Robert Olstein - Olstein Capital Management
As of Q1 2026, Robert Olstein reported 99 long-equity positions worth $458.07M in aggregate.
Copy-investor backtest
- Latest quarter
- -0.22%
- 1-year
- +9.38%
- 3-year
- +21.59%
- 5-year
- +9.02%
- 3-year vs S&P 500
- -34.01%
- 5-year vs S&P 500
- -50.03%
- 5-year top 5
- -43.83%
Return from mechanically copying the disclosed 13F equity portfolio after each filing and rebalancing at the next. The vs S&P 500 figures subtract SPY over that manager's own rebalance dates, so both sides cover the same days; both are price return, excluding dividends. Method & limitations.
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All activity
This tab shows every position the manager opened, added to, reduced, or exited compared with the prior quarter, so you can see exactly what changed. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| KLIC | KULICKE & SOFFA INDS INC | Reduce -57.2% | 0.88% | 61,000 | $4.01M | $65.72 | $46.63 - $77.50(62%)$48.35 -> $65.72 |
| BAH | BOOZ ALLEN HAMILTON HLDG CORP | New | 1.12% | 66,000 | $5.15M | $78.03 | $73.93 - $109.10(12%)$84.89 -> $78.03 |
| WAT | WATERS CORP | New | 0.65% | 10,000 | $2.98M | $297.80 | $282.77 - $408.67(12%)$381.96 -> $297.80 |
| CMI | CUMMINS INC | Sold | — | 0 | $0 | — | - |
| DE | DEERE & CO | Sold | — | 0 | $0 | — | - |
| GHM | GRAHAM CORP | Sold | — | 0 | $0 | — | - |
| IART | INTEGRA LIFESCIENCES HLDGS | Sold | — | 0 | $0 | — | - |
| SLB | SCHLUMBERGER LTD | Reduce -38.6% | 1.51% | 135,000 | $6.94M | $51.39 | $38.07 - $54.80(80%)$40.20 -> $51.39 |
| TGT | TARGET CORP | Reduce -43.4% | 1.23% | 46,452 | $5.63M | $121.20 | $97.07 - $126.00(83%)$100.51 -> $121.20 |
| FDX | FEDEX CORP | Reduce -47.1% | 1.05% | 13,500 | $4.81M | $356.15 | $231.87 - $316.57(100%)$236.20 -> $287.01 |
| EFX | EQUIFAX INC | Add +105.6% | 1.45% | 37,000 | $6.66M | $180.08 | $166.02 - $228.67(22%)$214.03 -> $180.07 |
| GLW | CORNING INC | Reduce -83.3% | 0.15% | 5,000 | $680K | $136.00 | $83.95 - $162.10(67%)$90.67 -> $135.97 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | Add +90.9% | 1.55% | 105,000 | $7.1M | $67.57 | $65.05 - $89.36(10%)$85.75 -> $67.57 |
| AVTR | AVANTOR INC | Add +47.9% | 2.07% | 1,210,000 | $9.49M | $7.84 | $7.26 - $12.90(10%)$11.46 -> $7.84 |
| KFY | KORN FERRY | Add +56.0% | 1.65% | 120,000 | $7.55M | $62.95 | $58.95 - $70.47(35%)$66.39 -> $62.95 |
| MSFT | MICROSOFT CORP | Add +67.0% | 1.35% | 16,700 | $6.18M | $370.18 | $356.28 - $489.70(10%)$472.94 -> $370.17 |
| FIS | FIDELITY NATL INFORMATION SV | Add +43.3% | 1.78% | 174,000 | $8.16M | $46.91 | $46.13 - $68.37(3%)$65.62 -> $46.91 |
| SPGI | S&P GLOBAL INC | Add +73.1% | 1.25% | 13,500 | $5.74M | $425.33 | $381.61 - $552.25(26%)$512.66 -> $425.34 |
| WTW | WILLIS TOWERS WATSON PLC LTD | Add +54.0% | 1.48% | 23,400 | $6.8M | $290.68 | $275.60 - $344.99(22%)$326.27 -> $290.70 |
