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

1IVZINVESCO LTD2.20%-1,063,000$12.13M$11.4152w: $6.38 - $19.01; reported $11.41
2DISCKDISCOVERY COMMUNICATIONS NEW2.09%Add +9.2%587,300$11.51MNo quoteNo quote
3WBAWALGREENS BOOTS ALLIANCE INC2.00%Add +26.9%307,000$11.03MNo quoteNo quote
4GOOGALPHABET INC2.00%Reduce -9.6%7,500$11.02M$1469.6052w: $50.68 - $86.66; reported $1469.60
5PARAVIACOMCBS INC1.81%-357,000$10MNo quoteNo quote
6ZBHZIMMER HLDGS INC1.81%Reduce -8.6%73,150$9.96M$136.1452w: $72.20 - $156.42; reported $136.14
7GNRCGENERAC HLDGS INC1.79%Reduce -31.1%51,000$9.88M$193.6552w: $75.50 - $194.35; reported $193.65
8FDXFEDEX CORP1.78%Reduce -32.8%39,000$9.81M$251.5152w: $71.47 - $209.47; reported $251.51
9CVSCVS CAREMARK CORPORATION1.77%Add +16.0%167,000$9.75M$58.4052w: $52.04 - $76.44; reported $58.40
10BDXBECTON DICKINSON & CO1.73%Add +3.8%41,000$9.54M$232.6852w: $151.67 - $219.91; reported $232.68
11CSCOCISCO SYS INC1.72%Add +13.7%241,000$9.49M$39.3952w: $32.40 - $50.28; reported $39.39
12WCCWESCO INTL INC1.71%Reduce -6.1%214,000$9.42M$44.0252w: $13.52 - $61.32; reported $44.02
13KEYSKEYSIGHT TECHNOLOGIES INC1.70%Add +42.9%94,900$9.37M$98.7852w: $77.93 - $108.65; reported $98.78
14INTCINTEL CORP1.68%Add +17.8%179,000$9.27M$51.7852w: $43.63 - $69.29; reported $51.78
15MDTMEDTRONIC PLC1.62%-86,000$8.94M$103.9252w: $72.13 - $122.15; reported $103.92
16CFGCITIZENS FINL GROUP INC1.62%-352,900$8.92M$25.2852w: $14.12 - $41.29; reported $25.28
17METAFACEBOOK INC1.57%Add +8.6%33,000$8.64M$261.9152w: $137.10 - $304.67; reported $261.91
18GSGOLDMAN SACHS GROUP INC1.53%Add +7.7%42,000$8.44M$200.9852w: $130.85 - $250.46; reported $200.98
19MHKMOHAWK INDS INC1.49%Add +52.7%84,000$8.2M$97.6052w: $56.62 - $144.37; reported $97.60
20OMCOMNICOM GROUP INC1.46%Add +10.1%163,000$8.07M$49.5052w: $46.37 - $81.17; reported $49.50
21GLWCORNING INC1.45%Reduce -27.6%246,000$7.97M$32.4152w: $17.44 - $33.86; reported $32.41
22WRKWESTROCK CO1.43%Reduce -20.9%227,000$7.89MNo quoteNo quote
23CMCSACOMCAST CORP NEW1.41%-168,000$7.77M$46.2652w: $29.72 - $44.74; reported $46.26
24TPRTAPESTRY INC1.40%Add +5.6%495,100$7.74M$15.6352w: $10.18 - $30.40; reported $15.63
25GBXGREENBRIER COS INC1.39%Reduce -7.6%260,495$7.66MNo quoteNo quote
26CTVACORTEVA INC1.38%Add +4.5%263,960$7.61M$28.8152w: $20.38 - $32.08; reported $28.81
27UPSUNITED PARCEL SERVICE INC1.36%Reduce -27.4%45,000$7.5M$166.6252w: $82.00 - $171.98; reported $166.62
28WFCWELLS FARGO CO NEW1.34%Add +7.5%314,000$7.38M$23.5152w: $22.00 - $54.04; reported $23.51
29UHSUNIVERSAL HLTH SVCS INC1.32%Reduce -4.2%68,000$7.28M$107.0152w: $65.20 - $148.27; reported $107.01
30AAPLAPPLE INC1.30%Reduce -43.6%4:1 split62,000$7.18M$115.8152w: $53.15 - $137.98; reported $115.81
31UNHUNITEDHEALTH GROUP INC1.30%-23,000$7.17M$311.7852w: $187.72 - $324.57; reported $311.78
32WDCWESTERN DIGITAL CORP1.29%Add +46.6%195,000$7.13M$36.5552w: $20.71 - $54.42; reported $36.55
33EBAYEBAY INC1.28%Add +5.4%136,000$7.09M$52.1052w: $26.02 - $61.06; reported $52.10
34KLICKULICKE & SOFFA INDS INC1.23%Add +2.7%303,000$6.79M$22.4052w: $16.91 - $28.66; reported $22.40
35DISDISNEY WALT CO1.21%Reduce -23.5%54,000$6.7M$124.0752w: $79.07 - $148.20; reported $124.07
