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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 91 of 107 rows. Rows without a quote are marked unavailable.

1GOOGALPHABET INC2.19%Reduce -6.7%8,300$11.73M$1413.6152w: $50.68 - $76.61; reported $1413.61
2IVZINVESCO LTD2.14%Add +59.7%1,063,000$11.44M$10.7652w: $6.38 - $19.01; reported $10.76
3DISCKDISCOVERY COMMUNICATIONS NEW1.94%Add +29.3%538,000$10.36MNo quoteNo quote
4WBAWALGREENS BOOTS ALLIANCE INC1.92%Add +23.5%242,000$10.26MNo quoteNo quote
5AAPLAPPLE INC1.87%-27,500$10.03M$364.8052w: $53.15 - $93.09; reported $364.80
6CSCOCISCO SYS INC1.85%-212,000$9.89M$46.6452w: $32.40 - $50.28; reported $46.64
7ZBHZIMMER HLDGS INC1.78%Reduce -5.1%80,000$9.55M$119.3652w: $72.20 - $156.42; reported $119.36
8BDXBECTON DICKINSON & CO1.77%Add +12.9%39,500$9.45M$239.2752w: $151.67 - $219.91; reported $239.27
9CVSCVS CAREMARK CORPORATION1.75%-144,000$9.36M$64.9752w: $52.04 - $76.44; reported $64.97
10INTCINTEL CORP1.70%Reduce -9.5%152,000$9.09M$59.8352w: $43.63 - $69.29; reported $59.83
11GNRCGENERAC HLDGS INC1.69%Reduce -19.2%74,000$9.02M$121.9352w: $75.50 - $123.19; reported $121.93
12CFGCITIZENS FINL GROUP INC1.66%Add +2.9%352,900$8.91M$25.2452w: $14.12 - $41.29; reported $25.24
13GLWCORNING INC1.65%Add +14.9%340,000$8.81M$25.9052w: $17.44 - $30.44; reported $25.90
14PARAVIACOMCBS INC1.56%Reduce -6.5%357,000$8.33MNo quoteNo quote
15FDXFEDEX CORP1.52%Reduce -4.9%58,000$8.13M$140.2252w: $71.47 - $133.16; reported $140.22
16WRKWESTROCK CO1.52%Add +22.6%287,000$8.11MNo quoteNo quote
17OMCOMNICOM GROUP INC1.51%Add +32.1%148,000$8.08M$54.6052w: $46.37 - $81.17; reported $54.60
18WCCWESCO INTL INC1.50%Reduce -18.6%228,000$8.01M$35.1152w: $13.52 - $61.32; reported $35.11
19MDTMEDTRONIC PLC1.47%Add +21.1%86,000$7.89M$91.7052w: $72.13 - $122.15; reported $91.70
20DISDISNEY WALT CO1.47%-70,600$7.87M$111.5252w: $79.07 - $148.20; reported $111.52
21GSGOLDMAN SACHS GROUP INC1.44%Add +5.4%39,000$7.71M$197.6252w: $130.85 - $250.46; reported $197.62
22MIDDMIDDLEBY CORP1.44%Add +10.3%97,300$7.68M$78.9452w: $41.73 - $128.48; reported $78.94
23WFCWELLS FARGO CO NEW1.40%Add +59.6%292,000$7.48M$25.6052w: $22.00 - $54.04; reported $25.60
24METAFACEBOOK INC1.29%-30,400$6.9M$227.0752w: $137.10 - $245.19; reported $227.07
25UPSUNITED PARCEL SERVICE INC1.29%Reduce -26.2%62,000$6.89M$111.1852w: $82.00 - $119.24; reported $111.18
26UNHUNITEDHEALTH GROUP INC1.27%Reduce -17.9%23,000$6.78M$294.9652w: $187.72 - $315.84; reported $294.96
27CTVACORTEVA INC1.26%Add +9.3%252,600$6.77M$26.7952w: $20.38 - $32.08; reported $26.79
28EBAYEBAY INC1.26%Reduce -37.7%129,000$6.77M$52.4552w: $26.02 - $52.75; reported $52.45
29KEYSKEYSIGHT TECHNOLOGIES INC1.25%Reduce -13.7%66,400$6.69M$100.7852w: $77.93 - $108.65; reported $100.78
30UHSUNIVERSAL HLTH SVCS INC1.23%Add +46.7%71,000$6.6M$92.8952w: $65.20 - $148.27; reported $92.89
31CMCSACOMCAST CORP NEW1.22%Reduce -1.2%168,000$6.55M$38.9852w: $29.72 - $44.74; reported $38.98
32GBXGREENBRIER COS INC1.20%Reduce -29.7%282,000$6.42MNo quoteNo quote
33DDDUPONT DE NEMOURS INC1.19%Reduce -17.8%120,000$6.38M$53.1352w: $11.85 - $27.26; reported $53.13
34TPRTAPESTRY INC1.16%Add +75.1%469,000$6.23M$13.2852w: $10.18 - $30.40; reported $13.28
