Robert Olstein - Olstein Capital Management 13F Activity & Position Changes (Q3 2018)

As of Sep 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 Q3 2018, the filing reported:

New Buys - , Cracker Barrel Old Country Stor, Cummins Inc., Flex, McDonald's Corporation, and 3 more

Increases - AGCO Corporation, BorgWarner Inc., Caterpillar, Inc., Central Garden & Pet Company, Citizens Financial Group, Inc., and 27 more

Reductions - Apple Inc., American Express Company, Axalta, Becton, Dickinson and Company, Franklin Resources, Inc., and 43 more

Complete Exits - Intuitive Surgical, Inc., Pepsico, Inc., Stericycle, 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
Q3 2018	AAPL Apple Inc.	Apple Inc.	Sell	-49,000	-48.5%	$11.74K	52,000
Q3 2018	AGCO AGCO Corporation	AGCO Corporation	Buy	+1,010	+1.4%	$4.58K	75,350
Q3 2018	AXP American Express Company	American Express Company	Sell	-11,000	-20.4%	$4.58K	43,000
Q3 2018	AXTA Axalta	Axalta	Sell	-8,700	-3.8%	$6.50K	222,799
Q3 2018	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-10,000	-27.0%	$7.05K	27,000
Q3 2018	BEN Franklin Resources, Inc.	Franklin Resources, Inc.	Sell	-52,778	-26.0%	$4.57K	150,222
Q3 2018	BIG		Buy - Position Entry	+40,800	-	$1.71K	40,800
Q3 2018	BLBD Blue Bird Corporation	Blue Bird Corporation	Sell	-8,200	-11.6%	$1.52K	62,210
Q3 2018	BWA BorgWarner Inc.	BorgWarner Inc.	Buy	+19,000	+14.1%	$6.59K	154,000
Q3 2018	CASY Caseys General Stores, Inc.	Caseys General Stores, Inc.	Sell	-12,000	-23.2%	$5.14K	39,780
Q3 2018	CAT Caterpillar, Inc.	Caterpillar, Inc.	Buy	+3,000	+12.0%	$4.27K	28,000
Q3 2018	CBRL Cracker Barrel Old Country Stor	Cracker Barrel Old Country Stor	Buy - Position Entry	+22,166	-	$3.26K	22,166
Q3 2018	CENTA Central Garden & Pet Company	Central Garden & Pet Company	Buy	+2,100	+3.7%	$1.96K	59,000
Q3 2018	CFG Citizens Financial Group, Inc.	Citizens Financial Group, Inc.	Buy	+6,400	+2.5%	$10.16K	263,400
Q3 2018	CMCSA Comcast Corporation	Comcast Corporation	Sell	-48,000	-17.5%	$8.00K	226,000
Q3 2018	CMI Cummins Inc.	Cummins Inc.	Buy - Position Entry	+13,000	-	$1.90K	13,000
Q3 2018	CNDT Conduent Incorporated	Conduent Incorporated	Sell	-139,247	-20.5%	$12.15K	539,653
Q3 2018	COTY Coty Inc.	Coty Inc.	Buy	+46,000	+9.5%	$6.63K	528,000
Q3 2018	CVS CVS Health Corporation	CVS Health Corporation	Sell	-36,000	-22.0%	$10.08K	128,000
Q3 2018	DAL Delta Air Lines, Inc.	Delta Air Lines, Inc.	Sell	-5,000	-2.8%	$10.01K	173,000
Q3 2018	DENN Denny's Corporation	Denny's Corporation	Buy	+7,300	+7.6%	$1.53K	103,900
Q3 2018	DHR Danaher Corporation	Danaher Corporation	Sell	-1,000	-2.0%	$5.43K	50,000
Q3 2018	DIN Dine Brands Global, Inc. Common	Dine Brands Global, Inc. Common	Sell	-8,688	-23.0%	$2.37K	29,100
Q3 2018	EBAY eBay Inc.	eBay Inc.	Buy	+30,000	+13.3%	$8.42K	255,000
Q3 2018	EMN Eastman Chemical Company	Eastman Chemical Company	Buy	+5,000	+7.6%	$6.80K	71,000
Q3 2018	FITB Fifth Third Bancorp	Fifth Third Bancorp	Buy	+15,000	+8.9%	$5.14K	184,000
Q3 2018	FLEX Flex	Flex	Buy - Position Entry	+70,000	-	$918.00	70,000
Q3 2018	FSS Federal Signal Corporation	Federal Signal Corporation	Sell	-12,500	-19.1%	$1.42K	53,000
Q3 2018	G4388N106 Helen of Troy	Helen of Troy	Sell	-18,240	-67.1%	$1.17K	8,940
Q3 2018	GBX Greenbrier Companies, Inc. (The	Greenbrier Companies, Inc. (The	Sell	-66,350	-42.0%	$5.50K	91,550

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