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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Buys
These are the positions the manager opened or added to this quarter, showing where they put more money to work. The quarter shown is Q1 2026.
| Ticker | Security | Activity | % portfolio | Shares | Value | Reported price | Q range |
|---|---|---|---|---|---|---|---|
| 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 |
| EFX | EQUIFAX INC | Add +105.6% | 1.45% | 37,000 | $6.66M | $180.08 | $166.02 - $228.67(22%)$214.03 -> $180.07 |
| 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 |
| V | VISA INC | Add +95.8% | 0.78% | 11,750 | $3.55M | $302.21 | $294.32 - $358.62(12%)$346.48 -> $302.24 |
| NDAQ | NASDAQ INC | Add +24.2% | 1.78% | 96,000 | $8.15M | $84.89 | $77.09 - $101.79(32%)$96.66 -> $84.89 |
| 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 |
| AMZN | AMAZON COM INC | Add +44.0% | 0.82% | 18,000 | $3.75M | $208.28 | $196.00 - $248.94(23%)$226.50 -> $208.27 |
| 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 |
| 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 |
| OMC | OMNICOM GROUP INC | Add +7.3% | 1.94% | 118,000 | $8.89M | $75.31 | $66.33 - $87.17(43%)$81.32 -> $75.31 |
| 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 |
| PGNY | PROGYNY INC | Add +55.6% | 0.21% | 56,000 | $951K | $16.98 | $16.60 - $28.75(3%)$25.74 -> $16.98 |
| 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 |
| TNC | TENNANT CO | Add +30.8% | 0.25% | 17,000 | $1.13M | $66.41 | $60.18 - $85.91(24%)$73.96 -> $66.40 |
| FA | FIRST ADVANTAGE | Add +28.4% | 0.24% | 95,000 | $1.12M | $11.76 | $8.82 - $16.21(40%)$14.25 -> $11.76 |
| 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 |