Robert Olstein

Robert Olstein

13F
Olstein Capital Management, L.P.
Last update 2025-07-22 101 Stocks (4 new)
Value $533.00 Mil Turnover 6 %
Countries:

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 Top Holdings of 2025-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DIS
The Walt Disney Co
112,000
13,890.0
-19.71%
2.600
-0.50%
0.010
+41.44%
+10.88%
221,014.9
Media - Diversified
ST
Sensata Technologies Holding PLC
367,000
11,050.0
-17.71%
2.070
-0.35%
0.250
+64.77%
+21.55%
4,829.0
Hardware
VNT
Vontier Corp
295,000
10,890.0
+1.03%
2.040
+0.02%
0.200
+31.12%
+8.76%
5,858.3
Hardware
ABM
ABM Industries Inc
211,972
10,010.0
+8.15%
1.880
+0.14%
0.340
-0.09%
-4.51%
2,994.0
Business Services
JNJ
Johnson & Johnson
61,000
9,320.0
0%
1.750
0%
0.000
+9.76%
+18.87%
406,867.0
Drug Manufacturers
AVTR
Avantor Inc
679,000
9,140.0
+19.54%
1.710
+0.28%
0.100
-12.09%
-35.45%
9,267.4
Medical Devices & Instruments
GD
General Dynamics Corp
31,000
9,040.0
-6.06%
1.690
-0.10%
0.010
+19.88%
+22.22%
85,065.5
Aerospace & Defense
APTV
Aptiv PLC
129,000
8,800.0
-5.84%
1.650
-0.09%
0.060
+34.89%
+18.90%
15,657.0
Vehicles & Parts
BDX
Becton Dickinson & Co
51,000
8,790.0
+18.60%
1.650
+0.26%
0.020
-9.21%
-18.67%
52,328.8
Medical Devices & Instruments
SLB
SLB
253,000
8,550.0
+0.40%
1.600
+0.01%
0.020
+4.13%
-6.93%
52,417.2
Oil & Gas

Robert Olstein's Historical Top Holdings Breakdowns

Robert Olstein's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ADBE
Adobe Inc
2025-06-30
New Buy
New Buy
+0.73%
340 ($385.29) 420.68
$372.46
-3.33%
New holding
10,000
10,000
DENN
Denny's Corp
2025-06-30
Sold Out
Sold Out
-0.66%
2.91 ($3.83) 4.64
$4.64
21.15%
Sold Out
0
-973,000
UNH
UnitedHealth Group Inc
2025-06-30
Add
Add
+0.64%
274.35 ($384.44) 599.47
$292.51
-23.91%
Add 78.57%
25,000
11,000
CTVA
Corteva Inc
2025-06-30
Reduce
Reduce
-0.62%
55.52 ($66.55) 74.53
$73.90
11.04%
Reduce -36.49%
94,000
-54,000
TMO
Thermo Fisher Scientific Inc
2025-06-30
New Buy
New Buy
+0.61%
390.26 ($419.37) 497.6
$466.71
11.29%
New holding
8,000
8,000
DIS
The Walt Disney Co
2025-06-30
Reduce
Reduce
-0.50%
81.72 ($103.82) 124.01
$122.94
18.42%
Reduce -19.71%
112,000
-27,500
LHX
L3Harris Technologies Inc
2025-06-30
Reduce
Reduce
-0.44%
200.21 ($229.44) 256.99
$269.60
17.50%
Reduce -31.51%
25,000
-11,500
CB
Chubb Ltd
2025-06-30
Add
Add
+0.43%
274.32 ($288) 302.46
$270.15
-6.20%
Add 88.89%
17,000
8,000
DIN
Dine Brands Global Inc
2025-06-30
Reduce
Reduce
-0.43%
18.77 ($23.1) 27.82
$25.93
12.25%
Reduce -28.09%
256,000
-100,000
CVS
CVS Health Corp
2025-06-30
Reduce
Reduce
-0.41%
60.04 ($65.61) 70.18
$61.85
-5.73%
Reduce -30%
77,000
-33,000

Robert Olstein Total Holding History ($B)

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Robert Olstein's Asset Allocation

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Robert Olstein Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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