36DDDUPONT DE NEMOURS INC1.21%-120,000$6.66M$55.4852w: $11.85 - $27.26; reported $55.48
37FITBFIFTH THIRD BANCORP1.20%Add +7.6%310,000$6.61M$21.3252w: $11.10 - $31.02; reported $21.32
38GMGENERAL MTRS CO1.17%Reduce -10.5%218,300$6.46M$29.5952w: $14.33 - $37.38; reported $29.59
39MIDDMIDDLEBY CORP1.07%Reduce -32.7%65,500$5.88M$89.7152w: $41.73 - $128.48; reported $89.71
40PBPROSPERITY BANCSHARES INC1.04%Add +37.0%111,111$5.76M$51.8352w: $42.02 - $75.22; reported $51.83
41EFXEQUIFAX INC1.04%Add +5.8%36,500$5.73M$156.9052w: $103.01 - $181.76; reported $156.90
42AXPAMERICAN EXPRESS CO1.04%-57,000$5.71M$100.2552w: $67.00 - $138.13; reported $100.25
43MCDMCDONALDS CORP1.03%Reduce -16.1%26,000$5.71M$219.5052w: $124.23 - $226.72; reported $219.50
44ORCLORACLE CORP1.03%-95,000$5.67M$59.7152w: $39.71 - $62.60; reported $59.71
45WTWWILLIS TOWERS WATSON PUB LTD1.02%Add +42.1%27,000$5.64M$208.8152w: $143.34 - $220.97; reported $208.81
46CBRLCRACKER BARREL OLD CTRY STOR1.02%Reduce -9.3%49,000$5.62M$114.6552w: $53.61 - $170.10; reported $114.65
47TRVTRAVELERS COMPANIES INC1.01%Add +1.4%51,700$5.59M$108.1852w: $76.99 - $141.87; reported $108.18
48BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 0846707021.00%-26,000$5.54MNo quoteNo quote
49CARRCARRIER GLOBAL CORPORATION1.00%-181,000$5.53M$30.5452w: $11.50 - $31.56; reported $30.54
50USBUS BANCORP DEL0.99%-152,000$5.45M$35.8552w: $28.36 - $59.48; reported $35.85
51BAXBAXTER INTL INC0.98%Add +26.4%67,000$5.39M$80.4252w: $69.10 - $95.19; reported $80.42
52BKNGBOOKING HLDGS INC0.96%-3,100$5.3M$1710.6552w: $44.29 - $83.76; reported $1710.65
53AXTAAXALTA COATING SYS LTD0.96%Reduce -0.4%239,000$5.3M$22.1752w: $12.92 - $31.26; reported $22.17
54STSENSATA TECHNOLOGIES HLDNG P0.93%-119,277$5.15M$43.1452w: $18.25 - $54.37; reported $43.14
55JNJJOHNSON & JOHNSON0.92%Add +30.8%34,000$5.06M$148.8852w: $109.16 - $157.00; reported $148.88
56DLTRDOLLAR TREE INC0.91%Add +12.2%55,000$5.02M$91.3552w: $60.20 - $104.64; reported $91.35
57JBLUJETBLUE AIRWAYS CORP0.91%-442,700$5.02M$11.3352w: $6.61 - $21.65; reported $11.33
58DENNDENNYS CORP0.87%Add +1.5%481,453$4.82MNo quoteNo quote
59VVISA INC0.87%-24,000$4.8M$199.9652w: $133.93 - $217.35; reported $199.96
60MCOMOODYS CORP0.79%Reduce -21.1%15,000$4.35M$289.8752w: $164.19 - $305.96; reported $289.87
61LOWLOWES COS INC0.78%Reduce -13.3%26,000$4.31M$165.8552w: $60.00 - $171.72; reported $165.85
62SSNCSS&C TECHNOLOGIES HLDGS INC0.78%New71,000$4.3M$60.5252w: $29.51 - $66.74; reported $60.52
63SLBSCHLUMBERGER LTD0.77%Add +19.6%274,000$4.26M$15.5652w: $11.87 - $41.14; reported $15.56
64ADPAUTOMATIC DATA PROCESSING IN0.76%Add +66.7%30,000$4.19M$139.5052w: $103.11 - $182.32; reported $139.50
65CATCATERPILLAR INC DEL0.76%Reduce -24.3%28,000$4.18M$149.1452w: $87.50 - $156.25; reported $149.14
66DINDINEEQUITY INC0.75%Reduce -42.1%75,788$4.14M$54.5952w: $14.16 - $104.47; reported $54.59
67MAMASTERCARD INC0.74%Reduce -25.0%12,000$4.06M$338.1752w: $199.99 - $367.25; reported $338.17
68APTVAPTIV PLC0.73%Reduce -6.4%44,000$4.03M$91.6852w: $29.22 - $96.34; reported $91.68
69SEASSEAWORLD ENTMT INC0.73%Reduce -45.2%204,463$4.03MNo quoteNo quote
