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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 109 rows. Rows without a quote are marked unavailable.

1DISCKDISCOVERY COMMUNICATIONS NEW2.25%Add +14.3%756,000$18.35MNo quoteNo quote
2WBAWALGREENS BOOTS ALLIANCE INC2.19%-380,500$17.9MNo quoteNo quote
3IVZINVESCO LTD1.99%Add +7.6%674,500$16.26M$24.1152w: $11.17 - $29.71; reported $24.11
4CVSCVS CAREMARK CORPORATION1.84%Reduce -1.7%177,000$15.02M$84.8652w: $55.36 - $90.61; reported $84.86
5WCCWESCO INTL INC1.82%Reduce -17.3%129,000$14.88M$115.3252w: $39.45 - $121.19; reported $115.32
6ZBHZIMMER HLDGS INC1.79%Add +49.3%100,000$14.64M$146.3652w: $126.26 - $175.11; reported $146.36
7STSENSATA TECHNOLOGIES HLDNG P1.67%Reduce -1.1%249,510$13.65M$54.7252w: $42.52 - $64.80; reported $54.72
8DINDINEEQUITY INC1.63%Add +22.9%164,000$13.32M$81.2152w: $49.37 - $100.70; reported $81.21
9MHKMOHAWK INDS INC1.57%Add +14.4%72,050$12.78M$177.4052w: $90.98 - $231.80; reported $177.40
10DENNDENNYS CORP1.54%Add +24.7%767,000$12.53MNo quoteNo quote
11CFGCITIZENS FINL GROUP INC1.53%Reduce -0.8%264,950$12.45M$46.9852w: $24.80 - $51.14; reported $46.98
12CSCOCISCO SYS INC1.50%Reduce -10.4%225,000$12.25M$54.4352w: $35.28 - $60.27; reported $54.43
13BDXBECTON DICKINSON & CO1.48%Add +4.3%49,000$12.05M$245.8252w: $173.45 - $205.07; reported $245.82
14INTCINTEL CORP1.44%Add +4.3%221,000$11.78M$53.2852w: $43.61 - $68.49; reported $53.28
15PARAVIACOMCBS INC1.44%Add +8.0%297,000$11.73MNo quoteNo quote
16WRKWESTROCK CO1.44%Add +13.8%235,250$11.72MNo quoteNo quote
17JBLUJETBLUE AIRWAYS CORP1.43%Add +16.3%764,000$11.68M$15.2952w: $10.95 - $21.96; reported $15.29
18OMCOMNICOM GROUP INC1.41%Add +13.6%159,000$11.52M$72.4652w: $44.50 - $86.38; reported $72.46
19FDXFEDEX CORP1.40%Add +57.6%52,000$11.4M$219.2952w: $176.49 - $257.78; reported $219.29
20JLLJONES LANG LASALLE INC1.36%Add +14.6%44,700$11.09M$248.1052w: $93.91 - $253.93; reported $248.10
21CTVACORTEVA INC1.35%Add +30.4%262,000$11.03M$42.0852w: $28.29 - $49.98; reported $42.08
22KLICKULICKE & SOFFA INDS INC1.30%Reduce -24.5%182,000$10.61M$58.2852w: $21.87 - $75.29; reported $58.28
23WTWWILLIS TOWERS WATSON PUB LTD1.28%Add +25.0%45,000$10.46M$232.4752w: $179.31 - $271.87; reported $232.47
24DALDELTA AIR LINES INC DEL1.27%Add +26.4%244,000$10.4M$42.6152w: $28.74 - $52.28; reported $42.61
25JNJJOHNSON & JOHNSON1.27%-64,000$10.34M$161.5052w: $133.65 - $179.92; reported $161.50
26GMGENERAL MTRS CO1.26%Add +51.2%195,000$10.28M$52.7152w: $29.15 - $64.30; reported $52.71
