
	Robert Olstein 13F
	Olstein Capital Management, L.P.

	Last update 2026-04-21	99 Stocks (2 new)
	Value $458.00 Mil	Turnover 10 %
	Countries: Top Holdings: DIS(2.19%)ST(2.14%)AVTR(2.07%)LKQ(2.02%)OMC(1.94%) SEC Filings

Robert Olstein Profile

Robert A. Olstein is the Chairman and Chief Investment Officer of the Olstein Financial Alert Fund (OFALX). He is considered to be an expert in corporate financial disclosure and reporting practices. In 1971, he co-founded the "Quality of Earnings Report" service, which pioneered the concept of using inferential financial screening techniques to analyze balance sheets and income statements to alert institutional portfolio managers to positive or negative factors affecting a company's future earnings power and value of a company's stock.

Robert Olstein Investing Philosophy

Robert Olstein selects stocks by looking behind the numbers. He emphasizes a detailed look behind the numbers of a company's financial statement to assess the company's financial strength and assess potential downside risk. He believes that the Fund's objectives are best met by a "defense first" approach - an approach aimed at minimizing investment errors as opposed to finding companies with the highest appreciation potential without regard for downside risk. To qualify for his selection, a company must generate more cash flow than necessary to sustain the business, avoid aggressive accounting practices, demonstrate balance sheet fundamentals that are consistent with his defense first approach, and be selling at a discount to the private market value. Robert Olstein sells a stock when the stock appreciates to his appraised value.

Robert Olstein Portfolio and Latest Trades

* When viewing the latest picks, trades are first grouped by date (with the most recent shown first) and then sorted within each date group based on the selected field.

* The transaction information on this page (share changes) is calculated by comparing the latest transaction with the most recent filing—13F, 13D/G, or Form 4—whichever is filed most recently. This may differ from the values shown on the Insider page.

Ticker
Ticker
BAH
KLIC
EFX
SSNC
DE
FDX
TGT
AVTR
SLB
WAT
KFY
FIS
MSFT
SPGI
WTW
CMI
ADBE
UNH
GLW
V
LUV
NDAQ
SWK
MIDD
IART
CSCO
CTVA
META
CBRE
DOV
LHX
AMZN
UPS
HSIC
JLL
SYY
FITB
CFG
DAL
JNJ
ON
TRV
TXN
BAX
RTX
STZ
DGX
RAL
FTV
LMT
USB
OMC
VNT
WCC
EBAY
IFF
UBER
APTV
CVS
GD
ZBH
DIN
DIS
IVZ
SOLS
VSH
GHM
PGNY
PLOW
GM
MHK
REYN
PEP
TKR
TNC
AEBI
AGCO
BDX
BRC
FA
GS
CENTA
GTES
ST
TMO
BLBD
NKE
CWK
FHB
LKQ
NOV
WFC
HOMB
HOLX
FISV
CMCSA
KMB
LMT
JNJ
SOLS

