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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 87 of 104 rows. Rows without a quote are marked unavailable.

1WBAWALGREENS BOOTS ALLIANCE INC2.99%Reduce -1.5%390,000$21.41MNo quoteNo quote
2DISCKDISCOVERY COMMUNICATIONS NEW2.25%Reduce -36.5%437,067$16.12MNo quoteNo quote
3IVZINVESCO LTD2.24%Reduce -27.4%634,584$16M$25.2252w: $6.38 - $26.06; reported $25.22
4EBAYEBAY INC1.93%Add +11.9%226,000$13.84M$61.2452w: $28.30 - $64.85; reported $61.24
5CSCOCISCO SYS INC1.92%-266,000$13.76M$51.7152w: $35.28 - $52.94; reported $51.71
6CVSCVS CAREMARK CORPORATION1.89%Add +6.5%180,000$13.54M$75.2352w: $54.07 - $77.23; reported $75.23
7WCCWESCO INTL INC1.89%Reduce -12.4%156,000$13.5M$86.5352w: $20.36 - $95.19; reported $86.53
8WRKWESTROCK CO1.83%Add +12.5%252,000$13.12MNo quoteNo quote
9MHKMOHAWK INDS INC1.69%Reduce -26.7%63,000$12.12M$192.3252w: $60.05 - $197.36; reported $192.32
10METAFACEBOOK INC1.65%Add +21.2%40,000$11.78M$294.5252w: $150.83 - $304.67; reported $294.52
11KLICKULICKE & SOFFA INDS INC1.62%Reduce -16.7%236,452$11.61M$49.1152w: $19.55 - $52.55; reported $49.11
12BDXBECTON DICKINSON & CO1.60%-47,000$11.43M$243.1552w: $168.35 - $218.57; reported $243.15
13ZBHZIMMER HLDGS INC1.59%-71,000$11.37M$160.0852w: $85.44 - $165.10; reported $160.08
14INTCINTEL CORP1.58%Reduce -20.3%177,000$11.33M$64.0052w: $43.61 - $67.44; reported $64.00
15WFCWELLS FARGO CO NEW1.53%Reduce -17.9%280,000$10.94M$39.0752w: $20.76 - $41.54; reported $39.07
16STSENSATA TECHNOLOGIES HLDNG P1.52%Add +55.4%188,000$10.9M$57.9552w: $25.90 - $64.80; reported $57.95
17JNJJOHNSON & JOHNSON1.47%Add +42.2%64,000$10.52M$164.3452w: $125.50 - $173.65; reported $164.34
18OMCOMNICOM GROUP INC1.45%Reduce -21.8%140,000$10.38M$74.1552w: $44.50 - $77.94; reported $74.15
19GSGOLDMAN SACHS GROUP INC1.44%Reduce -12.5%31,500$10.3M$327.0252w: $141.67 - $356.85; reported $327.02
20CFGCITIZENS FINL GROUP INC1.43%Reduce -24.7%232,200$10.25M$44.1552w: $16.58 - $47.56; reported $44.15
21DENNDENNYS CORP1.42%Reduce -12.9%560,000$10.14MNo quoteNo quote
22GLWCORNING INC1.41%Add +9.4%231,700$10.08M$43.5152w: $17.82 - $44.12; reported $43.51
23USBUS BANCORP DEL1.40%Add +19.1%181,000$10.01M$55.3152w: $28.36 - $57.02; reported $55.31
24FDXFEDEX CORP1.39%Add +37.3%35,000$9.94M$284.0352w: $83.32 - $246.30; reported $284.03
25JBLUJETBLUE AIRWAYS CORP1.38%Add +4.9%486,000$9.89M$20.3452w: $7.22 - $21.73; reported $20.34
26DISDISNEY WALT CO1.34%Reduce -5.5%52,000$9.6M$184.5252w: $92.56 - $203.02; reported $184.52
27CTVACORTEVA INC1.31%Reduce -23.9%201,000$9.37M$46.6252w: $21.82 - $48.48; reported $46.62
28PARAVIACOMCBS INC1.28%Reduce -41.5%203,000$9.16MNo quoteNo quote
29CMCSACOMCAST CORP NEW1.27%-168,000$9.09M$54.1152w: $30.04 - $54.91; reported $54.11
30MDTMEDTRONIC PLC1.25%-76,000$8.98M$118.1352w: $81.33 - $120.53; reported $118.13
31GNRCGENERAC HLDGS INC1.25%Reduce -31.2%27,300$8.94M$327.4452w: $81.22 - $364.00; reported $327.44
32EFXEQUIFAX INC1.24%-49,000$8.88M$181.1252w: $105.66 - $196.47; reported $181.12
33FITBFIFTH THIRD BANCORP1.19%Reduce -26.4%228,000$8.54M$37.4552w: $13.15 - $40.46; reported $37.45
