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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
128
$545.63M
18.23%
Latest2025Q2
Top BuysAEBI (US)
Top SellsDENN (US)

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
2.29%
-3.00K
$12.48M
$13.52M
109.00K
2025-09-30
1.97%
-39.00K
$10.74M
$9.45M
256.00K
2025-09-30
1.94%
-21.00K
$10.57M
$10.42M
346.00K
2025-09-30
1.82%
+115.00K
$9.91M
$10.69M
794.00K
2025-09-30
1.78%
+1.00K
$9.73M
$8.96M
52.00K
2025-09-30
1.78%
+91.27K
$9.72M
$11.78M
318.27K
2025-09-30
1.77%
-3.00K
$9.64M
$9.87M
208.97K
2025-09-30
1.65%
-12.50K
$8.99M
$7.41M
48.50K
2025-09-30
1.64%
0.00
$8.97M
$7.91M
110.00K
2025-09-30
1.59%
0.00
$8.70M
$8.55M
253.00K
2025-09-30

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
Buy
+115.00K
+12.60%
794.00K
$9.91M
2025-09-30
Buy
+96.00K
+20.80%
365.00K
$8.31M
2025-09-30
Buy
+91.27K
+22.20%
318.27K
$9.72M
2025-09-30
Sell
-77.12K
-20.20%
304.00K
$6.97M
2025-09-30
Exit
-74.00K
-100.00%
0.00
$0.00
2025-09-30
Buy
+54.71K
+14.90%
310.71K
$7.68M
2025-09-30
Sell
-53.50K
-54.00%
45.50K
$3.73M
2025-09-30

Holding Performance

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