35GMGENERAL MTRS CO1.15%Reduce -3.2%244,000$6.17M$25.3052w: $14.33 - $37.38; reported $25.30
36KLICKULICKE & SOFFA INDS INC1.15%Add +3.2%295,000$6.15M$20.8352w: $16.91 - $28.66; reported $20.83
37CBRLCRACKER BARREL OLD CTRY STOR1.12%Reduce -9.2%54,000$5.99M$110.9152w: $53.61 - $170.10; reported $110.91
38EFXEQUIFAX INC1.11%-34,500$5.93M$171.8852w: $103.01 - $180.07; reported $171.88
39WDCWESTERN DIGITAL CORP1.10%Add +33.0%133,000$5.87M$44.1552w: $20.71 - $54.42; reported $44.15
40TRVTRAVELERS COMPANIES INC1.09%Add +7.5%51,000$5.82M$114.0652w: $76.99 - $141.87; reported $114.06
41EMNEASTMAN CHEM CO1.08%Reduce -29.7%83,000$5.78M$69.6452w: $34.44 - $80.40; reported $69.64
42MCDMCDONALDS CORP1.07%-31,000$5.72M$184.4852w: $124.23 - $218.39; reported $184.48
44USBUS BANCORP DEL1.05%-152,000$5.6M$36.8252w: $28.36 - $59.48; reported $36.82
43MHKMOHAWK INDS INC1.05%Reduce -34.5%55,000$5.6M$101.7652w: $56.62 - $144.37; reported $101.76
45FITBFIFTH THIRD BANCORP1.04%Add +1.1%288,000$5.55M$19.2852w: $11.10 - $31.02; reported $19.28
46SEASSEAWORLD ENTMT INC1.03%Reduce -16.5%372,900$5.52MNo quoteNo quote
47DINDINEEQUITY INC1.03%Reduce -9.9%131,000$5.52M$42.1052w: $14.16 - $104.47; reported $42.10
48AXPAMERICAN EXPRESS CO1.01%Add +5.6%57,000$5.43M$95.1952w: $67.00 - $138.13; reported $95.19
49AXTAAXALTA COATING SYS LTD1.01%Reduce -2.8%240,000$5.41M$22.5552w: $12.92 - $31.26; reported $22.55
50ORCLORACLE CORP0.98%Reduce -8.4%95,000$5.25M$55.2752w: $39.71 - $55.97; reported $55.27
51MCOMOODYS CORP0.98%Reduce -20.8%19,000$5.22M$274.7452w: $164.19 - $287.25; reported $274.74
52ZBRAZEBRA TECHNOLOGIES CORP0.94%Reduce -26.6%19,600$5.02M$255.9752w: $150.06 - $278.60; reported $255.97
53BKNGBOOKING HLDGS INC0.92%-3,100$4.94M$1592.2652w: $44.29 - $83.76; reported $1592.26
54JBLUJETBLUE AIRWAYS CORP0.90%-442,700$4.83M$10.9052w: $6.61 - $21.65; reported $10.90
55PBPROSPERITY BANCSHARES INC0.90%Reduce -11.9%81,100$4.82M$59.3852w: $42.02 - $75.22; reported $59.38
56DENNDENNYS CORP0.90%-474,453$4.79MNo quoteNo quote
57MAMASTERCARD INC0.88%Reduce -27.3%16,000$4.73M$295.6952w: $199.99 - $347.25; reported $295.69
58CATCATERPILLAR INC DEL0.87%Reduce -15.9%37,000$4.68M$126.5152w: $87.50 - $150.55; reported $126.51
59BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 0846707020.87%Add +4.0%26,000$4.64MNo quoteNo quote
60CVXCHEVRON CORP NEW0.87%Reduce -21.2%52,000$4.64M$89.2352w: $51.60 - $122.72; reported $89.23
61VVISA INC0.87%Reduce -21.3%24,000$4.64M$193.1752w: $133.93 - $214.17; reported $193.17
62BAXBAXTER INTL INC0.85%Add +26.2%53,000$4.56M$86.0952w: $69.10 - $95.19; reported $86.09
63DLTRDOLLAR TREE INC0.85%Add +32.4%49,000$4.54M$92.6752w: $60.20 - $99.82; reported $92.67
64STSENSATA TECHNOLOGIES HLDNG P0.83%Reduce -7.7%119,277$4.44M$37.2352w: $18.25 - $54.37; reported $37.23
65DALDELTA AIR LINES INC DEL0.83%Reduce -13.7%158,000$4.43M$28.0552w: $17.51 - $62.48; reported $28.05
66SLBSCHLUMBERGER LTD0.79%Add +2.2%229,000$4.21M$18.3952w: $11.87 - $41.14; reported $18.39
67LOWLOWES COS INC0.76%Reduce -50.8%30,000$4.05M$135.1352w: $60.00 - $137.29; reported $135.13
68CARRCARRIER GLOBAL CORPORATION0.75%New181,000$4.02M$22.2252w: $11.50 - $24.40; reported $22.22
69RRXREGAL-BELOIT CORP0.72%Reduce -16.1%43,964$3.84M$87.3252w: $51.99 - $90.65; reported $87.32
