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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 115 rows. Rows without a quote are marked unavailable.

1DISCKDISCOVERY COMMUNICATIONS NEW2.06%Add +10.4%534,000$13.15MNo quoteNo quote
2CVSCVS CAREMARK CORPORATION1.84%Add +1.8%186,300$11.75M$63.07No quote
3CFGCITIZENS FINL GROUP INC1.80%Reduce -0.0%325,450$11.51M$35.37No quote
4WCCWESCO INTL INC1.76%Add +39.7%235,727$11.26M$47.77No quote
5ZBHZIMMER HLDGS INC1.73%Reduce -24.9%80,400$11.04M$137.28No quote
6STSENSATA TECHNOLOGIES HLDNG P1.69%Reduce -1.3%216,000$10.81M$50.06No quote
7WRKWESTROCK CO1.64%Add +2.1%288,000$10.5MNo quoteNo quote
8MHKMOHAWK INDS INC1.53%Add +42.3%79,000$9.8M$124.08No quote
9GBXGREENBRIER COS INC1.53%Add +34.4%325,300$9.8MNo quoteNo quote
10GNRCGENERAC HLDGS INC1.52%Add +20.4%124,000$9.71M$78.34No quote
11WBAWALGREENS BOOTS ALLIANCE INC1.48%Add +6.2%171,000$9.46MNo quoteNo quote
12INTCINTEL CORP1.45%Add +2.3%180,000$9.28M$51.53No quote
13ZBRAZEBRA TECHNOLOGIES CORP1.44%Add +31.7%44,500$9.18M$206.36No quote
14IVZINVESCO LTD1.43%Add +30.1%540,000$9.15M$16.94No quote
15KLICKULICKE & SOFFA INDS INC1.42%Reduce -11.1%387,500$9.1M$23.48No quote
16VIABVIACOM INC NEW1.42%Add +24.8%377,000$9.06MNo quoteNo quote
17TPRTAPESTRY INC1.41%Add +55.4%345,000$8.99M$26.05No quote
18FDXFEDEX CORP1.34%Add +5.4%59,000$8.59M$145.58No quote
19LMLEGG MASON INC1.33%Reduce -2.4%222,200$8.49MNo quoteNo quote
20USBUS BANCORP DEL1.32%-152,000$8.41M$55.34No quote
21EMNEASTMAN CHEM CO1.30%Add +9.9%113,000$8.34M$73.83No quote
22PBPROSPERITY BANCSHARES INC1.30%Reduce -3.7%118,000$8.33M$70.63No quote
23MDTMEDTRONIC PLC1.26%-74,000$8.04M$108.62No quote
24BDXBECTON DICKINSON & CO1.23%Reduce -11.4%31,000$7.84M$252.97No quote
25UPSUNITED PARCEL SERVICE INC1.22%Reduce -13.3%65,000$7.79M$119.82No quote
26WFCWELLS FARGO CO NEW1.20%Add +1.3%152,000$7.67M$50.44No quote
27DISDISNEY WALT CO1.19%Add +34.4%58,600$7.64M$130.32No quote
28UNHUNITEDHEALTH GROUP INC1.19%Add +25.0%35,000$7.61M$217.31No quote
29OMCOMNICOM GROUP INC1.19%Reduce -8.5%97,000$7.6M$78.30No quote
30GSGOLDMAN SACHS GROUP INC1.18%-36,500$7.56M$207.23No quote
31UTXUNITED TECHNOLOGIES CORP1.15%-54,000$7.37MNo quoteNo quote
32WDCWESTERN DIGITAL CORP1.13%Reduce -35.9%121,100$7.22M$59.64No quote
33DALDELTA AIR LINES INC DEL1.13%Reduce -14.3%125,000$7.2M$57.60No quote
34SEASSEAWORLD ENTMT INC1.12%Reduce -2.1%273,000$7.19MNo quoteNo quote
35CSCOCISCO SYS INC1.08%Add +29.8%140,192$6.93M$49.41No quote
