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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
124
$487.60M
19.13%
Latest2025Q3
Top BuysSOLS (US)
Top SellsDENN (US)

Latest Changes

Indicators
Latest (2025Q3)
Previous (2025Q2)
Change
Mkt Value (report date)
487.60M
545.63M
-10.64%
Shares Held
124
128
-3.13%
Buys
22
31
-29.03%
Sells
55
53
+3.77%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
2.52%
-1.14K
$12.27M
$12.35M
107.86K
2025-12-31
1.97%
0.00
$9.61M
$9.72M
318.27K
2025-12-31
1.95%
0.00
$9.52M
$10.74M
256.00K
2025-12-31
1.94%
-62.00K
$9.45M
$8.68M
284.00K
2025-12-31
1.92%
+24.00K
$9.37M
$10.21M
818.00K
2025-12-31
1.83%
+2.39K
$8.94M
$9.75M
211.36K
2025-12-31
1.82%
0.00
$8.88M
$8.97M
110.00K
2025-12-31
1.76%
+2.00K
$8.56M
$7.82M
127.00K
2025-12-31
1.73%
-33.00K
$8.44M
$7.56M
220.00K
2025-12-31
1.69%
-9.50K
$8.25M
$7.95M
42.50K
2025-12-31

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Exit
-167.00K
-100.00%
0.00
$0.00
2025-12-31
Exit
-113.00K
-100.00%
0.00
$0.00
2025-12-31
Sell
-81.71K
-26.20%
229.00K
$7.36M
2025-12-31
Sell
-71.00K
-23.30%
233.00K
$6.12M
2025-12-31
Sell
-62.00K
-17.90%
284.00K
$9.45M
2025-12-31
Exit
-58.00K
-100.00%
0.00
$0.00
2025-12-31
New
+57.70K
+50.00%
57.70K
$2.80M
2025-12-31
Sell
-57.55K
-17.60%
268.00K
$6.14M
2025-12-31
Buy
+52.00K
+11.00%
417.00K
$7.97M
2025-12-31
Sell
-43.54K
-23.40%
142.46K
$6.49M
2025-12-31

Holding Performance

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