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

As of Mar 31, 2020, 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 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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