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 91 of 107 rows. Rows without a quote are marked unavailable.
| 1 | GOOG | ALPHABET INC | 2.19% | Reduce -6.7% | 8,300 | $11.73M | $1413.61 | |
| 2 | IVZ | INVESCO LTD | 2.14% | Add +59.7% | 1,063,000 | $11.44M | $10.76 | |
| 3 | DISCK | DISCOVERY COMMUNICATIONS NEW | 1.94% | Add +29.3% | 538,000 | $10.36M | No quote | No quote |
| 4 | WBA | WALGREENS BOOTS ALLIANCE INC | 1.92% | Add +23.5% | 242,000 | $10.26M | No quote | No quote |
| 5 | AAPL | APPLE INC | 1.87% | - | 27,500 | $10.03M | $364.80 | |
| 6 | CSCO | CISCO SYS INC | 1.85% | - | 212,000 | $9.89M | $46.64 | |
| 7 | ZBH | ZIMMER HLDGS INC | 1.78% | Reduce -5.1% | 80,000 | $9.55M | $119.36 | |
| 8 | BDX | BECTON DICKINSON & CO | 1.77% | Add +12.9% | 39,500 | $9.45M | $239.27 | |
| 9 | CVS | CVS CAREMARK CORPORATION | 1.75% | - | 144,000 | $9.36M | $64.97 | |
| 10 | INTC | INTEL CORP | 1.70% | Reduce -9.5% | 152,000 | $9.09M | $59.83 | |
| 11 | GNRC | GENERAC HLDGS INC | 1.69% | Reduce -19.2% | 74,000 | $9.02M | $121.93 | |
| 12 | CFG | CITIZENS FINL GROUP INC | 1.66% | Add +2.9% | 352,900 | $8.91M | $25.24 | |
| 13 | GLW | CORNING INC | 1.65% | Add +14.9% | 340,000 | $8.81M | $25.90 | |
| 14 | PARA | VIACOMCBS INC | 1.56% | Reduce -6.5% | 357,000 | $8.33M | No quote | No quote |
| 15 | FDX | FEDEX CORP | 1.52% | Reduce -4.9% | 58,000 | $8.13M | $140.22 | |
| 16 | WRK | WESTROCK CO | 1.52% | Add +22.6% | 287,000 | $8.11M | No quote | No quote |
| 17 | OMC | OMNICOM GROUP INC | 1.51% | Add +32.1% | 148,000 | $8.08M | $54.60 | |
| 18 | WCC | WESCO INTL INC | 1.50% | Reduce -18.6% | 228,000 | $8.01M | $35.11 | |
| 19 | MDT | MEDTRONIC PLC | 1.47% | Add +21.1% | 86,000 | $7.89M | $91.70 | |
| 20 | DIS | DISNEY WALT CO | 1.47% | - | 70,600 | $7.87M | $111.52 | |
| 21 | GS | GOLDMAN SACHS GROUP INC | 1.44% | Add +5.4% | 39,000 | $7.71M | $197.62 | |
| 22 | MIDD | MIDDLEBY CORP | 1.44% | Add +10.3% | 97,300 | $7.68M | $78.94 | |
| 23 | WFC | WELLS FARGO CO NEW | 1.40% | Add +59.6% | 292,000 | $7.48M | $25.60 | |
| 24 | META | FACEBOOK INC | 1.29% | - | 30,400 | $6.9M | $227.07 | |
| 25 | UPS | UNITED PARCEL SERVICE INC | 1.29% | Reduce -26.2% | 62,000 | $6.89M | $111.18 | |
| 26 | UNH | UNITEDHEALTH GROUP INC | 1.27% | Reduce -17.9% | 23,000 | $6.78M | $294.96 | |
| 27 | CTVA | CORTEVA INC | 1.26% | Add +9.3% | 252,600 | $6.77M | $26.79 | |
| 28 | EBAY | EBAY INC | 1.26% | Reduce -37.7% | 129,000 | $6.77M | $52.45 | |
| 29 | KEYS | KEYSIGHT TECHNOLOGIES INC | 1.25% | Reduce -13.7% | 66,400 | $6.69M | $100.78 | |
| 30 | UHS | UNIVERSAL HLTH SVCS INC | 1.23% | Add +46.7% | 71,000 | $6.6M | $92.89 | |
| 31 | CMCSA | COMCAST CORP NEW | 1.22% | Reduce -1.2% | 168,000 | $6.55M | $38.98 | |
| 32 | GBX | GREENBRIER COS INC | 1.20% | Reduce -29.7% | 282,000 | $6.42M | No quote | No quote |
| 33 | DD | DUPONT DE NEMOURS INC | 1.19% | Reduce -17.8% | 120,000 | $6.38M | $53.13 | |
| 34 | TPR | TAPESTRY INC | 1.16% | Add +75.1% | 469,000 | $6.23M | $13.28 | |
| 35 | GM | GENERAL MTRS CO | 1.15% | Reduce -3.2% | 244,000 | $6.17M | $25.30 | |
