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
LAB - Standard BioTools Inc.	Q4 2002	$23.24	Q3 2003	$28.70	+23.49%	Closed	History

KELYA - Kelly Services Inc	Q4 2001	$21.89	Q2 2002	$27.01	+23.39%	Closed	History

UFPT - UFP Technologies, Inc.	Q1 2021	$49.84	Q3 2021	$61.50	+23.39%	Closed	History

TJX - The TJX Companies, Inc.	Q3 2000	$2.81	Q4 2000	$3.47	+23.38%	Closed	History

CNMD - CONMED Corp.	Q2 2009	$15.53	Q3 2009	$19.15	+23.31%	Closed	History

ANDW - Ndrew Corp	Q2 2003	$9.34	Q4 2003	$11.51	+23.23%	Closed	History

PG - The Procter & Gamble Co.	Q1 2009	$47.09	Q3 2009	$57.92	+23.00%	Closed	History

BYD - Boyd Gaming Corp.	Q1 2004	$22.89	Q3 2004	$28.15	+22.98%	Closed	History

FNFG - First Niagara Finl Gp Inc	Q3 2014	$8.33	Q3 2015	$10.21	+22.57%	Closed	History

396996Q - Fficemax Inc C	Q3 2002	$4.08	Q4 2002	$5.00	+22.55%	Closed	History

RDB - Readers Digest Assn Common	Q1 2000	$28.63	Q4 2000	$35.00	+22.25%	Closed	History

EXPRN - Express Inc Com	Q3 2012	$14.82	Q2 2015	$18.11	+22.20%	Closed	History

DVN - Devon Energy Corp.	Q1 2009	$44.69	Q2 2009	$54.50	+21.95%	Closed	History

LNWO - Cientific Games Corp	Q2 2003	$9.35	Q3 2003	$11.40	+21.93%	Closed	History

3161655Q - Mandalay Resort Group Common	Q2 2002	$27.57	Q3 2002	$33.55	+21.69%	Closed	History

HSIC - Henry Schein, Inc.	Q4 2017	$54.81	Q3 2018	$66.68	+21.67%	Closed	History

BCC - Boise Cascade Co.	Q2 2000	$25.87	Q1 2001	$31.40	+21.38%	Closed	History

HAS - Hasbro, Inc.	Q4 2000	$10.63	Q1 2001	$12.90	+21.35%	Closed	History

SSUP - Superior Industries Common	Q4 2001	$40.25	Q1 2002	$48.78	+21.19%	Closed	History

GOSHA - Shkosh B Gosh Inc C	Q4 2003	$21.46	Q2 2005	$25.99	+21.11%	Closed	History

JPM - JPMorgan Chase & Co.	Q3 2010	$38.06	Q1 2012	$45.98	+20.81%	Closed	History

HCA - HCA Healthcare, Inc.	Q1 2015	$75.23	Q2 2015	$90.71	+20.58%	Closed	History

NDAQ - Nasdaq, Inc.	Q3 2024	$73.02	Open	$88.01	+20.53%	Open	History

JNS - Anus Cap Group Inc	Q1 2004	$16.38	Q3 2006	$19.72	+20.39%	Closed	History

GAP - The Gap, Inc.	Q3 2008	$17.78	Q3 2009	$21.40	+20.36%	Closed	History

PH - Parker-Hannifin Corp.	Q1 2018	$171.05	Q4 2019	$205.81	+20.32%	Closed	History

MAS - Masco Corp.	Q2 2014	$19.51	Q2 2015	$23.44	+20.14%	Closed	History

GD - General Dynamics Corp.	Q1 2004	$44.67	Q1 2005	$53.53	+19.84%	Closed	History

CBI - Hicago Bridge & Iron Co N V	Q2 2003	$1,701.00	Q3 2003	$2,037.00	+19.75%	Closed	History

WRB - W. R. Berkley Corp.	Q4 2001	$3.14	Q1 2003	$3.76	+19.69%	Closed	History

C - Citigroup Inc.	Q2 2000	$451.88	Q3 2000	$540.70	+19.66%	Closed	History

9ST - Sensata Technologies Hldg NV	Q2 2017	$42.72	Q4 2017	$51.11	+19.64%	Closed	History