34CARRCARRIER GLOBAL CORPORATION1.17%Add +9.4%198,000$8.36M$42.2252w: $12.12 - $43.48; reported $42.22
35DLTRDOLLAR TREE INC1.17%Add +32.7%73,000$8.36M$114.4752w: $68.43 - $117.26; reported $114.47
36WTWWILLIS TOWERS WATSON PUB LTD1.15%-36,000$8.24M$228.8952w: $153.13 - $236.11; reported $228.89
37UNHUNITEDHEALTH GROUP INC1.14%Add +37.5%22,000$8.19M$372.0952w: $226.03 - $380.50; reported $372.09
38BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 0846707021.14%Add +23.1%32,000$8.18MNo quoteNo quote
39CBRLCRACKER BARREL OLD CTRY STOR1.12%Reduce -16.5%46,550$8.05M$172.8952w: $67.32 - $175.00; reported $172.89
40DGXQUEST DIAGNOSTICS INC1.11%Add +55.0%62,000$7.96M$128.3452w: $73.02 - $134.71; reported $128.34
41LHXL3HARRIS TECHNOLOGIES INC1.10%New39,000$7.91M$202.6952w: $158.09 - $209.77; reported $202.69
42GOOGALPHABET INC1.07%Reduce -30.2%3,700$7.65M$2068.6552w: $53.99 - $107.63; reported $2068.65
43UPSUNITED PARCEL SERVICE INC1.07%-45,000$7.65M$170.0052w: $88.35 - $178.01; reported $170.00
44DALDELTA AIR LINES INC DEL1.07%Add +20.6%158,000$7.63M$48.2852w: $17.51 - $52.28; reported $48.28
45SSNCSS&C TECHNOLOGIES HLDGS INC1.06%Add +53.5%109,000$7.62M$69.8752w: $39.91 - $74.00; reported $69.87
46KEYSKEYSIGHT TECHNOLOGIES INC1.06%Reduce -22.0%53,100$7.62M$143.4152w: $79.41 - $155.50; reported $143.41
47GMGENERAL MTRS CO1.04%Reduce -17.3%129,000$7.41M$57.4652w: $17.79 - $62.24; reported $57.46
48PBPROSPERITY BANCSHARES INC1.03%Reduce -11.6%98,211$7.36M$74.8952w: $43.68 - $83.02; reported $74.89
49AXTAAXALTA COATING SYS LTD1.03%Add +8.8%248,537$7.35M$29.5852w: $15.43 - $31.48; reported $29.58
50AAPLAPPLE INC1.01%Reduce -4.8%59,000$7.21M$122.1552w: $59.23 - $145.09; reported $122.15
51BAXBAXTER INTL INC0.97%-82,000$6.92M$84.3452w: $74.79 - $95.19; reported $84.34
52LOWLOWES COS INC0.96%Add +20.0%36,000$6.85M$190.1752w: $79.08 - $192.91; reported $190.17
53ORCLORACLE CORP0.93%-95,000$6.67M$70.1752w: $46.04 - $73.62; reported $70.17
54SLBSCHLUMBERGER LTD0.93%Reduce -29.4%245,000$6.66M$27.1952w: $12.17 - $30.41; reported $27.19
55TRVTRAVELERS COMPANIES INC0.93%-44,000$6.62M$150.4152w: $85.10 - $161.19; reported $150.41
56UHSUNIVERSAL HLTH SVCS INC0.89%Reduce -11.1%48,000$6.4M$133.4052w: $83.28 - $143.84; reported $133.40
57WDCWESTERN DIGITAL CORP0.88%Reduce -37.8%94,000$6.28M$66.7652w: $25.34 - $55.16; reported $66.76
58JLLJONES LANG LASALLE INC0.85%New34,000$6.09M$179.0352w: $79.05 - $186.18; reported $179.03
59SPGIS&P GLOBAL INC0.84%Add +13.3%17,000$6M$352.8852w: $230.11 - $379.87; reported $352.88
60TPRTAPESTRY INC0.84%Reduce -47.9%145,000$5.98M$41.2152w: $10.18 - $46.42; reported $41.21
61LKQLKQ CORP0.83%New141,101$5.97M$42.3352w: $17.09 - $44.88; reported $42.33
62RTXRAYTHEON TECHNOLOGIES CORP0.83%-77,000$5.95M$77.2752w: $48.05 - $80.06; reported $77.27
63KMBKIMBERLY CLARK CORP0.82%New42,000$5.84M$139.0552w: $122.76 - $160.16; reported $139.05
64CBRECBRE GROUP INC0.80%Add +44.0%72,000$5.7M$79.1152w: $33.03 - $82.05; reported $79.11
65ADPAUTOMATIC DATA PROCESSING IN0.79%-30,000$5.65M$188.4752w: $126.69 - $193.44; reported $188.47
66MCDMCDONALDS CORP0.78%-25,000$5.6M$224.1652w: $155.00 - $231.91; reported $224.16