36NCLHNORWEGIAN CRUISE LINE HLDG L1.08%Add +40.0%133,000$6.89M$51.77No quote
37BWABORGWARNER INC1.07%Add +17.6%187,000$6.86M$36.68No quote
38GOOGALPHABET INC1.07%-5,600$6.83M$1218.93No quote
39DINDINEEQUITY INC1.06%Add +270.8%89,000$6.75M$75.87No quote
40PRUPRUDENTIAL FINL INC1.04%Add +25.4%74,000$6.66MNo quoteNo quote
41CMCSACOMCAST CORP NEW1.04%Add +2.1%147,000$6.63M$45.08No quote
42IBMINTERNATIONAL BUSINESS MACHS1.02%Reduce -6.3%45,000$6.54M$145.42No quote
43AXTAAXALTA COATING SYS LTD1.02%Reduce -2.7%217,000$6.54M$30.15No quote
44GDIGARDNER DENVER HLDGS INC1.00%Add +2.5%226,600$6.41MNo quoteNo quote
45MCOMOODYS CORP1.00%Reduce -20.0%31,200$6.39M$204.84No quote
46SAVESPIRIT AIRLS INC1.00%Add +427.6%175,700$6.38MNo quoteNo quote
47EBAYEBAY INC0.96%Reduce -5.2%158,300$6.17M$38.98No quote
48GLWCORNING INC0.94%Add +36.4%210,000$5.99M$28.52No quote
49GMGENERAL MTRS CO0.93%Reduce -4.0%159,400$5.97M$37.48No quote
50PKGPACKAGING CORP AMER0.93%Reduce -13.8%56,000$5.94M$106.11No quote
51APTVAPTIV PLC0.92%Reduce -18.3%67,000$5.86M$87.42No quote
52JBLUJETBLUE AIRWAYS CORP0.91%Add +1.5%346,100$5.8M$16.75No quote
53WTWWILLIS TOWERS WATSON PUB LTD0.91%Reduce -3.2%30,000$5.79M$192.97No quote
54RRXREGAL-BELOIT CORP0.90%-78,900$5.75M$72.85No quote
55EFXEQUIFAX INC0.89%Reduce -6.0%40,400$5.68M$140.67No quote
56FITBFIFTH THIRD BANCORP0.87%-203,000$5.56M$27.38No quote
57CATCATERPILLAR INC DEL0.85%Add +19.4%43,000$5.43M$126.30No quote
58AAPLAPPLE INC0.84%Add +20.0%24,000$5.38M$223.96No quote
59ETNEATON CORP PLC0.83%Reduce -15.8%64,000$5.32M$83.16No quote
60DOWDOW INC0.82%Add +19.6%110,000$5.24M$47.65No quote
61SLBSCHLUMBERGER LTD0.81%Add +21.6%152,000$5.19M$34.17No quote
62DDDUPONT DE NEMOURS INC0.78%Add +16.7%70,000$4.99M$71.31No quote
63LFUSLITTELFUSE INC0.78%Add +31.5%28,000$4.97M$177.32No quote
64SNASNAP ON INC0.75%Add +21.9%30,600$4.79M$156.54No quote
65CMICUMMINS INC0.74%Reduce -4.9%29,000$4.72M$162.66No quote
66PHPARKER HANNIFIN CORP0.73%Reduce -6.5%26,000$4.7M$180.62No quote
67TXNTEXAS INSTRS INC0.73%Reduce -31.4%36,000$4.65M$129.25No quote
68UHSUNIVERSAL HLTH SVCS INC0.72%Reduce -6.1%31,000$4.61M$148.74No quote
69MSFTMICROSOFT CORP0.72%-33,000$4.59M$139.03No quote
70ORCLORACLE CORP0.71%Reduce -6.7%83,000$4.57M$55.02No quote
71TRVTRAVELERS COMPANIES INC0.71%-30,400$4.52M$148.68No quote
72BKBANK NEW YORK MELLON CORP0.70%-99,000$4.48M$45.21No quote
73VVISA INC0.70%Reduce -3.7%26,000$4.47M$172.00No quote
74XOMEXXON MOBIL CORP0.70%Add +17.8%63,000$4.45M$70.60No quote
75LOWLOWES COS INC0.69%Reduce -21.6%40,000$4.4M$109.95No quote
