Robert Olstein - Olstein Capital Management 13F Activity & Position Changes (Q1 2026)

According to the SEC 13F filed on Apr 21, 2026, the Olstein Capital Management portfolio showed several notable changes in holdings as of quarter-end Mar 31, 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 2026, the filing reported:

New Buys - Booz Allen Hamilton Holding Cor, Waters Corporation

Increases - Adobe Inc., Amazon.com, Inc., Avantor, Inc., Baxter International Inc., Becton, Dickinson and Company, and 23 more

Reductions - AGCO Corporation, Aptiv, Blue Bird Corporation, Brady Corporation, Central Garden & Pet Company, and 51 more

Complete Exits - Cummins Inc., Deere & Company, Graham Corporation, Integra LifeSciences Holdings C

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 2026	ADBE Adobe Inc.	Adobe Inc.	Buy	+9,000	+56.2%	$6.08K	25,000
Q1 2026	AGCO AGCO Corporation	AGCO Corporation	Sell	-2,500	-27.8%	$753.00	6,500
Q1 2026	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Buy	+5,500	+44.0%	$3.75K	18,000
Q1 2026	APTV Aptiv	Aptiv	Sell	-6,500	-7.6%	$5.49K	79,000
Q1 2026	AVTR Avantor, Inc.	Avantor, Inc.	Buy	+392,000	+47.9%	$9.49K	1,210,000
Q1 2026	BAH Booz Allen Hamilton Holding Cor	Booz Allen Hamilton Holding Cor	Buy - Position Entry	+66,000	-	$5.15K	66,000
Q1 2026	BAX Baxter International Inc.	Baxter International Inc.	Buy	+47,000	+11.3%	$7.79K	464,000
Q1 2026	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy	+1,500	+3.5%	$6.92K	44,000
Q1 2026	BLBD Blue Bird Corporation	Blue Bird Corporation	Sell	-3,474	-15.1%	$1.11K	19,526
Q1 2026	BRC Brady Corporation	Brady Corporation	Sell	-3,000	-28.6%	$609.00	7,500
Q1 2026	CBRE CBRE Group Inc	CBRE Group Inc	Buy	+9,000	+23.7%	$6.37K	47,000
Q1 2026	CENTA Central Garden & Pet Company	Central Garden & Pet Company	Sell	-7,500	-14.3%	$1.46K	45,000
Q1 2026	CFG Citizens Financial Group, Inc.	Citizens Financial Group, Inc.	Sell	-16,800	-16.0%	$5.29K	88,200
Q1 2026	CMI Cummins Inc.	Cummins Inc.	Sell - Position Exit	-4,700	-100.0%	$0.00	-
Q1 2026	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-19,000	-29.2%	$3.57K	46,000
Q1 2026	CTVA Corteva, Inc.	Corteva, Inc.	Sell	-22,000	-25.0%	$5.53K	66,000
Q1 2026	CVS CVS Health Corporation	CVS Health Corporation	Sell	-6,000	-10.7%	$3.59K	50,000
Q1 2026	DAL Delta Air Lines, Inc.	Delta Air Lines, Inc.	Sell	-14,100	-13.8%	$5.85K	88,000
Q1 2026	DE Deere & Company	Deere & Company	Sell - Position Exit	-7,500	-100.0%	$0.00	-
Q1 2026	DGX Quest Diagnostics Incorporated	Quest Diagnostics Incorporated	Sell	-4,200	-10.5%	$7.02K	35,800
Q1 2026	DIN Dine Brands Global, Inc. Common	Dine Brands Global, Inc. Common	Sell	-14,000	-6.1%	$5.64K	215,000
Q1 2026	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-3,864	-3.6%	$10.02K	104,000
Q1 2026	DOV Dover Corporation	Dover Corporation	Sell	-6,694	-22.5%	$4.79K	23,000
Q1 2026	EBAY eBay Inc.	eBay Inc.	Sell	-6,000	-27.3%	$1.46K	16,000
Q1 2026	EFX Equifax, Inc.	Equifax, Inc.	Buy	+19,000	+105.6%	$6.66K	37,000
Q1 2026	FA First Advantage Corporation	First Advantage Corporation	Buy	+21,000	+28.4%	$1.12K	95,000
Q1 2026	FDX FedEx Corporation	FedEx Corporation	Sell	-12,000	-47.1%	$4.81K	13,500
Q1 2026	FHB First Hawaiian, Inc.	First Hawaiian, Inc.	Sell	-3,000	-7.5%	$912.00	37,000
Q1 2026	FIS Fidelity National Information S	Fidelity National Information S	Buy	+52,530	+43.2%	$8.16K	174,000
Q1 2026	FITB Fifth Third Bancorp	Fifth Third Bancorp	Sell	-23,000	-16.9%	$5.25K	113,000

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