
	Robert Olstein 13F
	Olstein Capital Management, L.P.

	Last update 2025-04-14	98 Stocks (3 new)
	Value $543.00 Mil	Turnover 8 %
	Countries: Top Holdings: DIS(2.53%)LKQ(2.04%)ST(1.99%)BAX(1.96%)SLB(1.94%) SEC Filings Portfolio Report

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 Portfolio and Latest Trades

Ticker
Ticker
MIDD
AVTR
ON
PEP
FIS
CB
AAPL
SSNC
DAL
DE
CMCSA
RTX
MA
EBAY
BRK.B
GLW
LHX
CBRE
KLIC
NKE
JOUT
REYN
MCO
HOLX
IVZ
LUV
SYY
GD
DGX
CSCO
HON
GM
LKQ
V
JLL
DIN
NDAQ
WTW
CTVA
PBH
IART
MDT
FDX
HSIC
UNH
WCC
CENTA
CVS
GOOG
GTES
JNJ
VNT
BAX
EFX
PGNY
TRV
DOV
OMC
VSH
CFG
EMN
FHB
META
PLOW
GS
HOMB
TKR
TXN
BRC
CMI
DENN
DIS
GHM
USB
WFC
AGCO
MSFT
TNC
CWK
FITB
KMB
TGT
BLBD
IFF
MHK
PB
ST
ABM
MLR
SHYF
NKE
ON
SYY
CMI
GD
AXTA
TGT
WCC
AVTR
CVS

Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
Ticker	Company	Date	Action	Impact %	Price Range	Price	Price Change from Avrg%	Comment	Current Shares	Share Change
MIDD	The Middleby Corp	2025-03-31	Reduce Reduce	-0.77%	● 133.93 ($156.88) 172.89	$144.00	-8.21%	Reduce -45.77%	38,500	-32,500
AVTR	Avantor Inc	2025-03-31	Add Add	+0.63%	● 15.5 ($18.94) 22.57	$13.46	-28.93%	Add 59.55%	568,000	212,000
ON	ON Semiconductor Corp	2025-03-31	Add Add	+0.58%	● 40.69 ($50.33) 64.51	$52.41	4.13%	Add 102.63%	154,000	78,000
PEP	PepsiCo Inc	2025-03-31	New Buy New Buy	+0.58%	● 142.64 ($148.84) 156.42	$132.04	-11.29%	New holding	21,000	21,000
FIS	Fidelity National Information Services Inc Fidelity National Information Services Inc	2025-03-31	Add Add	+0.54%	● 68.12 ($75.19) 83.42	$81.41	8.27%	Add 50%	117,000	39,000
CB	Chubb Ltd	2025-03-31	New Buy New Buy	+0.50%	● 257.71 ($277.87) 301.99	$289.72	4.26%	New holding	9,000	9,000
AAPL	Apple Inc	2025-03-31	Add Add	+0.47%	● 209.68 ($231.67) 247.1	$205.17	-11.44%	Add 100%	23,000	11,500
SSNC	SS&C Technologies Holdings Inc	2025-03-31	Reduce Reduce	-0.46%	● 74.75 ($82.77) 89.13	$82.77	0%	Reduce -35.43%	63,281	-34,719
DAL	Delta Air Lines Inc	2025-03-31	Add Add	+0.42%	● 43.6 ($59.28) 69.06	$49.18	-17.04%	Add 41.94%	176,000	52,000
DE	Deere & Co	2025-03-31	Reduce Reduce	-0.39%	● 408.57 ($467.8) 509.27	$508.49	8.70%	Reduce -33.33%	10,500	-5,250
CMCSA	Comcast Corp	2025-03-31	Add Add	+0.38%	● 33.19 ($36.08) 38.23	$35.69	-1.08%	Add 50.45%	167,000	56,000
RTX	RTX Corp	2025-03-31	Reduce Reduce	-0.38%	● 114.1 ($126.79) 135.66	$146.02	15.17%	Reduce -36.83%	32,392	-18,888
MA	Mastercard Inc	2025-03-31	Sold Out Sold Out	-0.37%	● 504.67 ($544.39) 576.31	$561.94	3.22%	Sold Out	0	-4,000
EBAY	eBay Inc	2025-03-31	Reduce Reduce	-0.36%	● 61.61 ($66.65) 70.93	$74.46	11.72%	Reduce -45.21%	40,000	-33,000
