We are live on ! Find out more
Robert Olstein

Robert Olstein Olstein Capital Management

AUM $458M Turnover 5.83%
1-Year Est. Return 6.27%
 

Robert Olstein is the founder of Olstein Capital Management and a long-time advocate of forensic accounting and quality-of-earnings analysis in equity investing. His process looks beyond headline multiples to assess earnings sustainability and balance-sheet risk. Olstein’s work is frequently referenced by investors who prioritize accounting diligence.

This Fund
S&P 500
This Quarter Est. Return
-3.57%
1 Year Est. Return
+6.27%
3 Year Est. Return
+16.62%
5 Year Est. Return
+3.39%
10 Year Est. Return
+96.48%
AUM
$458M
AUM Growth
-$29.5M
Cap. Flow
-$13.2M
Cap. Flow %
-2.89%
Top 10 Hldgs %
19.43%
Holding
103
New
2
Increased
28
Reduced
59
Closed
4
Avg Time Held
6.1 years
Top 10 Avg Time Held
1.4 years
Top 20 Avg Time Held
1.2 years

Top Buys

Rank Stock Value
1
BAH icon
Booz Allen Hamilton
BAH
+$5.56M
2
AVTR icon
Avantor
AVTR
+$3.86M
3
SSNC icon
SS&C Technologies
SSNC
+$3.84M
4
EFX icon
Equifax
EFX
+$3.77M
5
WAT icon
Waters Corp
WAT
+$3.42M

Top Sells

Rank Stock Value
1
KLIC icon
Kulicke & Soffa
KLIC
+$5.18M
2
FDX icon
FedEx
FDX
+$4.17M
3
SLB icon
SLB Ltd
SLB
+$4.13M
4
TGT icon
Target
TGT
+$4.01M
5
DE icon
Deere & Co
DE
+$3.49M

Sector Composition

Rank Sector Weight
1 Industrials 20.49%
2 Technology 18.14%
3 Healthcare 16.41%
4 Financials 15.79%
5 Consumer Discretionary 10.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow Held Since
RTX icon
76
RTX Corp
RTX
$261B
$2.22M 0.48%
11,500
-4,500
-28% -$895K
2013 Q2
51 quarters
GOOG icon
77
Alphabet (Google) Class C
GOOG
$4.12T
$2.15M 0.47%
7,500
– –
2017 Q1
36 quarters
GTES icon
78
Gates Industrial Corp
GTES
$6.54B
$1.68M 0.37%
74,500
-9,500
-11% -$231K
2021 Q1
20 quarters
CENTA icon
79
Central Garden & Pet Co Class A
CENTA
$2.27B
$1.46M 0.32%
45,000
-7,500
-14% -$239K
2017 Q3
34 quarters
EBAY icon
80
eBay
EBAY
$53.5B
$1.46M 0.32%
16,000
-6,000
-27% -$539K
2013 Q2
51 quarters
PBH icon
81
Prestige Consumer Healthcare
PBH
$2.36B
$1.24M 0.27%
21,000
– –
2017 Q1
36 quarters
AEBI icon
82
Aebi Schmidt Holding AG
AEBI
$861M
$1.23M 0.27%
127,000
-20,122
-14% -$276K
2025 Q3
2 quarters
TNC icon
83
Tennant Co
TNC
$1.11B
$1.13M 0.25%
17,000
+4,000
+31% +$291K
2024 Q4
5 quarters
FA icon
84
First Advantage
FA
$3.29B
$1.12M 0.24%
95,000
+21,000
+28% +$257K
2023 Q3
10 quarters
BLBD icon
85
Blue Bird Corp
BLBD
$1.95B
$1.11M 0.24%
19,526
-3,474
-15% -$187K
2017 Q2
35 quarters
GS icon
86
Goldman Sachs
GS
$257B
$1.02M 0.22%
1,200
-300
-20% -$268K
2018 Q2
31 quarters
CWK icon
87
Cushman & Wakefield Ltd
CWK
$2.65B
$1M 0.22%
82,000
-6,500
-7% -$93.2K
2022 Q1
16 quarters
MLR icon
88
Miller Industries
MLR
$584M
$979K 0.21%
21,500
– –
2013 Q2
51 quarters
HOMB icon
89
Home BancShares
HOMB
$5.84B
$956K 0.21%
35,500
-1,500
-4% -$42.2K
2018 Q2
31 quarters
PGNY icon
90
Progyny
PGNY
$2.06B
$951K 0.21%
56,000
+20,000
+56% +$429K
2025 Q1
4 quarters
FHB icon
91
First Hawaiian
FHB
$3.04B
$912K 0.2%
37,000
-3,000
-8% -$77.2K
2020 Q2
23 quarters
VSH icon
92
Vishay Intertechnology
VSH
$4.25B
$846K 0.18%
47,000
-30,000
-39% -$545K
2019 Q3
26 quarters
PB icon
93
Prosperity Bancshares
PB
$8.15B
$806K 0.18%
12,000
– –
2017 Q1
36 quarters
NOV icon
94
NOV
NOV
$6.75B
$790K 0.17%
42,000
-5,000
-11% -$93.9K
2025 Q2
3 quarters
AGCO icon
95
AGCO
AGCO
$7.26B
$753K 0.16%
6,500
-2,500
-28% -$303K
2024 Q2
7 quarters
PLOW icon
96
Douglas Dynamics
PLOW
$912M
$738K 0.16%
17,543
-12,457
-42% -$503K
2024 Q1
8 quarters
GLW icon
97
Corning
GLW
$114B
$680K 0.15%
5,000
-25,000
-83% -$3.01M
2013 Q4
49 quarters
BRC icon
98
Brady Corp
BRC
$3.84B
$609K 0.13%
7,500
-3,000
-29% -$261K
2020 Q4
21 quarters
TKR icon
99
Timken Company
TKR
$7.79B
$503K 0.11%
5,000
-3,300
-40% -$328K
2021 Q2
19 quarters
CMI icon
100
Cummins
CMI
$73.1B
– –
-4,700
Closed -$2.4M –
1 2 3
4
5