27BAXBAXTER INTL INC1.25%Add +54.9%127,000$10.22M$80.4352w: $73.12 - $88.32; reported $80.43
28EBAYEBAY INC1.25%Reduce -31.8%146,000$10.17M$69.6752w: $45.36 - $77.83; reported $69.67
29WFCWELLS FARGO CO NEW1.24%Reduce -11.7%218,000$10.12M$46.4152w: $20.76 - $51.41; reported $46.41
30GLWCORNING INC1.20%Add +16.1%269,034$9.82M$36.4952w: $31.28 - $46.82; reported $36.49
31CBRLCRACKER BARREL OLD CTRY STOR1.19%Add +23.6%69,200$9.68M$139.8452w: $106.92 - $178.82; reported $139.84
32USBUS BANCORP DEL1.17%-160,000$9.51M$59.4452w: $35.25 - $62.47; reported $59.44
33METAFACEBOOK INC1.16%Reduce -6.7%28,000$9.5M$339.3952w: $244.61 - $384.33; reported $339.39
34AAPLAPPLE INC1.16%Reduce -10.7%67,000$9.48M$141.5152w: $107.32 - $157.26; reported $141.51
35CMCSACOMCAST CORP NEW1.15%-168,000$9.4M$55.9352w: $38.40 - $57.92; reported $55.93
36DISDISNEY WALT CO1.14%-55,000$9.3M$169.1652w: $117.23 - $203.02; reported $169.16
37SWKSTANLEY BLACK & DECKER INC1.14%Add +89.3%53,000$9.29M$175.3052w: $158.92 - $225.00; reported $175.30
38UPSUNITED PARCEL SERVICE INC1.14%Add +30.8%51,000$9.29M$182.1052w: $154.76 - $219.59; reported $182.10
39GSGOLDMAN SACHS GROUP INC1.13%-24,500$9.26M$378.0452w: $185.52 - $420.76; reported $378.04
40FITBFIFTH THIRD BANCORP1.11%Reduce -3.6%214,000$9.08M$42.4452w: $20.52 - $44.18; reported $42.44
41SSNCSS&C TECHNOLOGIES HLDGS INC1.10%Add +18.4%129,000$8.95M$69.4052w: $58.40 - $79.71; reported $69.40
42DLTRDOLLAR TREE INC1.08%Add +21.1%92,000$8.81M$95.7252w: $84.26 - $120.37; reported $95.72
43EFXEQUIFAX INC1.07%Reduce -23.3%34,500$8.74M$253.4252w: $135.98 - $279.59; reported $253.42
44BRK/BBERKSHIRE HATHAWAY INC DELCUSIP 0846707021.07%-32,000$8.73MNo quoteNo quote
45DGXQUEST DIAGNOSTICS INC1.07%Reduce -3.2%60,000$8.72M$145.3252w: $109.50 - $160.56; reported $145.32
46AXTAAXALTA COATING SYS LTD1.05%Add +13.4%293,500$8.57M$29.1952w: $22.31 - $34.20; reported $29.19
47MDTMEDTRONIC PLC1.04%Reduce -4.2%68,000$8.52M$125.3552w: $98.94 - $135.89; reported $125.35
48SLBSCHLUMBERGER LTD1.04%Add +20.1%287,000$8.51M$29.6452w: $13.70 - $36.87; reported $29.64
49GNRCGENERAC HLDGS INC1.04%Reduce -7.8%20,750$8.48M$408.6752w: $190.10 - $466.92; reported $408.67
50REYNREYNOLDS CONSUMER PRODS INC1.00%Add +63.4%297,400$8.13M$27.3452w: $26.50 - $32.19; reported $27.34
51LHXL3HARRIS TECHNOLOGIES INC0.97%Reduce -7.7%36,000$7.93M$220.2552w: $158.09 - $235.10; reported $220.25
52RTXRAYTHEON TECHNOLOGIES CORP0.97%Add +19.5%92,000$7.91M$85.9652w: $51.92 - $89.98; reported $85.96
