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Robert Olstein

Robert Olstein

Olstein Capital Management, L.P.
Last update 2022-05-13 107 Stocks (4 new)
Value $798.00 Mil Turnover 11 %
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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 Latest Trades

Ticker Company Date Action Impact % Price Range Price Price Change from Avrg% Comment Current Shares
FIS
Fidelity National Information Services Inc2022-03-31New Buy
+1.18%
86.25 ($104.66) 121.71
$101.46
-3.06%
New holding
93,700
WBA
Walgreens Boots Alliance Inc2022-03-31Reduce
-0.90%
44.77 ($49.22) 54.33
$42.70
-13.24%
Reduce -40.36%
215,000
ABM
ABM Industries Inc2022-03-31New Buy
+0.76%
40.24 ($43.53) 46.79
$47.48
9.07%
New holding
131,000
EFX
Equifax Inc2022-03-31Add
+0.70%
208.16 ($235.5) 285.61
$196.50
-16.56%
Add 123.68%
42,500
CWK
Cushman & Wakefield PLC2022-03-31New Buy
+0.67%
18.74 ($21.21) 23.12
$18.01
-15.09%
New holding
260,000
LHX
L3Harris Technologies Inc2022-03-31Reduce
-0.64%
209.29 ($232.57) 270.74
$237.39
2.07%
Reduce -56.82%
19,000
FB
Meta Platforms Inc2022-03-31Add
+0.63%
186.63 ($250.52) 338.54
$184.71
-26.27%
Add 70.31%
54,500
OMC
Omnicom Group Inc2022-03-31Reduce
-0.63%
73.29 ($80.41) 90.12
$72.41
-9.95%
Reduce -40.91%
104,000
SLB
Schlumberger Ltd2022-03-31Reduce
-0.62%
31.72 ($39.2) 45.08
$44.98
14.74%
Reduce -59.79%
117,000
BRK.B
Berkshire Hathaway Inc2022-03-31Reduce
-0.57%
300.79 ($323.34) 359.57
$309.23
-4.36%
Reduce -59.26%
11,000
DGX
Quest Diagnostics Inc2022-03-31Add
+0.57%
129.09 ($139.3) 164.35
$140.87
1.13%
Add 78.57%
75,000
GNRC
Generac Holdings Inc2022-03-31Add
+0.52%
256.99 ($300) 347.91
$232.64
-22.45%
Add 43.08%
46,500
PARA
Paramount Global2022-03-31Reduce
-0.52%
27.85 ($34.01) 38.48
$32.16
-5.45%
Reduce -37.08%
246,000
WGO
Winnebago Industries Inc2022-03-31Add
+0.51%
52.79 ($64.78) 77.45
$48.42
-25.25%
Add 59.06%
202,000
DISCK
Warner Bros.Discovery Inc2022-03-31Reduce
-0.48%
23.88 ($27.24) 30.4
$24.42
-10.35%
Reduce -21.68%
639,900
GOOG
Alphabet Inc2022-03-31Add
+0.47%
2529.29 ($2718.53) 2960.73
$2,126.61
-21.77%
Add 56.25%
3,750
FTV
Fortive Corp2022-03-31New Buy
+0.46%
56.24 ($65.7) 73.87
$59.37
-9.63%
New holding
60,059
ZBH
Zimmer Biomet Holdings Inc2022-03-31Reduce
-0.46%
108.33 ($120.48) 129.58
$119.33
-0.95%
Reduce -23.43%
100,000
CTVA
Corteva Inc2022-03-31Reduce
-0.42%
45.44 ($51.07) 59.79
$62.06
21.52%
Reduce -28.4%
187,600
ORCL
Oracle Corp2022-03-31Add
+0.42%
72.47 ($80.99) 89.28
$70.14
-13.40%
Add 80.39%
92,000
CFG
Citizens Financial Group Inc2022-03-31Reduce
-0.41%
45.33 ($51.51) 56.35
$39.84
-22.66%
Reduce -27.82%
188,200
MHK
Mohawk Industries Inc2022-03-31Add
+0.36%