Similar funds

BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
PCP
Perbak Capital Partners London, United Kingdom $406M AUM 17.25% 1-Year Est. Return
EPAM
Evelyn Partners Asset Management London $406M AUM 19.36% 1-Year Est. Return
NFG
Northeast Financial Group Tannersville, Pennsylvania $404M AUM 12.61% 1-Year Est. Return
IVLAV
Index Venture Life Associates VI St. Helier, Jersey $396M AUM 176.22% 1-Year Est. Return
TM
Taproot Management New York $530M AUM
VI
VectorGlobal IAG Miami, Florida $385M AUM
ACM
Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Robert Olstein's Q1 2026 Portfolio in Review

As of Q1 2026, Robert Olstein held 103 positions worth $458M, down 6.1% from $488M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Robert Olstein's Q1 2026 filing shows 2 new, 28 increased, 59 reduced and 4 closed positions. Its largest new stake was Booz Allen Hamilton: 66,000 shares worth $5.15M. The largest sale was Kulicke & Soffa, an estimated $5.18M.

By sector, the portfolio is most concentrated in Industrials at 20% of assets, down from 22% a quarter earlier, followed by Technology and Healthcare.

  • Robert Olstein's largest Q1 2026 buy was Booz Allen Hamilton: 66,000 shares worth $5.15M.
  • Robert Olstein added most to Avantor in Q1 2026, an estimated $3.86M increase.
  • Robert Olstein's biggest Q1 2026 reduction was Kulicke & Soffa, cutting an estimated $5.18M.
  • Robert Olstein fully exited Deere & Co in Q1 2026, selling an estimated $3.49M.
  • Robert Olstein's ten largest holdings make up 19% of its $458M portfolio in Q1 2026.
  • Robert Olstein opened 2 new positions and closed 4 in Q1 2026.
  • Robert Olstein's portfolio value fell 6.1% quarter-over-quarter to $458M.

Based on Olstein Capital Management's 13F filing for Q1 2026, filed 21 Apr 2026.