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 89 of 107 rows. Rows without a quote are marked unavailable.
| 1 | IVZ | INVESCO LTD | 2.20% | - | 1,063,000 | $12.13M | $11.41 | |
| 2 | DISCK | DISCOVERY COMMUNICATIONS NEW | 2.09% | Add +9.2% | 587,300 | $11.51M | No quote | No quote |
| 3 | WBA | WALGREENS BOOTS ALLIANCE INC | 2.00% | Add +26.9% | 307,000 | $11.03M | No quote | No quote |
| 4 | GOOG | ALPHABET INC | 2.00% | Reduce -9.6% | 7,500 | $11.02M | $1469.60 | |
| 5 | PARA | VIACOMCBS INC | 1.81% | - | 357,000 | $10M | No quote | No quote |
| 6 | ZBH | ZIMMER HLDGS INC | 1.81% | Reduce -8.6% | 73,150 | $9.96M | $136.14 | |
| 7 | GNRC | GENERAC HLDGS INC | 1.79% | Reduce -31.1% | 51,000 | $9.88M | $193.65 | |
| 8 | FDX | FEDEX CORP | 1.78% | Reduce -32.8% | 39,000 | $9.81M | $251.51 | |
| 9 | CVS | CVS CAREMARK CORPORATION | 1.77% | Add +16.0% | 167,000 | $9.75M | $58.40 | |
| 10 | BDX | BECTON DICKINSON & CO | 1.73% | Add +3.8% | 41,000 | $9.54M | $232.68 | |
| 11 | CSCO | CISCO SYS INC | 1.72% | Add +13.7% | 241,000 | $9.49M | $39.39 | |
| 12 | WCC | WESCO INTL INC | 1.71% | Reduce -6.1% | 214,000 | $9.42M | $44.02 | |
| 13 | KEYS | KEYSIGHT TECHNOLOGIES INC | 1.70% | Add +42.9% | 94,900 | $9.37M | $98.78 | |
| 14 | INTC | INTEL CORP | 1.68% | Add +17.8% | 179,000 | $9.27M | $51.78 | |
| 15 | MDT | MEDTRONIC PLC | 1.62% | - | 86,000 | $8.94M | $103.92 | |
| 16 | CFG | CITIZENS FINL GROUP INC | 1.62% | - | 352,900 | $8.92M | $25.28 | |
| 17 | META | FACEBOOK INC | 1.57% | Add +8.6% | 33,000 | $8.64M | $261.91 | |
| 18 | GS | GOLDMAN SACHS GROUP INC | 1.53% | Add +7.7% | 42,000 | $8.44M | $200.98 | |
| 19 | MHK | MOHAWK INDS INC | 1.49% | Add +52.7% | 84,000 | $8.2M | $97.60 | |
| 20 | OMC | OMNICOM GROUP INC | 1.46% | Add +10.1% | 163,000 | $8.07M | $49.50 | |
| 21 | GLW | CORNING INC | 1.45% | Reduce -27.6% | 246,000 | $7.97M | $32.41 | |
| 22 | WRK | WESTROCK CO | 1.43% | Reduce -20.9% | 227,000 | $7.89M | No quote | No quote |
| 23 | CMCSA | COMCAST CORP NEW | 1.41% | - | 168,000 | $7.77M | $46.26 | |
| 24 | TPR | TAPESTRY INC | 1.40% | Add +5.6% | 495,100 | $7.74M | $15.63 | |
| 25 | GBX | GREENBRIER COS INC | 1.39% | Reduce -7.6% | 260,495 | $7.66M | No quote | No quote |
| 26 | CTVA | CORTEVA INC | 1.38% | Add +4.5% | 263,960 | $7.61M | $28.81 | |
| 27 | UPS | UNITED PARCEL SERVICE INC | 1.36% | Reduce -27.4% | 45,000 | $7.5M | $166.62 | |
| 28 | WFC | WELLS FARGO CO NEW | 1.34% | Add +7.5% | 314,000 | $7.38M | $23.51 | |
| 29 | UHS | UNIVERSAL HLTH SVCS INC | 1.32% | Reduce -4.2% | 68,000 | $7.28M | $107.01 | |
| 30 | AAPL | APPLE INC | 1.30% | Reduce -43.6%4:1 split | 62,000 | $7.18M | $115.81 | |
| 31 | UNH | UNITEDHEALTH GROUP INC | 1.30% | - | 23,000 | $7.17M | $311.78 | |
| 32 | WDC | WESTERN DIGITAL CORP | 1.29% | Add +46.6% | 195,000 | $7.13M | $36.55 | |
| 33 | EBAY | EBAY INC | 1.28% | Add +5.4% | 136,000 | $7.09M | $52.10 | |
| 34 | KLIC | KULICKE & SOFFA INDS INC | 1.23% | Add +2.7% | 303,000 | $6.79M | $22.40 | |
| 35 | DIS | DISNEY WALT CO | 1.21% | Reduce -23.5% | 54,000 | $6.7M | $124.07 | |
