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 109 rows. Rows without a quote are marked unavailable.
| 1 | DISCK | DISCOVERY COMMUNICATIONS NEW | 2.25% | Add +14.3% | 756,000 | $18.35M | No quote | No quote |
| 2 | WBA | WALGREENS BOOTS ALLIANCE INC | 2.19% | - | 380,500 | $17.9M | No quote | No quote |
| 3 | IVZ | INVESCO LTD | 1.99% | Add +7.6% | 674,500 | $16.26M | $24.11 | |
| 4 | CVS | CVS CAREMARK CORPORATION | 1.84% | Reduce -1.7% | 177,000 | $15.02M | $84.86 | |
| 5 | WCC | WESCO INTL INC | 1.82% | Reduce -17.3% | 129,000 | $14.88M | $115.32 | |
| 6 | ZBH | ZIMMER HLDGS INC | 1.79% | Add +49.3% | 100,000 | $14.64M | $146.36 | |
| 7 | ST | SENSATA TECHNOLOGIES HLDNG P | 1.67% | Reduce -1.1% | 249,510 | $13.65M | $54.72 | |
| 8 | DIN | DINEEQUITY INC | 1.63% | Add +22.9% | 164,000 | $13.32M | $81.21 | |
| 9 | MHK | MOHAWK INDS INC | 1.57% | Add +14.4% | 72,050 | $12.78M | $177.40 | |
| 10 | DENN | DENNYS CORP | 1.54% | Add +24.7% | 767,000 | $12.53M | No quote | No quote |
| 11 | CFG | CITIZENS FINL GROUP INC | 1.53% | Reduce -0.8% | 264,950 | $12.45M | $46.98 | |
| 12 | CSCO | CISCO SYS INC | 1.50% | Reduce -10.4% | 225,000 | $12.25M | $54.43 | |
| 13 | BDX | BECTON DICKINSON & CO | 1.48% | Add +4.3% | 49,000 | $12.05M | $245.82 | |
| 14 | INTC | INTEL CORP | 1.44% | Add +4.3% | 221,000 | $11.78M | $53.28 | |
| 15 | PARA | VIACOMCBS INC | 1.44% | Add +8.0% | 297,000 | $11.73M | No quote | No quote |
| 16 | WRK | WESTROCK CO | 1.44% | Add +13.8% | 235,250 | $11.72M | No quote | No quote |
| 17 | JBLU | JETBLUE AIRWAYS CORP | 1.43% | Add +16.3% | 764,000 | $11.68M | $15.29 | |
| 18 | OMC | OMNICOM GROUP INC | 1.41% | Add +13.6% | 159,000 | $11.52M | $72.46 | |
| 19 | FDX | FEDEX CORP | 1.40% | Add +57.6% | 52,000 | $11.4M | $219.29 | |
| 20 | JLL | JONES LANG LASALLE INC | 1.36% | Add +14.6% | 44,700 | $11.09M | $248.10 | |
| 21 | CTVA | CORTEVA INC | 1.35% | Add +30.4% | 262,000 | $11.03M | $42.08 | |
| 22 | KLIC | KULICKE & SOFFA INDS INC | 1.30% | Reduce -24.5% | 182,000 | $10.61M | $58.28 | |
| 23 | WTW | WILLIS TOWERS WATSON PUB LTD | 1.28% | Add +25.0% | 45,000 | $10.46M | $232.47 | |
| 24 | DAL | DELTA AIR LINES INC DEL | 1.27% | Add +26.4% | 244,000 | $10.4M | $42.61 | |
| 25 | JNJ | JOHNSON & JOHNSON | 1.27% | - | 64,000 | $10.34M | $161.50 | |
| 26 | GM | GENERAL MTRS CO | 1.26% | Add +51.2% | 195,000 | $10.28M | $52.71 | |
