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Robert Olstein

Olstein Capital Management, L.P.

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.

Shares Held
Asset Size
% Top 10
132
$479.39M
18.56%
Latest2025Q3
Top BuysAVTR (US)
Top SellsDENN (US)

Latest Changes

Indicators
Latest (2026Q1)
Previous (2025Q4)
Change
Mkt Value (report date)
457.16M
482.75M
-5.30%
Shares Held
99
101
-1.98%
Buys
30
24
+25.00%
Sells
59
55
+7.27%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Watchlist
2.09%
-3.86K
$10.02M
$9.27M
96.18K
2026-03-31
2.04%
-5.80K
$9.77M
$6.81M
193.43K
2026-03-31
1.98%
+392.00K
$9.49M
$8.86M
1.13M
2026-03-31
1.91%
-3.57K
$9.14M
$9.78M
333.09K
2026-03-31
1.85%
+8.00K
$8.89M
$8.94M
118.77K
2026-03-31
1.80%
-8.00K
$8.63M
$8.13M
112.08K
2026-03-31
1.77%
-17.26K
$8.47M
$10.28M
289.87K
2026-03-31
1.70%
+52.53K
$8.16M
$9.11M
194.19K
2026-03-31
1.70%
+18.70K
$8.15M
$7.64M
90.03K
2026-03-31
1.69%
0.00
$8.08M
$7.78M
201.90K
2026-03-31

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Watchlist
Buy
+392.00K
+34.70%
1.13M
$9.49M
2026-03-31
Sell
-85.00K
-29.00%
122.83K
$6.94M
2026-03-31
Sell
-81.46K
-40.50%
37.97K
$4.01M
2026-03-31
Buy
+66.00K
+103.80%
63.60K
$5.15M
2026-03-31
Buy
+52.53K
+27.10%
194.19K
$8.16M
2026-03-31
Buy
+50.00K
+46.40%
107.85K
$7.09M
2026-03-31
Buy
+47.00K
+11.60%
403.52K
$7.80M
2026-03-31
Buy
+43.05K
+39.10%
110.11K
$7.55M
2026-03-31
Sell
-43.00K
-27.20%
72.34K
$3.16M
2026-03-31
Sell
-35.55K
-31.00%
43.48K
$5.58M
2026-03-31

Holding Performance

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