Robert Olstein - Olstein Capital Management 13F Activity & Position Changes (Q1 2019)

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, 2019. 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 2019, the filing reported:

New Buys - Dollar Tree, Inc.

Increases - Blue Bird Corporation, Cracker Barrel Old Country Stor, Central Garden & Pet Company, Cummins Inc., CVS Health Corporation, and 15 more

Reductions - Apple Inc., AGCO Corporation, American Express Company, Axalta, Baxter International Inc., and 54 more

Complete Exits - The Goodyear Tire & Rubber Comp, Newell Brands 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 2019	AAPL Apple Inc.	Apple Inc.	Sell	-43,200	-64.8%	$4.46K	23,500
Q1 2019	AGCO AGCO Corporation	AGCO Corporation	Sell	-20,950	-27.8%	$3.78K	54,400
Q1 2019	AXP American Express Company	American Express Company	Sell	-2,000	-5.4%	$3.83K	35,000
Q1 2019	AXTA Axalta	Axalta	Sell	-45,900	-17.3%	$5.54K	219,800
Q1 2019	BAX Baxter International Inc.	Baxter International Inc.	Sell	-4,000	-8.7%	$3.42K	42,000
Q1 2019	BEN Franklin Resources, Inc.	Franklin Resources, Inc.	Sell	-28,222	-23.5%	$3.05K	92,000
Q1 2019	BIG		Sell	-10,000	-20.0%	$1.52K	40,000
Q1 2019	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-17,000	-16.7%	$4.29K	85,000
Q1 2019	BLBD Blue Bird Corporation	Blue Bird Corporation	Buy	+49,250	+63.3%	$2.15K	127,000
Q1 2019	BWA BorgWarner Inc.	BorgWarner Inc.	Sell	-19,120	-11.5%	$5.65K	147,000
Q1 2019	CASY Caseys General Stores, Inc.	Caseys General Stores, Inc.	Sell	-8,600	-32.7%	$2.28K	17,700
Q1 2019	CBRL Cracker Barrel Old Country Stor	Cracker Barrel Old Country Stor	Buy	+10,574	+64.8%	$4.35K	26,900
Q1 2019	CENTA Central Garden & Pet Company	Central Garden & Pet Company	Buy	+22,600	+27.1%	$2.46K	106,000
Q1 2019	CFG Citizens Financial Group, Inc.	Citizens Financial Group, Inc.	Sell	-6,525	-2.0%	$10.58K	325,500
Q1 2019	CMCSA Comcast Corporation	Comcast Corporation	Sell	-12,000	-6.9%	$6.48K	162,000
Q1 2019	CMI Cummins Inc.	Cummins Inc.	Buy	+5,500	+22.0%	$4.82K	30,500
Q1 2019	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-70,037	-30.7%	$8.53K	157,963
Q1 2019	CVS CVS Health Corporation	CVS Health Corporation	Buy	+50,000	+39.4%	$9.55K	177,000
Q1 2019	DAL Delta Air Lines, Inc.	Delta Air Lines, Inc.	Buy	+30,200	+20.5%	$9.15K	177,200
Q1 2019	DENN Denny's Corporation	Denny's Corporation	Sell	-19,050	-20.9%	$1.32K	72,000
Q1 2019	DHR Danaher Corporation	Danaher Corporation	Sell	-1,000	-3.7%	$3.43K	26,000
Q1 2019	DIN Dine Brands Global, Inc. Common	Dine Brands Global, Inc. Common	Buy	+2,500	+10.6%	$2.37K	26,000
Q1 2019	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+4,000	+4.7%	$9.83K	88,500
Q1 2019	DLTR Dollar Tree, Inc.	Dollar Tree, Inc.	Buy - Position Entry	+31,000	-	$3.26K	31,000
Q1 2019	EBAY eBay Inc.	eBay Inc.	Sell	-79,200	-29.3%	$7.09K	191,000
Q1 2019	EMN Eastman Chemical Company	Eastman Chemical Company	Sell	-8,500	-8.4%	$7.02K	92,500
Q1 2019	FSS Federal Signal Corporation	Federal Signal Corporation	Sell	-4,000	-8.2%	$1.17K	45,000
Q1 2019	GBX Greenbrier Companies, Inc. (The	Greenbrier Companies, Inc. (The	Buy	+81,232	+78.3%	$5.96K	185,000
Q1 2019	GLW Corning Incorporated	Corning Incorporated	Sell	-15,000	-9.9%	$4.54K	137,000
Q1 2019	GM General Motors Company	General Motors Company	Sell	-12,000	-7.1%	$5.79K	156,000

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