| 27 | BAX | BAXTER INTL INC | 1.25% | Add +54.9% | 127,000 | $10.22M | $80.43 | |
| 28 | EBAY | EBAY INC | 1.25% | Reduce -31.8% | 146,000 | $10.17M | $69.67 | |
| 29 | WFC | WELLS FARGO CO NEW | 1.24% | Reduce -11.7% | 218,000 | $10.12M | $46.41 | |
| 30 | GLW | CORNING INC | 1.20% | Add +16.1% | 269,034 | $9.82M | $36.49 | |
| 31 | CBRL | CRACKER BARREL OLD CTRY STOR | 1.19% | Add +23.6% | 69,200 | $9.68M | $139.84 | |
| 32 | USB | US BANCORP DEL | 1.17% | - | 160,000 | $9.51M | $59.44 | |
| 33 | META | FACEBOOK INC | 1.16% | Reduce -6.7% | 28,000 | $9.5M | $339.39 | |
| 34 | AAPL | APPLE INC | 1.16% | Reduce -10.7% | 67,000 | $9.48M | $141.51 | |
| 35 | CMCSA | COMCAST CORP NEW | 1.15% | - | 168,000 | $9.4M | $55.93 | |
| 36 | DIS | DISNEY WALT CO | 1.14% | - | 55,000 | $9.3M | $169.16 | |
| 37 | SWK | STANLEY BLACK & DECKER INC | 1.14% | Add +89.3% | 53,000 | $9.29M | $175.30 | |
| 38 | UPS | UNITED PARCEL SERVICE INC | 1.14% | Add +30.8% | 51,000 | $9.29M | $182.10 | |
| 39 | GS | GOLDMAN SACHS GROUP INC | 1.13% | - | 24,500 | $9.26M | $378.04 | |
| 40 | FITB | FIFTH THIRD BANCORP | 1.11% | Reduce -3.6% | 214,000 | $9.08M | $42.44 | |
| 41 | SSNC | SS&C TECHNOLOGIES HLDGS INC | 1.10% | Add +18.4% | 129,000 | $8.95M | $69.40 | |
| 42 | DLTR | DOLLAR TREE INC | 1.08% | Add +21.1% | 92,000 | $8.81M | $95.72 | |
| 43 | EFX | EQUIFAX INC | 1.07% | Reduce -23.3% | 34,500 | $8.74M | $253.42 | |
| 44 | BRK/B | BERKSHIRE HATHAWAY INC DELCUSIP 084670702 | 1.07% | - | 32,000 | $8.73M | No quote | No quote |
| 45 | DGX | QUEST DIAGNOSTICS INC | 1.07% | Reduce -3.2% | 60,000 | $8.72M | $145.32 | |
| 46 | AXTA | AXALTA COATING SYS LTD | 1.05% | Add +13.4% | 293,500 | $8.57M | $29.19 | |
| 47 | MDT | MEDTRONIC PLC | 1.04% | Reduce -4.2% | 68,000 | $8.52M | $125.35 | |
| 48 | SLB | SCHLUMBERGER LTD | 1.04% | Add +20.1% | 287,000 | $8.51M | $29.64 | |
| 49 | GNRC | GENERAC HLDGS INC | 1.04% | Reduce -7.8% | 20,750 | $8.48M | $408.67 | |
| 50 | REYN | REYNOLDS CONSUMER PRODS INC | 1.00% | Add +63.4% | 297,400 | $8.13M | $27.34 | |
| 51 | LHX | L3HARRIS TECHNOLOGIES INC | 0.97% | Reduce -7.7% | 36,000 | $7.93M | $220.25 | |
| 52 | RTX | RAYTHEON TECHNOLOGIES CORP | 0.97% | Add +19.5% | 92,000 | $7.91M | $85.96 | |
| 53 | CARR | CARRIER GLOBAL CORPORATION | 0.96% | Reduce -23.2% | 152,000 | $7.87M | $51.76 | |
