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Robert Olstein
Portfolio: Top Holdings & Stock Picks

Olstein Capital Management, L.P.

Value Investing Contrarian Investing

Robert Olstein (Olstein Capital Management, L.P.) disclosed 103 total holdings in its latest 13F filing dated 2025-09-30, with a portfolio value of $529.64 M billion and a turnover rate of 8.4%.

Portfolio Value
$529.64 M
Total Holdings
103
Latest Filing
Q3 2025
Oct 21, 2025
Turnover Rate
8.39%

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
Q3 2025
Added to Core Holding
+117,834 Shares | +$5.15 M Value
Modest increase in Industrials
Q3 2025
Reduced Exposure to Position
-24,700 Shares | -$5.22 M Value
Reduced exposure to Industrials
Q3 2025
Complete Exit
-74,000 Shares | -$5.52 M Value
Cleared EMN, sector remains in portfolio
Q3 2025

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:

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.

Frequently Asked Questions

As of 2025-09-30, Robert Olstein holds 103 stocks. Top positions include DIS, VNT, ST, AVTR, BDX. For full portfolio details, please visit Robert Olstein’s portfolio.

In Q3 2025, Robert Olstein’s largest purchase by dollar amount was STZ. For complete transaction details, please visit Robert Olstein’s portfolio.

According to the 13F filing for Q3 2025, Robert Olstein increased their stake in RAL.

Robert Olstein’s firm may occasionally request confidential treatment under SEC rule 13F-HR, which allows temporary non-disclosure of certain positions.