123.76 ($150.29) 188.25
$136.56
-9.14%
Add 30.18%
99,000
TRV
The Travelers Companies Inc2022-03-31Reduce
-0.35%
155.75 ($171.29) 187.75
$173.66
1.38%
Reduce -37.25%
32,000
FITB
Fifth Third Bancorp2022-03-31Reduce
-0.34%
41.96 ($46.76) 50.45
$37.66
-19.46%
Reduce -34.74%
124,000
ST
Sensata Technologies Holding PLC2022-03-31Reduce
-0.34%
50.65 ($57.06) 65
$45.24
-20.72%
Reduce -18.82%
198,500
MCO
Moody's Corporation2022-03-31Add
+0.34%
301.31 ($336.35) 386.27
$293.25
-12.81%
Add 80%
18,000
CVS
CVS Health Corp2022-03-31Reduce
-0.33%
100.77 ($105.03) 110.83
$97.53
-7.14%
Reduce -21.43%
99,000
RTX
Raytheon Technologies Corp2022-03-31Reduce
-0.33%
86.97 ($94.71) 102.73
$93.76
-1%
Reduce -27.59%
84,000
WFC
Wells Fargo & Co2022-03-31Reduce
-0.33%
45.81 ($53.63) 59.06
$44.40
-17.21%
Reduce -30.85%
130,000
LKQ
LKQ Corp2022-03-31Add
+0.30%
42.55 ($51.2) 59.49
$49.82
-2.70%
Add 40%
182,000
SWK
Stanley Black & Decker Inc2022-03-31Add
+0.25%
138.32 ($165.54) 195.42
$118.66
-28.32%
Add 25.93%
68,000
MSFT
Microsoft Corp2022-03-31Add
+0.25%
275.85 ($300.8) 334.75
$264.22
-12.16%
Add 54.17%
18,500
CMI
Cummins Inc2022-03-31Add
+0.24%
189.6 ($216.62) 237.54
$202.19
-6.66%
Add 25%
47,500
WCC
WESCO International Inc2022-03-31Add
+0.24%
107.02 ($125.4) 137.26
$116
-7.50%
Add 15.34%
109,800
HOLX
Hologic Inc2022-03-31Add
+0.23%
68.08 ($71.85) 76.82
$75.94
5.69%
Add 28.24%
109,000
GLW
Corning Inc2022-03-31Reduce
-0.22%
35.06 ($39.03) 42.95
$33.76
-13.50%
Reduce -15.51%
267,000
TPR
Tapestry Inc2022-03-31Add
+0.22%
32.12 ($38.33) 41.65
$31.57
-17.62%
Add 29.15%
211,500
UPS
United Parcel Service Inc2022-03-31Reduce
-0.22%
194.83 ($212.34) 232.11
$174.66
-17.75%
Reduce -17.17%
41,000
UHS
Universal Health Services Inc2022-03-31Reduce
-0.22%
126.49 ($138.17) 151.26
$122.67
-11.21%
Reduce -29.17%
34,000
TXN
Texas Instruments Inc2022-03-31Add
+0.21%
162.47 ($176.33) 191.01
$170.70
-3.19%
Add 45%
29,000
JLL
Jones Lang LaSalle Inc2022-03-31Add
+0.20%
212.53 ($243.84) 274.36
$189.91
-22.12%
Add 14.29%
52,000
DIS
The Walt Disney Co2022-03-31Add
+0.19%
129.03 ($144.79) 157.89
$103.56
-28.48%
Add 16.18%
79,000
DLTR
Dollar Tree Inc2022-03-31Reduce
-0.17%
126.23 ($141.3) 160.32
$135.20
-4.32%
Reduce -29.41%
24,000
AXP
American Express Co2022-03-31Reduce
-0.16%
158.74 ($180.62) 198.38
$161.58
-10.54%
Reduce -22.22%
28,000
CARR
Carrier Global Corp2022-03-31Add
+0.16%
42.91 ($47.11) 53.82
$38.34
-18.62%
Add 20.9%
162,000
EBAY
eBay Inc2022-03-31Add
+0.16%
50.06 ($58.28) 66.81
$45
-22.79%
Add 15.38%
165,000
INTC
Intel Corp2022-03-31Add
+0.16%
44.4 ($49.59) 55.91
$42.36
-14.58%
Add 10.42%
265,000
KMB
Kimberly-Clark Corp2022-03-31Add
+0.14%
117.53 ($132.15) 144.59
$131.09
-0.80%
Add 18.37%
