Copy Invest | Sonar Terminal

Robert Olstein - Olstein Capital Management

1147 trades · 1048 closed · 99 open · Win rate: 49.5% · Avg return: +22.9% · Median return: 0%

⚠ 12 of these positions have a value-scale error in the underlying SEC filing (an entry or exit price ≥25× off the rest of the holding), so their return is unreliable. They are marked data error below and excluded from the stats above, but their quarter-by-quarter filing history is still attached — open History on any row to see it exactly as filed.

Stock	Entry Quarter	Entry Price	Exit Quarter	Exit / Current Price	Return	Status	Filings
AAPL - Apple Inc.	Q2 2010	$8.98	Open	$314.86	+3,404.84%	Open	History

MSFT - Microsoft Corp.	Q1 2010	$29.27	Open	$384.93	+1,215.10%	Open	History

GLW - Corning Inc.	Q4 2013	$17.82	Open	$187.64	+952.97%	Open	History

GOOG - Alphabet Inc.	Q1 2017	$41.48	Open	$357.33	+761.52%	Open	History

LOW - Lowe's Companies, Inc.	Q1 2010	$24.24	Q3 2021	$202.85	+736.84%	Closed	History

DAL - Delta Air Lines, Inc.	Q3 2010	$11.64	Open	$85.51	+634.62%	Open	History

MA - Mastercard Inc.	Q4 2014	$86.15	Q4 2024	$526.50	+511.14%	Closed	History

EBAY - eBay Inc.	Q3 2012	$20.37	Open	$112.54	+452.47%	Open	History

V - Visa Inc.	Q2 2015	$67.15	Open	$356.02	+430.19%	Open	History

UNH - UnitedHealth Group Inc.	Q1 2014	$82.00	Open	$425.19	+418.52%	Open	History

GS - The Goldman Sachs Group, Inc.	Q2 2018	$220.59	Open	$1,140.00	+416.80%	Open	History

GHM - Graham Corp.	Q2 2021	$13.76	Q4 2025	$64.15	+366.21%	Closed	History

BLBD - Blue Bird Corp.	Q2 2017	$17.00	Open	$77.28	+354.59%	Open	History

KLIC - Kulicke and Soffa Industries, Inc.	Q4 2017	$24.34	Open	$110.09	+352.30%	Open	History

CSCO - Cisco Systems, Inc.	Q1 2010	$26.03	Open	$117.09	+349.83%	Open	History

KEYS - Keysight Technologies, Inc.	Q1 2015	$37.15	Q3 2021	$164.27	+342.18%	Closed	History

MCO - Moody's Corp.	Q1 2017	$112.03	Q4 2024	$473.43	+322.59%	Closed	History

TXN - Texas Instruments Inc.	Q2 2017	$76.93	Open	$305.55	+297.18%	Open	History

META - Meta Platforms, Inc.	Q1 2020	$166.81	Open	$661.04	+296.28%	Open	History

WCC - WESCO International, Inc.	Q2 2014	$86.38	Open	$340.14	+293.77%	Open	History

MRSH - Marsh & McLennan Companies, Inc.	Q4 2013	$48.36	Q4 2023	$189.50	+291.85%	Closed	History

ISRG - Intuitive Surgical, Inc.	Q3 2013	$41.81	Q2 2018	$159.51	+281.53%	Closed	History

AXP - American Express Co.	Q3 2015	$74.13	Q3 2024	$271.20	+265.84%	Closed	History

CARR - Carrier Global Corp.	Q2 2020	$22.22	Q3 2024	$80.46	+262.11%	Closed	History

TRV - The Travelers Companies, Inc.	Q3 2014	$93.95	Open	$336.83	+258.52%	Open	History

CMI - Cummins Inc.	Q3 2018	$146.08	Q4 2025	$510.43	+249.42%	Closed	History

AON - Aon plc	Q4 2013	$83.88	Q3 2021	$285.78	+240.70%	Closed	History

ZBRA - Zebra Technologies Corp.	Q3 2015	$76.55	Q3 2020	$252.43	+229.76%	Closed	History

TJX - The TJX Companies, Inc.	Q1 2010	$10.63	Q4 2014	$34.29	+222.53%	Closed	History

MLR - Miller Industries, Inc.	Q4 2012	$15.26	Open	$49.02	+221.23%	Open	History

STZ - Constellation Brands, Inc.	Q1 2010	$16.44	Q2 2013	$52.13	+217.09%	Closed	History

