S&P 500: 682.06 +0.3%
NASDAQ: 629.07 +0.5%
DOW: 475.67 +0.1%
$529.64 M
AUM
103
Holdings
2025 Q3
Latest Quarter
8.39%
Turnover

About Robert Olstein

Robert Olstein is an American investment manager and the founder of the Olstein Funds. He is renowned for his expertise in forensic accounting and his "accounting-first" approach to value investing. Before starting his fund, he co-founded "The Quality of Earnings Report," an influential research service for institutional investors that analyzed corporate financial statements.

Robert Olstein Top Holdings of 2025-09-30

Ticker Name Shares Value % of Portfolio Time Held % Change
DIS
109,000 $12.48 M 2.36% 7.3 Years -2.68%
VNT
256,000 $10.74 M 2.03% 1.7 Years -13.22%
ST
346,000 $10.57 M 2.00% 7.5 Years -5.72%
794,000 $9.91 M 1.87% 2.5 Years +16.94%
BDX
52,000 $9.73 M 1.84% >10 Years +1.96%
LKQ
318,266 $9.72 M 1.84% 4.5 Years +40.21%
ABM
208,972 $9.64 M 1.82% 3.5 Years -1.42%
JNJ
48,500 $8.99 M 1.70% 5.3 Years -20.49%
OMC
110,000 $8.97 M 1.69% 8 Years 0.00%
SLB
253,000 $8.7 M 1.64% 6.3 Years 0.00%

Recent Moves

Significant New Position
+28,500 Shares | +$3.84 M Value
Continues to build a major stake in the Consumer Staples sector
2025 Q3
Added to Core Holding
+117,834 Shares | +$5.15 M Value
Modest increase in Industrials
2025 Q3
Reduced Exposure to Position
-24,700 Shares | -$5.22 M Value
Reduced exposure to Industrials
2025 Q3
Complete Exit
-74,000 Shares | -$5.52 M Value
Cleared EMN, sector remains in portfolio
2025 Q3

Robert Olstein's Historical Top Holdings Breakdown

Portfolio Date:

Robert Olstein Top Stock Picks

Ticker Name Date Activity Shares Shares Change Value Change
EMN
09/30/2025 Sold Out 74,000 -74,000 $5.52 M
WCC
09/30/2025 Reduce -53.8% 21,200 -24,700 $5.22 M
RAL
09/30/2025 Add 433.8% 145,000 117,834 $5.15 M
GLW
09/30/2025 Reduce -54.0% 45,500 -53,500 $4.39 M
STZ
09/30/2025 New Buy 28,500 28,500 $3.84 M
LHX
09/30/2025 Reduce -49.6% 12,600 -12,400 $3.79 M
09/30/2025 Reduce -31.4% 88,449 -40,551 $3.5 M
FI
09/30/2025 Add 84.1% 58,000 26,500 $3.42 M
09/30/2025 Reduce -47.3% 14,500 -13,000 $3.17 M
UNH
09/30/2025 Reduce -34.0% 16,500 -8,500 $2.93 M

Robert Olstein's Sector Breakdowns

Portfolio Date: