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Focused investors/Robert Olstein

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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Updated 2026-06-06 from SEC 13F data.

Live quotes available for 90 of 117 rows. Rows without a quote are marked unavailable.

1DISCKDISCOVERY COMMUNICATIONS NEW2.23%Reduce -0.5%483,800$13.76MNo quoteNo quote
2ZBHZIMMER HLDGS INC2.04%Add +7.0%107,000$12.6M$117.74No quote
3CFGCITIZENS FINL GROUP INC1.86%-325,500$11.51M$35.36No quote
4STSENSATA TECHNOLOGIES HLDNG P1.74%-218,900$10.73M$49.00No quote
5WRKWESTROCK CO1.67%Add +4.5%282,200$10.29MNo quoteNo quote
6CVSCVS CAREMARK CORPORATION1.61%Add +3.4%183,000$9.97M$54.49No quote
7KLICKULICKE & SOFFA INDS INC1.59%Add +3.6%436,000$9.83M$22.55No quote
8FDXFEDEX CORP1.49%Add +16.7%56,000$9.2M$164.20No quote
9VIABVIACOM INC NEW1.46%Reduce -9.3%302,000$9.02MNo quoteNo quote
10WDCWESTERN DIGITAL CORP1.46%Reduce -0.5%189,000$8.99M$47.55No quote
11BDXBECTON DICKINSON & CO1.43%Add +15.5%35,000$8.82M$252.00No quote
12WBAWALGREENS BOOTS ALLIANCE INC1.43%Add +27.8%161,000$8.8MNo quoteNo quote
13LMLEGG MASON INC1.41%Reduce -33.9%227,600$8.71MNo quoteNo quote
14OMCOMNICOM GROUP INC1.41%Reduce -4.5%106,000$8.69M$81.95No quote
15SEASSEAWORLD ENTMT INC1.40%Reduce -3.0%279,000$8.65MNo quoteNo quote
16WCCWESCO INTL INC1.38%Reduce -1.9%168,700$8.55M$50.65No quote
17IVZINVESCO LTD1.38%Reduce -10.2%415,000$8.49M$20.46No quote
18INTCINTEL CORP1.36%Add +7.3%176,000$8.43M$47.87No quote
19DALDELTA AIR LINES INC DEL1.34%Reduce -17.7%145,884$8.28M$56.75No quote
20MHKMOHAWK INDS INC1.33%Add +4.7%55,500$8.19M$147.48No quote
21PBPROSPERITY BANCSHARES INC1.31%Add +8.2%122,500$8.09M$66.05No quote
22EMNEASTMAN CHEM CO1.30%Add +11.1%102,800$8M$77.83No quote
23USBUS BANCORP DEL1.29%-152,000$7.97M$52.40No quote
24UPSUNITED PARCEL SERVICE INC1.25%Add +17.2%75,000$7.75M$103.27No quote
25GDIGARDNER DENVER HLDGS INC1.24%Reduce -39.0%221,000$7.65MNo quoteNo quote
26MCOMOODYS CORP1.23%Reduce -4.9%39,000$7.62M$195.31No quote
27GSGOLDMAN SACHS GROUP INC1.21%-36,500$7.47M$204.60No quote
28GBXGREENBRIER COS INC1.19%Add +30.8%242,000$7.36MNo quoteNo quote
29MDTMEDTRONIC PLC1.17%Add +7.3%74,000$7.21M$97.39No quote
30GNRCGENERAC HLDGS INC1.16%Reduce -27.5%103,000$7.15M$69.41No quote
31WFCWELLS FARGO CO NEW1.15%Add +5.0%150,000$7.1M$47.32No quote
32ZBRAZEBRA TECHNOLOGIES CORP1.15%Add +61.0%33,800$7.08M$209.50No quote
33TPRTAPESTRY INC1.14%Add +17.5%222,000$7.04M$31.73No quote
34UTXUNITED TECHNOLOGIES CORP1.14%Reduce -3.6%54,000$7.03MNo quoteNo quote
