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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 2026-09-12 from SEC 13F data.

Live quotes available for 92 of 104 rows. Rows without a quote are marked unavailable.

1IVZINVESCO LTD1.87%Reduce -86.6%91,000$11.17M$122.7352w: $13.70 - $26.82; reported $122.73
2WBDWARNER BROS DISCOVERY INC1.86%Add +28.7%963,700$11.08M$11.5052w: $11.20 - $31.55; reported $11.50
3SMGSCOTTS MIRACLE-GRO CO1.75%Add +374.6%280,000$10.44M$37.2852w: $42.68 - $180.43; reported $37.28
4GOOGALPHABET INC1.68%Reduce -3.7%20:1 split104,000$10M$96.1552w: $96.03 - $152.10; reported $96.15
5CSCOCISCO SYS INC1.67%Add +1.2%249,000$9.96M$40.0052w: $39.96 - $64.29; reported $40.00
6GTESGATES INDUSTRIAL CORPRATIN P1.63%Reduce -72.6%54,750$9.75M$178.1452w: $9.63 - $18.18; reported $178.14
7WCCWESCO INTL INC1.62%Reduce -16.0%81,000$9.67M$119.3852w: $99.00 - $147.05; reported $119.38
8DINDINE BRANDS GLOBAL INC1.61%Reduce -1.9%151,000$9.6M$63.5652w: $61.03 - $95.00; reported $63.56
9INTCINTEL CORP1.55%Add +210.6%677,200$9.28M$13.7052w: $25.74 - $56.28; reported $13.70
10ZBHZIMMER BIOMET HOLDINGS INC1.55%Reduce -52.2%88,500$9.25M$104.5552w: $100.39 - $147.43; reported $104.55
11KMBKIMBERLY CLARK CORP1.54%Add +311.0%238,400$9.19M$38.5352w: $112.38 - $145.79; reported $38.53
12BAXBAXTER INTL INC1.51%Add +19.3%167,000$9M$53.8652w: $53.78 - $89.70; reported $53.86
13RTXRAYTHEON TECHNOLOGIES CORP1.47%Add +310.7%336,750$8.76M$26.0152w: $79.00 - $106.02; reported $26.01
14JNJJOHNSON & JOHNSON1.43%Reduce -7.4%56,500$8.54M$151.0652w: $155.72 - $186.69; reported $151.06
15GLWCORNING INC1.43%-294,000$8.53M$29.0252w: $28.98 - $43.47; reported $29.02
16MLRMILLER INDS INC TENN1.42%Add +31.0%93,000$8.48M$91.1952w: $21.00 - $37.99; reported $91.19
17WNCWABASH NATL CORP1.40%Add +61.2%266,000$8.35M$31.4052w: $12.23 - $21.63; reported $31.40
18PBPROSPERITY BANCSHARES INC1.39%Reduce -31.8%67,400$8.27M$122.6952w: $64.69 - $80.46; reported $122.69
19BDXBECTON DICKINSON & CO1.38%Reduce -2.6%37,000$8.25M$222.8452w: $175.01 - $218.00; reported $222.84
20TRVTRAVELERS COMPANIES INC1.35%Add +85.2%50,000$8.08M$161.5452w: $145.40 - $187.98; reported $161.54
21LUVSOUTHWEST AIRLS CO1.35%Add +21.6%169,000$8.07M$47.7552w: $30.79 - $56.33; reported $47.75
22GMGENERAL MTRS CO1.35%Reduce -86.7%27,500$8.06M$293.0552w: $30.33 - $67.21; reported $293.05
23WBAWALGREENS BOOTS ALLIANCE INC1.34%Reduce -61.9%85,000$8.02MNo quoteNo quote
