+120,300	+150.9%	$6.94K	200,000
Q1 2018	BLBD Blue Bird Corporation	Blue Bird Corporation	Sell	-11,800	-11.8%	$2.09K	88,110
Q1 2018	BWA BorgWarner Inc.	BorgWarner Inc.	Buy	+29,000	+40.3%	$5.07K	101,000
Q1 2018	CASY Caseys General Stores, Inc.	Caseys General Stores, Inc.	Buy - Position Entry	+47,178	-	$5.18K	47,178
Q1 2018	CAT Caterpillar, Inc.	Caterpillar, Inc.	Sell	-8,000	-36.4%	$2.06K	14,000
Q1 2018	CENTA Central Garden & Pet Company	Central Garden & Pet Company	Buy	+3,350	+5.2%	$2.67K	67,300
Q1 2018	CFG Citizens Financial Group, Inc.	Citizens Financial Group, Inc.	Sell	-87,580	-30.6%	$8.34K	198,600
Q1 2018	CMCSA Comcast Corporation	Comcast Corporation	Buy	+73,000	+38.4%	$8.99K	263,000
Q1 2018	COMM CommScope Holding Company, Inc.	CommScope Holding Company, Inc.	Buy - Position Entry	+136,000	-	$5.44K	136,000
Q1 2018	COTY Coty Inc.	Coty Inc.	Sell	-104,000	-29.5%	$4.56K	249,000
Q1 2018	CRL Charles River Laboratories Inte	Charles River Laboratories Inte	Sell - Position Exit	-48,235	-100.0%	$0.00	-
Q1 2018	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-25,000	-8.9%	$10.98K	256,000
Q1 2018	CVS CVS Health Corporation	CVS Health Corporation	Buy	+48,500	+35.5%	$11.51K	185,000
Q1 2018	CVX Chevron Corporation	Chevron Corporation	Buy	+14,000	+77.8%	$3.65K	32,000
Q1 2018	DAL Delta Air Lines, Inc.	Delta Air Lines, Inc.	Buy	+18,000	+11.6%	$9.48K	173,000
Q1 2018	DENN Denny's Corporation	Denny's Corporation	Buy - Position Entry	+96,600	-	$1.49K	96,600
Q1 2018	DHR Danaher Corporation	Danaher Corporation	Buy	+1,000	+1.9%	$5.38K	55,000
Q1 2018	DIN Dine Brands Global, Inc. Common	Dine Brands Global, Inc. Common	Sell	-21,250	-24.8%	$4.23K	64,550
Q1 2018	EBAY eBay Inc.	eBay Inc.	Sell	-11,000	-5.2%	$8.01K	199,000
Q1 2018	EMN Eastman Chemical Company	Eastman Chemical Company	Buy	+29,000	+76.3%	$7.07K	67,000
Q1 2018	FDX FedEx Corporation	FedEx Corporation	Buy	+2,000	+7.4%	$6.96K	29,000
Q1 2018	FSS Federal Signal Corporation	Federal Signal Corporation	Buy	+4,170	+4.9%	$1.97K	89,550
Q1 2018	G4388N106 Helen of Troy	Helen of Troy	Buy	+2,150	+6.8%	$2.93K	33,700
Q1 2018	GBX Greenbrier Companies, Inc. (The	Greenbrier Companies, Inc. (The	Sell	-30,218	-14.2%	$9.16K	182,382
Q1 2018	GLW Corning Incorporated	Corning Incorporated	Buy	+71,300	+64.4%	$5.07K	182,000
Q1 2018	GM General Motors Company	General Motors Company	Buy	+61,000	+45.5%	$7.09K	195,000

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