tradingkey.logo
avatar

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
124
$487.60M
19.13%
Latest2025Q3
Top BuysSOLS (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
Software & IT Services
Banking Services
Professional & Commercial Services
Automobiles & Auto Parts
Electronic Equipment & Parts
Media & Publishing
Semiconductors & Semiconductor Equipment
Aerospace & Defense
Insurance
Other

Holdings

2025Q3
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
2.52%
-1.14K
$12.27M
$12.35M
107.86K
Media & Publishing
2025-12-31
1.97%
0.00
$9.61M
$9.72M
318.27K
Automobiles & Auto Parts
2025-12-31
1.95%
0.00
$9.52M
$10.74M
256.00K
Electronic Equipment & Parts
2025-12-31
1.94%
-62.00K
$9.45M
$8.68M
284.00K
Electronic Equipment & Parts
2025-12-31
1.92%
+24.00K
$9.37M
$10.21M
818.00K
Healthcare Equipment & Supplies
2025-12-31
1.83%
+2.39K
$8.94M
$9.75M
211.36K
Professional & Commercial Services
2025-12-31
1.82%
0.00
$8.88M
$8.97M
110.00K
Media & Publishing
2025-12-31
1.76%
+2.00K
$8.56M
$7.82M
127.00K
Food & Tobacco
2025-12-31
1.73%
-33.00K
$8.44M
$7.56M
220.00K
Oil & Gas Related Equipment and Services
2025-12-31
1.69%
-9.50K
$8.25M
$7.95M
42.50K
Healthcare Equipment & Supplies
2025-12-31
KeyAI