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
RAL - Ralliant Corp.	Q2 2025	$48.48	Open	$67.54	+39.32%	Open	History

CMCSA - Comcast Corp.	Q3 2013	$21.14	Q3 2025	$29.45	+39.27%	Closed	History

HELE - Helen of Troy Ltd.	Q2 2017	$94.10	Q3 2018	$130.87	+39.08%	Closed	History

HOLX -	Q2 2016	$34.60	Q2 2019	$48.02	+38.79%	Closed	History

NOVT - Novanta Inc	Q2 2016	$15.15	Q4 2016	$21.01	+38.68%	Closed	History

2777284Z - Dr Pepper Snapple Group Inc	Q1 2010	$35.17	Q4 2013	$48.72	+38.53%	Closed	History

COV - Covidien Plc	Q2 2011	$53.23	Q1 2014	$73.66	+38.38%	Closed	History

CI - The Cigna Group	Q1 2000	$25.25	Q3 2000	$34.80	+37.83%	Closed	History

PRKS - United Parks & Resorts Inc.	Q2 2016	$14.33	Q3 2020	$19.72	+37.61%	Closed	History

AMB - Fortune Brands Inc. Common	Q1 2000	$25.00	Q1 2001	$34.40	+37.60%	Closed	History

ACN - Accenture plc	Q2 2020	$214.75	Q2 2021	$294.76	+37.26%	Closed	History

CLE - Laire's Stores Inc. C	Q4 2004	$21.25	Q3 2006	$29.16	+37.22%	Closed	History

HI - Hillenbrand Inc Com	Q1 2011	$21.50	Q4 2013	$29.43	+36.88%	Closed	History

GS - The Goldman Sachs Group, Inc.	Q1 2005	$109.99	Q2 2006	$150.42	+36.76%	Closed	History

ASNAEUR - Ascena Retail Group Inc Com	Q1 2011	$32.41	Q1 2012	$44.32	+36.75%	Closed	History

SMRTQ - Stein Mart Inc Com	Q3 2011	$6.24	Q3 2012	$8.52	+36.54%	Closed	History

SVW - Servicemaster Global Hldgs I	Q4 2016	$37.67	Q4 2017	$51.27	+36.10%	Closed	History

HSIC - Henry Schein, Inc.	Q2 2024	$64.10	Open	$86.91	+35.59%	Open	History

UHS - Universal Health Services, Inc.	Q2 2003	$19.81	Q4 2003	$26.86	+35.59%	Closed	History

SON - Sonoco Products Co.	Q1 2010	$30.79	Q4 2013	$41.72	+35.50%	Closed	History

TRN - Trinity Industries, Inc.	Q2 2000	$4.44	Q4 2000	$6.00	+35.14%	Closed	History

RRX - Regal Rexnord Corp.	Q2 2013	$64.85	Q2 2020	$87.32	+34.65%	Closed	History

1411788D - Cascade Corp	Q2 2000	$11.93	Q4 2000	$16.06	+34.62%	Closed	History

FFEX - Frozen Food Express Inds Common	Q4 2007	$5.90	Q1 2008	$7.94	+34.58%	Closed	History

CNDT - Conduent Inc.	Q1 2017	$16.78	Q3 2018	$22.52	+34.21%	Closed	History

CMI - Cummins Inc.	Q2 2004	$15.63	Q4 2004	$20.95	+34.06%	Closed	History

LRCX - Lam Research Corp.	Q2 2018	$17.29	Q3 2019	$23.11	+33.69%	Closed	History

NPKI - NPK International Inc.	Q4 2007	$5.45	Q3 2008	$7.28	+33.58%	Closed	History

SYK - Stryker Corp.	Q1 2009	$34.04	Q3 2009	$45.43	+33.46%	Closed	History

2844270Q - Homas Industries Inc C	Q4 2002	$26.07	Q4 2003	$34.65	+32.91%	Closed	History

PKG - Packaging Corp. of America	Q3 2014	$63.82	Q4 2016	$84.82	+32.91%	Closed	History

LEE - Ee Enterprises Inc C	Q3 2002	$328.60	Q4 2003	$436.50	+32.84%	Closed	History

TYC - Tyco International Ltd	Q2 2009	$25.98	Q3 2009	$34.48	+32.72%	Closed	History