| 36 | KLIC | KULICKE & SOFFA INDS INC | 1.15% | Add +3.2% | 295,000 | $6.15M | $20.83 | |
| 37 | CBRL | CRACKER BARREL OLD CTRY STOR | 1.12% | Reduce -9.2% | 54,000 | $5.99M | $110.91 | |
| 38 | EFX | EQUIFAX INC | 1.11% | - | 34,500 | $5.93M | $171.88 | |
| 39 | WDC | WESTERN DIGITAL CORP | 1.10% | Add +33.0% | 133,000 | $5.87M | $44.15 | |
| 40 | TRV | TRAVELERS COMPANIES INC | 1.09% | Add +7.5% | 51,000 | $5.82M | $114.06 | |
| 41 | EMN | EASTMAN CHEM CO | 1.08% | Reduce -29.7% | 83,000 | $5.78M | $69.64 | |
| 42 | MCD | MCDONALDS CORP | 1.07% | - | 31,000 | $5.72M | $184.48 | |
| 44 | USB | US BANCORP DEL | 1.05% | - | 152,000 | $5.6M | $36.82 | |
| 43 | MHK | MOHAWK INDS INC | 1.05% | Reduce -34.5% | 55,000 | $5.6M | $101.76 | |
| 45 | FITB | FIFTH THIRD BANCORP | 1.04% | Add +1.1% | 288,000 | $5.55M | $19.28 | |
| 46 | SEAS | SEAWORLD ENTMT INC | 1.03% | Reduce -16.5% | 372,900 | $5.52M | No quote | No quote |
| 47 | DIN | DINEEQUITY INC | 1.03% | Reduce -9.9% | 131,000 | $5.52M | $42.10 | |
| 48 | AXP | AMERICAN EXPRESS CO | 1.01% | Add +5.6% | 57,000 | $5.43M | $95.19 | |
| 49 | AXTA | AXALTA COATING SYS LTD | 1.01% | Reduce -2.8% | 240,000 | $5.41M | $22.55 | |
| 50 | ORCL | ORACLE CORP | 0.98% | Reduce -8.4% | 95,000 | $5.25M | $55.27 | |
| 51 | MCO | MOODYS CORP | 0.98% | Reduce -20.8% | 19,000 | $5.22M | $274.74 | |
| 52 | ZBRA | ZEBRA TECHNOLOGIES CORP | 0.94% | Reduce -26.6% | 19,600 | $5.02M | $255.97 | |
| 53 | BKNG | BOOKING HLDGS INC | 0.92% | - | 3,100 | $4.94M | $1592.26 | |
| 54 | JBLU | JETBLUE AIRWAYS CORP | 0.90% | - | 442,700 | $4.83M | $10.90 | |
| 55 | PB | PROSPERITY BANCSHARES INC | 0.90% | Reduce -11.9% | 81,100 | $4.82M | $59.38 | |
| 56 | DENN | DENNYS CORP | 0.90% | - | 474,453 | $4.79M | No quote | No quote |
| 57 | MA | MASTERCARD INC | 0.88% | Reduce -27.3% | 16,000 | $4.73M | $295.69 | |
| 58 | CAT | CATERPILLAR INC DEL | 0.87% | Reduce -15.9% | 37,000 | $4.68M | $126.51 | |
| 59 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 0.87% | Add +4.0% | 26,000 | $4.64M | No quote | No quote |
| 60 | CVX | CHEVRON CORP NEW | 0.87% | Reduce -21.2% | 52,000 | $4.64M | $89.23 | |
| 61 | V | VISA INC | 0.87% | Reduce -21.3% | 24,000 | $4.64M | $193.17 | |
| 62 | BAX | BAXTER INTL INC | 0.85% | Add +26.2% | 53,000 | $4.56M | $86.09 | |
| 63 | DLTR | DOLLAR TREE INC | 0.85% | Add +32.4% | 49,000 | $4.54M | $92.67 | |
| 64 | ST | SENSATA TECHNOLOGIES HLDNG P | 0.83% | Reduce -7.7% | 119,277 | $4.44M | $37.23 | |
| 65 | DAL | DELTA AIR LINES INC DEL | 0.83% | Reduce -13.7% | 158,000 | $4.43M | $28.05 | |
| 66 | SLB | SCHLUMBERGER LTD | 0.79% | Add +2.2% | 229,000 | $4.21M | $18.39 | |
| 67 | LOW | LOWES COS INC | 0.76% | Reduce -50.8% | 30,000 | $4.05M | $135.13 | |
| 68 | CARR | CARRIER GLOBAL CORPORATION | 0.75% | New | 181,000 | $4.02M | $22.22 | |
| 69 | RRX | REGAL-BELOIT CORP | 0.72% | Reduce -16.1% | 43,964 | $3.84M | $87.32 | |
| 70 | LFUS | LITTELFUSE INC | 0.72% | - | 22,450 | $3.83M | $170.65 | |
