Robert Olstein - Olstein Capital Management 13F Activity & Position Changes (Q4 2018)

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, 2018. 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 2018, the filing reported:

New Buys - Equifax, Inc., S&P Global Inc.

Increases - Apple Inc., Axalta, Becton, Dickinson and Company, , Blue Bird Corporation, and 42 more

Reductions - American Express Company, Franklin Resources, Inc., The Bank of New York Mellon Cor, Caseys General Stores, Inc., Cracker Barrel Old Country Stor, and 26 more

Complete Exits - Conduent Incorporated, CommScope Holding Company, Inc., Coty Inc., Flex, Helen of Troy, and 4 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 2018	AAPL Apple Inc.	Apple Inc.	Buy	+14,700	+28.3%	$10.52K	66,700
Q4 2018	AXP American Express Company	American Express Company	Sell	-6,000	-14.0%	$3.53K	37,000
Q4 2018	AXTA Axalta	Axalta	Buy	+42,901	+19.3%	$6.22K	265,700
Q4 2018	BDX Becton, Dickinson and Company	Becton, Dickinson and Company	Buy	+3,300	+12.2%	$6.83K	30,300
Q4 2018	BEN Franklin Resources, Inc.	Franklin Resources, Inc.	Sell	-30,000	-20.0%	$3.57K	120,222
Q4 2018	BIG		Buy	+9,200	+22.5%	$1.45K	50,000
Q4 2018	BK The Bank of New York Mellon Cor	The Bank of New York Mellon Cor	Sell	-23,000	-18.4%	$4.80K	102,000
Q4 2018	BLBD Blue Bird Corporation	Blue Bird Corporation	Buy	+15,540	+25.0%	$1.41K	77,750
Q4 2018	BWA BorgWarner Inc.	BorgWarner Inc.	Buy	+12,120	+7.9%	$5.77K	166,120
Q4 2018	CASY Caseys General Stores, Inc.	Caseys General Stores, Inc.	Sell	-13,480	-33.9%	$3.37K	26,300
Q4 2018	CAT Caterpillar, Inc.	Caterpillar, Inc.	Buy	+10,000	+35.7%	$4.83K	38,000
Q4 2018	CBRL Cracker Barrel Old Country Stor	Cracker Barrel Old Country Stor	Sell	-5,840	-26.3%	$2.61K	16,326
Q4 2018	CENTA Central Garden & Pet Company	Central Garden & Pet Company	Buy	+24,400	+41.4%	$2.61K	83,400
Q4 2018	CFG Citizens Financial Group, Inc.	Citizens Financial Group, Inc.	Buy	+68,625	+26.1%	$9.87K	332,025
Q4 2018	CMCSA Comcast Corporation	Comcast Corporation	Sell	-52,000	-23.0%	$5.92K	174,000
Q4 2018	CMI Cummins Inc.	Cummins Inc.	Buy	+12,000	+92.3%	$3.34K	25,000
Q4 2018	CNDT Conduent Incorporated	Conduent Incorporated	Sell - Position Exit	-539,653	-100.0%	$0.00	-
Q4 2018	COMM CommScope Holding Company, Inc.	CommScope Holding Company, Inc.	Sell - Position Exit	-268,300	-100.0%	$0.00	-
Q4 2018	COTY Coty Inc.	Coty Inc.	Sell - Position Exit	-528,000	-100.0%	$0.00	-
Q4 2018	CVS CVS Health Corporation	CVS Health Corporation	Sell	-1,000	-0.8%	$8.32K	127,000
Q4 2018	CVX Chevron Corporation	Chevron Corporation	Buy	+8,500	+32.1%	$3.81K	35,000
Q4 2018	DAL Delta Air Lines, Inc.	Delta Air Lines, Inc.	Sell	-26,000	-15.0%	$7.33K	147,000
Q4 2018	DENN Denny's Corporation	Denny's Corporation	Sell	-12,850	-12.4%	$1.48K	91,050
Q4 2018	DHR Danaher Corporation	Danaher Corporation	Sell	-23,000	-46.0%	$2.78K	27,000
Q4 2018	DIN Dine Brands Global, Inc. Common	Dine Brands Global, Inc. Common	Sell	-5,600	-19.2%	$1.58K	23,500
Q4 2018	EBAY eBay Inc.	eBay Inc.	Buy	+15,200	+6.0%	$7.58K	270,200
Q4 2018	EFX Equifax, Inc.	Equifax, Inc.	Buy - Position Entry	+43,000	-	$4.00K	43,000
Q4 2018	EMN Eastman Chemical Company	Eastman Chemical Company	Buy	+30,000	+42.3%	$7.38K	101,000
Q4 2018	FDX FedEx Corporation	FedEx Corporation	Buy	+19,000	+65.5%	$7.74K	48,000
Q4 2018	FITB Fifth Third Bancorp	Fifth Third Bancorp	Buy	+19,000	+10.3%	$4.78K	203,000

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