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Robert Olstein13F | |
| Olstein Capital Management, L.P. | |
| Last update 2026-04-21 | 99 Stocks (2 new) |
| Value $458.00 Mil | Turnover 10 % |
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 2026-03-31
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| 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 | 104,000 | 10,020.0 | -3.58% | 2.190 | -0.09% | 0.010 | -4.99% | -13.95% | 168,702.1 | Media - Diversified | |
ST | Sensata Technologies Holding PLC | 278,200 | 9,800.0 | -2.04% | 2.140 | -0.04% | 0.190 | +15.57% | +34.93% | 6,493.5 | Hardware | |
AVTR | Avantor Inc | 1,210,000 | 9,490.0 | +47.92% | 2.070 | +0.67% | 0.180 | +33.81% | -2.27% | 7,646.9 | Medical Devices & Instruments | |
LKQ | LKQ Corp | 314,700 | 9,240.0 | -1.12% | 2.020 | -0.02% | 0.120 | -16.90% | -15.70% | 6,349.4 | Vehicles & Parts | |
OMC | Omnicom Group Inc | 118,000 | 8,890.0 | +7.27% | 1.940 | +0.13% | 0.040 | +5.56% | +2.31% | 23,065.6 | Media - Diversified | |
IFF |
International Flavors & Fragrances Inc
International Flavors & Fragrances Inc
| 119,000 | 8,630.0 | -6.30% | 1.880 | -0.11% | 0.050 | +5.84% | +13.01% | 19,226.9 | Chemicals | |
VNT | Vontier Corp | 238,739 | 8,470.0 | -6.74% | 1.850 | -0.13% | 0.170 | -18.39% | -20.05% | 4,178.9 | Hardware | |
FIS |
Fidelity National Information Services Inc
Fidelity National Information Services Inc
| 174,000 | 8,160.0 | +43.25% | 1.780 | +0.54% | 0.030 | -13.97% | -36.91% | 21,243.7 | Software | |
NDAQ | Nasdaq Inc | 96,000 | 8,150.0 | +24.19% | 1.780 | +0.35% | 0.020 | +3.54% | -5.30% | 51,667.8 | Capital Markets | |
ABM | ABM Industries Inc | 211,361 | 8,140.0 | 0% | 1.780 | 0% | 0.360 | +17.73% | +12.15% | 2,722.3 | Business Services |
Robert Olstein's Historical Top Holdings Breakdowns
Robert Olstein's Top Stock Picks
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| 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 | $63.94 | -24.16% | New holding | 66,000 | 66,000 | |
KLIC | Kulicke & Soffa Industries Inc | 2026-03-31 | Reduce Reduce | -0.76% | 48.35 ($63.53) 74.87 | $107.41 | 69.07% | Reduce -57.18% | 61,000 | -81,461 | |
EFX | Equifax Inc | 2026-03-31 | Add Add | +0.74% | 169.5 ($198.61) 226.96 | $171.61 | -13.59% | 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 | $68.58 | -10.80% | 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 | $589.48 | 4.49% | Sold Out | 0 | -7,500 | |
FDX | FedEx Corp | 2026-03-31 | Reduce Reduce | -0.71% | 293.13 ($347.13) 388.48 | $313.42 | -9.71% | Reduce -47.06% | 13,500 | -12,000 | |
TGT | Target Corp | 2026-03-31 | Reduce Reduce | -0.71% | 100.51 ($112.75) 121.2 | $138.29 | 22.65% | Reduce -43.35% | 46,452 | -35,548 | |
AVTR | Avantor Inc | 2026-03-31 | Add Add | +0.67% | 7.41 ($9.84) 12.6 | $11.20 | 13.82% | Add 47.92% | 1,210,000 | 392,000 | |
SLB | SLB Ltd | 2026-03-31 | Reduce Reduce | -0.67% | 40.2 ($48.54) 53.5 | $47.55 | -2.04% | 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 | $374.92 | 9.58% | New holding | 10,000 | 10,000 |
Robert Olstein Total Holding History ($B)
Robert Olstein's Asset Allocation
Robert Olstein Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Robert Olstein's Hypothetical Growth since 2026-03-31
Robert Olstein's Yearly Returns
This information is only displayed for Gurus who publicly disclose audited performance records; most hedge funds and private investment firms do not publish such data or only provide limited historical performance information.
| Year | Portfolio % | % | Excess Gain % |
|---|
Robert Olstein's Holdings Heat Map
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Robert Olstein's Holdings Bubble Chart
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