Robert Olstein - Olstein Capital Management 13F Activity & Position Changes (Q2 2017)

As of Jun 30, 2017, 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 Q2 2017, the filing reported:

New Buys - AGCO Corporation, Baxter International Inc., Blue Bird Corporation, Helen of Troy, Harley-Davidson, Inc., and 7 more

Increases - Apple Inc., Astronics Corporation, Axalta, BorgWarner Inc., CECO Environmental Corp., and 25 more

Reductions - American Express Company, Becton, Dickinson and Company, Franklin Resources, Inc., Comcast Corporation, Charles River Laboratories Inte, and 25 more

Complete Exits - Johnson & Johnson, Stryker Corporation, Verizon Communications 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
Q2 2017	AAPL Apple Inc.	Apple Inc.	Buy	+60,000	+113.2%	$16.27K	113,000
Q2 2017	AGCO AGCO Corporation	AGCO Corporation	Buy - Position Entry	+41,040	-	$2.77K	41,040
Q2 2017	ATRO Astronics Corporation	Astronics Corporation	Buy	+7,606	+8.7%	$2.89K	94,780
Q2 2017	AXP American Express Company	American Express Company	Sell	-11,594	-10.5%	$8.37K	99,306
Q2 2017	AXTA Axalta	Axalta	Buy	+6,019	+2.5%	$7.95K	247,959
Q2 2017	BAX Baxter International Inc.	Baxter International Inc.	Buy - Position Entry	+66,000	-	$4.00K	66,000
Q2 2017	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-9,000	-24.9%	$5.29K	27,100
Q2 2017	BEN Franklin Resources, Inc.	Franklin Resources, Inc.	Sell	-3,000	-2.4%	$5.36K	119,700
Q2 2017	BLBD Blue Bird Corporation	Blue Bird Corporation	Buy - Position Entry	+77,568	-	$1.32K	77,568
Q2 2017	BWA BorgWarner Inc.	BorgWarner Inc.	Buy	+3,000	+3.4%	$3.81K	90,000
Q2 2017	CECO CECO Environmental Corp.	CECO Environmental Corp.	Buy	+18,900	+5.0%	$3.62K	394,750
Q2 2017	CFG Citizens Financial Group, Inc.	Citizens Financial Group, Inc.	Buy	+31,885	+11.1%	$11.38K	318,930
Q2 2017	CMCSA Comcast Corporation	Comcast Corporation	Sell	-10,000	-4.8%	$7.78K	200,000
Q2 2017	CNDT Conduent Incorporated	Conduent Incorporated	Buy	+188,084	+46.4%	$9.46K	593,700
Q2 2017	COTY Coty Inc.	Coty Inc.	Buy	+25,000	+6.7%	$7.43K	396,000
Q2 2017	CRL Charles River Laboratories Inte	Charles River Laboratories Inte	Sell	-30,920	-28.6%	$7.80K	77,135
Q2 2017	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-18,000	-8.7%	$5.88K	188,000
Q2 2017	CVS CVS Health Corporation	CVS Health Corporation	Buy	+3,000	+2.5%	$10.05K	124,925
Q2 2017	DAL Delta Air Lines, Inc.	Delta Air Lines, Inc.	Sell	-33,200	-16.8%	$8.83K	164,300
Q2 2017	DIN Dine Brands Global, Inc. Common	Dine Brands Global, Inc. Common	Buy	+27,540	+56.2%	$3.37K	76,500
Q2 2017	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-23,500	-25.5%	$7.28K	68,500
Q2 2017	EBAY eBay Inc.	eBay Inc.	Sell	-48,199	-15.5%	$9.18K	263,000
Q2 2017	FDX FedEx Corporation	FedEx Corporation	Buy	+5,800	+27.4%	$5.87K	27,000
Q2 2017	FSS Federal Signal Corporation	Federal Signal Corporation	Buy	+21,657	+17.5%	$2.52K	145,150
Q2 2017	G4388N106 Helen of Troy	Helen of Troy	Buy - Position Entry	+16,260	-	$1.53K	16,260
Q2 2017	GBX Greenbrier Companies, Inc. (The	Greenbrier Companies, Inc. (The	Buy	+17,484	+9.7%	$9.18K	198,574
Q2 2017	GM General Motors Company	General Motors Company	Buy	+10,000	+3.9%	$9.24K	264,500
Q2 2017	GOOG Alphabet Inc.	Alphabet Inc.	Buy	+12,500	+147.1%	$19.08K	21,000
Q2 2017	GT The Goodyear Tire & Rubber Comp	The Goodyear Tire & Rubber Comp	Buy	+54,000	+47.8%	$5.84K	167,000
Q2 2017	HOG Harley-Davidson, Inc.	Harley-Davidson, Inc.	Buy - Position Entry	+33,000	-	$1.78K	33,000

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