Robert Olstein - Olstein Capital Management 13F Activity & Position Changes (Q1 2020)

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, 2020. 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 2020, the filing reported:

New Buys - Automatic Data Processing, Inc., Berkshire Hathaway Inc. New, Hologic, Inc., Ingersoll Rand Inc., Meta Platforms, Inc.

Increases - Apple Inc., AGCO Corporation, American Express Company, Axalta, Baxter International Inc., and 57 more

Reductions - , Central Garden & Pet Company, Comcast Corporation, Dollar Tree, Inc., eBay Inc., and 19 more

Complete Exits - Franklin Resources, Inc., The Bank of New York Mellon Cor, BorgWarner Inc., Dow Inc., The Hain Celestial Group, Inc., and 7 more

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 2020	AAPL Apple Inc.	Apple Inc.	Buy	+8,500	+44.7%	$6.99K	27,500
Q1 2020	ADP Automatic Data Processing, Inc.	Automatic Data Processing, Inc.	Buy - Position Entry	+18,000	-	$2.46K	18,000
Q1 2020	AGCO AGCO Corporation	AGCO Corporation	Buy	+4,000	+40.0%	$662.00	14,000
Q1 2020	AXP American Express Company	American Express Company	Buy	+28,900	+115.1%	$4.62K	54,000
Q1 2020	AXTA Axalta	Axalta	Buy	+30,000	+13.8%	$4.27K	247,000
Q1 2020	BAX Baxter International Inc.	Baxter International Inc.	Buy	+1,000	+2.4%	$3.41K	42,000
Q1 2020	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy	+3,000	+9.4%	$8.04K	35,000
Q1 2020	BEN Franklin Resources, Inc.	Franklin Resources, Inc.	Sell - Position Exit	-15,000	-100.0%	$0.00	-
Q1 2020	BIG		Sell	-4,000	-4.3%	$1.27K	89,000
Q1 2020	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell - Position Exit	-99,000	-100.0%	$0.00	-
Q1 2020	BKNG Booking Holdings Inc. Common St	Booking Holdings Inc. Common St	Buy	+1,200	+63.2%	$4.17K	3,100
Q1 2020	BLBD Blue Bird Corporation	Blue Bird Corporation	Buy	+5,000	+3.9%	$1.47K	134,000
Q1 2020	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy - Position Entry	+25,000	-	$4.57K	25,000
Q1 2020	BWA BorgWarner Inc.	BorgWarner Inc.	Sell - Position Exit	-171,000	-100.0%	$0.00	-
Q1 2020	CAT Caterpillar, Inc.	Caterpillar, Inc.	Buy	+6,000	+15.8%	$5.11K	44,000
Q1 2020	CBRL Cracker Barrel Old Country Stor	Cracker Barrel Old Country Stor	Buy	+20,450	+52.4%	$4.95K	59,450
Q1 2020	CENTA Central Garden & Pet Company	Central Garden & Pet Company	Sell	-44,700	-48.1%	$1.24K	48,300
Q1 2020	CFG Citizens Financial Group, Inc.	Citizens Financial Group, Inc.	Buy	+75,900	+28.4%	$6.45K	342,900
Q1 2020	CMCSA Comcast Corporation	Comcast Corporation	Sell	-13,000	-7.1%	$5.84K	170,000
Q1 2020	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Buy	+23,000	+12.2%	$8.33K	212,000
Q1 2020	CTVA Corteva, Inc.	Corteva, Inc.	Buy	+24,000	+11.6%	$5.43K	231,000
Q1 2020	CVS CVS Health Corporation	CVS Health Corporation	Buy	+19,500	+15.7%	$8.54K	144,000
Q1 2020	CVX Chevron Corporation	Chevron Corporation	Buy	+26,000	+65.0%	$4.78K	66,000
Q1 2020	DAL Delta Air Lines, Inc.	Delta Air Lines, Inc.	Buy	+45,000	+32.6%	$5.22K	183,000
Q1 2020	DD DuPont de Nemours, Inc.	DuPont de Nemours, Inc.	Buy	+40,000	+37.7%	$4.98K	146,000
Q1 2020	DENN Denny's Corporation	Denny's Corporation	Buy	+419,453	+762.6%	$3.64K	474,453
Q1 2020	DIN Dine Brands Global, Inc. Common	Dine Brands Global, Inc. Common	Buy	+52,388	+56.3%	$4.17K	145,388
Q1 2020	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy	+11,000	+18.5%	$6.82K	70,600
Q1 2020	DLTR Dollar Tree, Inc.	Dollar Tree, Inc.	Sell	-12,000	-24.5%	$2.72K	37,000
Q1 2020	DNOW DNOW Inc.	DNOW Inc.	Buy	+111,000	+555.0%	$676.00	131,000

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