35UNHUNITEDHEALTH GROUP INC1.11%Add +86.7%28,000$6.83M$244.00No quote
36BWABORGWARNER INC1.08%Add +8.2%159,000$6.68M$41.98No quote
37AXTAAXALTA COATING SYS LTD1.08%Add +1.5%223,000$6.64M$29.77No quote
38APTVAPTIV PLC1.07%Add +45.1%82,000$6.63M$80.83No quote
39IBMINTERNATIONAL BUSINESS MACHS1.07%-48,000$6.62M$137.90No quote
40EBAYEBAY INC1.07%Reduce -12.6%167,000$6.6M$39.50No quote
41KEYSKEYSIGHT TECHNOLOGIES INC1.06%Add +19.3%73,150$6.57M$89.82No quote
42RRXREGAL-BELOIT CORP1.04%Reduce -11.8%78,900$6.45M$81.71No quote
43GMGENERAL MTRS CO1.04%Add +6.4%166,000$6.4M$38.53No quote
44ETNEATON CORP PLC1.02%-76,000$6.33M$83.28No quote
45JBLUJETBLUE AIRWAYS CORP1.02%-341,000$6.31M$18.49No quote
46PKGPACKAGING CORP AMER1.00%Reduce -8.4%65,000$6.2M$95.32No quote
47DISDISNEY WALT CO0.99%Reduce -50.7%43,600$6.09M$139.63No quote
48CMCSACOMCAST CORP NEW0.99%Reduce -11.2%143,900$6.08M$42.28No quote
49GOOGALPHABET INC0.98%Add +24.4%5,600$6.05M$1080.89No quote
50TXNTEXAS INSTRS INC0.98%Reduce -20.2%52,500$6.03M$114.76No quote
51PRUPRUDENTIAL FINL INC0.97%Reduce -9.2%59,000$5.96MNo quoteNo quote
52WTWWILLIS TOWERS WATSON PUB LTD0.96%Reduce -6.1%31,000$5.94M$191.55No quote
53CSCOCISCO SYS INC0.96%Reduce -31.6%108,000$5.91M$54.73No quote
54EFXEQUIFAX INC0.94%-43,000$5.82M$135.23No quote
55FITBFIFTH THIRD BANCORP0.92%-203,000$5.66M$27.90No quote
56CMICUMMINS INC0.85%-30,500$5.23M$171.34No quote
57MCDMCDONALDS CORP0.84%Reduce -3.9%25,000$5.19M$207.68No quote
58LOWLOWES COS INC0.83%Add +13.3%51,000$5.15M$100.90No quote
59GLWCORNING INC0.83%Add +12.4%154,000$5.12M$33.23No quote
60NCLHNORWEGIAN CRUISE LINE HLDG L0.83%New95,000$5.1M$53.63No quote
61ORCLORACLE CORP0.82%Reduce -19.9%89,000$5.07M$56.97No quote
62SLBSCHLUMBERGER LTD0.80%New125,000$4.97M$39.74No quote
63CATCATERPILLAR INC DEL0.79%Reduce -5.3%36,000$4.91M$136.28No quote
64PHPARKER HANNIFIN CORP0.77%Add +3.0%27,800$4.73M$170.00No quote
65VVISA INC0.76%Reduce -12.9%27,000$4.69M$173.56No quote
66CBRLCRACKER BARREL OLD CTRY STOR0.74%-26,900$4.59M$170.74No quote
67TRVTRAVELERS COMPANIES INC0.74%Reduce -7.9%30,400$4.55M$149.51No quote
68DOWDOW INC0.73%New92,000$4.54M$49.32No quote
69DDDUPONT DE NEMOURS INC0.73%New60,000$4.5M$75.07No quote
70MAMASTERCARD INC0.73%Reduce -12.8%17,000$4.5M$264.53No quote
71MMCMARSH & MCLENNAN COS INC0.72%-44,800$4.47MNo quoteNo quote
72AONAON PLC0.72%Reduce -14.8%23,000$4.44M$193.00No quote
73MSFTMICROSOFT CORP0.72%Reduce -13.2%33,000$4.42M$133.97No quote
74BKBANK NEW YORK MELLON CORP0.71%Add +16.5%99,000$4.37M$44.15No quote
75CVXCHEVRON CORP NEW0.71%-35,000$4.36M$124.43No quote
