Robert Olstein - Olstein Capital Management 13F Activity & Position Changes (Q2 2026)

As of Jun 30, 2026, the Olstein Capital Management portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on Jul 07, 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 2026, the filing reported:

New Buys - None reported

Increases - None reported

Reductions - None reported

Complete Exits - Apple Inc., ABM Industries Incorporated, Adobe Inc., AGCO Corporation, Amazon.com, Inc., and 91 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 2026	AAPL Apple Inc.	Apple Inc.	Sell - Position Exit	-13,000	-100.0%	$0.00	-
Q2 2026	ABM ABM Industries Incorporated	ABM Industries Incorporated	Sell - Position Exit	-211,361	-100.0%	$0.00	-
Q2 2026	ADBE Adobe Inc.	Adobe Inc.	Sell - Position Exit	-25,000	-100.0%	$0.00	-
Q2 2026	AGCO AGCO Corporation	AGCO Corporation	Sell - Position Exit	-6,500	-100.0%	$0.00	-
Q2 2026	AMZN Amazon.com, Inc.	Amazon.com, Inc.	Sell - Position Exit	-18,000	-100.0%	$0.00	-
Q2 2026	APTV Aptiv	Aptiv	Sell - Position Exit	-79,000	-100.0%	$0.00	-
Q2 2026	AVTR Avantor, Inc.	Avantor, Inc.	Sell - Position Exit	-1,210,000	-100.0%	$0.00	-
Q2 2026	BAH Booz Allen Hamilton Holding Cor	Booz Allen Hamilton Holding Cor	Sell - Position Exit	-66,000	-100.0%	$0.00	-
Q2 2026	BAX Baxter International Inc.	Baxter International Inc.	Sell - Position Exit	-464,000	-100.0%	$0.00	-
Q2 2026	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell - Position Exit	-44,000	-100.0%	$0.00	-
Q2 2026	BLBD Blue Bird Corporation	Blue Bird Corporation	Sell - Position Exit	-19,526	-100.0%	$0.00	-
Q2 2026	BRC Brady Corporation	Brady Corporation	Sell - Position Exit	-7,500	-100.0%	$0.00	-
Q2 2026	BRK-B Berkshire Hathaway Inc. New	Berkshire Hathaway Inc. New	Sell - Position Exit	-11,000	-100.0%	$0.00	-
Q2 2026	CB Chubb Limited	Chubb Limited	Sell - Position Exit	-19,000	-100.0%	$0.00	-
Q2 2026	CBRE CBRE Group Inc	CBRE Group Inc	Sell - Position Exit	-47,000	-100.0%	$0.00	-
Q2 2026	CENTA Central Garden & Pet Company	Central Garden & Pet Company	Sell - Position Exit	-45,000	-100.0%	$0.00	-
Q2 2026	CFG Citizens Financial Group, Inc.	Citizens Financial Group, Inc.	Sell - Position Exit	-88,200	-100.0%	$0.00	-
Q2 2026	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell - Position Exit	-46,000	-100.0%	$0.00	-
Q2 2026	CTVA Corteva, Inc.	Corteva, Inc.	Sell - Position Exit	-66,000	-100.0%	$0.00	-
Q2 2026	CVS CVS Health Corporation	CVS Health Corporation	Sell - Position Exit	-50,000	-100.0%	$0.00	-
Q2 2026	DAL Delta Air Lines, Inc.	Delta Air Lines, Inc.	Sell - Position Exit	-88,000	-100.0%	$0.00	-
Q2 2026	DGX Quest Diagnostics Incorporated	Quest Diagnostics Incorporated	Sell - Position Exit	-35,800	-100.0%	$0.00	-
Q2 2026	DIN Dine Brands Global, Inc. Common	Dine Brands Global, Inc. Common	Sell - Position Exit	-215,000	-100.0%	$0.00	-
Q2 2026	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell - Position Exit	-104,000	-100.0%	$0.00	-
Q2 2026	DOV Dover Corporation	Dover Corporation	Sell - Position Exit	-23,000	-100.0%	$0.00	-
Q2 2026	EBAY eBay Inc.	eBay Inc.	Sell - Position Exit	-16,000	-100.0%	$0.00	-
Q2 2026	EFX Equifax, Inc.	Equifax, Inc.	Sell - Position Exit	-37,000	-100.0%	$0.00	-
Q2 2026	FA First Advantage Corporation	First Advantage Corporation	Sell - Position Exit	-95,000	-100.0%	$0.00	-
Q2 2026	FDX FedEx Corporation	FedEx Corporation	Sell - Position Exit	-13,500	-100.0%	$0.00	-
Q2 2026	FHB First Hawaiian, Inc.	First Hawaiian, Inc.	Sell - Position Exit	-37,000	-100.0%	$0.00	-

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