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 2026-09-12 from SEC 13F data.
Live quotes available for 92 of 104 rows. Rows without a quote are marked unavailable.
| 1 | IVZ | INVESCO LTD | 1.87% | Reduce -86.6% | 91,000 | $11.17M | $122.73 | |
| 2 | WBD | WARNER BROS DISCOVERY INC | 1.86% | Add +28.7% | 963,700 | $11.08M | $11.50 | |
| 3 | SMG | SCOTTS MIRACLE-GRO CO | 1.75% | Add +374.6% | 280,000 | $10.44M | $37.28 | |
| 4 | GOOG | ALPHABET INC | 1.68% | Reduce -3.7%20:1 split | 104,000 | $10M | $96.15 | |
| 5 | CSCO | CISCO SYS INC | 1.67% | Add +1.2% | 249,000 | $9.96M | $40.00 | |
| 6 | GTES | GATES INDUSTRIAL CORPRATIN P | 1.63% | Reduce -72.6% | 54,750 | $9.75M | $178.14 | |
| 7 | WCC | WESCO INTL INC | 1.62% | Reduce -16.0% | 81,000 | $9.67M | $119.38 | |
| 8 | DIN | DINE BRANDS GLOBAL INC | 1.61% | Reduce -1.9% | 151,000 | $9.6M | $63.56 | |
| 9 | INTC | INTEL CORP | 1.55% | Add +210.6% | 677,200 | $9.28M | $13.70 | |
| 10 | ZBH | ZIMMER BIOMET HOLDINGS INC | 1.55% | Reduce -52.2% | 88,500 | $9.25M | $104.55 | |
| 11 | KMB | KIMBERLY CLARK CORP | 1.54% | Add +311.0% | 238,400 | $9.19M | $38.53 | |
| 12 | BAX | BAXTER INTL INC | 1.51% | Add +19.3% | 167,000 | $9M | $53.86 | |
| 13 | RTX | RAYTHEON TECHNOLOGIES CORP | 1.47% | Add +310.7% | 336,750 | $8.76M | $26.01 | |
| 14 | JNJ | JOHNSON & JOHNSON | 1.43% | Reduce -7.4% | 56,500 | $8.54M | $151.06 | |
| 15 | GLW | CORNING INC | 1.43% | - | 294,000 | $8.53M | $29.02 | |
| 16 | MLR | MILLER INDS INC TENN | 1.42% | Add +31.0% | 93,000 | $8.48M | $91.19 | |
| 17 | WNC | WABASH NATL CORP | 1.40% | Add +61.2% | 266,000 | $8.35M | $31.40 | |
| 18 | PB | PROSPERITY BANCSHARES INC | 1.39% | Reduce -31.8% | 67,400 | $8.27M | $122.69 | |
| 19 | BDX | BECTON DICKINSON & CO | 1.38% | Reduce -2.6% | 37,000 | $8.25M | $222.84 | |
| 20 | TRV | TRAVELERS COMPANIES INC | 1.35% | Add +85.2% | 50,000 | $8.08M | $161.54 | |
| 21 | LUV | SOUTHWEST AIRLS CO | 1.35% | Add +21.6% | 169,000 | $8.07M | $47.75 | |
| 22 | GM | GENERAL MTRS CO | 1.35% | Reduce -86.7% | 27,500 | $8.06M | $293.05 | |
| 23 | WBA | WALGREENS BOOTS ALLIANCE INC | 1.34% | Reduce -61.9% | 85,000 | $8.02M | No quote | No quote |
| 24 | CMI | CUMMINS INC | 1.34% | - | 39,300 | $8M | $203.51 | |
| 25 | ABM | ABM INDS INC | 1.33% | Add +26.2% | 208,000 | $7.95M | $38.23 | |
| 26 | WRK | WESTROCK CO | 1.32% | Reduce -49.1% | 255,050 | $7.88M | No quote | No quote |
| 27 | MCO | MOODYS CORP | 1.31% | Add +427.7% | 124,000 | $7.82M | $63.09 | |
| 28 | IART | INTEGRA LIFESCIENCES HLDGS | 1.30% | Add +568.9% | 301,000 | $7.76M | $25.77 | |
| 29 | DAL | DELTA AIR LINES INC DEL | 1.30% | Add +14.1% | 276,000 | $7.75M | $28.06 | |
| 30 | CFG | CITIZENS FINL GROUP INC | 1.30% | Add +17.9% | 225,000 | $7.73M | $34.36 | |
| 31 | CTVA | CORTEVA INC | 1.28% | Reduce -14.7% | 134,000 | $7.66M | $57.15 | |
| 32 | FDX | FEDEX CORP | 1.27% | Add +133.7% | 100,500 | $7.6M | $75.57 | |
| 33 | WTW | WILLIS TOWERS WATSON PLC LTD | 1.25% | - | 37,000 | $7.44M | $200.95 | |
