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

1WBAWALGREENS BOOTS ALLIANCE INC2.52%Reduce -2.4%380,500$20.02MNo quoteNo quote
2DISCKDISCOVERY COMMUNICATIONS NEW2.41%Add +51.3%661,400$19.17MNo quoteNo quote
3IVZINVESCO LTD2.11%Reduce -1.2%627,084$16.76M$26.7352w: $9.72 - $29.71; reported $26.73
4WCCWESCO INTL INC2.02%-156,000$16.04M$102.8252w: $32.04 - $113.10; reported $102.82
5EBAYEBAY INC1.89%Reduce -5.3%214,000$15.03M$70.2152w: $45.36 - $70.66; reported $70.21
6CVSCVS CAREMARK CORPORATION1.89%-180,000$15.02M$83.4452w: $55.36 - $90.61; reported $83.44
7KLICKULICKE & SOFFA INDS INC1.86%Add +1.9%241,000$14.75M$61.2052w: $20.74 - $63.69; reported $61.20
8STSENSATA TECHNOLOGIES HLDNG P1.84%Add +34.3%252,410$14.63M$57.9752w: $35.59 - $64.80; reported $57.97
9CSCOCISCO SYS INC1.67%Reduce -5.6%251,000$13.3M$53.0052w: $35.28 - $55.35; reported $53.00
10PARAVIACOMCBS INC1.56%Add +35.5%275,000$12.43MNo quoteNo quote
11CFGCITIZENS FINL GROUP INC1.54%Add +15.0%267,000$12.25M$45.8752w: $22.53 - $51.14; reported $45.87
12MHKMOHAWK INDS INC1.52%-63,000$12.11M$192.1952w: $67.79 - $231.80; reported $192.19
13DINDINEEQUITY INC1.50%Add +292.6%133,500$11.92M$89.2552w: $34.31 - $100.70; reported $89.25
14INTCINTEL CORP1.50%Add +19.8%212,000$11.9M$56.1452w: $43.61 - $68.49; reported $56.14
15BDXBECTON DICKINSON & CO1.44%-47,000$11.43M$243.1952w: $168.35 - $218.57; reported $243.19
16OMCOMNICOM GROUP INC1.41%-140,000$11.2M$79.9952w: $44.50 - $86.38; reported $79.99
17WFCWELLS FARGO CO NEW1.41%Reduce -11.8%247,000$11.19M$45.2952w: $20.76 - $48.13; reported $45.29
18JBLUJETBLUE AIRWAYS CORP1.39%Add +35.2%657,000$11.02M$16.7852w: $9.72 - $21.96; reported $16.78
19WRKWESTROCK CO1.39%Reduce -18.0%206,750$11MNo quoteNo quote
20EFXEQUIFAX INC1.36%Reduce -8.2%45,000$10.78M$239.5152w: $135.98 - $242.79; reported $239.51
21ZBHZIMMER HLDGS INC1.36%Reduce -5.6%67,000$10.78M$160.8252w: $111.70 - $175.11; reported $160.82
22JNJJOHNSON & JOHNSON1.33%-64,000$10.54M$164.7352w: $133.65 - $173.65; reported $164.73
23METAFACEBOOK INC1.31%Reduce -25.0%30,000$10.43M$347.7052w: $226.90 - $358.14; reported $347.70
24AAPLAPPLE INC1.29%Add +27.1%75,000$10.27M$136.9652w: $89.14 - $145.09; reported $136.96
25DENNDENNYS CORP1.28%Add +9.8%614,870$10.14MNo quoteNo quote
26FDXFEDEX CORP1.24%Reduce -5.7%33,000$9.85M$298.3352w: $123.82 - $257.78; reported $298.33
27DISDISNEY WALT CO1.22%Add +5.8%55,000$9.67M$175.7652w: $112.00 - $203.02; reported $175.76
28CARRCARRIER GLOBAL CORPORATION1.21%-198,000$9.62M$48.6052w: $21.87 - $49.10; reported $48.60
29CMCSACOMCAST CORP NEW1.21%-168,000$9.58M$57.0252w: $36.58 - $55.40; reported $57.02
30GLWCORNING INC1.19%-231,700$9.48M$40.9052w: $25.64 - $46.82; reported $40.90
31GNRCGENERAC HLDGS INC1.18%Reduce -17.6%22,500$9.34M$415.1652w: $120.75 - $417.49; reported $415.16
32GSGOLDMAN SACHS GROUP INC1.17%Reduce -22.2%24,500$9.3M$379.5152w: $185.52 - $393.26; reported $379.51
33USBUS BANCORP DEL1.15%Reduce -11.6%160,000$9.12M$56.9752w: $34.01 - $62.47; reported $56.97
34CTVACORTEVA INC1.12%-201,000$8.91M$44.3552w: $24.83 - $49.98; reported $44.35
35BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 0846707021.12%-32,000$8.89MNo quoteNo quote
