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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)

Sector Allocation

Level 3 sector breakdown
Level 1 sector breakdown
Level 2 sector breakdown
Level 3 sector breakdown
Healthcare Equipment & Supplies
Machinery, Tools, Heavy Vehicles, Trains & Ships
Professional & Commercial Services
Banking Services
Software & IT Services
Automobiles & Auto Parts
Electronic Equipment & Parts
Media & Publishing
Healthcare Providers & Services
Personal & Household Products & Services
Semiconductors & Semiconductor Equipment
Other

Holdings

2025Q2
2025Q2
2025Q1
2024Q4
2024Q3
2024Q2
2024Q1
2023Q4
2023Q3
2023Q2
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
2.29%
-3.00K
$12.48M
$13.52M
109.00K
Media & Publishing
2025-09-30
1.97%
-39.00K
$10.74M
$9.45M
256.00K
Electronic Equipment & Parts
2025-09-30
1.94%
-21.00K
$10.57M
$10.42M
346.00K
Electronic Equipment & Parts
2025-09-30
1.82%
+115.00K
$9.91M
$10.69M
794.00K
Healthcare Equipment & Supplies
2025-09-30
1.78%
+1.00K
$9.73M
$8.96M
52.00K
Healthcare Equipment & Supplies
2025-09-30
1.78%
+91.27K
$9.72M
$11.78M
318.27K
Automobiles & Auto Parts
2025-09-30
1.77%
-3.00K
$9.64M
$9.87M
208.97K
Professional & Commercial Services
2025-09-30
1.65%
-12.50K
$8.99M
$7.41M
48.50K
Pharmaceuticals
2025-09-30
1.64%
0.00
$8.97M
$7.91M
110.00K
Media & Publishing
2025-09-30
1.59%
0.00
$8.70M
$8.55M
253.00K
Oil & Gas Related Equipment and Services
2025-09-30
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