In a notable portfolio shift, Robert Olstein's fund, Olstein Capital Management, liquidated its entire position in defense contractor L3Harris Technologies during the second quarter of 2026. The firm sold all 8,100 of its shares, reducing a holding previously valued at approximately $2.8 million to zero.
This trade information comes from a quarterly 13F filing with the SEC, dated June 30, 2026, and made public on July 7. These filings disclose portfolio holdings from 45 days prior, so the transactions occurred between March 31 and June 30. The exit removes what was a 0.61% portfolio weight for the fund.