70EMNEASTMAN CHEM CO0.72%Reduce -38.5%51,000$3.98M$78.1252w: $34.44 - $86.32; reported $78.12
71SPGIS&P GLOBAL INC0.72%-11,000$3.97M$360.6452w: $186.06 - $379.87; reported $360.64
72IRINGERSOLL RAND INC0.72%Reduce -2.6%111,000$3.95M$35.6052w: $17.01 - $38.96; reported $35.60
73DALDELTA AIR LINES INC DEL0.70%Reduce -20.3%126,000$3.85M$30.5852w: $17.51 - $62.48; reported $30.58
74RTXRAYTHEON TECHNOLOGIES CORP0.67%Add +28.0%64,000$3.68M$57.5552w: $43.44 - $99.71; reported $57.55
75TXNTEXAS INSTRS INC0.62%Reduce -17.2%24,000$3.43M$142.7952w: $93.09 - $148.37; reported $142.79
76LFUSLITTELFUSE INC0.57%Reduce -21.6%17,600$3.12M$177.3352w: $103.63 - $196.00; reported $177.33
77MMCMARSH & MCLENNAN COS INC0.56%Reduce -20.6%27,000$3.1MNo quoteNo quote
78MSFTMICROSOFT CORP0.54%Reduce -6.6%14,200$2.99M$210.3552w: $132.52 - $232.86; reported $210.35
79ACNACCENTURE PLC IRELAND0.53%Add +62.5%13,000$2.94M$226.0052w: $137.15 - $247.82; reported $226.00
80ZBRAZEBRA TECHNOLOGIES CORP0.51%Reduce -43.4%11,100$2.8M$252.4352w: $150.06 - $295.52; reported $252.43
81ETNEATON CORP PLC0.50%Reduce -20.6%27,000$2.76M$102.0452w: $56.42 - $106.07; reported $102.04
82CMICUMMINS INC0.50%Reduce -23.5%13,000$2.75M$211.1552w: $101.03 - $217.26; reported $211.15
83SNASNAP ON INC0.48%-18,000$2.65M$147.1152w: $90.72 - $171.65; reported $147.11
84DHRDANAHER CORP DEL0.47%Reduce -33.3%12,000$2.58M$215.3352w: $106.03 - $192.05; reported $215.33
85WNCWABASH NATL CORP0.37%Reduce -16.4%172,000$2.06M$11.9652w: $6.26 - $14.95; reported $11.96
86IARTINTEGRA LIFESCIENCES HLDGS0.37%Add +19.4%43,000$2.03M$47.2152w: $34.21 - $61.72; reported $47.21
87SHYFSHYFT GROUP INC0.36%Reduce -13.6%106,312$2.01MNo quoteNo quote
88BLBDBLUE BIRD CORP0.35%Add +18.4%160,014$1.95M$12.1652w: $8.40 - $23.99; reported $12.16
89AONAON PLC0.34%-9,000$1.86M$206.3352w: $143.93 - $238.19; reported $206.33
90PBHPRESTIGE BRANDS HLDGS INC0.27%Add +10.8%41,000$1.49M$36.4152w: $27.40 - $46.12; reported $36.41
91CENTACENTRAL GARDEN & PET CO0.25%Reduce -2.6%38,000$1.37M$36.1352w: $17.33 - $32.88; reported $36.13
92HOMBHOME BANCSHARES INC0.24%Reduce -1.1%87,000$1.32M$15.1652w: $9.71 - $21.04; reported $15.16
93VSHVISHAY INTERTECHNOLOGY INC0.20%Add +56.5%72,000$1.12M$15.5752w: $11.23 - $23.25; reported $15.57
94BIGBIG LOTS INC0.20%Add +31.6%25,000$1.12MNo quoteNo quote
95LCUTLIFETIME BRANDS INC0.20%Reduce -29.5%117,000$1.11MNo quoteNo quote
96FHBFIRST HAWAIIAN INC0.19%Add +36.5%71,000$1.03M$14.4652w: $13.55 - $31.25; reported $14.46
97MLRMILLER INDS INC TENN0.19%-33,523$1.03M$30.5852w: $25.25 - $37.37; reported $30.58
98AGCOAGCO CORP0.18%Reduce -3.6%13,500$1M$74.3052w: $35.33 - $78.23; reported $74.30
99FSSFEDERAL SIGNAL CORP0.15%-29,000$848KNo quoteNo quote
100DNOWNOW INC0.14%Add +34.4%176,000$799K$4.5452w: $4.05 - $11.91; reported $4.54
101KFYKORN FERRY0.13%Add +38.9%25,000$725K$29.0052w: $21.45 - $43.99; reported $29.00
102CCRDINTELLIGENT SYS CORP NEW0.10%New13,500$526KNo quoteNo quote
103LEVILEVI STRAUSS & CO NEW0.02%New7,000$94K$13.4352w: $9.09 - $20.70; reported $13.43
107TMOTHERMO FISHER SCIENTIFIC INC-Sold0$0No quoteNo quote
106RRXREGAL-BELOIT CORP-Sold0$0No quoteNo quote
105HOLXHOLOGIC INC-Sold0$0No quoteNo quote
104CVXCHEVRON CORP NEW-Sold0$0No quoteNo quote