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

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, 2014. 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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