Robert Olstein - Olstein Capital Management 13F Activity & Position Changes (Q2 2014)

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 Jun 30, 2014. 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 Q2 2014, the filing reported:

New Buys - DNOW Inc., Fossil Group, Inc., Greenbrier Companies, Inc. (The, Kadant Inc, Masco Corporation, and 2 more

Increases - Apple Inc., ABM Industries Incorporated, American Express Company, Franklin Resources, Inc., CECO Environmental Corp., and 28 more

Reductions - ABB Ltd., Avery Dennison Corporation, Baxter International Inc., Becton, Dickinson and Company, , and 23 more

Complete Exits - Alaska Air Group, Inc., Cummins Inc., FedEx Corporation, Haemonetics Corporation, Littelfuse, Inc., and 4 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
Q2 2014	AAPL Apple Inc.	Apple Inc.	Buy	+48,000	+300.0%	$5.95K	64,000
Q2 2014	ABBNY ABB Ltd.	ABB Ltd.	Sell	-141,000	-55.1%	$2.65K	115,000
Q2 2014	ABM ABM Industries Incorporated	ABM Industries Incorporated	Buy	+63,000	+21.7%	$9.52K	353,000
Q2 2014	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Sell - Position Exit	-49,000	-100.0%	$0.00	-
Q2 2014	AVY Avery Dennison Corporation	Avery Dennison Corporation	Sell	-6,832	-5.8%	$5.65K	110,168
Q2 2014	AXP American Express Company	American Express Company	Buy	+18,000	+48.6%	$5.22K	55,000
Q2 2014	BAX Baxter International Inc.	Baxter International Inc.	Sell	-8,000	-11.8%	$4.34K	60,000
Q2 2014	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-3,000	-5.3%	$6.39K	54,000
Q2 2014	BEN Franklin Resources, Inc.	Franklin Resources, Inc.	Buy	+15,000	+8.5%	$11.11K	192,000
Q2 2014	BIG		Sell	-91,000	-34.3%	$7.95K	174,000
Q2 2014	CECO CECO Environmental Corp.	CECO Environmental Corp.	Buy	+50,000	+64.9%	$1.98K	127,000
Q2 2014	CMCSA Comcast Corporation	Comcast Corporation	Buy	+28,000	+15.8%	$11.00K	205,000
Q2 2014	CMI Cummins Inc.	Cummins Inc.	Sell - Position Exit	-21,700	-100.0%	$0.00	-
Q2 2014	CRL Charles River Laboratories Inte	Charles River Laboratories Inte	Buy	+52,000	+64.2%	$7.12K	133,000
Q2 2014	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-35,000	-9.3%	$8.50K	342,000
Q2 2014	CULP Culp, Inc.	Culp, Inc.	Buy	+45,000	+75.0%	$1.83K	105,000
Q2 2014	DAL Delta Air Lines, Inc.	Delta Air Lines, Inc.	Sell	-1,000	-0.5%	$7.20K	186,000
Q2 2014	DDS Dillard's, Inc.	Dillard's, Inc.	Sell	-60,000	-40.0%	$10.49K	90,000
Q2 2014	DE Deere & Company	Deere & Company	Sell	-47,000	-56.0%	$3.35K	37,000
Q2 2014	DGX Quest Diagnostics Incorporated	Quest Diagnostics Incorporated	Sell	-18,000	-18.0%	$4.81K	82,000
Q2 2014	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-8,100	-25.2%	$2.06K	24,000
Q2 2014	DNOW DNOW Inc.	DNOW Inc.	Buy - Position Entry	+139,000	-	$5.03K	139,000
Q2 2014	DORM Dorman Products, Inc.	Dorman Products, Inc.	Buy	+42,000	+280.0%	$2.81K	57,000
Q2 2014	EBAY eBay Inc.	eBay Inc.	Buy	+28,000	+20.6%	$8.21K	164,000
Q2 2014	EFX Equifax, Inc.	Equifax, Inc.	Sell	-3,000	-3.1%	$6.89K	95,000
Q2 2014	ENTG Entegris, Inc.	Entegris, Inc.	Sell	-78,600	-12.7%	$7.41K	539,000
Q2 2014	ETD Ethan Allen Interiors Inc.	Ethan Allen Interiors Inc.	Buy	+51,700	+17.2%	$8.73K	352,700
Q2 2014	FDX FedEx Corporation	FedEx Corporation	Sell - Position Exit	-19,000	-100.0%	$0.00	-
Q2 2014	FITB Fifth Third Bancorp	Fifth Third Bancorp	Buy	+26,000	+11.7%	$5.32K	249,000
Q2 2014	FOSL Fossil Group, Inc.	Fossil Group, Inc.	Buy - Position Entry	+36,000	-	$3.76K	36,000

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