| ADBE | ADOBE INC | Add +56.3% | 1.33% | 25,000 | $6.08M | $243.08 | $233.16 - $351.12(8%)$333.30 -> $243.08 |
| UNH | UNITEDHEALTH GROUP INC | Add +53.3% | 1.36% | 23,000 | $6.22M | $270.61 | $255.97 - $357.87(14%)$336.40 -> $270.59 |
| CTVA | CORTEVA INC | Reduce -25.0% | 1.21% | 66,000 | $5.53M | $83.71 | $66.33 - $84.00(98%)$67.76 -> $83.71 |
| V | VISA INC | Add +95.8% | 0.78% | 11,750 | $3.55M | $302.21 | $294.32 - $358.62(12%)$346.48 -> $302.24 |
| LUV | SOUTHWEST AIRLS CO | Reduce -33.9% | 0.69% | 84,000 | $3.16M | $37.57 | $36.11 - $55.11(8%)$41.30 -> $37.57 |
| NDAQ | NASDAQ INC | Add +24.2% | 1.78% | 96,000 | $8.15M | $84.89 | $77.09 - $101.79(32%)$96.66 -> $84.89 |
| BDX | BECTON DICKINSON & CO | Reduce -18.6%1.272:1 split | 1.51% | 44,000 | $6.92M | $157.23 | $151.32 - $187.35(16%)$153.25 -> $157.23 |
| SWK | STANLEY BLACK & DECKER INC | Reduce -28.6% | 0.85% | 55,000 | $3.91M | $71.05 | $66.54 - $93.37(17%)$76.47 -> $71.06 |
| LHX | L3HARRIS TECHNOLOGIES INC | Reduce -35.7% | 0.61% | 8,100 | $2.8M | $345.19 | $291.01 - $379.23(61%)$304.48 -> $345.15 |
| CSCO | CISCO SYS INC | Reduce -29.2% | 0.78% | 46,000 | $3.57M | $77.59 | $72.80 - $88.19(31%)$76.04 -> $77.59 |
| DOV | DOVER CORP | Reduce -22.5% | 1.05% | 23,000 | $4.79M | $208.43 | $193.89 - $237.54(33%)$195.75 -> $208.45 |
| MIDD | MIDDLEBY CORP | Reduce -21.9% | 1.09% | 37,500 | $4.97M | $132.59 | $126.35 - $169.44(14%)$150.77 -> $132.58 |
| META | META PLATFORMS INC | Add +38.6% | 0.99% | 7,900 | $4.52M | $572.15 | $520.26 - $744.00(23%)$650.41 -> $572.13 |
| CBRE | CBRE GROUP INC | Add +23.7% | 1.39% | 47,000 | $6.37M | $135.47 | $125.78 - $174.27(20%)$160.19 -> $135.46 |
| UPS | UNITED PARCEL SERVICE INC | Reduce -18.8% | 1.12% | 52,000 | $5.12M | $98.38 | $94.06 - $122.41(15%)$101.02 -> $98.38 |
| AMZN | AMAZON COM INC | Add +44.0% | 0.82% | 18,000 | $3.75M | $208.28 | $196.00 - $248.94(23%)$226.50 -> $208.27 |
| HSIC | HENRY SCHEIN INC | Reduce -16.9% | 1.19% | 74,000 | $5.45M | $73.70 | $71.24 - $89.29(14%)$76.82 -> $73.70 |
| JNJ | JOHNSON & JOHNSON | Reduce -15.5% | 1.31% | 24,500 | $5.99M | $244.45 | $200.91 - $251.71(86%)$207.35 -> $244.44 |
| SYY | SYSCO CORP | Reduce -20.0% | 0.93% | 60,000 | $4.28M | $71.33 | $68.19 - $91.85(13%)$72.62 -> $71.33 |
| FITB | FIFTH THIRD BANCORP | Reduce -16.9% | 1.15% | 113,000 | $5.25M | $46.46 | $42.94 - $55.44(28%)$47.71 -> $46.46 |
| JLL | JONES LANG LASALLE INC | Add +20.0% | 1.40% | 21,000 | $6.39M | $304.33 | $259.83 - $363.06(43%)$335.84 -> $304.32 |
| ON | ON SEMICONDUCTOR CORP | Reduce -16.5% | 1.16% | 86,000 | $5.33M | $61.92 | $54.99 - $73.76(37%)$56.70 -> $61.92 |
| CFG | CITIZENS FINL GROUP INC | Reduce -16.0% | 1.15% | 88,200 | $5.29M | $59.97 | $55.49 - $68.79(34%)$59.39 -> $59.97 |
| TXN | TEXAS INSTRS INC | Reduce -18.5% | 0.93% | 22,000 | $4.27M | $194.14 | $174.91 - $231.32(34%)$177.52 -> $194.14 |
| DAL | DELTA AIR LINES INC DEL | Reduce -13.8% | 1.28% | 88,000 | $5.85M | $66.48 | $55.28 - $76.39(53%)$69.06 -> $66.48 |