76CVXCHEVRON CORP NEW0.69%Add +5.7%37,000$4.39M$118.59No quote
77CBRLCRACKER BARREL OLD CTRY STOR0.68%-26,900$4.38M$162.64No quote
78MAMASTERCARD INC0.68%Reduce -5.9%16,000$4.35M$271.56No quote
79MMCMARSH & MCLENNAN COS INC0.67%Reduce -4.5%42,800$4.28MNo quoteNo quote
80AONAON PLC0.67%Reduce -4.3%22,000$4.26M$193.59No quote
81DLTRDOLLAR TREE INC0.66%Add +19.4%37,000$4.22M$114.16No quote
82MIDDMIDDLEBY CORP0.64%New35,000$4.09M$116.91No quote
83KEYSKEYSIGHT TECHNOLOGIES INC0.64%Reduce -42.6%42,000$4.09M$97.26No quote
84MCDMCDONALDS CORP0.64%Reduce -24.0%19,000$4.08M$214.68No quote
85BBTBB&T CORP0.63%-75,000$4MNo quoteNo quote
86SPGIS&P GLOBAL INC0.61%-16,000$3.92M$245.00No quote
87CTVACORTEVA INC0.59%New134,999$3.78M$28.00No quote
88BAXBAXTER INTL INC0.56%-41,000$3.59M$87.46No quote
89AGCOAGCO CORP0.52%Add +6.6%43,700$3.31M$75.70No quote
90BENFRANKLIN RES INC0.51%Add +28.1%114,000$3.29M$28.86No quote
91TMOTHERMO FISHER SCIENTIFIC INC0.48%-10,500$3.06M$291.24No quote
92DHRDANAHER CORP DEL0.47%-21,000$3.03M$144.43No quote
93CENTACENTRAL GARDEN & PET CO0.47%Reduce -0.9%109,000$3.02M$27.72No quote
94LRCXLAM RESEARCH CORP0.47%Reduce -43.5%13,000$3M$231.08No quote
95AXPAMERICAN EXPRESS CO0.46%-25,100$2.97M$118.29No quote
96SKXSKECHERS U S A INC0.44%Reduce -37.0%75,605$2.82MNo quoteNo quote
97SPARSPARTAN MTRS INC0.43%Reduce -29.3%200,000$2.74MNo quoteNo quote
98PBHPRESTIGE BRANDS HLDGS INC0.42%Reduce -22.2%77,000$2.67M$34.69No quote
99BLBDBLUE BIRD CORP0.38%Add +0.8%128,000$2.44M$19.03No quote
100WNCWABASH NATL CORP0.34%Reduce -3.9%148,000$2.15M$14.51No quote
101LCUTLIFETIME BRANDS INC0.31%Add +2.6%226,223$2MNo quoteNo quote
102BIGBIG LOTS INC0.30%Add +59.2%78,000$1.91MNo quoteNo quote
103HOMBHOME BANCSHARES INC0.25%-85,000$1.6M$18.80No quote
104PKOHPARK OHIO HLDGS CORP0.24%Add +2.0%51,000$1.52M$29.86No quote
105LDLLYDALL INC DEL0.23%-60,000$1.5MNo quoteNo quote
106HAINHAIN CELESTIAL GROUP INC0.23%Add +6.2%69,000$1.48MNo quoteNo quote
107MLRMILLER INDS INC TENN0.20%Reduce -9.8%38,800$1.29M$33.30No quote
108FSSFEDERAL SIGNAL CORP0.16%Reduce -23.8%32,000$1.05MNo quoteNo quote
109BKNGBOOKING HLDGS INC0.15%New500$981K$1962.00No quote
110DENNDENNYS CORP0.14%Reduce -34.4%40,000$911KNo quoteNo quote
111VSHVISHAY INTERTECHNOLOGY INC0.09%New35,000$593K$16.94No quote
112IARTINTEGRA LIFESCIENCES HLDGS0.08%Add +12.5%9,000$541K$60.11No quote
115SBUXSTARBUCKS CORP-Sold0$0No quoteNo quote
114JHGJANUS HENDERSON GROUP PLC-Sold0$0No quoteNo quote
113HOLXHOLOGIC INC-Sold0$0No quoteNo quote