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
BAH	Booz Allen Hamilton Holding Corp	2026-03-31	New Buy New Buy	+1.12%	● 74.26 ($84.31) 102.23	$77.05	-8.61%	New holding	66,000	66,000
KLIC	Kulicke & Soffa Industries Inc	2026-03-31	Reduce Reduce	-0.76%	● 48.35 ($63.53) 74.87	$85.74	34.96%	Reduce -57.18%	61,000	-81,461
EFX	Equifax Inc	2026-03-31	Add Add	+0.74%	● 169.5 ($198.61) 226.96	$192.62	-3.02%	Add 105.56%	37,000	19,000
SSNC	SS&C Technologies Holdings Inc	2026-03-31	Add Add	+0.74%	● 65.42 ($76.88) 88.93	$82.95	7.90%	Add 90.91%	105,000	50,000
DE	Deere & Co	2026-03-31	Sold Out Sold Out	-0.72%	● 466.1 ($564.15) 662.49	$647.47	14.77%	Sold Out	0	-7,500
FDX	FedEx Corp	2026-03-31	Reduce Reduce	-0.71%	● 293.13 ($347.13) 388.48	$325.08	-6.35%	Reduce -47.06%	13,500	-12,000
TGT	Target Corp	2026-03-31	Reduce Reduce	-0.71%	● 100.51 ($112.75) 121.2	$165.44	46.73%	Reduce -43.35%	46,452	-35,548
AVTR	Avantor Inc	2026-03-31	Add Add	+0.67%	● 7.41 ($9.84) 12.6	$14.46	46.95%	Add 47.92%	1,210,000	392,000
SLB	SLB Ltd	2026-03-31	Reduce Reduce	-0.67%	● 40.2 ($48.54) 53.5	$53.87	10.98%	Reduce -38.64%	135,000	-85,000
WAT	Waters Corp	2026-03-31	New Buy New Buy	+0.65%	● 283.32 ($342.13) 400.54	$410.70	20.04%	New holding	10,000	10,000
KFY	Korn Ferry	2026-03-31	Add Add	+0.59%	● 59.54 ($64.55) 70.08	$85.06	31.77%	Add 55.95%	120,000	43,050
FIS	Fidelity National Information Services Inc Fidelity National Information Services Inc	2026-03-31	Add Add	+0.54%	● 46.8 ($53.78) 67.54	$41.34	-23.13%	Add 43.25%	174,000	52,530
MSFT	Microsoft Corp	2026-03-31	Add Add	+0.54%	● 356.77 ($418.44) 483.47	$483.24	15.49%	Add 67%	16,700	6,700
SPGI	S&P Global Inc	2026-03-31	Add Add	+0.53%	● 390.76 ($464.26) 546.35	$431.29	-7.10%	Add 73.08%	13,500	5,700
WTW	Willis Towers Watson PLC	2026-03-31	Add Add	+0.52%	● 280.09 ($306.82) 339.74	$341.86	11.42%	Add 53.95%	23,400	8,200
CMI	Cummins Inc	2026-03-31	Sold Out Sold Out	-0.49%	● 511.7 ($565.92) 605.63	$587.68	3.85%	Sold Out	0	-4,700
ADBE	Adobe Inc	2026-03-31	Add Add	+0.48%	● 234.84 ($277.01) 339.04	$275.30	-0.62%	Add 56.25%	25,000	9,000
UNH	UnitedHealth Group Inc	2026-03-31	Add Add	+0.47%	● 259.02 ($297.81) 356.26	$390.11	30.99%	Add 53.33%	23,000	8,000
GLW	Corning Inc	2026-03-31	Reduce Reduce	-0.45%	● 85.23 ($120.6) 160.43	$149.84	24.25%	Reduce -83.33%	5,000	-25,000
V	Visa Inc	2026-03-31	Add Add	+0.38%	● 295.52 ($321.55) 357.56	$371.04	15.39%	Add 95.83%	11,750	5,750