| LMT | LOCKHEED MARTIN CORP | Reduce -17.7% | 0.89% | 6,750 | $4.08M | $604.44 | $476.54 - $692.00(59%)$497.07 -> $604.39 |
| TRV | TRAVELERS COMPANIES INC | Reduce -12.5% | 1.34% | 21,000 | $6.13M | $291.67 | $268.00 - $313.12(52%)$285.19 -> $291.68 |
| RTX | RTX CORP | Reduce -28.1% | 0.48% | 11,500 | $2.22M | $192.87 | $182.17 - $214.50(33%)$187.25 -> $192.90 |
| STZ | CONSTELLATION BRANDS INC | Reduce -15.3% | 1.00% | 30,500 | $4.58M | $150.00 | $136.91 - $167.63(43%)$141.17 -> $150.00 |
| DGX | QUEST DIAGNOSTICS INC | Reduce -10.5% | 1.53% | 35,800 | $7.02M | $195.98 | $171.18 - $213.50(59%)$173.79 -> $195.98 |
| BAX | BAXTER INTL INC | Add +11.3% | 1.70% | 464,000 | $7.8M | $16.80 | $15.73 - $22.41(16%)$19.50 -> $16.80 |
| RAL | RALLIANT CORP | Add +11.9% | 1.45% | 160,000 | $6.65M | $41.59 | $37.27 - $57.02(22%)$51.22 -> $41.59 |
| USB | US BANCORP DEL | Reduce -10.6% | 1.25% | 110,000 | $5.72M | $52.01 | $50.32 - $61.19(16%)$53.93 -> $52.01 |
| FTV | FORTIVE CORP | Reduce -12.0% | 1.06% | 88,000 | $4.87M | $55.28 | $52.43 - $62.42(29%)$55.39 -> $55.28 |
| SOLS | SOLSTICE ADVANCED MATLS INC | Reduce -15.1% | 0.81% | 49,000 | $3.73M | $76.16 | $48.23 - $84.44(77%)$49.28 -> $76.16 |
| WCC | WESCO INTL INC | Reduce -15.2% | 0.79% | 13,150 | $3.6M | $273.61 | $244.08 - $319.68(39%)$252.12 -> $273.62 |
| VNT | VONTIER CORPORATION | Reduce -6.7% | 1.85% | 238,739 | $8.47M | $35.47 | $34.03 - $48.20(10%)$37.80 -> $35.47 |
| OMC | OMNICOM GROUP INC | Add +7.3% | 1.94% | 118,000 | $8.89M | $75.31 | $66.33 - $87.17(43%)$81.32 -> $75.31 |
| IFF | INTERNATIONAL FLAVORS&FRAGRANCE | Reduce -6.3% | 1.88% | 119,000 | $8.63M | $72.55 | $65.49 - $84.45(37%)$68.03 -> $72.55 |
| EBAY | EBAY INC | Reduce -27.3% | 0.32% | 16,000 | $1.46M | $91.00 | $78.03 - $97.97(65%)$87.06 -> $91.02 |
| VSH | VISHAY INTERTECHNOLOGY INC | Reduce -39.0% | 0.18% | 47,000 | $846K | $18.00 | $14.68 - $22.00(45%)$15.29 -> $18.00 |
| PLOW | DOUGLAS DYNAMIC INC | Reduce -41.5% | 0.16% | 17,543 | $738K | $42.07 | $32.30 - $47.16(66%)$32.99 -> $42.09 |
| GD | GENERAL DYNAMICS | Reduce -6.8% | 1.54% | 20,500 | $7.04M | $343.22 | $334.28 - $369.70(25%)$343.40 -> $343.22 |
| UBER | UBER TECHNOLOGIES INC | Add +15.2% | 0.83% | 53,000 | $3.81M | $71.92 | $68.46 - $88.24(18%)$82.86 -> $71.93 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | Add +6.1% | 1.72% | 87,000 | $7.87M | $90.43 | $84.59 - $101.49(35%)$90.02 -> $90.42 |
| APTV | APTIV PLC | Reduce -7.6% | 1.20% | 79,000 | $5.49M | $69.44 | $65.63 - $88.93(16%)$78.44 -> $69.44 |
| CVS | CVS HEALTH CORP | Reduce -10.7% | 0.78% | 50,000 | $3.59M | $71.82 | $69.51 - $84.00(16%)$80.13 -> $71.82 |
| IVZ | INVESCO LTD | Reduce -6.9% | 1.15% | 217,000 | $5.27M | $24.29 | $22.41 - $29.61(26%)$26.94 -> $24.29 |
| DIS | DISNEY WALT CO | Reduce -3.6% | 2.19% | 104,000 | $10.02M | $96.38 | $92.19 - $116.03(18%)$111.85 -> $96.38 |