BRK.B	Berkshire Hathaway Inc	2025-03-31	Reduce Reduce	-0.35%	● 442.66 ($486.15) 534.52	$485.77	-0.08%	Reduce -33.21%	8,750	-4,350
GLW	Corning Inc	2025-03-31	Reduce Reduce	-0.33%	● 44.91 ($49.38) 54.25	$52.59	6.50%	Reduce -26.71%	107,000	-39,000
LHX	L3Harris Technologies Inc	2025-03-31	Add Add	+0.33%	● 194.65 ($209.61) 222.86	$250.84	19.67%	Add 30.36%	36,500	8,500
CBRE	CBRE Group Inc	2025-03-31	Reduce Reduce	-0.32%	● 121.79 ($135.89) 147.13	$140.12	3.11%	Reduce -23.73%	45,000	-14,000
KLIC	Kulicke & Soffa Industries Inc	2025-03-31	Add Add	+0.31%	● 32.98 ($41.03) 47.98	$34.60	-15.67%	Add 27.2%	240,400	51,400
NKE	Nike Inc	2025-03-31	Add Add	+0.31%	● 63.29 ($73.61) 81.72	$71.04	-3.49%	Add 42.19%	91,000	27,000
JOUT	Johnson Outdoors Inc	2025-03-31	Sold Out Sold Out	-0.31%	● 24.77 ($29.18) 35.6	$30.29	3.80%	Sold Out	0	-54,000
REYN	Reynolds Consumer Products Inc	2025-03-31	Add Add	+0.30%	● 23.24 ($25.23) 28.11	$21.42	-15.10%	Add 28.63%	304,850	67,850
MCO	Moodys Corp	2025-03-31	Sold Out Sold Out	-0.29%	● 437.8 ($481.85) 527.48	$501.59	4.10%	Sold Out	0	-3,500
HOLX	Hologic Inc	2025-03-31	Add Add	+0.28%	● 60.7 ($66.26) 73.77	$65.15	-1.68%	Add 27.78%	115,000	25,000
IVZ	Invesco Ltd	2025-03-31	Reduce Reduce	-0.28%	● 14.82 ($17.07) 19.34	$15.77	-7.62%	Reduce -19.14%	380,020	-89,980
LUV	Southwest Airlines Co	2025-03-31	Reduce Reduce	-0.28%	● 28.18 ($31.67) 34.84	$32.44	2.43%	Reduce -20%	192,000	-48,000
SYY	Sysco Corp	2025-03-31	Add Add	+0.24%	● 70 ($73.3) 77.13	$75.74	3.33%	Add 29.31%	75,000	17,000
GD	General Dynamics Corp	2025-03-31	Add Add	+0.23%	● 241.94 ($259.92) 272.58	$291.66	12.21%	Add 15.79%	33,000	4,500
DGX	Quest Diagnostics Inc	2025-03-31	Reduce Reduce	-0.22%	● 150.33 ($164.28) 176.95	$179.63	9.34%	Reduce -15.15%	46,000	-8,216
CSCO	Cisco Systems Inc	2025-03-31	Reduce Reduce	-0.21%	● 58.74 ($61.57) 64.87	$69.38	12.68%	Reduce -15.87%	106,000	-20,000
HON	Honeywell International Inc	2025-03-31	Add Add	+0.21%	● 202.75 ($214.7) 226.52	$232.88	8.47%	Add 39.29%	19,500	5,500
GM	General Motors Co	2025-03-31	Add Add	+0.19%	● 45.22 ($49.28) 54.92	$49.21	-0.14%	Add 18.03%	144,000	22,000
LKQ	LKQ Corp	2025-03-31	Reduce Reduce	-0.19%	● 36.24 ($39.66) 44.05	$36.99	-6.73%	Reduce -10%	261,000	-29,000
V	Visa Inc	2025-03-31	Reduce Reduce	-0.19%	● 306.92 ($338.38) 362.71	$355.05	4.93%	Reduce -33.33%	7,000	-3,500
JLL	Jones Lang LaSalle Inc	2025-03-31	Reduce Reduce	-0.18%	● 238 ($263.11) 284.76	$255.78	-2.79%	Reduce -15.66%	22,350	-4,150