LUV	Southwest Airlines Co	2026-03-31	Reduce Reduce	-0.37%	● 36.29 ($45.16) 54.8	$40.38	-10.58%	Reduce -33.86%	84,000	-43,000
NDAQ	Nasdaq Inc	2026-03-31	Add Add	+0.35%	● 79.01 ($89.61) 100.98	$98.22	9.61%	Add 24.19%	96,000	18,700
SWK	Stanley Black & Decker Inc	2026-03-31	Reduce Reduce	-0.33%	● 67.28 ($80.33) 91.96	$100.02	24.51%	Reduce -28.57%	55,000	-22,000
MIDD	The Middleby Corp	2026-03-31	Reduce Reduce	-0.32%	● 127.19 ($151.62) 168.86	$115.48	-23.84%	Reduce -21.88%	37,500	-10,500
IART	Integra Lifesciences Holdings Corp	2026-03-31	Sold Out Sold Out	-0.31%	● 8.9 ($10.98) 13.86	$16.75	52.50%	Sold Out	0	-123,000
CSCO	Cisco Systems Inc	2026-03-31	Reduce Reduce	-0.30%	● 73.35 ($78.28) 86.78	$111.04	41.85%	Reduce -29.23%	46,000	-19,000
CTVA	Corteva Inc	2026-03-31	Reduce Reduce	-0.30%	● 67.76 ($75.32) 83.71	$81.79	8.59%	Reduce -25%	66,000	-22,000
META	Meta Platforms Inc	2026-03-31	Add Add	+0.28%	● 525.72 ($640.86) 738.31	$549.90	-14.19%	Add 38.6%	7,900	2,200
CBRE	CBRE Group Inc	2026-03-31	Add Add	+0.27%	● 131.77 ($151.95) 171.61	$152.10	0.10%	Add 23.68%	47,000	9,000
DOV	Dover Corp	2026-03-31	Reduce Reduce	-0.27%	● 195.75 ($213.77) 233.31	$201.92	-5.54%	Reduce -22.54%	23,000	-6,694
LHX	L3Harris Technologies Inc	2026-03-31	Reduce Reduce	-0.27%	● 304.48 ($349.48) 378.48	$266.73	-23.68%	Reduce -35.71%	8,100	-4,500
AMZN	Amazon.com Inc	2026-03-31	Add Add	+0.25%	● 198.79 ($220.17) 247.38	$258.63	17.47%	Add 44%	18,000	5,500
UPS	United Parcel Service Inc	2026-03-31	Reduce Reduce	-0.24%	● 94.8 ($107.24) 120	$102.01	-4.88%	Reduce -18.75%	52,000	-12,000
HSIC	Henry Schein Inc	2026-03-31	Reduce Reduce	-0.23%	● 72.1 ($77.24) 83.35	$88.50	14.58%	Reduce -16.85%	74,000	-15,000
JLL	Jones Lang LaSalle Inc	2026-03-31	Add Add	+0.23%	● 280.16 ($322.98) 358.66	$387.37	19.94%	Add 20%	21,000	3,500
SYY	Sysco Corp	2026-03-31	Reduce Reduce	-0.23%	● 69.3 ($82.67) 91.16	$84.10	1.73%	Reduce -20%	60,000	-15,000
FITB	Fifth Third Bancorp	2026-03-31	Reduce Reduce	-0.22%	● 43.4 ($49.28) 55.08	$54.82	11.24%	Reduce -16.91%	113,000	-23,000
CFG	Citizens Financial Group Inc	2026-03-31	Reduce Reduce	-0.20%	● 55.64 ($61.46) 68.12	$69.86	13.67%	Reduce -16%	88,200	-16,800
DAL	Delta Air Lines Inc	2026-03-31	Reduce Reduce	-0.20%	● 57.94 ($67.33) 75.35	$82.41	22.40%	Reduce -13.81%	88,000	-14,100
JNJ	Johnson & Johnson	2026-03-31	Reduce Reduce	-0.19%	● 204.31 ($232.92) 248.56	$270.24	16.02%	Reduce -15.52%	24,500	-4,500