24CMICUMMINS INC1.34%-39,300$8M$203.5152w: $184.28 - $247.48; reported $203.51
25ABMABM INDS INC1.33%Add +26.2%208,000$7.95M$38.2352w: $37.68 - $54.00; reported $38.23
26WRKWESTROCK CO1.32%Reduce -49.1%255,050$7.88MNo quoteNo quote
27MCOMOODYS CORP1.31%Add +427.7%124,000$7.82M$63.0952w: $242.70 - $407.94; reported $63.09
28IARTINTEGRA LIFESCIENCES HLDGS1.30%Add +568.9%301,000$7.76M$25.7752w: $41.87 - $74.98; reported $25.77
29DALDELTA AIR LINES INC DEL1.30%Add +14.1%276,000$7.75M$28.0652w: $27.80 - $46.27; reported $28.06
30CFGCITIZENS FINL GROUP INC1.30%Add +17.9%225,000$7.73M$34.3652w: $32.66 - $57.00; reported $34.36
31CTVACORTEVA INC1.28%Reduce -14.7%134,000$7.66M$57.1552w: $41.37 - $64.30; reported $57.15
32FDXFEDEX CORP1.27%Add +133.7%100,500$7.6M$75.5752w: $114.36 - $214.98; reported $75.57
33WTWWILLIS TOWERS WATSON PLC LTD1.25%-37,000$7.44M$200.9552w: $187.89 - $249.70; reported $200.95
34WGOWINNEBAGO INDS INC1.24%-139,287$7.41M$53.2152w: $43.05 - $80.30; reported $53.21
35DENNDENNYS CORP1.24%Add +0.5%784,170$7.38MNo quoteNo quote
36CBRLCRACKER BARREL OLD CTRY STOR1.23%Reduce -16.0%79,000$7.31M$92.5852w: $81.87 - $149.36; reported $92.58
37CVSCVS HEALTH CORP1.21%-76,000$7.25M$95.3752w: $81.78 - $111.25; reported $95.37
38DGXQUEST DIAGNOSTICS INC1.19%Add +29.1%87,000$7.12M$81.8652w: $120.40 - $174.16; reported $81.86
39WFCWELLS FARGO CO NEW1.19%-177,000$7.12M$40.2252w: $36.54 - $60.30; reported $40.22
40METAMETA PLATFORMS INC1.17%Reduce -28.6%30,000$6.99M$232.9052w: $134.12 - $353.83; reported $232.90
41FSSFEDERAL SIGNAL CORP1.17%Add +2.6%47,000$6.98MNo quoteNo quote
42CARRCARRIER GLOBAL CORPORATION1.16%Add +1.6%195,000$6.93M$35.5652w: $34.12 - $57.97; reported $35.56
43BKNGBOOKING HLDGS INC1.16%Add +10.5%4,200$6.9M$1643.1052w: $65.67 - $108.63; reported $1643.10
44SWKSTANLEY BLACK & DECKER INC1.15%Add +317.2%242,000$6.88M$28.4352w: $75.13 - $199.20; reported $28.43
45EBAYEBAY INC1.15%Reduce -73.2%40,000$6.86M$171.4352w: $36.76 - $81.19; reported $171.43
46AXTAAXALTA COATING SYS LTD1.15%Add +2.8%325,450$6.85M$21.0652w: $20.95 - $34.12; reported $21.06
47GNRCGENERAC HLDGS INC1.14%Add +356.8%212,000$6.8M$32.0952w: $167.11 - $524.31; reported $32.09
48AAPLAPPLE INC1.12%Add +1.0%48,500$6.7M$138.2152w: $129.04 - $182.94; reported $138.21
49UHSUNIVERSAL HLTH SVCS INC1.10%Add +201.8%163,000$6.57M$40.3252w: $87.57 - $158.28; reported $40.32
51PBHPRESTIGE CONSMR HEALTHCARE1.09%Add +60.5%97,889$6.53M$66.6852w: $48.51 - $63.83; reported $66.68