| 34 | WGO | WINNEBAGO INDS INC | 1.24% | - | 139,287 | $7.41M | $53.21 | |
| 35 | DENN | DENNYS CORP | 1.24% | Add +0.5% | 784,170 | $7.38M | No quote | No quote |
| 36 | CBRL | CRACKER BARREL OLD CTRY STOR | 1.23% | Reduce -16.0% | 79,000 | $7.31M | $92.58 | |
| 37 | CVS | CVS HEALTH CORP | 1.21% | - | 76,000 | $7.25M | $95.37 | |
| 38 | DGX | QUEST DIAGNOSTICS INC | 1.19% | Add +29.1% | 87,000 | $7.12M | $81.86 | |
| 39 | WFC | WELLS FARGO CO NEW | 1.19% | - | 177,000 | $7.12M | $40.22 | |
| 40 | META | META PLATFORMS INC | 1.17% | Reduce -28.6% | 30,000 | $6.99M | $232.90 | |
| 41 | FSS | FEDERAL SIGNAL CORP | 1.17% | Add +2.6% | 47,000 | $6.98M | No quote | No quote |
| 42 | CARR | CARRIER GLOBAL CORPORATION | 1.16% | Add +1.6% | 195,000 | $6.93M | $35.56 | |
| 43 | BKNG | BOOKING HLDGS INC | 1.16% | Add +10.5% | 4,200 | $6.9M | $1643.10 | |
| 44 | SWK | STANLEY BLACK & DECKER INC | 1.15% | Add +317.2% | 242,000 | $6.88M | $28.43 | |
| 45 | EBAY | EBAY INC | 1.15% | Reduce -73.2% | 40,000 | $6.86M | $171.43 | |
| 46 | AXTA | AXALTA COATING SYS LTD | 1.15% | Add +2.8% | 325,450 | $6.85M | $21.06 | |
| 47 | GNRC | GENERAC HLDGS INC | 1.14% | Add +356.8% | 212,000 | $6.8M | $32.09 | |
| 48 | AAPL | APPLE INC | 1.12% | Add +1.0% | 48,500 | $6.7M | $138.21 | |
| 49 | UHS | UNIVERSAL HLTH SVCS INC | 1.10% | Add +201.8% | 163,000 | $6.57M | $40.32 | |
| 51 | PBH | PRESTIGE CONSMR HEALTHCARE | 1.09% | Add +60.5% | 97,889 | $6.53M | $66.68 | |
| 50 | JLL | JONES LANG LASALLE INC | 1.09% | Add +3.6% | 58,000 | $6.53M | $112.53 | |
| 52 | MCD | MCDONALDS CORP | 1.09% | Add +220.0% | 48,000 | $6.51M | $135.69 | |
| 53 | OMC | OMNICOM GROUP INC | 1.08% | Reduce -14.5% | 106,000 | $6.47M | $61.07 | |
| 54 | CBRE | CBRE GROUP INC | 1.07% | Add +8.0% | 95,000 | $6.41M | $67.51 | |
| 55 | CMCSA | COMCAST CORP NEW | 1.07% | Add +11.8% | 218,000 | $6.39M | $29.33 | |
| 56 | EMN | EASTMAN CHEM CO | 1.07% | Add +143.7% | 173,000 | $6.37M | $36.81 | |
| 57 | MA | MASTERCARD INC | 1.04% | Add +431.0% | 77,000 | $6.22M | $80.75 | |
| 58 | SSNC | SS&C TECHNOLOGIES HLDGS INC | 1.00% | Reduce -50.6% | 79,000 | $5.94M | $75.22 | |
| 59 | LHX | L3HARRIS TECHNOLOGIES INC | 1.00% | Add +530.0% | 126,000 | $5.94M | $47.15 | |
| 61 | GHM | GRAHAM CORP | 0.99% | Reduce -42.9% | 92,000 | $5.94M | $64.52 | |
| 60 | AXP | AMERICAN EXPRESS CO | 0.99% | - | 44,000 | $5.94M | $134.91 | |
| 62 | USB | US BANCORP DEL | 0.98% | Reduce -79.4% | 33,000 | $5.86M | $177.64 | |
| 63 | SLB | SCHLUMBERGER LTD | 0.98% | Add +82.7% | 137,000 | $5.86M | $42.75 | |
| 64 | FIS | FIDELITY NATL INFORMATION SV | 0.97% | Add +94.2% | 182,000 | $5.82M | $31.96 | |
| 65 | UNH | UNITEDHEALTH GROUP INC | 0.93% | Add +530.0% | 63,000 | $5.56M | $88.17 | |
| 66 | DIS | DISNEY WALT CO | 0.89% | - | 75,000 | $5.33M | $71.05 | |
| 67 | SHYF | SHYFT GROUP INC | 0.89% | Add +49.6% | 172,000 | $5.3M | No quote | No quote |
| 68 | SPGI | S&P GLOBAL INC | 0.84% | Add +1300.0% | 140,000 | $5.03M | $35.90 | |
| 69 | CWK | CUSHMAN WAKEFIELD PLC | 0.82% | Add +10.8% | 429,000 | $4.91M | $11.45 | |