70LFUSLITTELFUSE INC0.72%-22,450$3.83M$170.6552w: $103.63 - $196.00; reported $170.65
71WTWWILLIS TOWERS WATSON PUB LTD0.70%-19,000$3.74M$196.9552w: $143.34 - $220.97; reported $196.95
72TXNTEXAS INSTRS INC0.69%-29,000$3.68M$126.9752w: $93.09 - $135.70; reported $126.97
73APTVAPTIV PLC0.68%Reduce -22.1%47,000$3.66M$77.9152w: $29.22 - $96.34; reported $77.91
74JNJJOHNSON & JOHNSON0.68%New26,000$3.66M$140.6252w: $109.16 - $157.00; reported $140.62
75MMCMARSH & MCLENNAN COS INC0.68%-34,000$3.65MNo quoteNo quote
76SPGIS&P GLOBAL INC0.68%Reduce -45.0%11,000$3.62M$329.4552w: $186.06 - $334.66; reported $329.45
77IRINGERSOLL RAND INC0.60%Reduce -17.2%114,000$3.21M$28.1252w: $17.01 - $38.96; reported $28.12
78DHRDANAHER CORP DEL0.59%Reduce -14.3%18,000$3.18M$176.8352w: $106.03 - $158.45; reported $176.83
79MSFTMICROSOFT CORP0.58%Reduce -26.2%15,200$3.09M$203.4952w: $132.52 - $204.40; reported $203.49
80RTXRAYTHEON TECHNOLOGIES CORP0.58%New50,000$3.08M$61.6252w: $43.44 - $99.71; reported $61.62
81ETNEATON CORP PLC0.56%Reduce -27.7%34,000$2.97M$87.4752w: $56.42 - $105.78; reported $87.47
82CMICUMMINS INC0.55%Reduce -26.1%17,000$2.95M$173.2452w: $101.03 - $184.94; reported $173.24
83ADPAUTOMATIC DATA PROCESSING IN0.50%-18,000$2.68M$148.8952w: $103.11 - $182.32; reported $148.89
84TMOTHERMO FISHER SCIENTIFIC INC0.47%Reduce -26.3%7,000$2.54M$362.2952w: $250.21 - $363.97; reported $362.29
85SNASNAP ON INC0.47%Reduce -28.0%18,000$2.49M$138.5052w: $90.72 - $171.65; reported $138.50
86WNCWABASH NATL CORP0.41%-205,871$2.19M$10.6252w: $6.26 - $14.95; reported $10.62
87SHYFSHYFT GROUP INC0.39%New123,000$2.07MNo quoteNo quote
88BLBDBLUE BIRD CORP0.38%Add +0.8%135,121$2.03M$14.9952w: $8.40 - $23.99; reported $14.99
89AONAON PLC0.32%-9,000$1.73M$192.5652w: $143.93 - $238.19; reported $192.56
90ACNACCENTURE PLC IRELAND0.32%New8,000$1.72M$214.7552w: $137.15 - $217.89; reported $214.75
91IARTINTEGRA LIFESCIENCES HLDGS0.32%Add +13.5%36,000$1.69M$47.0052w: $34.21 - $61.72; reported $47.00
92HOLXHOLOGIC INC0.27%Reduce -72.2%25,000$1.43M$57.0052w: $26.49 - $57.32; reported $57.00
93PBHPRESTIGE BRANDS HLDGS INC0.26%Reduce -17.8%37,000$1.39M$37.5752w: $27.40 - $46.12; reported $37.57
94HOMBHOME BANCSHARES INC0.25%-88,000$1.35M$15.3852w: $9.71 - $21.04; reported $15.38
95CENTACENTRAL GARDEN & PET CO0.25%Reduce -19.3%39,000$1.32M$33.7952w: $17.33 - $27.83; reported $33.79
96DNOWNOW INC0.21%-131,000$1.13M$8.6352w: $4.05 - $11.91; reported $8.63
97LCUTLIFETIME BRANDS INC0.21%Reduce -27.8%166,000$1.12MNo quoteNo quote
98MLRMILLER INDS INC TENN0.19%Add +4.8%33,523$998K$29.7752w: $25.25 - $37.37; reported $29.77
99FHBFIRST HAWAIIAN INC0.17%New52,000$896K$17.2352w: $13.55 - $31.25; reported $17.23
100FSSFEDERAL SIGNAL CORP0.16%Reduce -6.5%29,000$862KNo quoteNo quote
101BIGBIG LOTS INC0.15%Reduce -78.7%19,000$798KNo quoteNo quote
102AGCOAGCO CORP0.14%-14,000$776K$55.4352w: $35.33 - $78.23; reported $55.43
103VSHVISHAY INTERTECHNOLOGY INC0.13%Add +7.2%46,000$702K$15.2652w: $11.23 - $23.25; reported $15.26
104KFYKORN FERRY0.10%New18,000$553K$30.7252w: $21.45 - $43.99; reported $30.72
107UTXUNITED TECHNOLOGIES CORP-Sold0$0No quoteNo quote
106SAVESPIRIT AIRLS INC-Sold0$0No quoteNo quote
105SPARSPARTAN MTRS INC-Sold0$0No quoteNo quote