Robert Olstein - Olstein Capital Management 13F Activity & Position Changes (Q4 2014)

As of Dec 31, 2014, 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 2014, the filing reported:

New Buys - Daktronics, Inc., Pentair, Mastercard Incorporated, Wendy's Company (The), Wabash National Corporation

Increases - ABM Industries Incorporated, Avery Dennison Corporation, American Express Company, Franklin Resources, Inc., , and 39 more

Reductions - Apple Inc., Abbott Laboratories, Becton, Dickinson and Company, Charles River Laboratories Inte, Cisco Systems, Inc., and 25 more

Complete Exits - Cintas Corporation, Walt Disney Company (The), Ethan Allen Interiors Inc., Hormel Foods Corporation, Coca-Cola Company (The), and 5 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 2014	AAPL Apple Inc.	Apple Inc.	Sell	-3,000	-4.2%	$7.62K	69,000
Q4 2014	ABM ABM Industries Incorporated	ABM Industries Incorporated	Buy	+11,000	+2.4%	$13.58K	474,000
Q4 2014	ABT Abbott Laboratories	Abbott Laboratories	Sell	-3,000	-1.6%	$8.06K	179,000
Q4 2014	AVY Avery Dennison Corporation	Avery Dennison Corporation	Buy	+6,000	+5.2%	$6.28K	121,000
Q4 2014	AXP American Express Company	American Express Company	Buy	+6,000	+9.5%	$6.42K	69,000
Q4 2014	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Sell	-6,000	-11.1%	$6.68K	48,000
Q4 2014	BEN Franklin Resources, Inc.	Franklin Resources, Inc.	Buy	+9,000	+4.7%	$11.13K	201,000
Q4 2014	BIG		Buy	+131,200	+89.4%	$11.13K	278,000
Q4 2014	CECO CECO Environmental Corp.	CECO Environmental Corp.	Buy	+40,000	+26.1%	$3.00K	193,000
Q4 2014	CRL Charles River Laboratories Inte	Charles River Laboratories Inte	Sell	-89,000	-73.6%	$2.04K	32,000
Q4 2014	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-45,000	-13.6%	$7.98K	287,000
Q4 2014	CTAS Cintas Corporation	Cintas Corporation	Sell - Position Exit	-49,000	-100.0%	$0.00	-
Q4 2014	CULP Culp, Inc.	Culp, Inc.	Buy	+5,000	+3.7%	$3.04K	140,000
Q4 2014	CVS CVS Health Corporation	CVS Health Corporation	Sell	-17,000	-18.5%	$7.22K	75,000
Q4 2014	DAKT Daktronics, Inc.	Daktronics, Inc.	Buy - Position Entry	+175,000	-	$2.19K	175,000
Q4 2014	DAL Delta Air Lines, Inc.	Delta Air Lines, Inc.	Sell	-82,000	-33.7%	$7.92K	161,000
Q4 2014	DGX Quest Diagnostics Incorporated	Quest Diagnostics Incorporated	Sell	-23,000	-28.0%	$3.96K	59,000
Q4 2014	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell - Position Exit	-20,000	-100.0%	$0.00	-
Q4 2014	DNOW DNOW Inc.	DNOW Inc.	Buy	+138,000	+62.7%	$9.21K	358,000
Q4 2014	DORM Dorman Products, Inc.	Dorman Products, Inc.	Sell	-72,000	-29.9%	$8.16K	169,000
Q4 2014	DOV Dover Corporation	Dover Corporation	Buy	+55,000	+84.6%	$8.61K	120,000
Q4 2014	EBAY eBay Inc.	eBay Inc.	Buy	+5,000	+3.0%	$9.48K	169,000
Q4 2014	EFX Equifax, Inc.	Equifax, Inc.	Sell	-12,000	-17.9%	$4.45K	55,000
Q4 2014	ENTG Entegris, Inc.	Entegris, Inc.	Buy	+31,000	+6.6%	$6.64K	503,000
Q4 2014	ETD Ethan Allen Interiors Inc.	Ethan Allen Interiors Inc.	Sell - Position Exit	-369,000	-100.0%	$0.00	-
Q4 2014	FITB Fifth Third Bancorp	Fifth Third Bancorp	Buy	+30,000	+8.2%	$8.03K	394,000
Q4 2014	FOXF Fox Factory Holding Corp.	Fox Factory Holding Corp.	Buy	+128,000	+336.8%	$2.69K	166,000
Q4 2014	G7S00T104 Pentair	Pentair	Buy - Position Entry	+106,000	-	$7.04K	106,000
Q4 2014	GBX Greenbrier Companies, Inc. (The	Greenbrier Companies, Inc. (The	Buy	+204,000	+291.4%	$14.72K	274,000
Q4 2014	GLW Corning Incorporated	Corning Incorporated	Buy	+46,000	+17.2%	$7.18K	313,000

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