| 70 | LKQ | LKQ CORP | 0.81% | Reduce -89.3% | 17,000 | $4.83M | $284.35 | |
| 71 | UPS | UNITED PARCEL SERVICE INC | 0.74% | Reduce -83.3% | 8,700 | $4.39M | $505.06 | |
| 72 | TPR | TAPESTRY INC | 0.70% | Reduce -88.8% | 27,000 | $4.18M | $154.78 | |
| 73 | KTB | KONTOOR BRANDS INC | 0.70% | Reduce -64.9% | 20,000 | $4.16M | $207.85 | |
| 74 | TKR | TIMKEN CO | 0.69% | Add +12.5% | 27,000 | $4.14M | $153.19 | |
| 75 | MHK | MOHAWK INDS INC | 0.69% | Reduce -78.0% | 17,000 | $4.13M | $243.12 | |
| 76 | MMC | MARSH & MCLENNAN COS INC | 0.58% | Reduce -6.3% | 15,000 | $3.46M | No quote | No quote |
| 77 | FHB | FIRST HAWAIIAN INC | 0.53% | Add +0.1% | 54,059 | $3.15M | $58.31 | |
| 78 | HOMB | HOME BANCSHARES INC | 0.51% | Reduce -46.0% | 67,000 | $3.04M | $45.43 | |
| 79 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.49% | - | 11,000 | $2.94M | $267.00 | |
| 80 | CENTA | CENTRAL GARDEN & PET CO | 0.46% | Add +1.3% | 81,000 | $2.77M | $34.16 | |
| 81 | ORCL | ORACLE CORP | 0.46% | Reduce -42.1% | 55,000 | $2.74M | $49.84 | |
| 82 | REYN | REYNOLDS CONSUMER PRODS INC | 0.43% | Reduce -97.5% | 8,500 | $2.6M | $305.29 | |
| 83 | V | VISA INC | 0.43% | Add +339.4% | 145,000 | $2.58M | $17.79 | |
| 84 | LCUT | LIFETIME BRANDS INC | 0.43% | Reduce -89.2% | 17,000 | $2.54M | No quote | No quote |
| 85 | ST | SENSATA TECHNOLOGIES HLDNG P | 0.40% | Reduce -53.6% | 116,000 | $2.37M | $20.43 | |
| 86 | BRC | BRADY CORP | 0.39% | Reduce -1.8% | 56,000 | $2.34M | $41.73 | |
| 87 | HOLX | HOLOGIC INC | 0.37% | Add +7.6% | 99,000 | $2.23M | $22.51 | |
| 88 | VSH | VISHAY INTERTECHNOLOGY INC | 0.36% | Reduce -12.5% | 140,000 | $2.18M | $15.56 | |
| 89 | FTV | FORTIVE CORP | 0.34% | Add +196.8% | 205,000 | $2M | $9.76 | |
| 90 | JOUT | JOHNSON OUTDOORS INC | 0.33% | Add +74.6% | 55,000 | $1.97M | $35.82 | |
| 92 | KDP | KEURIG DR PEPPER INC | 0.33% | Reduce -30.9% | 58,000 | $1.95M | $33.60 | |
| 91 | HRL | HORMEL FOODS CORP | 0.33% | Reduce -39.7% | 46,000 | $1.95M | $42.37 | |
| 93 | MSFT | MICROSOFT CORP | 0.28% | Add +259.1% | 79,000 | $1.68M | $21.29 | |
| 94 | BLBD | BLUE BIRD CORP | 0.28% | Reduce -2.0% | 199,000 | $1.66M | $8.35 | |
| 95 | TXN | TEXAS INSTRS INC | 0.24% | Reduce -21.3% | 24,000 | $1.42M | $59.04 | |
| 96 | GS | GOLDMAN SACHS GROUP INC | 0.24% | Add +485.4% | 161,000 | $1.42M | $8.79 | |
| 97 | FITB | FIFTH THIRD BANCORP | 0.22% | Reduce -63.0% | 54,000 | $1.33M | $24.63 | |
| 98 | EFX | EQUIFAX INC | 0.21% | Reduce -24.4% | 34,000 | $1.27M | $37.32 | |
| 99 | KLIC | KULICKE & SOFFA INDS INC | 0.16% | Reduce -27.0% | 144,528 | $978K | $6.77 | |
| 104 | WDC | WESTERN DIGITAL CORP | - | Sold | 0 | $0 | No quote | No quote |
| 103 | PARA | PARAMOUNT GLOBAL | - | Sold | 0 | $0 | No quote | No quote |
| 102 | MDT | MEDTRONIC PLC | - | Sold | 0 | $0 | No quote | No quote |
| 101 | BIG | BIG LOTS INC | - | Sold | 0 | $0 | No quote | No quote |
| 100 | ADP | AUTOMATIC DATA PROCESSING IN | - | Sold | 0 | $0 | No quote | No quote |