| 36 | DD | DUPONT DE NEMOURS INC | 1.21% | - | 120,000 | $6.66M | $55.48 | |
| 37 | FITB | FIFTH THIRD BANCORP | 1.20% | Add +7.6% | 310,000 | $6.61M | $21.32 | |
| 38 | GM | GENERAL MTRS CO | 1.17% | Reduce -10.5% | 218,300 | $6.46M | $29.59 | |
| 39 | MIDD | MIDDLEBY CORP | 1.07% | Reduce -32.7% | 65,500 | $5.88M | $89.71 | |
| 40 | PB | PROSPERITY BANCSHARES INC | 1.04% | Add +37.0% | 111,111 | $5.76M | $51.83 | |
| 41 | EFX | EQUIFAX INC | 1.04% | Add +5.8% | 36,500 | $5.73M | $156.90 | |
| 42 | AXP | AMERICAN EXPRESS CO | 1.04% | - | 57,000 | $5.71M | $100.25 | |
| 43 | MCD | MCDONALDS CORP | 1.03% | Reduce -16.1% | 26,000 | $5.71M | $219.50 | |
| 44 | ORCL | ORACLE CORP | 1.03% | - | 95,000 | $5.67M | $59.71 | |
| 45 | WTW | WILLIS TOWERS WATSON PUB LTD | 1.02% | Add +42.1% | 27,000 | $5.64M | $208.81 | |
| 46 | CBRL | CRACKER BARREL OLD CTRY STOR | 1.02% | Reduce -9.3% | 49,000 | $5.62M | $114.65 | |
| 47 | TRV | TRAVELERS COMPANIES INC | 1.01% | Add +1.4% | 51,700 | $5.59M | $108.18 | |
| 48 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.00% | - | 26,000 | $5.54M | No quote | No quote |
| 49 | CARR | CARRIER GLOBAL CORPORATION | 1.00% | - | 181,000 | $5.53M | $30.54 | |
| 50 | USB | US BANCORP DEL | 0.99% | - | 152,000 | $5.45M | $35.85 | |
| 51 | BAX | BAXTER INTL INC | 0.98% | Add +26.4% | 67,000 | $5.39M | $80.42 | |
| 52 | BKNG | BOOKING HLDGS INC | 0.96% | - | 3,100 | $5.3M | $1710.65 | |
| 53 | AXTA | AXALTA COATING SYS LTD | 0.96% | Reduce -0.4% | 239,000 | $5.3M | $22.17 | |
| 54 | ST | SENSATA TECHNOLOGIES HLDNG P | 0.93% | - | 119,277 | $5.15M | $43.14 | |
| 55 | JNJ | JOHNSON & JOHNSON | 0.92% | Add +30.8% | 34,000 | $5.06M | $148.88 | |
| 56 | DLTR | DOLLAR TREE INC | 0.91% | Add +12.2% | 55,000 | $5.02M | $91.35 | |
| 57 | JBLU | JETBLUE AIRWAYS CORP | 0.91% | - | 442,700 | $5.02M | $11.33 | |
| 58 | DENN | DENNYS CORP | 0.87% | Add +1.5% | 481,453 | $4.82M | No quote | No quote |
| 59 | V | VISA INC | 0.87% | - | 24,000 | $4.8M | $199.96 | |
| 60 | MCO | MOODYS CORP | 0.79% | Reduce -21.1% | 15,000 | $4.35M | $289.87 | |
| 61 | LOW | LOWES COS INC | 0.78% | Reduce -13.3% | 26,000 | $4.31M | $165.85 | |
| 62 | SSNC | SS&C TECHNOLOGIES HLDGS INC | 0.78% | New | 71,000 | $4.3M | $60.52 | |
| 63 | SLB | SCHLUMBERGER LTD | 0.77% | Add +19.6% | 274,000 | $4.26M | $15.56 | |
| 64 | ADP | AUTOMATIC DATA PROCESSING IN | 0.76% | Add +66.7% | 30,000 | $4.19M | $139.50 | |
| 65 | CAT | CATERPILLAR INC DEL | 0.76% | Reduce -24.3% | 28,000 | $4.18M | $149.14 | |
| 66 | DIN | DINEEQUITY INC | 0.75% | Reduce -42.1% | 75,788 | $4.14M | $54.59 | |
| 67 | MA | MASTERCARD INC | 0.74% | Reduce -25.0% | 12,000 | $4.06M | $338.17 | |
| 68 | APTV | APTIV PLC | 0.73% | Reduce -6.4% | 44,000 | $4.03M | $91.68 | |
| 69 | SEAS | SEAWORLD ENTMT INC | 0.73% | Reduce -45.2% | 204,463 | $4.03M | No quote | No quote |
| 70 | EMN | EASTMAN CHEM CO | 0.72% | Reduce -38.5% | 51,000 | $3.98M | $78.12 | |
| 71 | SPGI | S&P GLOBAL INC | 0.72% | - | 11,000 | $3.97M | $360.64 | |
