Robert Olstein - Olstein Capital Management 13F Activity & Position Changes (Q4 2017)

As of Dec 31, 2017, 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 2017, the filing reported:

New Buys - Eastman Chemical Company, Eaton, Henry Schein, Inc., Kulicke and Soffa Industries, I, Tapestry, Inc., and 1 more

Increases - AGCO Corporation, Becton, Dickinson and Company, Central Garden & Pet Company, Conduent Incorporated, CVS Health Corporation, and 25 more

Reductions - American Express Company, Axalta, The Bank of New York Mellon Cor, Blue Bird Corporation, BorgWarner Inc., and 33 more

Complete Exits - Walt Disney Company (The), Mattel, Inc., Winnebago Industries, Inc., Zoetis 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
Q4 2017	AGCO AGCO Corporation	AGCO Corporation	Buy	+700	+1.4%	$3.70K	51,740
Q4 2017	AXP American Express Company	American Express Company	Sell	-18,000	-27.3%	$4.77K	48,000
Q4 2017	AXTA Axalta	Axalta	Sell	-17,000	-6.9%	$7.47K	230,959
Q4 2017	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy	+400	+1.5%	$5.78K	27,000
Q4 2017	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-6,888	-5.2%	$6.73K	125,000
Q4 2017	BLBD Blue Bird Corporation	Blue Bird Corporation	Sell	-100	-0.1%	$1.99K	99,910
Q4 2017	BWA BorgWarner Inc.	BorgWarner Inc.	Sell	-8,000	-10.0%	$3.68K	72,000
Q4 2017	CAT Caterpillar, Inc.	Caterpillar, Inc.	Sell	-27,500	-55.6%	$3.47K	22,000
Q4 2017	CENTA Central Garden & Pet Company	Central Garden & Pet Company	Buy	+36,629	+134.1%	$2.41K	63,950
Q4 2017	CFG Citizens Financial Group, Inc.	Citizens Financial Group, Inc.	Sell	-44,850	-13.5%	$12.01K	286,180
Q4 2017	CNDT Conduent Incorporated	Conduent Incorporated	Buy	+105,450	+16.9%	$11.79K	729,750
Q4 2017	COTY Coty Inc.	Coty Inc.	Sell	-81,000	-18.7%	$7.02K	353,000
Q4 2017	CRL Charles River Laboratories Inte	Charles River Laboratories Inte	Sell	-11,877	-19.8%	$5.28K	48,235
Q4 2017	CSCO Cisco Systems, Inc.	Cisco Systems, Inc.	Sell	-65,000	-18.8%	$10.76K	281,000
Q4 2017	CVS CVS Health Corporation	CVS Health Corporation	Buy	+17,500	+14.7%	$9.90K	136,500
Q4 2017	CVX Chevron Corporation	Chevron Corporation	Buy	+1,000	+5.9%	$2.25K	18,000
Q4 2017	DAL Delta Air Lines, Inc.	Delta Air Lines, Inc.	Sell	-16,000	-9.4%	$8.68K	155,000
Q4 2017	DHR Danaher Corporation	Danaher Corporation	Sell	-9,000	-14.3%	$5.01K	54,000
Q4 2017	DIN Dine Brands Global, Inc. Common	Dine Brands Global, Inc. Common	Buy	+900	+1.1%	$4.35K	85,800
Q4 2017	DIS Walt Disney Company (The)	Walt Disney Company (The)	Sell - Position Exit	-68,500	-100.0%	$0.00	-
Q4 2017	EBAY eBay Inc.	eBay Inc.	Buy	+7,000	+3.4%	$7.92K	210,000
Q4 2017	EMN Eastman Chemical Company	Eastman Chemical Company	Buy - Position Entry	+38,000	-	$3.52K	38,000
Q4 2017	ETN Eaton	Eaton	Buy - Position Entry	+70,000	-	$5.53K	70,000
Q4 2017	FITB Fifth Third Bancorp	Fifth Third Bancorp	Sell	-55,000	-24.2%	$5.22K	172,000
Q4 2017	FSS Federal Signal Corporation	Federal Signal Corporation	Sell	-21,240	-19.9%	$1.72K	85,380
Q4 2017	G4388N106 Helen of Troy	Helen of Troy	Buy	+10,510	+50.0%	$3.04K	31,550
Q4 2017	GM General Motors Company	General Motors Company	Sell	-36,000	-21.2%	$5.49K	134,000
Q4 2017	GT The Goodyear Tire & Rubber Comp	The Goodyear Tire & Rubber Comp	Buy	+10,000	+4.4%	$7.66K	237,000
Q4 2017	HOG Harley-Davidson, Inc.	Harley-Davidson, Inc.	Buy	+6,000	+7.3%	$4.48K	88,000
Q4 2017	HOLX Hologic, Inc.	Hologic, Inc.	Buy	+28,000	+23.4%	$6.31K	147,700

Page 1 of 3