76LRCXLAM RESEARCH CORP0.70%Reduce -29.2%23,000$4.32M$187.83No quote
77UHSUNIVERSAL HLTH SVCS INC0.70%Add +27.4%33,000$4.3M$130.39No quote
78SNASNAP ON INC0.67%Reduce -7.4%25,100$4.16M$165.66No quote
79XOMEXXON MOBIL CORP0.66%-53,500$4.1M$76.64No quote
80AAPLAPPLE INC0.64%Reduce -14.9%20,000$3.96M$197.90No quote
81SKXSKECHERS U S A INC0.61%Add +2.1%120,000$3.78MNo quoteNo quote
82LFUSLITTELFUSE INC0.61%New21,300$3.77M$176.90No quote
83BBTBB&T CORP0.60%-75,000$3.69MNo quoteNo quote
84SPGIS&P GLOBAL INC0.59%Add +39.1%16,000$3.65M$227.81No quote
85BAXBAXTER INTL INC0.54%Reduce -2.4%41,000$3.36M$81.90No quote
86DLTRDOLLAR TREE INC0.54%-31,000$3.33M$107.39No quote
87AGCOAGCO CORP0.52%Reduce -24.6%41,000$3.18M$77.56No quote
88PBHPRESTIGE BRANDS HLDGS INC0.51%Reduce -12.4%99,000$3.14M$31.68No quote
89SPARSPARTAN MTRS INC0.50%Reduce -0.9%283,000$3.1MNo quoteNo quote
90AXPAMERICAN EXPRESS CO0.50%Reduce -28.3%25,100$3.1M$123.43No quote
91BENFRANKLIN RES INC0.50%Reduce -3.3%89,000$3.1M$34.80No quote
92TMOTHERMO FISHER SCIENTIFIC INC0.50%Reduce -12.5%10,500$3.08M$293.71No quote
93DHRDANAHER CORP DEL0.49%Reduce -19.2%21,000$3M$142.90No quote
94CENTACENTRAL GARDEN & PET CO0.44%Add +3.8%110,000$2.71M$24.64No quote
95HOLXHOLOGIC INC0.43%Reduce -9.0%55,500$2.67M$48.02No quote
96WNCWABASH NATL CORP0.41%Reduce -1.9%154,000$2.51M$16.27No quote
97BLBDBLUE BIRD CORP0.41%-127,000$2.5M$19.69No quote
98DINDINEEQUITY INC0.37%Reduce -7.7%24,000$2.29M$95.46No quote
99LCUTLIFETIME BRANDS INC0.34%Add +14.3%220,551$2.09MNo quoteNo quote
100JHGJANUS HENDERSON GROUP PLC0.30%Reduce -4.4%86,000$1.84M$21.40No quote
101HOMBHOME BANCSHARES INC0.27%-85,000$1.64M$19.26No quote
102PKOHPARK OHIO HLDGS CORP0.26%Add +4.8%50,000$1.63M$32.60No quote
103SAVESPIRIT AIRLS INC0.26%Add +57.8%33,300$1.59MNo quoteNo quote
104HAINHAIN CELESTIAL GROUP INC0.23%Reduce -29.4%65,000$1.42MNo quoteNo quote
105BIGBIG LOTS INC0.23%Add +22.5%49,000$1.4MNo quoteNo quote
106MLRMILLER INDS INC TENN0.21%-43,000$1.32M$30.74No quote
107DENNDENNYS CORP0.20%Reduce -15.3%61,000$1.25MNo quoteNo quote
108LDLLYDALL INC DEL0.20%New60,000$1.21MNo quoteNo quote
109FSSFEDERAL SIGNAL CORP0.18%Reduce -6.7%42,000$1.12MNo quoteNo quote
110SBUXSTARBUCKS CORP0.18%Reduce -73.5%13,000$1.09M$83.85No quote
111IARTINTEGRA LIFESCIENCES HLDGS0.07%New8,000$447K$55.88No quote
117SJMSMUCKER J M CO-Sold0$0No quoteNo quote
116SEESEALED AIR CORP NEW-Sold0$0No quoteNo quote
115OIOWENS ILL INC-Sold0$0No quoteNo quote
114DNKNDUNKIN BRANDS GROUP INC-Sold0$0No quoteNo quote
113DWDPDOWDUPONT INC-Sold0$0No quoteNo quote
112CASYCASEYS GEN STORES INC-Sold0$0No quoteNo quote