53CARRCARRIER GLOBAL CORPORATION0.96%Reduce -23.2%152,000$7.87M$51.7652w: $30.26 - $58.89; reported $51.76
54TRVTRAVELERS COMPANIES INC0.95%-51,000$7.75M$152.0252w: $106.26 - $163.29; reported $152.02
55TPRTAPESTRY INC0.95%Add +161.1%208,850$7.73M$37.0252w: $15.23 - $49.67; reported $37.02
56TKRTIMKEN CO0.94%Add +28.0%117,100$7.66M$65.4252w: $52.71 - $92.39; reported $65.42
57EMNEASTMAN CHEM CO0.94%Add +145.2%76,000$7.66M$100.7452w: $74.84 - $130.47; reported $100.74
58LKQLKQ CORP0.93%Add +7.0%151,000$7.6M$50.3252w: $27.28 - $53.17; reported $50.32
59PBPROSPERITY BANCSHARES INC0.91%Add +6.4%104,500$7.43M$71.1352w: $50.43 - $83.02; reported $71.13
60CMICUMMINS INC0.91%Add +37.5%33,000$7.41M$224.5552w: $203.51 - $277.09; reported $224.55
61WGOWINNEBAGO INDS INC0.88%Add +40.1%99,450$7.21M$72.4552w: $44.33 - $87.53; reported $72.45
62CBRECBRE GROUP INC0.86%-72,000$7.01M$97.3652w: $43.17 - $99.73; reported $97.36
63UNHUNITEDHEALTH GROUP INC0.84%Reduce -5.4%17,500$6.84M$390.7452w: $299.60 - $431.36; reported $390.74
64BKNGBOOKING HLDGS INC0.79%Add +21.1%2,725$6.47M$2373.9552w: $63.56 - $101.60; reported $2373.95
65GOOGALPHABET INC0.78%Reduce -22.6%2,400$6.4M$2665.4252w: $71.80 - $146.82; reported $2665.42
66KMBKIMBERLY CLARK CORP0.76%-47,000$6.23M$132.4552w: $128.02 - $155.45; reported $132.45
67MCDMCDONALDS CORP0.71%-24,000$5.79M$241.1352w: $202.73 - $248.90; reported $241.13
68HOLXHOLOGIC INC0.69%Reduce -20.2%75,810$5.6M$73.8252w: $60.10 - $85.00; reported $73.82
69AXPAMERICAN EXPRESS CO0.68%Reduce -2.9%33,000$5.53M$167.5252w: $89.11 - $179.67; reported $167.52
70SPGIS&P GLOBAL INC0.68%Reduce -3.7%13,000$5.52M$424.9252w: $303.50 - $456.63; reported $424.92
71ORCLORACLE CORP0.67%Reduce -7.3%63,000$5.49M$87.1352w: $55.14 - $92.27; reported $87.13
72LOWLOWES COS INC0.67%-27,000$5.48M$202.8552w: $146.72 - $215.22; reported $202.85
73MSFTMICROSOFT CORP0.66%Reduce -9.5%19,000$5.36M$281.8952w: $199.62 - $305.84; reported $281.89
74WDCWESTERN DIGITAL CORP0.65%-94,000$5.31M$56.4452w: $26.67 - $59.10; reported $56.44
75ADPAUTOMATIC DATA PROCESSING IN0.65%Reduce -8.6%26,500$5.3M$199.9252w: $135.11 - $217.15; reported $199.92
76MCOMOODYS CORP0.63%Reduce -6.5%14,500$5.15M$355.1052w: $253.17 - $388.81; reported $355.10
77UHSUNIVERSAL HLTH SVCS INC0.63%-37,000$5.12M$138.3852w: $103.35 - $165.00; reported $138.38
78PBHPRESTIGE BRANDS HLDGS INC0.59%Reduce -18.9%86,000$4.83M$56.1052w: $32.20 - $60.57; reported $56.10
79KDPKEURIG DR PEPPER INC0.52%-124,000$4.24M$34.1652w: $26.67 - $37.11; reported $34.16
