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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
123
$541.96M
18.35%
Latest2025Q2
Top BuysAVTR (US)
Top SellsDENN (US)

Latest Changes

Indicators
Latest (2025Q2)
Previous (2025Q1)
Change
Mkt Value (report date)
541.96M
549.91M
-1.45%
Shares Held
123
119
+3.36%
Buys
37
39
-5.13%
Sells
49
49
0.00%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
2.56%
-27.50K
$13.89M
$13.89M
112.00K
2025-06-30
2.04%
-79.00K
$11.05M
$11.05M
367.00K
2025-06-30
2.01%
+3.00K
$10.89M
$10.89M
295.00K
2025-06-30
1.85%
+15.97K
$10.01M
$10.01M
211.97K
2025-06-30
1.72%
0.00
$9.32M
$9.32M
61.00K
2025-06-30
1.69%
+111.00K
$9.14M
$9.14M
679.00K
2025-06-30
1.67%
-2.00K
$9.04M
$9.04M
31.00K
2025-06-30
1.62%
-8.00K
$8.80M
$8.80M
129.00K
2025-06-30
1.62%
+8.00K
$8.78M
$8.78M
51.00K
2025-06-30
1.58%
+1.00K
$8.55M
$8.55M
253.00K
2025-06-30

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Exit
-973.00K
-100.00%
0.00
$0.00
2025-06-30
Buy
+111.00K
+14.00%
679.00K
$9.14M
2025-06-30
Sell
-100.00K
-28.00%
256.00K
$6.23M
2025-06-30
Sell
-79.00K
-17.70%
367.00K
$11.05M
2025-06-30
Sell
-54.40K
-22.60%
186.00K
$6.44M
2025-06-30
Sell
-54.00K
-36.40%
94.00K
$7.01M
2025-06-30
Sell
-49.00K
-31.80%
105.00K
$5.50M
2025-06-30
Sell
-44.93K
-23.40%
147.07K
$4.77M
2025-06-30
Sell
-42.00K
-13.50%
269.00K
$8.15M
2025-06-30
New
+42.00K
+50.00%
42.00K
$522.06K
2025-06-30

Holding Performance

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