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

As of Dec 31, 2018, 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 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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