| 72 | IR | INGERSOLL RAND INC | 0.72% | Reduce -2.6% | 111,000 | $3.95M | $35.60 | |
| 73 | DAL | DELTA AIR LINES INC DEL | 0.70% | Reduce -20.3% | 126,000 | $3.85M | $30.58 | |
| 74 | RTX | RAYTHEON TECHNOLOGIES CORP | 0.67% | Add +28.0% | 64,000 | $3.68M | $57.55 | |
| 75 | TXN | TEXAS INSTRS INC | 0.62% | Reduce -17.2% | 24,000 | $3.43M | $142.79 | |
| 76 | LFUS | LITTELFUSE INC | 0.57% | Reduce -21.6% | 17,600 | $3.12M | $177.33 | |
| 77 | MMC | MARSH & MCLENNAN COS INC | 0.56% | Reduce -20.6% | 27,000 | $3.1M | No quote | No quote |
| 78 | MSFT | MICROSOFT CORP | 0.54% | Reduce -6.6% | 14,200 | $2.99M | $210.35 | |
| 79 | ACN | ACCENTURE PLC IRELAND | 0.53% | Add +62.5% | 13,000 | $2.94M | $226.00 | |
| 80 | ZBRA | ZEBRA TECHNOLOGIES CORP | 0.51% | Reduce -43.4% | 11,100 | $2.8M | $252.43 | |
| 81 | ETN | EATON CORP PLC | 0.50% | Reduce -20.6% | 27,000 | $2.76M | $102.04 | |
| 82 | CMI | CUMMINS INC | 0.50% | Reduce -23.5% | 13,000 | $2.75M | $211.15 | |
| 83 | SNA | SNAP ON INC | 0.48% | - | 18,000 | $2.65M | $147.11 | |
| 84 | DHR | DANAHER CORP DEL | 0.47% | Reduce -33.3% | 12,000 | $2.58M | $215.33 | |
| 85 | WNC | WABASH NATL CORP | 0.37% | Reduce -16.4% | 172,000 | $2.06M | $11.96 | |
| 86 | IART | INTEGRA LIFESCIENCES HLDGS | 0.37% | Add +19.4% | 43,000 | $2.03M | $47.21 | |
| 87 | SHYF | SHYFT GROUP INC | 0.36% | Reduce -13.6% | 106,312 | $2.01M | No quote | No quote |
| 88 | BLBD | BLUE BIRD CORP | 0.35% | Add +18.4% | 160,014 | $1.95M | $12.16 | |
| 89 | AON | AON PLC | 0.34% | - | 9,000 | $1.86M | $206.33 | |
| 90 | PBH | PRESTIGE BRANDS HLDGS INC | 0.27% | Add +10.8% | 41,000 | $1.49M | $36.41 | |
| 91 | CENTA | CENTRAL GARDEN & PET CO | 0.25% | Reduce -2.6% | 38,000 | $1.37M | $36.13 | |
| 92 | HOMB | HOME BANCSHARES INC | 0.24% | Reduce -1.1% | 87,000 | $1.32M | $15.16 | |
| 93 | VSH | VISHAY INTERTECHNOLOGY INC | 0.20% | Add +56.5% | 72,000 | $1.12M | $15.57 | |
| 94 | BIG | BIG LOTS INC | 0.20% | Add +31.6% | 25,000 | $1.12M | No quote | No quote |
| 95 | LCUT | LIFETIME BRANDS INC | 0.20% | Reduce -29.5% | 117,000 | $1.11M | No quote | No quote |
| 96 | FHB | FIRST HAWAIIAN INC | 0.19% | Add +36.5% | 71,000 | $1.03M | $14.46 | |
| 97 | MLR | MILLER INDS INC TENN | 0.19% | - | 33,523 | $1.03M | $30.58 | |
| 98 | AGCO | AGCO CORP | 0.18% | Reduce -3.6% | 13,500 | $1M | $74.30 | |
| 99 | FSS | FEDERAL SIGNAL CORP | 0.15% | - | 29,000 | $848K | No quote | No quote |
| 100 | DNOW | NOW INC | 0.14% | Add +34.4% | 176,000 | $799K | $4.54 | |
| 101 | KFY | KORN FERRY | 0.13% | Add +38.9% | 25,000 | $725K | $29.00 | |
| 102 | CCRD | INTELLIGENT SYS CORP NEW | 0.10% | New | 13,500 | $526K | No quote | No quote |
| 103 | LEVI | LEVI STRAUSS & CO NEW | 0.02% | New | 7,000 | $94K | $13.43 | |
| 107 | TMO | THERMO FISHER SCIENTIFIC INC | - | Sold | 0 | $0 | No quote | No quote |
| 106 | RRX | REGAL-BELOIT CORP | - | Sold | 0 | $0 | No quote | No quote |
| 105 | HOLX | HOLOGIC INC | - | Sold | 0 | $0 | No quote | No quote |
| 104 | CVX | CHEVRON CORP NEW | - | Sold | 0 | $0 | No quote | No quote |