| 54 | TRV | TRAVELERS COMPANIES INC | 0.95% | - | 51,000 | $7.75M | $152.02 | |
| 55 | TPR | TAPESTRY INC | 0.95% | Add +161.1% | 208,850 | $7.73M | $37.02 | |
| 56 | TKR | TIMKEN CO | 0.94% | Add +28.0% | 117,100 | $7.66M | $65.42 | |
| 57 | EMN | EASTMAN CHEM CO | 0.94% | Add +145.2% | 76,000 | $7.66M | $100.74 | |
| 58 | LKQ | LKQ CORP | 0.93% | Add +7.0% | 151,000 | $7.6M | $50.32 | |
| 59 | PB | PROSPERITY BANCSHARES INC | 0.91% | Add +6.4% | 104,500 | $7.43M | $71.13 | |
| 60 | CMI | CUMMINS INC | 0.91% | Add +37.5% | 33,000 | $7.41M | $224.55 | |
| 61 | WGO | WINNEBAGO INDS INC | 0.88% | Add +40.1% | 99,450 | $7.21M | $72.45 | |
| 62 | CBRE | CBRE GROUP INC | 0.86% | - | 72,000 | $7.01M | $97.36 | |
| 63 | UNH | UNITEDHEALTH GROUP INC | 0.84% | Reduce -5.4% | 17,500 | $6.84M | $390.74 | |
| 64 | BKNG | BOOKING HLDGS INC | 0.79% | Add +21.1% | 2,725 | $6.47M | $2373.95 | |
| 65 | GOOG | ALPHABET INC | 0.78% | Reduce -22.6% | 2,400 | $6.4M | $2665.42 | |
| 66 | KMB | KIMBERLY CLARK CORP | 0.76% | - | 47,000 | $6.23M | $132.45 | |
| 67 | MCD | MCDONALDS CORP | 0.71% | - | 24,000 | $5.79M | $241.13 | |
| 68 | HOLX | HOLOGIC INC | 0.69% | Reduce -20.2% | 75,810 | $5.6M | $73.82 | |
| 69 | AXP | AMERICAN EXPRESS CO | 0.68% | Reduce -2.9% | 33,000 | $5.53M | $167.52 | |
| 70 | SPGI | S&P GLOBAL INC | 0.68% | Reduce -3.7% | 13,000 | $5.52M | $424.92 | |
| 71 | ORCL | ORACLE CORP | 0.67% | Reduce -7.3% | 63,000 | $5.49M | $87.13 | |
| 72 | LOW | LOWES COS INC | 0.67% | - | 27,000 | $5.48M | $202.85 | |
| 73 | MSFT | MICROSOFT CORP | 0.66% | Reduce -9.5% | 19,000 | $5.36M | $281.89 | |
| 74 | WDC | WESTERN DIGITAL CORP | 0.65% | - | 94,000 | $5.31M | $56.44 | |
| 75 | ADP | AUTOMATIC DATA PROCESSING IN | 0.65% | Reduce -8.6% | 26,500 | $5.3M | $199.92 | |
| 76 | MCO | MOODYS CORP | 0.63% | Reduce -6.5% | 14,500 | $5.15M | $355.10 | |
| 77 | UHS | UNIVERSAL HLTH SVCS INC | 0.63% | - | 37,000 | $5.12M | $138.38 | |
| 78 | PBH | PRESTIGE BRANDS HLDGS INC | 0.59% | Reduce -18.9% | 86,000 | $4.83M | $56.10 | |
| 79 | KDP | KEURIG DR PEPPER INC | 0.52% | - | 124,000 | $4.24M | $34.16 | |
| 80 | LUV | SOUTHWEST AIRLS CO | 0.51% | Add +12.5% | 81,000 | $4.17M | $51.43 | |
| 81 | MMC | MARSH & MCLENNAN COS INC | 0.50% | - | 27,000 | $4.09M | No quote | No quote |