SLB - Slb N.V.	Q2 2019	$39.74	Open	$47.54	+19.63%	Open	History

GDI-W - Gardner Denver Hldgs Inc	Q1 2018	$30.68	Q4 2019	$36.68	+19.56%	Closed	History

PA5 - All Corp	Q1 2004	$22.69	Q1 2005	$27.12	+19.52%	Closed	History

SPLS* - Staples Inc Com	Q3 2011	$13.30	Q4 2013	$15.89	+19.47%	Closed	History

SCS - Steelcase Inc	Q4 2013	$15.87	Q1 2015	$18.94	+19.34%	Closed	History

BAC - Bank of America Corp.	Q4 2000	$22.94	Q1 2001	$27.38	+19.33%	Closed	History

HUB - Chubb Corp Common	Q1 2009	$42.33	Q3 2009	$50.41	+19.09%	Closed	History

DGX - Quest Diagnostics Inc.	Q1 2013	$56.45	Q4 2014	$67.07	+18.81%	Closed	History

KO - The Coca-Cola Co.	Q4 2008	$22.64	Q3 2009	$26.85	+18.62%	Closed	History

TER - Teradyne, Inc.	Q3 2008	$7.81	Q3 2009	$9.25	+18.44%	Closed	History

ABT - Abbott Laboratories	Q1 2013	$35.32	Q1 2016	$41.83	+18.43%	Closed	History

250642Q - Uti Energy Corp. Common	Q1 2000	$37.75	Q3 2000	$44.62	+18.20%	Closed	History

CYNO - Cynosure Inc	Q2 2015	$38.58	Q4 2016	$45.60	+18.20%	Closed	History

IRF - Nternational Rectifier Corp C	Q3 2002	$15.62	Q4 2002	$18.46	+18.18%	Closed	History

MS - Morgan Stanley	Q2 2003	$42.75	Q3 2003	$50.46	+18.04%	Closed	History

VICR - Vicor Corp.	Q2 2002	$6.99	Q4 2002	$8.25	+18.03%	Closed	History

BLK - BlackRock, Inc.	Q1 2010	$217.75	Q1 2013	$256.88	+17.97%	Closed	History

ETD - Ethan Allen Interiors Inc.	Q2 2000	$24.00	Q3 2000	$28.31	+17.96%	Closed	History

CLC - Clarcor Inc. Common	Q4 2001	$27.15	Q1 2002	$32.00	+17.86%	Closed	History

NMG.A - Neiman-Marcus Group Inc Common	Q4 2001	$31.07	Q2 2003	$36.60	+17.80%	Closed	History

CTAS - Cintas Corp.	Q1 2010	$7.02	Q2 2011	$8.26	+17.59%	Closed	History

KMB - Kimberly-Clark Corp.	Q1 2010	$60.29	Q1 2012	$70.85	+17.53%	Closed	History

CASY - Casey's General Stores, Inc.	Q1 2018	$109.78	Q1 2019	$128.76	+17.29%	Closed	History

UPS - United Parcel Service, Inc.	Q2 2015	$96.91	Open	$113.67	+17.29%	Open	History

ROST - Ross Stores, Inc.	Q4 2007	$6.40	Q1 2008	$7.50	+17.28%	Closed	History

JH - Arland John H Co	Q1 2004	$31.12	Q3 2006	$36.45	+17.13%	Closed	History

EMR - Emerson Electric Co.	Q1 2000	$26.50	Q1 2001	$31.00	+16.98%	Closed	History

VWR - Vwr Corp	Q3 2016	$28.36	Q3 2017	$33.11	+16.75%	Closed	History

AGCO - AGCO Corp.	Q2 2024	$97.83	Open	$114.14	+16.67%	Open	History

0220142Q - Ommscope Inc C	Q3 2002	$6.78	Q4 2002	$7.90	+16.52%	Closed	History

MCRS - Micros Systems Inc Com	Q1 2013	$45.51	Q1 2014	$52.93	+16.30%	Closed	History

XOM - ExxonMobil Holdings Corp.	Q1 2010	$66.98	Q4 2015	$77.90	+16.30%	Closed	History

NMG.B - Neiman-Marcus Group Inc	Q4 2001	$29.70	Q2 2003	$34.50	+16.16%	Closed	History

CAKE - The Cheesecake Factory Inc.	Q1 2010	$27.05	Q2 2011	$31.38	+16.01%	Closed	History

TDW - Tidewater Inc.	Q1 2004	$907.42	Q3 2004	$1,050.00	+15.71%	Closed	History

TECUA - Tecumseh Products Co-Cl A	Q3 2000	$41.88	Q1 2001	$48.38	+15.52%	Closed	History

T - AT&T Inc.	Q4 2013	$26.56	Q3 2016	$30.67	+15.50%	Closed	History

CKR - Ke Restaurants Inc C	Q4 2004	$14.51	Q3 2006	$16.72	+15.23%	Closed	History

KMT - Kennametal Inc.	Q4 2015	$19.20	Q2 2016	$22.11	+15.16%	Closed	History

FL - Foot Locker Inc Common	Q3 2005	$21.94	Q3 2006	$25.25	+15.09%	Closed	History

3605818Q - Ca Inc	Q2 2003	$32.04	Q3 2003	$36.86	+15.04%	Closed	History

4612775Q - Aesars Entmt Inc	Q1 2004	$13.04	Q2 2004	$15.00	+15.03%	Closed	History

TJX - The TJX Companies, Inc.	Q3 2002	$4.25	Q4 2002	$4.88	+14.82%	Closed	History

OSK - Oshkosh Corp.	Q1 2015	$48.79	Q3 2016	$56.00	+14.78%	Closed	History

HUM - Humana Inc.	Q4 2001	$11.79	Q1 2002	$13.53	+14.76%	Closed	History

6684 - Hewlett Packard Co Com	Q3 2011	$22.45	Q4 2011	$25.76	+14.74%	Closed	History

NKE - NIKE, Inc.	Q2 2011	$22.49	Q4 2012	$25.81	+14.73%	Closed	History

MER - Errill Lynch & Co Inc	Q2 2003	$46.68	Q3 2003	$53.53	+14.67%	Closed	History

CB - Chubb Ltd.	Q1 2025	$302.00	Open	$346.22	+14.64%	Open	History

BRC - Brady Corp.	Q2 2009	$25.13	Q3 2009	$28.67	+14.09%	Closed	History

TBL - Timberland Company Common	Q4 2001	$37.08	Q1 2002	$42.25	+13.94%	Closed	History

WRB - W. R. Berkley Corp.	Q1 2010	$7.73	Q3 2011	$8.80	+13.80%	Closed	History

HRL - Hormel Foods Corp.	Q1 2017	$34.63	Q3 2018	$39.39	+13.75%	Closed	History

ANN - Ann Inc	Q3 2013	$36.22	Q2 2014	$41.14	+13.58%	Closed	History

EMR - Emerson Electric Co.	Q4 2001	$28.55	Q4 2003	$32.38	+13.40%	Closed	History

KCP - Cole Kenneth Productions Common	Q4 2001	$17.70	Q1 2002	$20.07	+13.39%	Closed	History

WMS - Advanced Drainage Systems, Inc.	Q4 2001	$20.00	Q3 2003	$22.66	+13.30%	Closed	History

NPKI - NPK International Inc.	Q1 2004	$5.20	Q1 2005	$5.89	+13.27%	Closed	History

CBI - Chicago Bridge And Iron Co Common	Q4 2001	$2,002.50	Q4 2002	$2,265.00	+13.11%	Closed	History

FCS - Airchild Semiconductor Intl C	Q3 2002	$9.47	Q4 2002	$10.71	+13.09%	Closed	History

XRX - Xerox Holdings Corp.	Q2 2005	$36.34	Q3 2006	$41.00	+12.84%	Closed	History

DE - Deere & Co.	Q1 2023	$412.82	Q4 2025	$465.60	+12.79%	Closed	History

LNCR - Lincare Holdings Inc Common	Q4 2001	$28.65	Q2 2002	$32.30	+12.74%	Closed	History

AMZN - Amazon.com, Inc.	Q3 2025	$219.60	Open	$247.49	+12.70%	Open	History

APA - APA Corp.	Q1 2009	$64.09	Q2 2009	$72.15	+12.58%	Closed	History

ABM - ABM Industries Inc.	Q1 2012	$24.27	Q3 2015	$27.31	+12.53%	Closed	History

QCOM - QUALCOMM Inc.	Q2 2012	$55.69	Q2 2015	$62.63	+12.46%	Closed	History

3017264Q - Ervicemaster Co	Q1 2004	$12.01	Q1 2005	$13.50	+12.41%	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.