RTX - RTX Corp.	Q2 2020	$61.62	Open	$193.39	+213.84%	Open	History

M - Macy's, Inc.	Q1 2010	$21.77	Q2 2015	$67.47	+209.92%	Closed	History

CTVA - Corteva, Inc.	Q3 2019	$28.00	Open	$84.91	+203.25%	Open	History

CFG - Citizens Financial Group, Inc.	Q1 2015	$24.13	Open	$70.32	+191.42%	Open	History

GNRC - Generac Holdings Inc.	Q2 2018	$51.73	Q2 2023	$149.14	+188.30%	Closed	History

VYX - NCR Voyix Corp.	Q1 2010	$8.47	Q3 2013	$24.30	+187.03%	Closed	History

DHR - Danaher Corp.	Q3 2016	$69.49	Q3 2020	$190.90	+174.73%	Closed	History

SPGI - S&P Global Inc.	Q4 2018	$160.75	Open	$438.87	+173.02%	Open	History

EFX - Equifax Inc.	Q1 2010	$35.80	Q3 2015	$97.17	+171.42%	Closed	History

BRK.B - Berkshire Hathaway CL B	Q1 2020	$182.84	Open	$491.09	+168.59%	Open	History

ALK - Alaska Air Group, Inc.	Q3 2012	$17.53	Q1 2014	$46.66	+166.14%	Closed	History

USB - U.S. Bancorp	Q3 2011	$23.54	Open	$62.14	+163.98%	Open	History

ENTG - Entegris, Inc.	Q1 2010	$5.04	Q3 2015	$13.19	+161.71%	Closed	History

DIS - The Walt Disney Co.	Q1 2010	$34.91	Q3 2014	$89.05	+155.08%	Closed	History

RVTY - Revvity, Inc.	Q4 2002	$8.25	Q2 2006	$20.90	+153.33%	Closed	History

BDX - Becton, Dickinson and Co.	Q1 2010	$60.39	Open	$150.65	+149.48%	Open	History

WMB - The Williams Companies, Inc.	Q1 2004	$7.80	Q3 2006	$19.46	+149.43%	Closed	History

FITB - Fifth Third Bancorp	Q1 2014	$22.96	Open	$57.05	+148.48%	Open	History

VSH - Vishay Intertechnology, Inc.	Q3 2019	$16.94	Open	$41.74	+146.40%	Open	History

ORCL - Oracle Corp.	Q4 2013	$38.26	Q1 2023	$92.91	+142.84%	Closed	History

CMI - Cummins Inc.	Q1 2010	$61.95	Q1 2014	$148.99	+140.50%	Closed	History

FDX - FedEx Corp.	Q1 2016	$131.11	Open	$313.66	+139.23%	Open	History

HAR - Harman Intl Inds Inc	Q1 2010	$46.78	Q4 2016	$111.16	+137.62%	Closed	History

FSS - Federal Signal Corp.	Q1 2015	$15.79	Q3 2022	$37.32	+136.35%	Closed	History

KFY - Korn Ferry	Q2 2020	$30.72	Q3 2021	$72.33	+135.45%	Closed	History

TKR - The Timken Co.	Q2 2010	$18.60	Q3 2013	$43.24	+132.44%	Closed	History

GM - General Motors Co.	Q2 2013	$33.31	Open	$76.87	+130.77%	Open	History

SYK - Stryker Corp.	Q1 2010	$57.22	Q1 2017	$131.63	+130.04%	Closed	History

DORM - Dorman Products, Inc.	Q1 2011	$21.00	Q2 2015	$47.66	+126.95%	Closed	History

AXP - American Express Co.	Q1 2010	$41.26	Q4 2014	$93.04	+125.50%	Closed	History

PETM - Petsmart Inc	Q1 2010	$31.96	Q3 2014	$70.09	+119.31%	Closed	History

NWL - Newell Brands Inc.	Q2 2011	$15.78	Q3 2014	$34.41	+118.06%	Closed	History

HD - The Home Depot, Inc.	Q1 2010	$32.35	Q1 2013	$69.78	+115.70%	Closed	History

MATV - Mativ Holdings, Inc.	Q2 2011	$28.11	Q3 2013	$60.53	+115.33%	Closed	History