80LUVSOUTHWEST AIRLS CO0.51%Add +12.5%81,000$4.17M$51.4352w: $36.05 - $64.75; reported $51.43
81MMCMARSH & MCLENNAN COS INC0.50%-27,000$4.09MNo quoteNo quote
82CENTACENTRAL GARDEN & PET CO0.50%Add +6.9%94,100$4.05M$43.0052w: $27.37 - $44.66; reported $43.00
83BLBDBLUE BIRD CORP0.48%Add +26.3%189,395$3.95M$20.8652w: $11.25 - $28.90; reported $20.86
84TXNTEXAS INSTRS INC0.47%-20,000$3.84M$192.2052w: $140.84 - $200.92; reported $192.20
85CCRDINTELLIGENT SYS CORP NEW0.46%Reduce -19.3%92,000$3.74MNo quoteNo quote
86WNCWABASH NATL CORP0.45%Add +11.6%244,500$3.7M$15.1352w: $11.57 - $20.55; reported $15.13
87KEYSKEYSIGHT TECHNOLOGIES INC0.44%Reduce -61.1%22,000$3.61M$164.2752w: $95.48 - $182.49; reported $164.27
88SHYFSHYFT GROUP INC0.41%Reduce -25.8%89,000$3.38MNo quoteNo quote
89VVISA INC0.41%Reduce -21.1%15,000$3.34M$222.7352w: $179.23 - $252.67; reported $222.73
90GTESGATES INDUSTRIAL CORPRATIN P0.40%-200,000$3.25M$16.2752w: $10.66 - $18.94; reported $16.27
91HOMBHOME BANCSHARES INC0.38%Add +2.3%132,000$3.11M$23.5352w: $15.02 - $29.76; reported $23.53
92JOUTJOHNSON OUTDOORS INC0.36%Add +14.1%27,389$2.9M$105.8152w: $81.06 - $154.18; reported $105.81
93LCUTLIFETIME BRANDS INC0.35%Reduce -7.3%158,425$2.88MNo quoteNo quote
94VSHVISHAY INTERTECHNOLOGY INC0.35%Add +5.2%142,000$2.85M$20.0952w: $15.46 - $26.50; reported $20.09
95IARTINTEGRA LIFESCIENCES HLDGS0.34%Reduce -10.9%41,000$2.81M$68.4952w: $42.12 - $77.40; reported $68.49
96MAMASTERCARD INC0.32%-7,500$2.61M$347.7352w: $281.20 - $401.50; reported $347.73
97AONAON PLC0.32%-9,000$2.57M$285.7852w: $179.52 - $302.33; reported $285.78
98BIGBIG LOTS INC0.31%Add +59.5%59,000$2.56MNo quoteNo quote
99HRLHORMEL FOODS CORP0.31%New62,000$2.54M$41.0052w: $40.56 - $52.51; reported $41.00
100KTBKONTOOR BRANDS INC0.27%Add +46.7%44,000$2.2M$49.9552w: $23.95 - $69.16; reported $49.95
101FHBFIRST HAWAIIAN INC0.26%Reduce -4.7%73,400$2.15M$29.3552w: $14.15 - $30.80; reported $29.35
102GHMGRAHAM CORP0.20%Add +18.2%134,610$1.67M$12.4052w: $11.71 - $17.44; reported $12.40
103MLRMILLER INDS INC TENN0.20%Add +13.0%48,600$1.65M$34.0352w: $28.84 - $47.57; reported $34.03
105FSSFEDERAL SIGNAL CORP0.20%-42,000$1.62MNo quoteNo quote
104BRCBRADY CORP0.20%Add +18.5%32,000$1.62M$50.6952w: $37.47 - $61.76; reported $50.69
106NLSNAUTILUS INC0.19%New170,000$1.58MNo quoteNo quote
107KFYKORN FERRY0.16%Reduce -18.2%18,000$1.3M$72.3352w: $28.44 - $76.50; reported $72.33
108UFPTUFP TECHNOLOGIES INC0.03%Reduce -67.5%4,000$246KNo quoteNo quote
109ACNACCENTURE PLC IRELAND-Sold0$0No quoteNo quote