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Robert Olstein Olstein Capital Management

AUM $458M
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
+2.67%
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
$533M
AUM Growth
-$9.79M
Cap. Flow
-$16.3M
Cap. Flow %
-3.06%
Top 10 Hldgs %
18.65%
Holding
102
New
4
Increased
36
Reduced
48
Closed
1

Top Buys

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$4.2M
2
ADBE icon
Adobe
ADBE
+$3.85M
3
TMO icon
Thermo Fisher Scientific
TMO
+$3.34M
4
CB icon
Chubb
CB
+$2.3M
5
FISV
Fiserv Inc
FISV
+$2.27M

Top Sells

Rank Stock Value
1
CTVA icon
Corteva
CTVA
+$3.6M
2
DENN
Denny's
DENN
+$3.57M
3
DIS icon
Walt Disney
DIS
+$2.86M
4
LHX icon
L3Harris
LHX
+$2.64M
5
DIN icon
Dine Brands
DIN
+$2.31M

Sector Composition

Rank Sector Weight
1 Industrials 21.57%
2 Healthcare 17.07%
3 Technology 17.04%
4 Financials 14.31%
5 Consumer Discretionary 10.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TMO icon
76
Thermo Fisher Scientific
TMO
$233B
$3.24M 0.61%
+8,000
New +$3.34M
SPGI icon
77
S&P Global
SPGI
$127B
$2.85M 0.53%
5,400
– –
EBAY icon
78
eBay
EBAY
$46.3B
$2.83M 0.53%
38,000
-2,000
-5% -$142K
SHYF
79
DELISTED
The Shyft Group
SHYF
$2.42M 0.45%
193,000
-32,799
-15% -$321K
BLBD icon
80
Blue Bird Corp
BLBD
$1.96B
$2.2M 0.41%
51,000
-14,000
-22% -$533K
GTES icon
81
Gates Industrial Corp
GTES
$6.56B
$2.19M 0.41%
95,000
-19,000
-17% -$383K
V icon
82
Visa
V
$693B
$2.13M 0.4%
6,000
-1,000
-14% -$349K
VSH icon
83
Vishay Intertechnology
VSH
$4.85B
$1.78M 0.33%
112,000
– –
CENTA icon
84
Central Garden & Pet Co Class A
CENTA
$2.41B
$1.72M 0.32%
55,000
-5,000
-8% -$156K
IART icon
85
Integra LifeSciences
IART
$1.3B
$1.66M 0.31%
135,000
+37,000
+38% +$537K
CWK icon
86
Cushman & Wakefield Ltd
CWK
$3.48B
$1.56M 0.29%
141,000
+1,000
+0.7% +$9.8K
RAL
87
Ralliant Corp
RAL
$7.04B
$1.32M 0.25%
+27,166
New +$1.34M
PLOW icon
88
Douglas Dynamics
PLOW
$973M
$1.3M 0.24%
44,000
-16,000
-27% -$421K
FHB icon
89
First Hawaiian
FHB
$3.2B
$1.22M 0.23%
49,000
-2,000
-4% -$46.9K
HOMB icon
90
Home BancShares
HOMB
$6.06B
$1.21M 0.23%
42,500
-7,500
-15% -$209K
AGCO icon
91
AGCO
AGCO
$7.48B
$1.03M 0.19%
9,979
-2,521
-20% -$240K
TKR icon
92
Timken Company
TKR
$8.67B
$979K 0.18%
13,500
+500
+4% +$34K
FA icon
93
First Advantage
FA
$3.59B
$963K 0.18%
58,000
-5,000
-8% -$80.7K
PBH icon
94
Prestige Consumer Healthcare
PBH
$2.43B
$958K 0.18%
12,000
-3,000
-20% -$251K
MLR icon
95
Miller Industries
MLR
$649M
$956K 0.18%
21,500
– –
PB icon
96
Prosperity Bancshares
PB
$8.75B
$913K 0.17%
13,000
– –
TNC icon
97
Tennant Co
TNC
$1.17B
$903K 0.17%
11,650
+350
+3% +$25.9K
BRC icon
98
Brady Corp
BRC
$4.3B
$884K 0.17%
13,000
-2,000
-13% -$139K
GHM icon
99
Graham Corp
GHM
$1.19B
$842K 0.16%
17,000
-3,840
-18% -$142K
PGNY icon
100
Progyny
PGNY
$1.97B
$528K 0.1%
24,000
+3,000
+14% +$65.8K
1 2 3
4
5

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Robert Olstein's Q2 2025 Portfolio in Review

As of Q2 2025, Robert Olstein held 102 positions worth $533M, down 1.8% from $543M the previous quarter. Its ten largest holdings account for 19% of the portfolio.

Robert Olstein withdrew a net $16.3M in Q2 2025, closing 1 position and reducing 48 holdings. Its most notable exit was Denny's, an estimated $3.57M position sold in full.

By sector, the portfolio is most concentrated in Industrials at 22% of assets, up from 21% a quarter earlier, followed by Healthcare and Technology.

Against the trend, Robert Olstein opened a new position in Adobe worth $3.87M.

  • Robert Olstein's largest Q2 2025 buy was Adobe: 10,000 shares worth $3.87M.
  • Robert Olstein added most to UnitedHealth in Q2 2025, an estimated $4.2M increase.
  • Robert Olstein's biggest Q2 2025 reduction was Corteva, cutting an estimated $3.6M.
  • Robert Olstein fully exited Denny's in Q2 2025, selling an estimated $3.57M.
  • Robert Olstein's ten largest holdings make up 19% of its $533M portfolio in Q2 2025.
  • Robert Olstein opened 4 new positions and closed 1 in Q2 2025.
  • Robert Olstein's portfolio value fell 1.8% quarter-over-quarter to $533M.

Based on Olstein Capital Management's 13F filing for Q2 2025, filed 22 Jul 2025.