CBRE - CBRE Group, Inc.	Q4 2020	$62.72	Open	$133.13	+112.26%	Open	History

PWR - Quanta Services, Inc.	Q4 2004	$8.00	Q3 2006	$16.86	+110.75%	Closed	History

ODP - Ffice Depot Inc C	Q3 2004	$15.03	Q4 2005	$31.40	+108.92%	Closed	History

SXI - Standex International Corp.	Q1 2010	$25.77	Q1 2014	$53.58	+107.92%	Closed	History

TMO - Thermo Fisher Scientific Inc.	Q2 2017	$174.48	Q2 2020	$362.29	+107.64%	Closed	History

SXT - Sensient Technologies Corp Com	Q3 2012	$36.79	Q3 2016	$75.80	+106.03%	Closed	History

DRI - Darden Restaurants, Inc.	Q3 2003	$16.98	Q4 2005	$34.75	+104.63%	Closed	History

IVN - Life Technologies Corp Common	Q4 2008	$23.31	Q3 2009	$46.55	+99.70%	Closed	History

DD - DuPont de Nemours, Inc.	Q1 2010	$66.53	Q4 2014	$132.10	+98.55%	Closed	History

JCP* - Enney J C Inc	Q1 2004	$34.78	Q3 2006	$68.39	+96.64%	Closed	History

894800Q - Computer Network Tech. Common	Q1 2000	$17.50	Q3 2000	$34.37	+96.40%	Closed	History

IREUR - Ingersoll-Rand Plc	Q1 2010	$34.87	Q3 2016	$67.94	+94.84%	Closed	History

XYL - Xylem Inc.	Q4 2012	$27.10	Q3 2016	$52.45	+93.54%	Closed	History

JNJ - Johnson & Johnson	Q1 2010	$65.20	Q1 2017	$124.55	+91.03%	Closed	History

SNA - Snap-on Inc.	Q1 2010	$43.34	Q1 2013	$82.70	+90.82%	Closed	History

OMM - Mi Corp C	Q1 2003	$4.70	Q4 2003	$8.93	+90.00%	Closed	History

WTW - Willis Towers Watson Public Ltd. Co.	Q3 2017	$154.22	Open	$288.74	+87.23%	Open	History

HUB - Chubb Corp	Q1 2010	$51.85	Q2 2015	$95.14	+83.49%	Closed	History

TFC - Truist Financial Corp.	Q2 2012	$30.85	Q4 2019	$56.32	+82.56%	Closed	History

TW6 - Towers Watson & Co Cl A Com	Q1 2013	$69.32	Q2 2015	$125.80	+81.48%	Closed	History

IPGP - IPG Photonics Corp.	Q2 2016	$80.00	Q2 2017	$145.11	+81.39%	Closed	History

ACN - Accenture plc	Q1 2010	$41.95	Q1 2013	$75.97	+81.10%	Closed	History

VFC - V.F. Corp.	Q1 2012	$34.37	Q3 2014	$62.18	+80.93%	Closed	History

JNJ - Johnson & Johnson	Q2 2020	$140.62	Open	$253.85	+80.52%	Open	History

PLOW - Douglas Dynamics, Inc.	Q1 2024	$24.11	Open	$43.50	+80.42%	Open	History

TFX - Teleflex Inc.	Q1 2010	$64.07	Q4 2014	$114.88	+79.30%	Closed	History

EFX - Equifax Inc.	Q4 2018	$93.14	Open	$166.93	+79.22%	Open	History

MEAS - Measurement Specialties Inc Com	Q1 2011	$34.04	Q4 2013	$60.67	+78.23%	Closed	History

A - Agilent Technologies, Inc.	Q4 2008	$11.18	Q3 2009	$19.91	+78.06%	Closed	History

BAX - Baxter International Inc.	Q2 2010	$22.07	Q2 2014	$39.27	+77.90%	Closed	History

6683 - General Electric Co Com	Q3 2011	$15.22	Q2 2017	$27.01	+77.46%	Closed	History

MCD - McDonald's Corp.	Q3 2018	$167.31	Q4 2023	$296.50	+77.22%	Closed	History

UHS - Universal Health Services, Inc.	Q3 2014	$104.50	Q2 2024	$184.90	+76.94%	Closed	History

TISI - Team Inc Com	Q4 2010	$242.50	Q1 2014	$428.60	+76.74%	Closed	History

WNC - Wabash Natl Corp	Q4 2014	$12.36	Q2 2024	$21.84	+76.70%	Closed	History

Entry/exit prices and returns are split-adjusted to today's share basis. The quarter-by-quarter history shows prices exactly as filed with the SEC, so a pre-split quarter's price will look higher than the split-adjusted entry above.