TTC - The Toro Co.	Q2 2009	$7.50	Q3 2009	$9.95	+32.60%	Closed	History

BAC - Bank of America Corp.	Q1 2004	$40.49	Q3 2006	$53.57	+32.30%	Closed	History

WTSLQ - Wet Seal Inc Common	Q4 2007	$2.33	Q2 2009	$3.08	+32.19%	Closed	History

FTV - Fortive Corp.	Q1 2022	$45.91	Open	$60.68	+32.18%	Open	History

TMO - Thermo Fisher Scientific Inc.	Q2 2025	$405.50	Open	$534.07	+31.71%	Open	History

MER - Errill Lynch & Co Inc	Q1 2004	$59.56	Q3 2006	$78.22	+31.33%	Closed	History

SON - Sonoco Products Co.	Q1 2009	$20.98	Q3 2009	$27.54	+31.27%	Closed	History

TQNT - Riquint Semiconductor Inc	Q2 2003	$4.16	Q2 2004	$5.46	+31.25%	Closed	History

KFY - Korn Ferry	Q1 2010	$17.65	Q4 2010	$23.11	+30.93%	Closed	History

XRAY - DENTSPLY SIRONA Inc.	Q1 2010	$34.85	Q3 2014	$45.60	+30.85%	Closed	History

GD - General Dynamics Corp.	Q1 2024	$282.45	Open	$369.50	+30.82%	Open	History

NKE - NIKE, Inc.	Q4 2016	$50.83	Q1 2018	$66.44	+30.71%	Closed	History

WTSLQ - Wets Seal Inc. - Cl-A Common	Q1 2000	$15.75	Q4 2000	$20.56	+30.54%	Closed	History

WFM - Whole Foods Mkt Inc	Q2 2014	$38.63	Q4 2014	$50.42	+30.52%	Closed	History

CTAS - Cintas Corp.	Q4 2008	$5.81	Q3 2009	$7.58	+30.48%	Closed	History

SOLS - Solstice Advanced Materials, Inc.	Q4 2025	$48.58	Open	$63.36	+30.42%	Open	History

6684 - Hewlett Packard Co Common	Q4 2008	$36.29	Q3 2009	$47.21	+30.09%	Closed	History

CLC - Clarcor Inc. Common	Q1 2000	$17.76	Q1 2001	$23.10	+30.07%	Closed	History

FCX - Freeport-McMoRan Inc.	Q3 2011	$30.45	Q3 2012	$39.58	+29.98%	Closed	History

MG - Mistras Group, Inc.	Q3 2011	$17.56	Q1 2014	$22.77	+29.67%	Closed	History

FCS - Airchild Semiconductor Intl	Q2 2003	$12.79	Q3 2003	$16.58	+29.63%	Closed	History

SPGI - S&P Global Inc.	Q1 2017	$123.68	Q4 2017	$160.26	+29.57%	Closed	History

ADI - Analog Devices, Inc.	Q1 2011	$39.38	Q4 2013	$50.93	+29.33%	Closed	History

TJX - The TJX Companies, Inc.	Q4 2007	$7.18	Q3 2009	$9.29	+29.31%	Closed	History

CF - CF Industries Holdings, Inc.	Q3 2016	$24.35	Q4 2016	$31.48	+29.28%	Closed	History

NVS - Novartis AG	Q1 2010	$22.40	Q4 2010	$28.96	+29.28%	Closed	History

LUMN - Lumen Technologies, Inc.	Q1 2004	$27.49	Q4 2004	$35.47	+29.03%	Closed	History

MHK - Mohawk Industries, Inc.	Q3 2000	$21.81	Q1 2001	$28.08	+28.75%	Closed	History

XRAY - DENTSPLY SIRONA Inc.	Q1 2009	$26.85	Q3 2009	$34.54	+28.64%	Closed	History

CSCO - Cisco Systems, Inc.	Q1 2005	$17.89	Q3 2006	$23.00	+28.56%	Closed	History

HOMB - Home BancShares, Inc.	Q2 2018	$22.56	Open	$29.00	+28.55%	Open	History

UEIC - Universal Electronics Inc.	Q3 2002	$8.95	Q3 2003	$11.50	+28.49%	Closed	History

TMO - Thermo Fisher Scientific Inc.	Q4 2008	$34.07	Q3 2009	$43.67	+28.18%	Closed	History