58,000
BDX
Becton, Dickinson and Co2022-03-31Reduce
-0.12%
243.47 ($257.29) 270.29
$251.51
-2.24%
Reduce -8.16%
45,000
CCRD
CoreCard Corp2022-03-31Reduce
-0.11%
27.4 ($34.07) 39.29
$23.16
-32.01%
Reduce -34.08%
46,143
MA
Mastercard Inc2022-03-31Reduce
-0.11%
312.92 ($359.86) 396.75
$347.16
-3.53%
Reduce -13.16%
16,500
GS
Goldman Sachs Group Inc2022-03-31Add
+0.10%
321.37 ($353.51) 407.48
$316.62
-10.44%
Add 9.8%
28,000
KDP
Keurig Dr Pepper Inc2022-03-31Reduce
-0.10%
36.65 ($37.95) 39.28
$35.36
-6.82%
Reduce -17.74%
102,000
BRC
Brady Corp2022-03-31Add
+0.09%
41.88 ($48.86) 54.37
$46.04
-5.77%
Add 35.86%
61,000
GM
General Motors Co2022-03-31Add
+0.09%
39.83 ($50.08) 65.74
$36.23
-27.66%
Add 8.85%
209,000
BLBD
Blue Bird Corp2022-03-31Reduce
-0.09%
14.26 ($18.21) 21.7
$11.93
-34.51%
Reduce -23.52%
157,549
SHYF
The Shyft Group Inc2022-03-31Add
+0.09%
36.11 ($42.62) 51.08
$21.38
-49.84%
Add 30.3%
86,000
WNC
Wabash National Corp2022-03-31Reduce
-0.09%
14.84 ($17.71) 21.63
$14.85
-16.15%
Reduce -20.3%
153,000
CENTA
Central Garden & Pet Co2022-03-31Reduce
-0.08%
40.2 ($42.97) 48.08
$41.24
-4.03%
Reduce -13.59%
89,000
MMC
Marsh & McLennan Companies Inc2022-03-31Reduce
-0.08%
147.31 ($157.61) 171.84
$153.22
-2.79%
Reduce -16%
21,000
WRK
WestRock Co2022-03-31Reduce
-0.07%
40.78 ($45.72) 47.99
$46.19
1.03%
Reduce -4.36%
271,000
KLIC
Kulicke & Soffa Industries Inc2022-03-31Add
+0.07%
47.12 ($55.24) 65.37
$48.49
-12.22%
Add 5.59%
190,900
CBRE
CBRE Group Inc2022-03-31Add
+0.06%
84.85 ($97.56) 110.3
$79.77
-18.23%
Add 6.94%
77,000
FHB
First Hawaiian Inc2022-03-31Reduce
-0.06%
27.08 ($28.91) 30.95
$25.22
-12.76%
Reduce -28.99%
49,000
MDT
Medtronic PLC2022-03-31Reduce
-0.06%
100.58 ($105.61) 112.38
$105.69
0.08%
Reduce -4.72%
101,000
MCD
McDonald's Corp2022-03-31Reduce
-0.06%
222 ($249.26) 269.69
$245.59
-1.47%
Reduce -11.76%
15,000
DENN
Denny's Corp2022-03-31Reduce
-0.05%
13.54 ($15.25) 16.68
$9.96
-34.66%
Reduce -3.3%
757,170
FSS
Federal Signal Corp2022-03-31Add
+0.05%
33.38 ($37.32) 43.96
$34.27
-8.17%
Add 43.33%
43,000
PB
Prosperity Bancshares Inc2022-03-31Reduce
-0.05%
69.38 ($73.82) 79.55
$70.85
-4.02%
Reduce -5.37%
98,889
DAL
Delta Air Lines Inc2022-03-31Add
+0.04%
30.11 ($39.02) 44.49
$38.44
-1.49%
Add 3.32%
280,000
BIG
Big Lots Inc2022-03-31Add
+0.04%
31.99 ($39.33) 49.67
$30.21
-23.19%
Add 14.06%
73,000
BKNG
Booking Holdings Inc2022-03-31Add
+0.04%
1817.16 ($2342.2) 2703.26
$2,158.33
-7.85%
Add 4.84%
3,250
PBH
Prestige Consumer Healthcare Inc2022-03-31Reduce
-0.04%
52.94 ($57.8) 61.88
$56.01
-3.10%
Reduce -6.85%
68,000
IVZ
Invesco Ltd2022-03-31Add
+0.04%
18.64 ($22.23) 24.89
$18.68
-15.99%
Add 1.75%
760,000
HRL
Hormel Foods Corp2022-03-31Reduce