| DIN | DINE BRANDS GLOBAL INC | Reduce -6.1% | 1.23% | 215,000 | $5.64M | $26.24 | $24.85 - $39.68(9%)$33.22 -> $26.24 |
| PGNY | PROGYNY INC | Add +55.6% | 0.21% | 56,000 | $951K | $16.98 | $16.60 - $28.75(3%)$25.74 -> $16.98 |
| TKR | TIMKEN CO | Reduce -39.8% | 0.11% | 5,000 | $503K | $100.60 | $84.20 - $111.39(60%)$86.29 -> $100.57 |
| REYN | REYNOLDS CONSUMER PRODS INC | Add +5.6% | 1.31% | 283,000 | $5.99M | $21.18 | $20.70 - $25.36(10%)$23.06 -> $21.18 |
| PEP | PEPSICO INC | Reduce -7.1% | 0.88% | 26,000 | $4.04M | $155.31 | $136.01 - $171.48(54%)$142.23 -> $155.29 |
| GM | GENERAL MTRS CO | Reduce -8.3% | 0.72% | 44,000 | $3.28M | $74.50 | $71.92 - $87.62(16%)$80.98 -> $74.50 |
| MHK | MOHAWK INDS INC | Reduce -4.4% | 1.41% | 65,750 | $6.47M | $98.46 | $94.97 - $139.11(8%)$109.51 -> $98.46 |
| AGCO | AGCO CORP | Reduce -27.8% | 0.16% | 6,500 | $753K | $115.85 | $103.84 - $143.78(30%)$105.84 -> $115.87 |
| TNC | TENNANT CO | Add +30.8% | 0.25% | 17,000 | $1.13M | $66.41 | $60.18 - $85.91(24%)$73.96 -> $66.40 |
| GS | GOLDMAN SACHS GROUP INC | Reduce -20.0% | 0.22% | 1,200 | $1.02M | $845.83 | $780.50 - $984.70(32%)$914.34 -> $845.99 |
| FA | FIRST ADVANTAGE | Add +28.4% | 0.24% | 95,000 | $1.12M | $11.76 | $8.82 - $16.21(40%)$14.25 -> $11.76 |
| BRC | BRADY CORP | Reduce -28.6% | 0.13% | 7,500 | $609K | $81.20 | $77.74 - $99.29(16%)$78.65 -> $81.24 |
| CENTA | CENTRAL GARDEN & PET CO | Reduce -14.3% | 0.32% | 45,000 | $1.46M | $32.42 | $28.43 - $35.50(56%)$28.96 -> $32.42 |
| GTES | GATES INDUSTRIAL CORPRATIN P | Reduce -11.3% | 0.37% | 74,500 | $1.68M | $22.60 | $20.88 - $28.47(23%)$22.06 -> $22.61 |
| ST | SENSATA TECHNOLOGIES HLDNG P | Reduce -2.0% | 2.14% | 278,200 | $9.8M | $35.22 | $31.07 - $39.09(52%)$34.89 -> $35.22 |
| BLBD | BLUE BIRD CORP | Reduce -15.1% | 0.24% | 19,526 | $1.11M | $56.80 | $46.43 - $62.90(63%)$46.76 -> $56.79 |
| AEBI | AEBI SCHMIDT | Reduce -13.7% | 0.27% | 127,000 | $1.23M | $9.71 | $8.91 - $15.96(11%)$12.59 -> $9.71 |
| TMO | THERMO FISHER SCIENTIFIC INC | Add +5.5% | 0.72% | 6,750 | $3.32M | $491.56 | $458.34 - $643.99(18%)$592.51 -> $491.53 |
| NKE | NIKE INC | Add +2.9% | 1.23% | 107,000 | $5.65M | $52.82 | $50.95 - $68.49(11%)$63.28 -> $52.82 |
| LKQ | LKQ CORP | Reduce -1.1% | 2.02% | 314,700 | $9.24M | $29.37 | $27.64 - $37.13(18%)$30.03 -> $29.37 |
| NOV | NOV INC | Reduce -10.6% | 0.17% | 42,000 | $790K | $18.81 | $15.60 - $20.86(61%)$16.41 -> $18.81 |
| CWK | CUSHMAN AND WAKEFIELD LTD | Reduce -7.3% | 0.22% | 82,000 | $1.01M | $12.26 | $11.57 - $17.40(12%)$15.84 -> $12.26 |
| WFC | WELLS FARGO CO NEW | Reduce -1.5% | 1.15% | 66,000 | $5.25M | $79.61 | $74.03 - $97.76(23%)$95.20 -> $79.61 |
| FHB | FIRST HAWAIIAN INC | Reduce -7.5% | 0.20% | 37,000 | $912K | $24.65 | $23.26 - $28.35(27%)$25.67 -> $24.64 |
| HOMB | HOME BANCSHARES INC | Reduce -4.0% | 0.21% | 35,500 | $956K | $26.93 | $25.68 - $30.83(24%)$27.91 -> $26.93 |