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.
Latest Changes
Indicators
Latest (2025Q2)
Previous (2025Q1)
Change
Mkt Value (report date)
545.63M
549.91M
-0.78%
Shares Held
128
119
+7.56%
Buys
31
39
-20.51%
Sells
53
49
+8.16%
Sector Allocation
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Latest Trades
No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Shyft Group Ord Shs ()
SHYF
Exit
-193.00K
-100.00%
0.00
$0.00
2025-09-30
Aebi Schmidt Holding Ord Shs (US)
AEBI
New
+185.03K
+50.00%
185.03K
$2.31M
2025-09-30
Ralliant Ord Shs (US)
RAL
Buy
+117.83K
+44.80%
145.00K
$6.34M
2025-09-30