36MDTMEDTRONIC PLC1.11%Reduce -6.6%71,000$8.81M$124.1352w: $89.22 - $132.30; reported $124.13
37KEYSKEYSIGHT TECHNOLOGIES INC1.10%Add +6.4%56,500$8.72M$154.4152w: $90.62 - $155.88; reported $154.41
38FITBFIFTH THIRD BANCORP1.07%Reduce -2.6%222,000$8.49M$38.2352w: $17.28 - $43.06; reported $38.23
39LHXL3HARRIS TECHNOLOGIES INC1.06%-39,000$8.43M$216.1552w: $158.09 - $224.60; reported $216.15
40DALDELTA AIR LINES INC DEL1.05%Add +22.1%193,000$8.35M$43.2652w: $24.38 - $52.28; reported $43.26
41CBRLCRACKER BARREL OLD CTRY STOR1.05%Add +20.3%56,000$8.31M$148.4652w: $96.16 - $178.82; reported $148.46
42WTWWILLIS TOWERS WATSON PUB LTD1.04%-36,000$8.28M$230.0352w: $179.31 - $271.87; reported $230.03
43DGXQUEST DIAGNOSTICS INC1.03%-62,000$8.18M$131.9752w: $104.10 - $142.80; reported $131.97
44UPSUNITED PARCEL SERVICE INC1.02%Reduce -13.3%39,000$8.11M$207.9752w: $113.05 - $219.59; reported $207.97
45AXTAAXALTA COATING SYS LTD0.99%Add +4.1%258,700$7.89M$30.4952w: $20.25 - $34.20; reported $30.49
46SSNCSS&C TECHNOLOGIES HLDGS INC0.99%-109,000$7.86M$72.0652w: $54.57 - $75.94; reported $72.06
47GOOGALPHABET INC0.98%Reduce -16.2%3,100$7.77M$2506.4552w: $70.33 - $127.80; reported $2506.45
48SLBSCHLUMBERGER LTD0.96%Reduce -2.5%239,000$7.65M$32.0152w: $13.70 - $36.87; reported $32.01
49TRVTRAVELERS COMPANIES INC0.96%Add +15.9%51,000$7.64M$149.7152w: $105.67 - $162.71; reported $149.71
50GMGENERAL MTRS CO0.96%-129,000$7.63M$59.1752w: $23.33 - $64.30; reported $59.17
51JLLJONES LANG LASALLE INC0.96%Add +14.7%39,000$7.62M$195.4652w: $87.67 - $212.95; reported $195.46
52DLTRDOLLAR TREE INC0.95%Add +4.1%76,000$7.56M$99.5052w: $84.41 - $120.37; reported $99.50
53UNHUNITEDHEALTH GROUP INC0.93%Reduce -15.9%18,500$7.41M$400.4352w: $287.10 - $425.98; reported $400.43
54TKRTIMKEN CO0.93%New91,500$7.37M$80.5952w: $43.23 - $92.39; reported $80.59
55PBPROSPERITY BANCSHARES INC0.89%-98,211$7.05M$71.8052w: $48.80 - $83.02; reported $71.80
56LKQLKQ CORP0.87%-141,101$6.95M$49.2252w: $24.96 - $51.68; reported $49.22
57WDCWESTERN DIGITAL CORP0.84%-94,000$6.69M$71.1752w: $25.34 - $59.10; reported $71.17
58BAXBAXTER INTL INC0.83%-82,000$6.6M$80.5052w: $74.79 - $91.45; reported $80.50
59RTXRAYTHEON TECHNOLOGIES CORP0.83%-77,000$6.57M$85.3152w: $51.92 - $89.98; reported $85.31
60HOLXHOLOGIC INC0.80%New95,000$6.34M$66.7252w: $55.80 - $85.00; reported $66.72
61KMBKIMBERLY CLARK CORP0.79%Add +11.9%47,000$6.29M$133.7952w: $128.02 - $160.16; reported $133.79
62CBRECBRE GROUP INC0.78%-72,000$6.17M$85.7452w: $41.03 - $90.21; reported $85.74
63CMICUMMINS INC0.74%Add +103.4%24,000$5.85M$243.7952w: $170.75 - $277.09; reported $243.79
64ADPAUTOMATIC DATA PROCESSING IN0.73%Reduce -3.3%29,000$5.76M$198.6252w: $127.31 - $200.51; reported $198.62
65SWKSTANLEY BLACK & DECKER INC0.72%Add +225.6%28,000$5.74M$205.0052w: $134.94 - $225.00; reported $205.00
66MSFTMICROSOFT CORP0.72%Reduce -8.7%21,000$5.69M$270.9052w: $196.25 - $271.65; reported $270.90
67AXPAMERICAN EXPRESS CO0.71%Reduce -5.6%34,000$5.62M$165.2452w: $89.11 - $170.41; reported $165.24
68MCOMOODYS CORP0.71%Reduce -16.2%15,500$5.62M$362.3952w: $253.17 - $367.95; reported $362.39
69MCDMCDONALDS CORP0.70%Reduce -4.0%24,000$5.54M$231.0052w: $182.62 - $238.18; reported $231.00
70SPGIS&P GLOBAL INC0.70%Reduce -20.6%13,500$5.54M$410.4452w: $303.50 - $414.77; reported $410.44