50JLLJONES LANG LASALLE INC1.09%Add +3.6%58,000$6.53M$112.5352w: $147.23 - $275.77; reported $112.53
52MCDMCDONALDS CORP1.09%Add +220.0%48,000$6.51M$135.6952w: $217.68 - $271.15; reported $135.69
53OMCOMNICOM GROUP INC1.08%Reduce -14.5%106,000$6.47M$61.0752w: $61.31 - $91.61; reported $61.07
54CBRECBRE GROUP INC1.07%Add +8.0%95,000$6.41M$67.5152w: $66.74 - $111.00; reported $67.51
55CMCSACOMCAST CORP NEW1.07%Add +11.8%218,000$6.39M$29.3352w: $27.44 - $54.32; reported $29.33
56EMNEASTMAN CHEM CO1.07%Add +143.7%173,000$6.37M$36.8152w: $69.91 - $129.48; reported $36.81
57MAMASTERCARD INC1.04%Add +431.0%77,000$6.22M$80.7552w: $281.69 - $399.92; reported $80.75
58SSNCSS&C TECHNOLOGIES HLDGS INC1.00%Reduce -50.6%79,000$5.94M$75.2252w: $47.57 - $84.85; reported $75.22
59LHXL3HARRIS TECHNOLOGIES INC1.00%Add +530.0%126,000$5.94M$47.1552w: $200.71 - $279.71; reported $47.15
61GHMGRAHAM CORP0.99%Reduce -42.9%92,000$5.94M$64.5252w: $6.51 - $13.97; reported $64.52
60AXPAMERICAN EXPRESS CO0.99%-44,000$5.94M$134.9152w: $134.12 - $199.55; reported $134.91
62USBUS BANCORP DEL0.98%Reduce -79.4%33,000$5.86M$177.6452w: $40.27 - $63.57; reported $177.64
63SLBSCHLUMBERGER LTD0.98%Add +82.7%137,000$5.86M$42.7552w: $27.65 - $49.83; reported $42.75
64FISFIDELITY NATL INFORMATION SV0.97%Add +94.2%182,000$5.82M$31.9652w: $75.54 - $126.20; reported $31.96
65UNHUNITEDHEALTH GROUP INC0.93%Add +530.0%63,000$5.56M$88.1752w: $383.12 - $553.29; reported $88.17
66DISDISNEY WALT CO0.89%-75,000$5.33M$71.0552w: $90.23 - $179.63; reported $71.05
67SHYFSHYFT GROUP INC0.89%Add +49.6%172,000$5.3MNo quoteNo quote
68SPGIS&P GLOBAL INC0.84%Add +1300.0%140,000$5.03M$35.9052w: $305.08 - $484.21; reported $35.90
69CWKCUSHMAN WAKEFIELD PLC0.82%Add +10.8%429,000$4.91M$11.4552w: $10.94 - $23.54; reported $11.45
70LKQLKQ CORP0.81%Reduce -89.3%17,000$4.83M$284.3552w: $42.36 - $60.43; reported $284.35
71UPSUNITED PARCEL SERVICE INC0.74%Reduce -83.3%8,700$4.39M$505.0652w: $160.11 - $233.72; reported $505.06
72TPRTAPESTRY INC0.70%Reduce -88.8%27,000$4.18M$154.7852w: $26.39 - $47.05; reported $154.78
73KTBKONTOOR BRANDS INC0.70%Reduce -64.9%20,000$4.16M$207.8552w: $30.98 - $61.24; reported $207.85
74TKRTIMKEN CO0.69%Add +12.5%27,000$4.14M$153.1952w: $50.85 - $78.52; reported $153.19
75MHKMOHAWK INDS INC0.69%Reduce -78.0%17,000$4.13M$243.1252w: $88.85 - $199.37; reported $243.12
76MMCMARSH & MCLENNAN COS INC0.58%Reduce -6.3%15,000$3.46MNo quoteNo quote
