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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
99
$458.07M
19.43%
Latest2026Q1
Top BuysAVTR (US)
Top SellsIART (US)

Latest Changes

Indicators
Latest (2026Q1)
Previous (2025Q4)
Change
Mkt Value (report date)
458.07M
487.60M
-6.06%
Shares Held
99
101
-1.98%
Buys
28
22
+27.27%
Sells
59
54
+9.26%

Sector Allocation

No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Report Date
Watchlist
2.19%
-3.86K
$10.02M
$9.95M
104.00K
2026-03-31
2.14%
-5.80K
$9.80M
$9.75M
278.20K
2026-03-31
2.07%
+392.00K
$9.49M
$9.49M
1.21M
2026-03-31
2.02%
-3.57K
$9.24M
$9.03M
314.70K
2026-03-31
1.94%
+8.00K
$8.89M
$8.70M
118.00K
2026-03-31
1.88%
-8.00K
$8.63M
$8.55M
119.00K
2026-03-31
1.85%
-17.26K
$8.47M
$8.45M
238.74K
2026-03-31
1.78%
+52.53K
$8.16M
$7.98M
174.00K
2026-03-31
1.78%
+18.70K
$8.15M
$8.09M
96.00K
2026-03-31
1.78%
0.00
$8.14M
$8.03M
211.36K
2026-03-31

Latest Trades

No.
Name
Action
Shares Traded
% Change
Shares Held
Mkt Value (Date)
Report Date
Watchlist
Buy
+392.00K
+47.90%
1.21M
$9.49M
2026-03-31
Exit
-123.00K
-100.00%
0.00
$0.00
2026-03-31
Sell
-85.00K
-38.60%
135.00K
$6.94M
2026-03-31
Sell
-81.46K
-57.20%
61.00K
$4.01M
2026-03-31
Buy
+52.53K
+43.20%
174.00K
$8.16M
2026-03-31
Buy
+50.00K
+90.90%
105.00K
$7.09M
2026-03-31
Buy
+47.00K
+11.30%
464.00K
$7.79M
2026-03-31
Buy
+43.05K
+55.90%
120.00K
$7.55M
2026-03-31
Sell
-43.00K
-33.90%
84.00K
$3.16M
2026-03-31
Sell
-35.55K
-43.40%
46.45K
$5.63M
2026-03-31

Holding Performance

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