ON	ON Semiconductor Corp	2026-03-31	Reduce Reduce	-0.19%	● 55.66 ($62.76) 72.21	$74.21	18.24%	Reduce -16.5%	86,000	-17,000
TRV	The Travelers Companies Inc	2026-03-31	Reduce Reduce	-0.18%	● 269.42 ($292.95) 312.03	$363.58	24.11%	Reduce -12.5%	21,000	-3,000
TXN	Texas Instruments Inc	2026-03-31	Reduce Reduce	-0.18%	● 177.17 ($202.46) 226.56	$264.36	30.57%	Reduce -18.52%	22,000	-5,000
BAX	Baxter International Inc	2026-03-31	Add Add	+0.17%	● 15.8 ($19.35) 22.27	$26.34	36.12%	Add 11.27%	464,000	47,000
RTX	RTX Corp	2026-03-31	Reduce Reduce	-0.17%	● 185.73 ($198.83) 212.16	$209.91	5.57%	Reduce -28.13%	11,500	-4,500
STZ	Constellation Brands Inc	2026-03-31	Reduce Reduce	-0.16%	● 140.49 ($154.49) 166.68	$135.66	-12.19%	Reduce -15.28%	30,500	-5,500
DGX	Quest Diagnostics Inc	2026-03-31	Reduce Reduce	-0.15%	● 173.49 ($194.29) 211.91	$244.39	25.79%	Reduce -10.5%	35,800	-4,200
RAL	Ralliant Corp	2026-03-31	Add Add	+0.15%	● 38.39 ($47.02) 56.28	$63.61	35.28%	Add 11.89%	160,000	17,000
FTV	Fortive Corp	2026-03-31	Reduce Reduce	-0.14%	● 52.7 ($56.07) 61.92	$60.08	7.15%	Reduce -12%	88,000	-12,000
LMT	Lockheed Martin Corp	2026-03-31	Reduce Reduce	-0.14%	● 496.87 ($616.01) 676.7	$563.57	-8.51%	Reduce -17.68%	6,750	-1,450
USB	U.S. Bancorp	2026-03-31	Reduce Reduce	-0.14%	● 50.85 ($54.95) 60.69	$62.05	12.92%	Reduce -10.57%	110,000	-13,000
OMC	Omnicom Group Inc	2026-03-31	Add Add	+0.13%	● 67.27 ($77.57) 85.8	$87.54	12.85%	Add 7.27%	118,000	8,000
VNT	Vontier Corp	2026-03-31	Reduce Reduce	-0.13%	● 34.21 ($38.51) 42.58	$32.98	-14.36%	Reduce -6.74%	238,739	-17,261
WCC	WESCO International Inc	2026-03-31	Reduce Reduce	-0.12%	● 250.02 ($280.84) 315.27	$349.14	24.32%	Reduce -15.16%	13,150	-2,350
EBAY	eBay Inc	2026-03-31	Reduce Reduce	-0.11%	● 79.41 ($89.84) 96.07	$104.13	15.91%	Reduce -27.27%	16,000	-6,000
IFF	International Flavors & Fragrances Inc International Flavors & Fragrances Inc	2026-03-31	Reduce Reduce	-0.11%	● 66.62 ($73.39) 83	$84.28	14.84%	Reduce -6.3%	119,000	-8,000
UBER	Uber Technologies Inc	2026-03-31	Add Add	+0.11%	● 69.18 ($76.97) 87.59	$78.80	2.38%	Add 15.22%	53,000	7,000
APTV	Aptiv PLC	2026-03-31	Reduce Reduce	-0.10%	● 56.45 ($65.28) 75.11	$48.28	-26.04%	Reduce -7.6%	79,000	-6,500
CVS	CVS Health Corp	2026-03-31	Reduce Reduce	-0.10%	● 70.08 ($77.03) 83.87	$93.02	20.76%	Reduce -10.71%	50,000	-6,000
GD	General Dynamics Corp	2026-03-31	Reduce Reduce	-0.10%	● 340.75 ($354.71) 368.69	$384.29	8.34%	Reduce -6.82%	20,500	-1,500
