Robert Olstein - Olstein Capital Management 13F Activity & Position Changes (Q4 2013)

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 Dec 31, 2013. 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 Q4 2013, the filing reported:

New Buys - The Bank of New York Mellon Cor, CECO Environmental Corp., Corning Incorporated, Marsh & McLennan Companies, Inc, Oracle Corporation, and 3 more

Increases - Abbott Laboratories, Baxter International Inc., , Comcast Corporation, Cisco Systems, Inc., and 14 more

Reductions - Agilent Technologies, Inc., Apple Inc., ABB Ltd., ABM Industries Incorporated, Analog Devices, Inc., and 35 more

Complete Exits - Columbus McKinnon Corporation, Henry Schein, Inc., Korn Ferry, Mastercard Incorporated, Mativ Holdings, Inc., and 3 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
Q4 2013	A Agilent Technologies, Inc.	Agilent Technologies, Inc.	Sell	-40,000	-32.0%	$4.86K	85,000
Q4 2013	AAPL Apple Inc.	Apple Inc.	Sell	-2,000	-11.8%	$8.41K	15,000
Q4 2013	ABBNY ABB Ltd.	ABB Ltd.	Sell	-70,000	-21.5%	$6.80K	256,000
Q4 2013	ABM ABM Industries Incorporated	ABM Industries Incorporated	Sell	-10,000	-3.5%	$7.87K	275,100
Q4 2013	ABT Abbott Laboratories	Abbott Laboratories	Buy	+34,000	+23.4%	$6.86K	179,000
Q4 2013	ADI Analog Devices, Inc.	Analog Devices, Inc.	Sell	-22,000	-18.0%	$5.09K	100,000
Q4 2013	ALK Alaska Air Group, Inc.	Alaska Air Group, Inc.	Sell	-19,000	-23.2%	$4.62K	63,000
Q4 2013	AVY Avery Dennison Corporation	Avery Dennison Corporation	Sell	-28,000	-19.3%	$5.87K	117,000
Q4 2013	AXP American Express Company	American Express Company	Sell	-22,000	-37.3%	$3.36K	37,000
Q4 2013	BAX Baxter International Inc.	Baxter International Inc.	Buy	+15,000	+24.2%	$5.36K	77,000
Q4 2013	BIG		Buy	+82,000	+34.7%	$10.27K	318,000
Q4 2013	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Buy - Position Entry	+105,000	-	$3.67K	105,000
Q4 2013	CECO CECO Environmental Corp.	CECO Environmental Corp.	Buy - Position Entry	+30,000	-	$485.00	30,000
Q4 2013	CMCO Columbus McKinnon Corporation	Columbus McKinnon Corporation	Sell - Position Exit	-11,000	-100.0%	$0.00	-
Q4 2013	CMCSA Comcast Corporation	Comcast Corporation	Buy	+18,000	+14.9%	$7.22K	139,000
Q4 2013	CMI Cummins Inc.	Cummins Inc.	Sell	-4,000	-11.4%	$4.37K	31,000
Q4 2013	CRL Charles River Laboratories Inte	Charles River Laboratories Inte	Sell	-7,000	-4.0%	$8.96K	169,000
Q4 2013	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Buy	+132,000	+53.9%	$8.46K	377,000
Q4 2013	CTAS Cintas Corporation	Cintas Corporation	Sell	-31,000	-33.0%	$3.75K	63,000
Q4 2013	DAL Delta Air Lines, Inc.	Delta Air Lines, Inc.	Sell	-39,000	-14.6%	$6.26K	228,000
Q4 2013	DDS Dillard's, Inc.	Dillard's, Inc.	Buy	+16,000	+16.3%	$11.08K	114,000
Q4 2013	DGX Quest Diagnostics Incorporated	Quest Diagnostics Incorporated	Buy	+10,000	+12.0%	$4.98K	93,000
Q4 2013	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell	-34,000	-42.0%	$3.59K	47,000
Q4 2013	DOV Dover Corporation	Dover Corporation	Sell	-5,100	-14.6%	$2.89K	29,900
Q4 2013	EBAY eBay Inc.	eBay Inc.	Buy	+31,000	+22.8%	$9.16K	167,000
Q4 2013	EFX Equifax, Inc.	Equifax, Inc.	Sell	-3,000	-2.4%	$8.57K	124,000
Q4 2013	ENTG Entegris, Inc.	Entegris, Inc.	Sell	-65,000	-8.8%	$7.80K	673,000
Q4 2013	ETD Ethan Allen Interiors Inc.	Ethan Allen Interiors Inc.	Buy	+87,000	+49.4%	$8.00K	263,000
Q4 2013	FDX FedEx Corporation	FedEx Corporation	Sell	-19,000	-50.0%	$2.73K	19,000
Q4 2013	GLW Corning Incorporated	Corning Incorporated	Buy - Position Entry	+202,000	-	$3.60K	202,000

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