Robert Olstein - Olstein Capital Management 13F Activity & Position Changes (Q2 2018)

As of Jun 30, 2018, 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 2018, the filing reported:

New Buys - Walt Disney Company (The), Generac Holdlings Inc., Goldman Sachs Group, Inc. (The), Home BancShares, Inc., Lam Research Corporation

Increases - Becton, Dickinson and Company, Franklin Resources, Inc., BorgWarner Inc., Caseys General Stores, Inc., Caterpillar, Inc., and 34 more

Reductions - Apple Inc., American Express Company, Baxter International Inc., Blue Bird Corporation, Central Garden & Pet Company, and 38 more

Complete Exits - Nike, Inc., Patterson Companies, 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 2018	AAPL Apple Inc.	Apple Inc.	Sell	-12,000	-10.6%	$18.70K	101,000
Q2 2018	AXP American Express Company	American Express Company	Sell	-5,000	-8.5%	$5.29K	54,000
Q2 2018	BAX Baxter International Inc.	Baxter International Inc.	Sell	-8,000	-14.8%	$3.40K	46,000
Q2 2018	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy	+4,000	+12.1%	$8.86K	37,000
Q2 2018	BEN Franklin Resources, Inc.	Franklin Resources, Inc.	Buy	+3,000	+1.5%	$6.51K	203,000
Q2 2018	BLBD Blue Bird Corporation	Blue Bird Corporation	Sell	-17,700	-20.1%	$1.57K	70,410
Q2 2018	BWA BorgWarner Inc.	BorgWarner Inc.	Buy	+34,000	+33.7%	$5.83K	135,000
Q2 2018	CASY Caseys General Stores, Inc.	Caseys General Stores, Inc.	Buy	+4,602	+9.8%	$5.44K	51,780
Q2 2018	CAT Caterpillar, Inc.	Caterpillar, Inc.	Buy	+11,000	+78.6%	$3.39K	25,000
Q2 2018	CENTA Central Garden & Pet Company	Central Garden & Pet Company	Sell	-10,400	-15.5%	$2.30K	56,900
Q2 2018	CFG Citizens Financial Group, Inc.	Citizens Financial Group, Inc.	Buy	+58,400	+29.4%	$10.00K	257,000
Q2 2018	CMCSA Comcast Corporation	Comcast Corporation	Buy	+11,000	+4.2%	$8.99K	274,000
Q2 2018	CNDT Conduent Incorporated	Conduent Incorporated	Sell	-50,850	-7.0%	$12.34K	678,900
Q2 2018	COMM CommScope Holding Company, Inc.	CommScope Holding Company, Inc.	Buy	+132,300	+97.3%	$7.84K	268,300
Q2 2018	COTY Coty Inc.	Coty Inc.	Buy	+233,000	+93.6%	$6.80K	482,000
Q2 2018	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-28,000	-10.9%	$9.81K	228,000
Q2 2018	CVS CVS Health Corporation	CVS Health Corporation	Sell	-21,000	-11.4%	$10.55K	164,000
Q2 2018	CVX Chevron Corporation	Chevron Corporation	Sell	-5,500	-17.2%	$3.35K	26,500
Q2 2018	DAL Delta Air Lines, Inc.	Delta Air Lines, Inc.	Buy	+5,000	+2.9%	$8.82K	178,000
Q2 2018	DHR Danaher Corporation	Danaher Corporation	Sell	-4,000	-7.3%	$5.03K	51,000
Q2 2018	DIN Dine Brands Global, Inc. Common	Dine Brands Global, Inc. Common	Sell	-26,762	-41.5%	$2.83K	37,788
Q2 2018	DIS Walt Disney Company (The)	Walt Disney Company (The)	Buy - Position Entry	+84,500	-	$8.86K	84,500
Q2 2018	EBAY eBay Inc.	eBay Inc.	Buy	+26,000	+13.1%	$8.16K	225,000
Q2 2018	EMN Eastman Chemical Company	Eastman Chemical Company	Sell	-1,000	-1.5%	$6.60K	66,000
Q2 2018	ETN Eaton	Eaton	Buy	+6,000	+8.6%	$5.68K	76,000
Q2 2018	FITB Fifth Third Bancorp	Fifth Third Bancorp	Sell	-3,000	-1.7%	$4.85K	169,000
Q2 2018	FSS Federal Signal Corporation	Federal Signal Corporation	Sell	-24,050	-26.9%	$1.52K	65,500
Q2 2018	G4388N106 Helen of Troy	Helen of Troy	Sell	-6,520	-19.3%	$2.68K	27,180
Q2 2018	GBX Greenbrier Companies, Inc. (The	Greenbrier Companies, Inc. (The	Sell	-24,482	-13.4%	$8.33K	157,900
Q2 2018	GLW Corning Incorporated	Corning Incorporated	Buy	+3,000	+1.6%	$5.09K	185,000

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