ZBH	Zimmer Biomet Holdings Inc	2026-03-31	Add Add	+0.10%	● 85.71 ($91.76) 100.99	$100.98	10.05%	Add 6.1%	87,000	5,000
DIN	Dine Brands Global Inc	2026-03-31	Reduce Reduce	-0.09%	● 25.18 ($32.47) 38.81	$35.83	10.35%	Reduce -6.11%	215,000	-14,000
DIS	The Walt Disney Co	2026-03-31	Reduce Reduce	-0.09%	● 92.42 ($105.69) 115.88	$107.78	1.98%	Reduce -3.58%	104,000	-3,864
IVZ	Invesco Ltd	2026-03-31	Reduce Reduce	-0.09%	● 22.9 ($26.16) 29.44	$32.02	22.40%	Reduce -6.87%	217,000	-16,000
SOLS	Solstice Advanced Materials Inc	2026-03-31	Reduce Reduce	-0.09%	● 49.28 ($68.54) 80.92	$56.16	-18.06%	Reduce -15.08%	49,000	-8,700
VSH	Vishay Intertechnology Inc	2026-03-31	Reduce Reduce	-0.09%	● 15.29 ($18.18) 20.74	$31.63	73.98%	Reduce -38.96%	47,000	-30,000
GHM	Graham Corp	2026-03-31	Sold Out Sold Out	-0.09%	● 66.38 ($78.36) 89.11	$101.49	29.52%	Sold Out	0	-6,500
PGNY	Progyny Inc	2026-03-31	Add Add	+0.08%	● 16.97 ($21.44) 28.42	$25.65	19.64%	Add 55.56%	56,000	20,000
PLOW	Douglas Dynamics Inc	2026-03-31	Reduce Reduce	-0.08%	● 32.99 ($40.38) 46.89	$42.18	4.46%	Reduce -41.52%	17,543	-12,457
GM	General Motors Co	2026-03-31	Reduce Reduce	-0.07%	● 72.39 ($79.5) 86.38	$87.93	10.60%	Reduce -8.33%	44,000	-4,000
MHK	Mohawk Industries Inc	2026-03-31	Reduce Reduce	-0.07%	● 95.35 ($116.52) 136.9	$136.22	16.91%	Reduce -4.36%	65,750	-3,000
REYN	Reynolds Consumer Products Inc	2026-03-31	Add Add	+0.07%	● 20.8 ($22.94) 24.98	$25.49	11.12%	Add 5.6%	283,000	15,000
PEP	PepsiCo Inc	2026-03-31	Reduce Reduce	-0.06%	● 137.01 ($155.82) 170.49	$143.48	-7.92%	Reduce -7.14%	26,000	-2,000
TKR	The Timken Co	2026-03-31	Reduce Reduce	-0.06%	● 86.29 ($99.38) 109.99	$125.10	25.88%	Reduce -39.76%	5,000	-3,300
TNC	Tennant Co	2026-03-31	Add Add	+0.06%	● 60.91 ($72.64) 83.57	$68.68	-5.45%	Add 30.77%	17,000	4,000
AEBI	Aebi Schmidt Holding AG	2026-03-31	Reduce Reduce	-0.05%	● 9.24 ($13.71) 15.61	$12.31	-10.18%	Reduce -13.68%	127,000	-20,122
AGCO	AGCO Corp	2026-03-31	Reduce Reduce	-0.05%	● 105.84 ($121.22) 140.49	$106.81	-11.89%	Reduce -27.78%	6,500	-2,500
BDX	Becton Dickinson & Co	2026-03-31	Add Add	+0.05%	● 153.3 ($164.99) 185.39	$192.00	16.37%	Add 3.53%	44,000	1,500
BRC	Brady Corp	2026-03-31	Reduce Reduce	-0.05%	● 78.65 ($86.95) 96.33	$91.29	4.99%	Reduce -28.57%	7,500	-3,000
FA	First Advantage Corp	2026-03-31	Add Add	+0.05%	● 8.95 ($12.23) 15.72	$20.89	70.81%	Add 28.38%	95,000	21,000