67MCOMOODYS CORP0.77%Add +8.8%18,500$5.52M$298.5952w: $192.00 - $307.86; reported $298.59
68MSFTMICROSOFT CORP0.76%Add +53.3%23,000$5.42M$235.7852w: $150.36 - $246.13; reported $235.78
69BKNGBOOKING HLDGS INC0.73%Add +4.7%2,250$5.24M$2329.7852w: $48.12 - $98.78; reported $2329.78
70AXPAMERICAN EXPRESS CO0.71%Reduce -28.0%36,000$5.09M$141.4452w: $72.61 - $151.46; reported $141.44
71PBHPRESTIGE BRANDS HLDGS INC0.67%Add +28.6%108,000$4.76M$44.0852w: $32.20 - $47.98; reported $44.08
72CENTACENTRAL GARDEN & PET CO0.64%Reduce -3.3%88,000$4.57M$51.8952w: $19.80 - $44.06; reported $51.89
73VVISA INC0.62%-21,000$4.45M$211.7152w: $150.60 - $228.23; reported $211.71
74KDPKEURIG DR PEPPER INC0.60%Add +24.0%124,000$4.26M$34.3752w: $23.29 - $35.57; reported $34.37
75ACNACCENTURE PLC IRELAND0.56%-14,500$4.01M$276.2852w: $148.28 - $281.30; reported $276.28
76BLBDBLUE BIRD CORP0.53%Reduce -19.6%152,000$3.81M$25.0352w: $8.40 - $28.90; reported $25.03
77TXNTEXAS INSTRS INC0.53%Reduce -4.8%20,000$3.78M$189.0052w: $96.07 - $190.45; reported $189.00
78CCRDINTELLIGENT SYS CORP NEW0.49%Add +112.5%85,000$3.48MNo quoteNo quote
79EMNEASTMAN CHEM CO0.48%Reduce -32.6%31,000$3.41M$110.1352w: $43.77 - $119.01; reported $110.13
80SHYFSHYFT GROUP INC0.47%Reduce -11.7%91,000$3.39MNo quoteNo quote
81MMCMARSH & MCLENNAN COS INC0.46%-27,000$3.29MNo quoteNo quote
82MAMASTERCARD INC0.45%-9,000$3.2M$356.0052w: $227.10 - $389.50; reported $356.00
83WNCWABASH NATL CORP0.45%Add +16.4%170,000$3.2M$18.8052w: $6.26 - $20.55; reported $18.80
84IARTINTEGRA LIFESCIENCES HLDGS0.44%-46,000$3.18M$69.0952w: $40.85 - $71.34; reported $69.09
85HOMBHOME BANCSHARES INC0.43%Add +0.9%115,000$3.11M$27.0552w: $10.79 - $29.21; reported $27.05
86DINDINEEQUITY INC0.43%Add +21.4%34,000$3.06M$90.0352w: $18.93 - $93.36; reported $90.03
87CMICUMMINS INC0.43%Reduce -9.2%11,800$3.06M$259.0752w: $127.30 - $277.09; reported $259.07
88BIGBIG LOTS INC0.35%Reduce -22.9%37,000$2.53MNo quoteNo quote
89LCUTLIFETIME BRANDS INC0.33%Add +45.6%161,000$2.37MNo quoteNo quote
90FHBFIRST HAWAIIAN INC0.29%Reduce -3.8%77,000$2.11M$27.3652w: $13.55 - $30.80; reported $27.36
91GTESGATES INDUSTRIAL CORPRATIN P0.29%New130,000$2.08M$15.9952w: $6.05 - $18.22; reported $15.99
92AONAON PLC0.29%-9,000$2.07M$230.1152w: $151.04 - $235.88; reported $230.11
93MLRMILLER INDS INC TENN0.28%Add +28.3%43,000$1.99M$46.1952w: $25.26 - $46.79; reported $46.19
94VSHVISHAY INTERTECHNOLOGY INC0.24%-72,000$1.73M$24.0852w: $12.86 - $25.26; reported $24.08
95SWKSTANLEY BLACK & DECKER INC0.24%New8,600$1.72M$199.6552w: $88.54 - $203.31; reported $199.65
96JOUTJOHNSON OUTDOORS INC0.24%New12,000$1.71M$142.7552w: $55.88 - $150.50; reported $142.75
97FSSFEDERAL SIGNAL CORP0.22%Add +44.8%42,000$1.61MNo quoteNo quote
98KFYKORN FERRY0.22%-25,000$1.56M$62.3652w: $22.18 - $66.30; reported $62.36
99BRCBRADY CORP0.20%-27,000$1.44M$53.4452w: $37.47 - $57.85; reported $53.44
100UFPTUFP TECHNOLOGIES INC0.09%New12,300$613KNo quoteNo quote
104DNOWNOW INC-Sold0$0No quoteNo quote
103LEVILEVI STRAUSS & CO NEW-Sold0$0No quoteNo quote
102ETNEATON CORP PLC-Sold0$0No quoteNo quote
101DDDUPONT DE NEMOURS INC-Sold0$0No quoteNo quote