| 82 | CENTA | CENTRAL GARDEN & PET CO | 0.50% | Add +6.9% | 94,100 | $4.05M | $43.00 | |
| 83 | BLBD | BLUE BIRD CORP | 0.48% | Add +26.3% | 189,395 | $3.95M | $20.86 | |
| 84 | TXN | TEXAS INSTRS INC | 0.47% | - | 20,000 | $3.84M | $192.20 | |
| 85 | CCRD | INTELLIGENT SYS CORP NEW | 0.46% | Reduce -19.3% | 92,000 | $3.74M | No quote | No quote |
| 86 | WNC | WABASH NATL CORP | 0.45% | Add +11.6% | 244,500 | $3.7M | $15.13 | |
| 87 | KEYS | KEYSIGHT TECHNOLOGIES INC | 0.44% | Reduce -61.1% | 22,000 | $3.61M | $164.27 | |
| 88 | SHYF | SHYFT GROUP INC | 0.41% | Reduce -25.8% | 89,000 | $3.38M | No quote | No quote |
| 89 | V | VISA INC | 0.41% | Reduce -21.1% | 15,000 | $3.34M | $222.73 | |
| 90 | GTES | GATES INDUSTRIAL CORPRATIN P | 0.40% | - | 200,000 | $3.25M | $16.27 | |
| 91 | HOMB | HOME BANCSHARES INC | 0.38% | Add +2.3% | 132,000 | $3.11M | $23.53 | |
| 92 | JOUT | JOHNSON OUTDOORS INC | 0.36% | Add +14.1% | 27,389 | $2.9M | $105.81 | |
| 93 | LCUT | LIFETIME BRANDS INC | 0.35% | Reduce -7.3% | 158,425 | $2.88M | No quote | No quote |
| 94 | VSH | VISHAY INTERTECHNOLOGY INC | 0.35% | Add +5.2% | 142,000 | $2.85M | $20.09 | |
| 95 | IART | INTEGRA LIFESCIENCES HLDGS | 0.34% | Reduce -10.9% | 41,000 | $2.81M | $68.49 | |
| 96 | MA | MASTERCARD INC | 0.32% | - | 7,500 | $2.61M | $347.73 | |
| 97 | AON | AON PLC | 0.32% | - | 9,000 | $2.57M | $285.78 | |
| 98 | BIG | BIG LOTS INC | 0.31% | Add +59.5% | 59,000 | $2.56M | No quote | No quote |
| 99 | HRL | HORMEL FOODS CORP | 0.31% | New | 62,000 | $2.54M | $41.00 | |
| 100 | KTB | KONTOOR BRANDS INC | 0.27% | Add +46.7% | 44,000 | $2.2M | $49.95 | |
| 101 | FHB | FIRST HAWAIIAN INC | 0.26% | Reduce -4.7% | 73,400 | $2.15M | $29.35 | |
| 102 | GHM | GRAHAM CORP | 0.20% | Add +18.2% | 134,610 | $1.67M | $12.40 | |
| 103 | MLR | MILLER INDS INC TENN | 0.20% | Add +13.0% | 48,600 | $1.65M | $34.03 | |
| 105 | FSS | FEDERAL SIGNAL CORP | 0.20% | - | 42,000 | $1.62M | No quote | No quote |
| 104 | BRC | BRADY CORP | 0.20% | Add +18.5% | 32,000 | $1.62M | $50.69 | |
| 106 | NLS | NAUTILUS INC | 0.19% | New | 170,000 | $1.58M | No quote | No quote |
| 107 | KFY | KORN FERRY | 0.16% | Reduce -18.2% | 18,000 | $1.3M | $72.33 | |
| 108 | UFPT | UFP TECHNOLOGIES INC | 0.03% | Reduce -67.5% | 4,000 | $246K | No quote | No quote |
| 109 | ACN | ACCENTURE PLC IRELAND | - | Sold | 0 | $0 | No quote | No quote |