GS	The Goldman Sachs Group Inc	2026-03-31	Reduce Reduce	-0.05%	● 782.21 ($892.11) 975.86	$1,039.28	16.50%	Reduce -20%	1,200	-300
CENTA	Central Garden & Pet Co	2026-03-31	Reduce Reduce	-0.04%	● 28.75 ($31.89) 35.23	$38.46	20.60%	Reduce -14.29%	45,000	-7,500
GTES	Gates Industrial Corp PLC	2026-03-31	Reduce Reduce	-0.04%	● 21.04 ($24.32) 28.05	$25.90	6.50%	Reduce -11.31%	74,500	-9,500
ST	Sensata Technologies Holding PLC	2026-03-31	Reduce Reduce	-0.04%	● 32.98 ($35.38) 38.36	$42.83	21.06%	Reduce -2.04%	278,200	-5,800
TMO	Thermo Fisher Scientific Inc	2026-03-31	Add Add	+0.04%	● 464.37 ($542.7) 639.45	$629.27	15.95%	Add 5.47%	6,750	350
BLBD	Blue Bird Corp	2026-03-31	Reduce Reduce	-0.03%	● 46.76 ($53.95) 62.33	$61.89	14.72%	Reduce -15.1%	19,526	-3,474
NKE	Nike Inc	2026-03-31	Add Add	+0.03%	● 51.24 ($60.64) 66.3	$40.76	-32.78%	Add 2.88%	107,000	3,000
CWK	Cushman & Wakefield Ltd	2026-03-31	Reduce Reduce	-0.02%	● 11.8 ($14.34) 17.2	$14.82	3.35%	Reduce -7.34%	82,000	-6,500
FHB	First Hawaiian Inc	2026-03-31	Reduce Reduce	-0.02%	● 23.6 ($25.74) 27.93	$26.32	2.27%	Reduce -7.5%	37,000	-3,000
LKQ	LKQ Corp	2026-03-31	Reduce Reduce	-0.02%	● 28.26 ($32.07) 34.8	$25.78	-19.61%	Reduce -1.12%	314,700	-3,566
NOV	NOV Inc	2026-03-31	Reduce Reduce	-0.02%	● 16.41 ($18.78) 20.63	$20.42	8.73%	Reduce -10.64%	42,000	-5,000
WFC	Wells Fargo & Co	2026-03-31	Reduce Reduce	-0.02%	● 74.1 ($85.89) 96.39	$83.84	-2.39%	Reduce -1.49%	66,000	-1,000
HOMB	Home BancShares Inc	2026-03-31	Reduce Reduce	-0.01%	● 26.02 ($28.15) 30.59	$30.27	7.53%	Reduce -4.05%	35,500	-1,500
HOLX	Hologic Inc	2025-12-31	Sold Out Sold Out	-1.44%	● 65.51 ($73.16) 75.19	$76.01	3.90%	Sold Out	0	-113,000
FISV	Fiserv Inc	2025-12-31	Sold Out Sold Out	-1.41%	● 59.77 ($83.04) 127.56	$52.56	-36.70%	Sold Out	0	-58,000
CMCSA	Comcast Corp	2025-12-31	Sold Out Sold Out	-0.99%	● 24.79 ($26.7) 29.13	$26.85	0.56%	Sold Out	0	-167,000
KMB	Kimberly-Clark Corp	2025-12-31	Sold Out Sold Out	-0.87%	● 99.78 ($109.15) 122.62	$109.31	0.15%	Sold Out	0	-37,000
LMT	Lockheed Martin Corp	2025-12-31	New Buy New Buy	+0.81%	● 439.19 ($478.24) 514.24	$563.57	17.84%	New holding	8,200	8,200
JNJ	Johnson & Johnson	2025-12-31	Reduce Reduce	-0.68%	● 185.98 ($197.94) 214.17	$270.24	36.53%	Reduce -40.21%	29,000	-19,500
SOLS	Solstice Advanced Materials Inc	2025-12-31	New Buy New Buy	+0.57%	● 41.43 ($47.08) 50.35	$56.16	19.29%	New holding	57,700	57,700

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