-0.04%
46.56 ($48.96) 52.2
$49.10
0.29%
Reduce -7.61%
85,000
CBRL
Cracker Barrel Old Country Store Inc2022-03-31Reduce
-0.03%
110.68 ($124.24) 136.97
$99.67
-19.78%
Reduce -2.25%
87,000
EMN
Eastman Chemical Co2022-03-31Reduce
-0.03%
105.04 ($117.41) 127.69
$105.29
-10.32%
Reduce -2.63%
74,000
JOUT
Johnson Outdoors Inc2022-03-31Add
+0.03%
77.44 ($84.24) 95.6
$62.50
-25.81%
Add 11.11%
35,000
UNH
UnitedHealth Group Inc2022-03-31Reduce
-0.03%
455.89 ($481.86) 520.82
$498.73
3.50%
Reduce -4.55%
10,500
GHM
Graham Corp2022-03-31Add
+0.02%
7.26 ($9.92) 13.71
$7.91
-20.26%
Add 17.86%
159,000
DIN
Dine Brands Global Inc2022-03-31Reduce
-0.02%
62.75 ($74.46) 84.09
$71.48
-4%
Reduce -1.58%
171,250
AAPL
Apple Inc2022-03-31Reduce
-0.02%
150.62 ($168.23) 182.01
$141.41
-15.94%
Reduce -2.27%
43,000
GTES
Gates Industrial Corp PLC2022-03-31Reduce
-0.02%
14.71 ($15.66) 16.7
$12.54
-19.92%
Reduce -4.26%
225,000
IART
Integra Lifesciences Holdings Corp2022-03-31Reduce
-0.02%
62.86 ($65.88) 69.24
$60.20
-8.62%
Reduce -6.67%
42,000
REYN
Reynolds Consumer Products Inc2022-03-31Reduce
-0.02%
28.03 ($29.97) 32.06
$27.19
-9.28%
Reduce -1.9%
328,050
JBLU
JetBlue Airways Corp2022-03-31Reduce
-0.02%
11.48 ($14.5) 16.19
$10.27
-29.21%
Reduce -1.75%
812,000
USB
U.S. Bancorp2022-03-31Reduce
-0.02%
52.65 ($57.55) 63.25
$51.48
-10.54%
Reduce -1.88%
157,000
WDC
Western Digital Corp2022-03-31Add
+0.02%
44.47 ($54.52) 67.62
$59.19
8.57%
Add 3.67%
113,000
SSNC
SS&C Technologies Holdings Inc2022-03-31Reduce
-0.02%
71.89 ($78.19) 84.24
$62.46
-20.12%
Reduce -1.74%
113,000
MLR
Miller Industries Inc2022-03-31Add
+0.02%
27.72 ($30.83) 34.34
$24.82
-19.49%
Add 10%
66,000
AXTA
Axalta Coating Systems Ltd2022-03-31Add
+0.01%
22.57 ($28.04) 33.52
$25.89
-7.67%
Add 1.65%
289,200
FDX
FedEx Corp2022-03-31Add
+0.01%
201.09 ($235.12) 264.91
$204.62
-12.97%
Add 0.94%
53,500
KTB
Kontoor Brands Inc2022-03-31Reduce
-0.01%
39.79 ($47.24) 52.32
$38.52
-18.45%
Reduce -3.17%
61,000
HOMB
Home BancShares Inc2022-03-31Reduce
-0.01%
21.5 ($23.69) 25.86
$21.95
-7.34%
Reduce -3.79%
127,000
VSH
Vishay Intertechnology Inc2022-03-31Add
0%
17.87 ($20.18) 22.37
$19.74
-2.18%
Add 1.19%
170,000
DLTR
Dollar Tree Inc2021-12-31Reduce
-0.68%
97.11 ($122.44) 146.61
$135.20
10.42%
Reduce -63.04%
34,000
LOW
Lowe's Companies Inc2021-12-31Sold Out
-0.67%
204 ($238.68) 261.38
$189.32
-20.68%
Sold Out
0
CVS
CVS Health Corp2021-12-31Reduce
-0.53%
83.15 ($92.68) 103.7
$97.53
5.23%
Reduce -28.81%
126,000
GNRC
Generac Holdings Inc2021-12-31Add
+0.49%
341.3 ($414.31) 505.8
$232.64
-43.85%
Add 56.63%
32,500
MA
Mastercard Inc2021-12-31Add
+0.49%
306.28 ($345.75) 369.56
$347.16
0.41%
Add 153.33%
19,000
100/Page
Total 4696