Robert Olstein

Robert Olstein

13F
Olstein Capital Management, L.P.
Last update 2024-10-31 98 Stocks (2 new)
Value $588.00 Mil Turnover 9 %
Countries:
Portfolio Report

Robert Olstein Profile

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.

Robert Olstein Investing Philosophy

Robert Olstein selects stocks by looking behind the numbers. He emphasizes a detailed look behind the numbers of a company's financial statement to assess the company's financial strength and assess potential downside risk. He believes that the Fund's objectives are best met by a "defense first" approach - an approach aimed at minimizing investment errors as opposed to finding companies with the highest appreciation potential without regard for downside risk. To qualify for his selection, a company must generate more cash flow than necessary to sustain the business, avoid aggressive accounting practices, demonstrate balance sheet fundamentals that are consistent with his defense first approach, and be selling at a discount to the private market value. Robert Olstein sells a stock when the stock appreciates to his appraised value.

Robert Olstein's Portfolio

Robert Olstein Current Holdings

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Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
HON
Honeywell International Inc
14,000
2890
New Holding
0.49
+0.49%
0
+12.06%
+11.48%
148841.625
Conglomerates
NDAQ
Nasdaq Inc
59,000
4310
New Holding
0.73
+0.73%
0.01
+7.44%
+37.66%
45359.87
Capital Markets
AGCO
AGCO Corp
12,000
1170
+100.00%
0.2
+0.10%
0.02
-2.09%
-19.87%
7018.149
Farm & Heavy Construction Machinery
FTV
Fortive Corp
79,500
6280
+58.81%
1.07
+0.40%
0.02
-2.84%
+2.28%
26021.196
Hardware
VNT
Vontier Corp
307,000
10360
+50.49%
1.76
+0.59%
0.2
+11.62%
+7.69%
5573.922
Hardware
SLB
Schlumberger Ltd
244,000
10240
+46.99%
1.74
+0.56%
0.02
-11.66%
-25.67%
53280.582
Oil & Gas
IART
Integra Lifesciences Holdings Corp
155,000
2820
+37.17%
0.48
+0.13%
0.2
+23.77%
-49.18%
1707.629
Medical Devices & Instruments
GD
General Dynamics Corp
15,000
4530
+36.36%
0.77
+0.21%
0.01
-12.30%
+4.47%
73114.156
Aerospace & Defense
MSFT
Microsoft Corp
9,500
4090
+35.71%
0.7
+0.18%
0
+2.57%
+17.70%
3266366.171
Software
LUV
Southwest Airlines Co
258,000
7650
+33.68%
1.3
+0.33%
0.04
+15.46%
+21.06%
20600.973
Transportation
APTV
Aptiv PLC
109,000
7850
+32.93%
1.34
+0.33%
0.05
-16.86%
-33.18%
14090.393
Vehicles & Parts
DAL
Delta Air Lines Inc
175,000
8890
+32.58%
1.51
+0.37%
0.03
+31.26%
+57.18%
40368.793
Transportation
DIS
The Walt Disney Co
157,000
15100
+31.93%
2.57
+0.62%
0.01
+20.67%
+25.80%
203839.328
Media - Diversified
FI
Fiserv Inc
17,000
3050
+30.77%
0.52
+0.12%
0
+18.10%
+57.67%
119160.029
Software
BDX
Becton Dickinson & Co
38,000
9160
+26.67%
1.56
+0.33%
0.01
-3.77%
-5.34%
65817.264
Medical Devices & Instruments
DIN
Dine Brands Global Inc
302,205
9440
+25.08%
1.61
+0.32%
1.98
-0.34%
-36.12%
456.174
Restaurants
LKQ
LKQ Corp
250,000
9980
+23.76%
1.7
+0.33%
0.1
-7.92%
-21.02%
9540.529
Vehicles & Parts
CMCSA
Comcast Corp
111,000
4640
+23.33%
0.79
+0.15%
0
-6.44%
-9.80%
146939.136
Telecommunication Services
GOOG
Alphabet Inc
37,000
6190
+23.33%
1.05
+0.20%
0
+20.87%
+40.69%
2408662.15
Interactive Media
KLIC
Kulicke & Soffa Industries Inc
246,405
11120
+22.59%
1.89
+0.35%
0.45
+14.33%
-10.74%
2585.82
Semiconductors
100/Page
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