71REYNREYNOLDS CONSUMER PRODS INC0.70%New182,000$5.52M$30.3552w: $27.27 - $35.73; reported $30.35
72PBHPRESTIGE BRANDS HLDGS INC0.70%Reduce -1.9%106,000$5.52M$52.1052w: $32.20 - $53.17; reported $52.10
73UHSUNIVERSAL HLTH SVCS INC0.68%Reduce -22.9%37,000$5.42M$146.4352w: $86.67 - $162.51; reported $146.43
74ORCLORACLE CORP0.67%Reduce -28.4%68,000$5.29M$77.8452w: $53.66 - $85.03; reported $77.84
75LOWLOWES COS INC0.66%Reduce -25.0%27,000$5.24M$193.9652w: $134.05 - $215.22; reported $193.96
76BKNGBOOKING HLDGS INC0.62%-2,250$4.92M$2188.0052w: $63.56 - $100.64; reported $2188.00
77WGOWINNEBAGO INDS INC0.61%New71,000$4.83M$67.9652w: $44.33 - $87.53; reported $67.96
78SHYFSHYFT GROUP INC0.57%Add +31.9%120,000$4.49MNo quoteNo quote
79VVISA INC0.56%Reduce -9.5%19,000$4.44M$233.8452w: $179.23 - $238.48; reported $233.84
80KDPKEURIG DR PEPPER INC0.55%-124,000$4.37M$35.2452w: $26.67 - $37.11; reported $35.24
81ACNACCENTURE PLC IRELAND0.54%-14,500$4.27M$294.7652w: $210.42 - $297.80; reported $294.76
82CENTACENTRAL GARDEN & PET CO0.54%-88,000$4.25M$48.3052w: $26.26 - $44.66; reported $48.30
83TXNTEXAS INSTRS INC0.48%-20,000$3.85M$192.3052w: $124.67 - $197.58; reported $192.30
84LUVSOUTHWEST AIRLS CO0.48%New72,000$3.82M$53.0852w: $30.24 - $64.75; reported $53.08
85MMCMARSH & MCLENNAN COS INC0.48%-27,000$3.8MNo quoteNo quote
86BLBDBLUE BIRD CORP0.47%Reduce -1.3%150,000$3.73M$24.8652w: $11.04 - $28.90; reported $24.86
87EMNEASTMAN CHEM CO0.46%-31,000$3.62M$116.7452w: $67.69 - $130.47; reported $116.74
88GTESGATES INDUSTRIAL CORPRATIN P0.46%Add +53.9%200,000$3.61M$18.0752w: $9.60 - $18.94; reported $18.07
89CCRDINTELLIGENT SYS CORP NEW0.45%Add +34.1%114,000$3.59MNo quoteNo quote
90WNCWABASH NATL CORP0.44%Add +28.8%219,000$3.5M$16.0052w: $9.84 - $20.55; reported $16.00
91TPRTAPESTRY INC0.44%Reduce -44.8%80,000$3.48M$43.4852w: $12.16 - $49.67; reported $43.48
92HOMBHOME BANCSHARES INC0.40%Add +12.2%129,000$3.18M$24.6852w: $13.91 - $29.76; reported $24.68
93IARTINTEGRA LIFESCIENCES HLDGS0.40%-46,000$3.14M$68.2452w: $42.12 - $77.40; reported $68.24
94VSHVISHAY INTERTECHNOLOGY INC0.38%Add +87.5%135,000$3.04M$22.5552w: $14.50 - $26.50; reported $22.55
95JOUTJOHNSON OUTDOORS INC0.37%Add +100.0%24,000$2.9M$121.0052w: $78.93 - $154.18; reported $121.00
96MAMASTERCARD INC0.34%Reduce -16.7%7,500$2.74M$365.0752w: $281.20 - $401.50; reported $365.07
97LCUTLIFETIME BRANDS INC0.32%Add +6.2%171,000$2.56MNo quoteNo quote
98BIGBIG LOTS INC0.31%-37,000$2.44MNo quoteNo quote
99FHBFIRST HAWAIIAN INC0.27%-77,000$2.18M$28.3452w: $14.15 - $30.80; reported $28.34
100AONAON PLC0.27%-9,000$2.15M$238.7852w: $179.52 - $260.97; reported $238.78
101MLRMILLER INDS INC TENN0.21%-43,000$1.7M$39.4452w: $27.38 - $47.57; reported $39.44
102KTBKONTOOR BRANDS INC0.21%New30,000$1.69M$56.4052w: $15.17 - $69.16; reported $56.40
103FSSFEDERAL SIGNAL CORP0.21%-42,000$1.69MNo quoteNo quote
104KFYKORN FERRY0.20%Reduce -12.0%22,000$1.6M$72.5552w: $26.14 - $74.83; reported $72.55
105GHMGRAHAM CORP0.20%New113,910$1.57M$13.7652w: $11.88 - $17.44; reported $13.76
106BRCBRADY CORP0.19%-27,000$1.51M$56.0452w: $37.47 - $61.76; reported $56.04
107UFPTUFP TECHNOLOGIES INC0.09%-12,300$706KNo quoteNo quote