77FHBFIRST HAWAIIAN INC0.53%Add +0.1%54,059$3.15M$58.3152w: $21.21 - $31.16; reported $58.31
78HOMBHOME BANCSHARES INC0.51%Reduce -46.0%67,000$3.04M$45.4352w: $19.83 - $26.64; reported $45.43
79BRK-BBERKSHIRE HATHAWAY INC DEL0.49%-11,000$2.94M$267.0052w: $261.55 - $362.10; reported $267.00
80CENTACENTRAL GARDEN & PET CO0.46%Add +1.3%81,000$2.77M$34.1652w: $26.95 - $41.63; reported $34.16
81ORCLORACLE CORP0.46%Reduce -42.1%55,000$2.74M$49.8452w: $60.78 - $106.34; reported $49.84
82REYNREYNOLDS CONSUMER PRODS INC0.43%Reduce -97.5%8,500$2.6M$305.2952w: $24.54 - $32.29; reported $305.29
83VVISA INC0.43%Add +339.4%145,000$2.58M$17.7952w: $174.83 - $236.96; reported $17.79
84LCUTLIFETIME BRANDS INC0.43%Reduce -89.2%17,000$2.54MNo quoteNo quote
85STSENSATA TECHNOLOGIES HLDNG P0.40%Reduce -53.6%116,000$2.37M$20.4352w: $36.94 - $65.58; reported $20.43
86BRCBRADY CORP0.39%Reduce -1.8%56,000$2.34M$41.7352w: $40.73 - $55.95; reported $41.73
87HOLXHOLOGIC INC0.37%Add +7.6%99,000$2.23M$22.5152w: $61.57 - $80.49; reported $22.51
88VSHVISHAY INTERTECHNOLOGY INC0.36%Reduce -12.5%140,000$2.18M$15.5652w: $16.73 - $22.71; reported $15.56
89FTVFORTIVE CORP0.34%Add +196.8%205,000$2M$9.7652w: $39.54 - $60.19; reported $9.76
90JOUTJOHNSON OUTDOORS INC0.33%Add +74.6%55,000$1.97M$35.8252w: $48.31 - $117.99; reported $35.82
92KDPKEURIG DR PEPPER INC0.33%Reduce -30.9%58,000$1.95M$33.6052w: $32.44 - $41.31; reported $33.60
91HRLHORMEL FOODS CORP0.33%Reduce -39.7%46,000$1.95M$42.3752w: $40.48 - $55.11; reported $42.37
93MSFTMICROSOFT CORP0.28%Add +259.1%79,000$1.68M$21.2952w: $232.73 - $349.67; reported $21.29
94BLBDBLUE BIRD CORP0.28%Reduce -2.0%199,000$1.66M$8.3552w: $8.02 - $25.75; reported $8.35
95TXNTEXAS INSTRS INC0.24%Reduce -21.3%24,000$1.42M$59.0452w: $144.46 - $202.26; reported $59.04
96GSGOLDMAN SACHS GROUP INC0.24%Add +485.4%161,000$1.42M$8.7952w: $277.84 - $426.16; reported $8.79
97FITBFIFTH THIRD BANCORP0.22%Reduce -63.0%54,000$1.33M$24.6352w: $31.18 - $50.64; reported $24.63
98EFXEQUIFAX INC0.21%Reduce -24.4%34,000$1.27M$37.3252w: $165.63 - $300.11; reported $37.32
99KLICKULICKE & SOFFA INDS INC0.16%Reduce -27.0%144,528$978K$6.7752w: $37.35 - $73.45; reported $6.77
104WDCWESTERN DIGITAL CORP-Sold0$0No quoteNo quote
103PARAPARAMOUNT GLOBAL-Sold0$0No quoteNo quote
102MDTMEDTRONIC PLC-Sold0$0No quoteNo quote
101BIGBIG LOTS INC-Sold0$0No quoteNo quote
100ADPAUTOMATIC DATA PROCESSING IN-Sold0$0No quoteNo quote