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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
132
$479.39M
18.56%
Latest2025Q3
Top BuysAVTR (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
Software & IT Services
Machinery, Tools, Heavy Vehicles, Trains & Ships
Professional & Commercial Services
Banking Services
Insurance
Electronic Equipment & Parts
Media & Publishing
Automobiles & Auto Parts
Semiconductors & Semiconductor Equipment
Healthcare Providers & Services
Other

Holdings

2026Q1
2026Q1
2025Q4
2025Q3
2025Q2
2025Q1
2024Q4
2024Q3
2024Q2
2024Q1
2023Q4
2023Q3
2023Q2
No.
Name
% Portfolio
Shares Traded
Mkt Value (Date)
Market Value
Shares Held
Industry
Report Date
Watchlist
2.09%
-3.86K
$10.02M
$9.27M
96.18K
Media & Publishing
2026-03-31
2.04%
-5.80K
$9.77M
$6.81M
193.43K
Electronic Equipment & Parts
2026-03-31
1.98%
+392.00K
$9.49M
$8.86M
1.13M
Healthcare Equipment & Supplies
2026-03-31
1.91%
-3.57K
$9.14M
$9.78M
333.09K
Automobiles & Auto Parts
2026-03-31
1.85%
+8.00K
$8.89M
$8.94M
118.77K
Media & Publishing
2026-03-31
1.80%
-8.00K
$8.63M
$8.13M
112.08K
Food & Tobacco
2026-03-31
1.77%
-17.26K
$8.47M
$10.28M
289.87K
Electronic Equipment & Parts
2026-03-31
1.70%
+52.53K
$8.16M
$9.11M
194.19K
--
2026-03-31
1.70%
+18.70K
$8.15M
$7.64M
90.03K
Investment Banking & Investment Services
2026-03-31
1.69%
0.00
$8.08M
$7.78M
201.90K
Professional & Commercial Services
2026-03-31
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