Robert Olstein - Olstein Capital Management 13F Activity & Position Changes (Q2 2020)

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, 2020. 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 2020, the filing reported:

New Buys - Accenture plc, Aon Plc, Carrier Global Corporation, First Hawaiian, Inc., Johnson & Johnson, and 3 more

Increases - American Express Company, Baxter International Inc., Becton, Dickinson and Company, Blue Bird Corporation, Berkshire Hathaway Inc. New, and 21 more

Reductions - Axalta, , Caterpillar, Inc., Cracker Barrel Old Country Stor, Central Garden & Pet Company, and 42 more

Complete Exits - Spirit Airlines, 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 2020	ACN Accenture plc	Accenture plc	Buy - Position Entry	+8,000	-	$1.72K	8,000
Q2 2020	AON Aon Plc	Aon Plc	Buy - Position Entry	+9,000	-	$1.73K	9,000
Q2 2020	AXP American Express Company	American Express Company	Buy	+3,000	+5.6%	$5.43K	57,000
Q2 2020	AXTA Axalta	Axalta	Sell	-7,000	-2.8%	$5.41K	240,000
Q2 2020	BAX Baxter International Inc.	Baxter International Inc.	Buy	+11,000	+26.2%	$4.56K	53,000
Q2 2020	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy	+4,500	+12.9%	$9.45K	39,500
Q2 2020	BIG		Sell	-70,000	-78.7%	$798.00	19,000
Q2 2020	BLBD Blue Bird Corporation	Blue Bird Corporation	Buy	+1,121	+0.8%	$2.02K	135,121
Q2 2020	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Buy	+1,000	+4.0%	$4.64K	26,000
Q2 2020	CARR Carrier Global Corporation	Carrier Global Corporation	Buy - Position Entry	+181,000	-	$4.02K	181,000
Q2 2020	CAT Caterpillar, Inc.	Caterpillar, Inc.	Sell	-7,000	-15.9%	$4.68K	37,000
Q2 2020	CBRL Cracker Barrel Old Country Stor	Cracker Barrel Old Country Stor	Sell	-5,450	-9.2%	$5.99K	54,000
Q2 2020	CENTA Central Garden & Pet Company	Central Garden & Pet Company	Sell	-9,300	-19.3%	$1.32K	39,000
Q2 2020	CFG Citizens Financial Group, Inc.	Citizens Financial Group, Inc.	Buy	+10,000	+2.9%	$8.91K	352,900
Q2 2020	CMCSA Comcast Corporation	Comcast Corporation	Sell	-2,000	-1.2%	$6.55K	168,000
Q2 2020	CMI Cummins Inc.	Cummins Inc.	Sell	-6,000	-26.1%	$2.94K	17,000
Q2 2020	CTVA Corteva, Inc.	Corteva, Inc.	Buy	+21,600	+9.4%	$6.77K	252,600
Q2 2020	CVX Chevron Corporation	Chevron Corporation	Sell	-14,000	-21.2%	$4.64K	52,000
Q2 2020	DAL Delta Air Lines, Inc.	Delta Air Lines, Inc.	Sell	-25,000	-13.7%	$4.43K	158,000
Q2 2020	DD DuPont de Nemours, Inc.	DuPont de Nemours, Inc.	Sell	-26,000	-17.8%	$6.38K	120,000
Q2 2020	DHR Danaher Corporation	Danaher Corporation	Sell	-3,000	-14.3%	$3.18K	18,000
Q2 2020	DIN Dine Brands Global, Inc. Common	Dine Brands Global, Inc. Common	Sell	-14,388	-9.9%	$5.51K	131,000
Q2 2020	DLTR Dollar Tree, Inc.	Dollar Tree, Inc.	Buy	+12,000	+32.4%	$4.54K	49,000
Q2 2020	EBAY eBay Inc.	eBay Inc.	Sell	-78,000	-37.7%	$6.77K	129,000
Q2 2020	EMN Eastman Chemical Company	Eastman Chemical Company	Sell	-35,000	-29.7%	$5.78K	83,000
Q2 2020	ETN Eaton	Eaton	Sell	-13,000	-27.7%	$2.97K	34,000
Q2 2020	FDX FedEx Corporation	FedEx Corporation	Sell	-3,000	-4.9%	$8.13K	58,000
Q2 2020	FHB First Hawaiian, Inc.	First Hawaiian, Inc.	Buy - Position Entry	+52,000	-	$896.00	52,000
Q2 2020	FITB Fifth Third Bancorp	Fifth Third Bancorp	Buy	+3,000	+1.1%	$5.55K	288,000
Q2 2020	FSS Federal Signal Corporation	Federal Signal Corporation	Sell	-2,000	-6.5%	$862.00	29,000

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