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AlphaBaseline
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

Full auditCompare with peers
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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Sectors

This breakdown groups the manager’s latest reported 13F holdings by industry sector, so you can see where their conviction is concentrated and how diversified the portfolio is.

Industrials: 20.5% ($93.86M)Technology: 18.1% ($83.11M)Healthcare: 16.4% ($75.16M)Financial Services: 15.8% ($72.31M)Consumer Cyclical: 10.6% ($48.69M)Communication Services: 5.6% ($25.58M)Consumer Defensive: 4.4% ($19.98M)Basic Materials: 3.9% ($17.89M)Real Estate: 3.0% ($13.76M)Energy: 1.7% ($7.73M)

Sector breakdown

  • Industrials(25)20.5%
  • Technology(16)18.1%
  • Healthcare(14)16.4%
  • Financial Services(16)15.8%
  • Consumer Cyclical(11)10.6%
  • Communication Services(4)5.6%
  • Consumer Defensive(5)4.4%
  • Basic Materials(3)3.9%
  • Real Estate(3)3.0%
  • Energy(2)1.7%