| 71 | WTW | WILLIS TOWERS WATSON PUB LTD | 0.70% | - | 19,000 | $3.74M | $196.95 | |
| 72 | TXN | TEXAS INSTRS INC | 0.69% | - | 29,000 | $3.68M | $126.97 | |
| 73 | APTV | APTIV PLC | 0.68% | Reduce -22.1% | 47,000 | $3.66M | $77.91 | |
| 74 | JNJ | JOHNSON & JOHNSON | 0.68% | New | 26,000 | $3.66M | $140.62 | |
| 75 | MMC | MARSH & MCLENNAN COS INC | 0.68% | - | 34,000 | $3.65M | No quote | No quote |
| 76 | SPGI | S&P GLOBAL INC | 0.68% | Reduce -45.0% | 11,000 | $3.62M | $329.45 | |
| 77 | IR | INGERSOLL RAND INC | 0.60% | Reduce -17.2% | 114,000 | $3.21M | $28.12 | |
| 78 | DHR | DANAHER CORP DEL | 0.59% | Reduce -14.3% | 18,000 | $3.18M | $176.83 | |
| 79 | MSFT | MICROSOFT CORP | 0.58% | Reduce -26.2% | 15,200 | $3.09M | $203.49 | |
| 80 | RTX | RAYTHEON TECHNOLOGIES CORP | 0.58% | New | 50,000 | $3.08M | $61.62 | |
| 81 | ETN | EATON CORP PLC | 0.56% | Reduce -27.7% | 34,000 | $2.97M | $87.47 | |
| 82 | CMI | CUMMINS INC | 0.55% | Reduce -26.1% | 17,000 | $2.95M | $173.24 | |
| 83 | ADP | AUTOMATIC DATA PROCESSING IN | 0.50% | - | 18,000 | $2.68M | $148.89 | |
| 84 | TMO | THERMO FISHER SCIENTIFIC INC | 0.47% | Reduce -26.3% | 7,000 | $2.54M | $362.29 | |
| 85 | SNA | SNAP ON INC | 0.47% | Reduce -28.0% | 18,000 | $2.49M | $138.50 | |
| 86 | WNC | WABASH NATL CORP | 0.41% | - | 205,871 | $2.19M | $10.62 | |
| 87 | SHYF | SHYFT GROUP INC | 0.39% | New | 123,000 | $2.07M | No quote | No quote |
| 88 | BLBD | BLUE BIRD CORP | 0.38% | Add +0.8% | 135,121 | $2.03M | $14.99 | |
| 89 | AON | AON PLC | 0.32% | - | 9,000 | $1.73M | $192.56 | |
| 90 | ACN | ACCENTURE PLC IRELAND | 0.32% | New | 8,000 | $1.72M | $214.75 | |
| 91 | IART | INTEGRA LIFESCIENCES HLDGS | 0.32% | Add +13.5% | 36,000 | $1.69M | $47.00 | |
| 92 | HOLX | HOLOGIC INC | 0.27% | Reduce -72.2% | 25,000 | $1.43M | $57.00 | |
| 93 | PBH | PRESTIGE BRANDS HLDGS INC | 0.26% | Reduce -17.8% | 37,000 | $1.39M | $37.57 | |
| 94 | HOMB | HOME BANCSHARES INC | 0.25% | - | 88,000 | $1.35M | $15.38 | |
| 95 | CENTA | CENTRAL GARDEN & PET CO | 0.25% | Reduce -19.3% | 39,000 | $1.32M | $33.79 | |
| 96 | DNOW | NOW INC | 0.21% | - | 131,000 | $1.13M | $8.63 | |
| 97 | LCUT | LIFETIME BRANDS INC | 0.21% | Reduce -27.8% | 166,000 | $1.12M | No quote | No quote |
| 98 | MLR | MILLER INDS INC TENN | 0.19% | Add +4.8% | 33,523 | $998K | $29.77 | |
| 99 | FHB | FIRST HAWAIIAN INC | 0.17% | New | 52,000 | $896K | $17.23 | |
| 100 | FSS | FEDERAL SIGNAL CORP | 0.16% | Reduce -6.5% | 29,000 | $862K | No quote | No quote |
| 101 | BIG | BIG LOTS INC | 0.15% | Reduce -78.7% | 19,000 | $798K | No quote | No quote |
| 102 | AGCO | AGCO CORP | 0.14% | - | 14,000 | $776K | $55.43 | |
| 103 | VSH | VISHAY INTERTECHNOLOGY INC | 0.13% | Add +7.2% | 46,000 | $702K | $15.26 | |
| 104 | KFY | KORN FERRY | 0.10% | New | 18,000 | $553K | $30.72 | |
| 107 | UTX | UNITED TECHNOLOGIES CORP | - | Sold | 0 | $0 | No quote | No quote |
| 106 | SAVE | SPIRIT AIRLS INC | - | Sold | 0 | $0 | No quote | No quote |
| 105 | SPAR | SPARTAN MTRS INC | - | Sold | 0 | $0 | No quote | No quote |