DIN	Dine Brands Global Inc	2025-03-31	Add Add	+0.17%	● 23.27 ($26.95) 31.93	$24.33	-9.72%	Add 12.6%	356,000	39,842
NDAQ	Nasdaq Inc	2025-03-31	Add Add	+0.17%	● 72.17 ($78.69) 83.76	$89.42	13.64%	Add 15%	92,000	12,000
WTW	Willis Towers Watson PLC	2025-03-31	Reduce Reduce	-0.17%	● 306.61 ($325.92) 340.88	$306.59	-5.93%	Reduce -14.63%	17,500	-3,000
CTVA	Corteva Inc	2025-03-31	Reduce Reduce	-0.15%	● 55.94 ($61.83) 66.15	$74.53	20.54%	Reduce -9.18%	148,000	-14,960
PBH	Prestige Consumer Healthcare Inc	2025-03-31	Reduce Reduce	-0.15%	● 73.82 ($82.02) 89.02	$79.85	-2.65%	Reduce -42.31%	15,000	-11,000
IART	Integra Lifesciences Holdings Corp	2025-03-31	Reduce Reduce	-0.14%	● 21.13 ($23.51) 26.55	$12.28	-47.79%	Reduce -26.32%	98,000	-35,000
MDT	Medtronic PLC	2025-03-31	Reduce Reduce	-0.14%	● 79.84 ($89.48) 94.5	$87.17	-2.58%	Reduce -10.64%	84,000	-10,000
FDX	FedEx Corp	2025-03-31	Add Add	+0.13%	● 230.33 ($259.24) 281.53	$227.31	-12.32%	Add 10.71%	31,000	3,000
HSIC	Henry Schein Inc	2025-03-31	Reduce Reduce	-0.12%	● 68.49 ($73.84) 81.91	$73.05	-1.07%	Reduce -8.86%	99,343	-9,657
UNH	UnitedHealth Group Inc	2025-03-31	Reduce Reduce	-0.11%	● 461.52 ($511.2) 548.18	$311.97	-38.97%	Reduce -7.89%	14,000	-1,200
WCC	WESCO International Inc	2025-03-31	Add Add	+0.11%	● 155.3 ($178.9) 199.95	$185.20	3.52%	Add 10.81%	41,000	4,000
CENTA	Central Garden & Pet Co	2025-03-31	Reduce Reduce	-0.10%	● 29.86 ($31.77) 34.19	$31.30	-1.48%	Reduce -22.08%	60,000	-17,000
CVS	CVS Health Corp	2025-03-31	Reduce Reduce	-0.10%	● 44.22 ($59.84) 68.64	$68.98	15.27%	Reduce -10.57%	110,000	-13,000
GOOG	Alphabet Inc	2025-03-31	Add Add	+0.10%	● 156.06 ($183.12) 207.71	$177.39	-3.13%	Add 12.5%	31,500	3,500
GTES	Gates Industrial Corp PLC	2025-03-31	Reduce Reduce	-0.10%	● 18.41 ($20.62) 23.51	$23.03	11.69%	Reduce -19.72%	114,000	-28,000
JNJ	Johnson & Johnson	2025-03-31	Reduce Reduce	-0.10%	● 142.06 ($156.47) 167.7	$152.75	-2.38%	Reduce -6.15%	61,000	-4,000
VNT	Vontier Corp	2025-03-31	Reduce Reduce	-0.10%	● 32.1 ($36.41) 40.32	$36.90	1.35%	Reduce -4.89%	292,000	-15,000
BAX	Baxter International Inc	2025-03-31	Reduce Reduce	-0.09%	● 29.26 ($32.7) 36.57	$30.28	-7.40%	Reduce -5.18%	311,000	-17,000
EFX	Equifax Inc	2025-03-31	Add Add	+0.09%	● 235.63 ($251.35) 278.34	$259.37	3.19%	Add 15.38%	15,000	2,000
PGNY	Progyny Inc	2025-03-31	New Buy New Buy	+0.09%	● 17.43 ($21.54) 23.88	$22.00	2.14%	New holding	21,000	21,000
TRV	The Travelers Companies Inc	2025-03-31	Reduce Reduce	-0.09%	● 232.43 ($249.13) 265.13	$267.54	7.39%	Reduce -6.25%	30,000	-2,000
DOV	Dover Corp	2025-03-31	Reduce Reduce	-0.08%	● 174.65 ($192.27) 206.43	$183.23	-4.70%	Reduce -8.56%	26,518	-2,482