ATML - Tmel Corp C	Q1 2006	$4.72	Q3 2006	$6.04	+27.97%	Closed	History

KMB - Kimberly-Clark Corp.	Q1 2009	$44.21	Q3 2009	$56.55	+27.91%	Closed	History

UEIC - Universal Electronics Inc.	Q1 2004	$13.20	Q1 2005	$16.88	+27.88%	Closed	History

WGO - Winnebago Industries, Inc.	Q2 2017	$35.00	Q3 2017	$44.75	+27.86%	Closed	History

WDR - Waddell & Reed Finl Inc Common	Q3 2005	$19.36	Q3 2006	$24.75	+27.84%	Closed	History

MS - Morgan Stanley	Q1 2004	$57.30	Q3 2006	$72.91	+27.24%	Closed	History

LZB - La-Z-Boy Inc.	Q2 2000	$14.00	Q1 2001	$17.80	+27.14%	Closed	History

0220142Q - Ommscope Inc	Q2 2003	$9.50	Q3 2003	$12.06	+26.95%	Closed	History

JCP* - Enney J C Inc	Q2 2003	$16.85	Q3 2003	$21.37	+26.82%	Closed	History

CMI - Cummins Inc.	Q3 2000	$7.49	Q4 2000	$9.49	+26.72%	Closed	History

WAT - Waters Corp.	Q1 2026	$297.80	Open	$376.39	+26.39%	Open	History

LVB - Steinway Musical Instruments Inc Com	Q4 2010	$19.83	Q4 2011	$25.00	+26.07%	Closed	History

SMG - The Scotts Miracle-Gro Co.	Q3 2008	$23.64	Q4 2008	$29.72	+25.72%	Closed	History

AKS - Ak Steel Holding Corp	Q2 2000	$8.00	Q1 2001	$10.05	+25.63%	Closed	History

LFUS - Littelfuse, Inc.	Q2 2013	$74.60	Q1 2014	$93.67	+25.56%	Closed	History

1694289D - Tessera Technologies Inc	Q2 2016	$30.63	Q3 2016	$38.45	+25.53%	Closed	History

BCR - Bard C.r. Inc Common	Q2 2002	$56.58	Q3 2003	$71.00	+25.49%	Closed	History

WMANQ - Ellman Inc Co	Q2 2004	$8.13	Q2 2005	$10.19	+25.34%	Closed	History

LM - Legg Mason Inc	Q1 2010	$28.67	Q4 2019	$35.91	+25.25%	Closed	History

POLY - Plantronics Inc New Common	Q4 2005	$28.30	Q1 2006	$35.43	+25.19%	Closed	History

GS - The Goldman Sachs Group, Inc.	Q2 2009	$147.43	Q3 2009	$184.34	+25.04%	Closed	History

AVY - Avery Dennison Corp.	Q4 2010	$42.34	Q1 2015	$52.91	+24.96%	Closed	History

SSD - Simpson Manufacturing Co., Inc.	Q1 2000	$9.88	Q1 2001	$12.33	+24.81%	Closed	History

AEGN - Aegion Corp Com	Q1 2012	$17.83	Q3 2014	$22.25	+24.79%	Closed	History

CENTA - Central Garden & Pet Co.	Q3 2017	$29.75	Open	$37.12	+24.76%	Open	History

SHX - Shaw Industries Inc. Common	Q1 2000	$15.19	Q4 2000	$18.94	+24.69%	Closed	History

LF1 - Landamerica Financial Group Inc	Q2 2000	$22.94	Q3 2000	$28.56	+24.50%	Closed	History

MDT - Medtronic plc	Q2 2014	$63.76	Open	$79.30	+24.37%	Open	History

THC - Tenet Healthcare Corp.	Q2 2003	$46.60	Q3 2003	$57.92	+24.29%	Closed	History

THO - THOR Industries, Inc.	Q3 2011	$22.17	Q4 2011	$27.50	+24.04%	Closed	History

VYX - NCR Voyix Corp.	Q1 2005	$20.70	Q1 2006	$25.64	+23.86%	Closed	History

DIS - The Walt Disney Co.	Q1 2004	$24.65	Q3 2006	$30.49	+23.69%	Closed	History

IVN - Life Technologies Corp	Q1 2010	$52.27	Q1 2013	$64.63	+23.65%	Closed	History

SCHW - The Charles Schwab Corp.	Q1 2009	$15.50	Q3 2009	$19.15	+23.55%	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.