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

As of Dec 31, 2013, 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 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

Page 1 of 3