OMC	Omnicom Group Inc	2025-03-31	Add Add	+0.08%	● 79.43 ($83.51) 88.34	$71.94	-13.85%	Add 5.32%	99,000	5,000
VSH	Vishay Intertechnology Inc	2025-03-31	Reduce Reduce	-0.08%	● 15.9 ($17.13) 19.1	$15.88	-7.30%	Reduce -20%	112,000	-28,000
CFG	Citizens Financial Group Inc	2025-03-31	Reduce Reduce	-0.07%	● 39.73 ($44.62) 48.36	$44.75	0.29%	Reduce -4.48%	185,300	-8,700
EMN	Eastman Chemical Co	2025-03-31	Add Add	+0.07%	● 87.05 ($94.42) 103.47	$74.66	-20.93%	Add 6.32%	71,000	4,221
FHB	First Hawaiian Inc	2025-03-31	Reduce Reduce	-0.06%	● 24.13 ($26.04) 28.18	$24.96	-4.15%	Reduce -19.05%	51,000	-12,000
META	Meta Platforms Inc	2025-03-31	Reduce Reduce	-0.06%	● 576.36 ($645.17) 736.67	$738.09	14.40%	Reduce -13.04%	4,000	-600
PLOW	Douglas Dynamics Inc	2025-03-31	Reduce Reduce	-0.06%	● 23.22 ($25.07) 27.55	$29.47	17.55%	Reduce -20%	60,000	-15,000
GS	The Goldman Sachs Group Inc	2025-03-31	Add Add	+0.05%	● 524.81 ($601.74) 672.19	$707.75	17.62%	Add 6.67%	8,000	500
HOMB	Home BancShares Inc	2025-03-31	Reduce Reduce	-0.05%	● 27.23 ($29.24) 31.23	$28.46	-2.67%	Reduce -16.67%	50,000	-10,000
TKR	The Timken Co	2025-03-31	Reduce Reduce	-0.05%	● 69.85 ($77.19) 83.79	$72.55	-6.01%	Reduce -23.53%	13,000	-4,000
TXN	Texas Instruments Inc	2025-03-31	Add Add	+0.05%	● 173.6 ($187.2) 203.96	$207.62	10.91%	Add 6.98%	23,000	1,500
BRC	Brady Corp	2025-03-31	Reduce Reduce	-0.04%	● 68.85 ($72.65) 75.89	$67.97	-6.44%	Reduce -16.67%	15,000	-3,000
CMI	Cummins Inc	2025-03-31	Add Add	+0.04%	● 312.92 ($352.28) 386.07	$327.50	-7.03%	Add 6.67%	12,000	750
DENN	Denny's Corp	2025-03-31	Add Add	+0.04%	● 3.67 ($5.26) 7.04	$4.11	-21.96%	Add 6.18%	973,000	56,600
DIS	The Walt Disney Co	2025-03-31	Add Add	+0.04%	● 96.87 ($107.47) 114	$124.01	15.39%	Add 1.45%	139,500	2,000
GHM	Graham Corp	2025-03-31	Reduce Reduce	-0.04%	● 28.82 ($37.93) 49.72	$49.51	30.53%	Reduce -18.27%	20,840	-4,660
USB	U.S. Bancorp	2025-03-31	Add Add	+0.04%	● 40.92 ($46.14) 50.9	$45.25	-1.93%	Add 2.75%	168,000	4,500
WFC	Wells Fargo & Co	2025-03-31	Reduce Reduce	-0.04%	● 66.78 ($75.08) 81.42	$80.12	6.71%	Reduce -3.69%	85,716	-3,284
AGCO	AGCO Corp	2025-03-31	Reduce Reduce	-0.03%	● 88.82 ($97.67) 106.69	$103.16	5.62%	Reduce -13.79%	12,500	-2,000
MSFT	Microsoft Corp	2025-03-31	Add Add	+0.03%	● 375.39 ($407.71) 447.2	$497.41	22.00%	Add 5.26%	10,000	500
TNC	Tennant Co	2025-03-31	Add Add	+0.03%	● 79.73 ($84.59) 89.16	$77.48	-8.41%	Add 18.95%	11,300	1,800
CWK	Cushman & Wakefield PLC	2025-03-31	Reduce Reduce	-0.02%	● 10.19 ($12.16) 13.87	$11.07	-8.96%	Reduce -5.41%	140,000	-8,000
FITB	Fifth Third Bancorp	2025-03-31	Add Add	+0.02%	● 37.48 ($42.17) 44.96	$41.13	-2.47%	Add 2.17%	141,000	3,000
KMB	Kimberly-Clark Corp	2025-03-31	Reduce Reduce	-0.02%	● 124.46 ($134.75) 147.4	$128.92	-4.33%	Reduce -2.08%	47,000	-1,000
TGT	Target Corp	2025-03-31	Add Add	+0.02%	● 103.65 ($124.98) 142.5	$98.65	-21.07%	Add 1.35%	75,000	1,000
BLBD	Blue Bird Corp	2025-03-31	Add Add	+0.01%	● 32.37 ($36.57) 42.39	$43.14	17.97%	Add 3.17%	65,000	2,000
IFF	International Flavors & Fragrances Inc International Flavors & Fragrances Inc	2025-03-31	Add Add	+0.01%	● 76.48 ($82.48) 87.72	$73.55	-10.83%	Add 0.96%	105,000	1,000
MHK	Mohawk Industries Inc	2025-03-31	Add Add	+0.01%	● 110.92 ($119.22) 130.83	$104.84	-12.06%	Add 0.83%	70,582	582
PB	Prosperity Bancshares Inc	2025-03-31	Reduce Reduce	-0.01%	● 69.3 ($75.69) 80.69	$70.24	-7.20%	Reduce -7.14%	13,000	-1,000
ST	Sensata Technologies Holding PLC	2025-03-31	Add Add	+0.01%	● 24.27 ($27.71) 30	$30.11	8.66%	Add 0.43%	446,000	1,926
ABM	ABM Industries Inc	2025-03-31	Add Add	0%	● 45.51 ($51.43) 54.64	$47.21	-8.21%	Add 0.09%	196,000	179
MLR	Miller Industries Inc	2025-03-31	Add Add	0%	● 42.37 ($58.14) 69.18	$44.46	-23.53%	Add 2.38%	21,500	500
SHYF	The Shyft Group Inc	2025-03-31	Reduce Reduce	0%	● 8.09 ($10.74) 12.59	$12.54	16.81%	Reduce -0.97%	225,799	-2,201
NKE	Nike Inc	2024-12-31	New Buy New Buy	+0.85%	● 73.36 ($78.38) 83.94	$71.04	-9.36%	New holding	64,000	64,000
ON	ON Semiconductor Corp	2024-12-31	New Buy New Buy	+0.84%	● 63.05 ($68.88) 74.7	$52.41	-23.91%	New holding	76,000	76,000
SYY	Sysco Corp	2024-12-31	New Buy New Buy	+0.78%	● 73.63 ($76.53) 81.77	$75.74	-1.03%	New holding	58,000	58,000
CMI	Cummins Inc	2024-12-31	Reduce Reduce	-0.76%	● 325.05 ($351.71) 383.42	$327.50	-6.88%	Reduce -55%	11,250	-13,750
GD	General Dynamics Corp	2024-12-31	Add Add	+0.63%	● 260.28 ($287.64) 314.03	$291.66	1.40%	Add 90%	28,500	13,500
AXTA	Axalta Coating Systems Ltd	2024-12-31	Sold Out Sold Out	-0.63%	● 34.01 ($37.67) 41.29	$29.69	-21.18%	Sold Out	0	-103,000
TGT	Target Corp	2024-12-31	Add Add	+0.57%	● 121.59 ($143.18) 160.69	$98.65	-31.10%	Add 48%	74,000	24,000
WCC	WESCO International Inc	2024-12-31	Reduce Reduce	-0.54%	● 164.11 ($189.42) 213.19	$185.20	-2.23%	Reduce -33.7%	37,000	-18,807
AVTR	Avantor Inc	2024-12-31	Add Add	+0.45%	● 19.72 ($22.44) 25.54	$13.46	-40.02%	Add 51.49%	356,000	121,000
CVS	CVS Health Corp	2024-12-31	Reduce Reduce	-0.45%	● 43.78 ($56.01) 67.46	$68.98	23.16%	Reduce -25.45%	123,000	-42,000

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