Copy Invest | Sonar Terminal

Robert Olstein - Olstein Capital Management

1147 trades · 1048 closed · 99 open · Win rate: 49.7% · Avg return: +23.1% · 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
AXTA - Axalta Coating Systems Ltd.	Q1 2017	$32.20	Q3 2024	$36.19	+12.39%	Closed	History

KRI - Night Ridder Inc C	Q3 2002	$56.41	Q4 2002	$63.25	+12.13%	Closed	History

SWY - Afeway Inc	Q2 2003	$20.46	Q3 2003	$22.94	+12.12%	Closed	History

ADT - ADT Inc.	Q1 2014	$29.95	Q2 2015	$33.57	+12.09%	Closed	History

KDP - Keurig Dr Pepper Inc.	Q4 2020	$32.00	Q3 2022	$35.82	+11.94%	Closed	History

AGRE - Merican Greetings Corp	Q1 2004	$22.77	Q1 2005	$25.48	+11.90%	Closed	History

BHI - Baker Hughes Inc	Q2 2016	$45.12	Q3 2016	$50.46	+11.84%	Closed	History

MRKC - Merck & Co Common	Q2 2002	$50.64	Q4 2002	$56.61	+11.79%	Closed	History

BAX - Baxter International Inc.	Q2 2003	$14.12	Q3 2003	$15.78	+11.77%	Closed	History

CB - Chubb Ltd.	Q1 2025	$302.00	Open	$337.44	+11.74%	Open	History

0910150D - Ilton Hotels Corp C	Q3 2002	$11.38	Q4 2002	$12.71	+11.69%	Closed	History

TAP - Molson Coors Beverage Co.	Q1 2010	$42.06	Q1 2011	$46.89	+11.48%	Closed	History

LAB - Standard BioTools Inc.	Q1 2004	$39.25	Q3 2004	$43.72	+11.39%	Closed	History

MAT - Mattel, Inc.	Q4 2001	$17.20	Q4 2002	$19.15	+11.34%	Closed	History

SF6 - Tanley Furniture Inc	Q2 2003	$27.41	Q3 2003	$30.51	+11.31%	Closed	History

CZM - Cytec Ind Common	Q1 2002	$30.42	Q2 2003	$33.81	+11.14%	Closed	History

TR - Tootsie Roll Inds. Common	Q1 2000	$16.93	Q2 2000	$18.81	+11.11%	Closed	History

CLF - Cleveland-Cliffs Inc.	Q4 2011	$62.36	Q1 2012	$69.26	+11.06%	Closed	History

JNJ - Johnson & Johnson	Q1 2004	$50.72	Q3 2004	$56.33	+11.06%	Closed	History

DOW - Dow Inc.	Q2 2019	$49.32	Q4 2019	$54.73	+10.97%	Closed	History

NYT - The New York Times Co.	Q4 2001	$43.25	Q1 2002	$47.86	+10.66%	Closed	History

BG - Bunge Global SA	Q4 2004	$29.83	Q3 2005	$33.00	+10.63%	Closed	History

3022239Q - Wendys International Common	Q1 2000	$20.18	Q1 2001	$22.32	+10.60%	Closed	History

HUB - Hubb Corp	Q1 2004	$69.54	Q4 2004	$76.90	+10.58%	Closed	History

TUPBQ - Upperware Corp	Q1 2004	$17.81	Q2 2006	$19.69	+10.56%	Closed	History

NP - Neenah Paper Inc Common	Q2 2005	$30.97	Q3 2006	$34.23	+10.53%	Closed	History

BAC - Bank of America Corp.	Q4 2001	$31.48	Q4 2002	$34.79	+10.52%	Closed	History

NAFC - Ash Finch Co C	Q2 2006	$21.29	Q3 2006	$23.53	+10.52%	Closed	History

AGCO - AGCO Corp.	Q2 2017	$67.40	Q3 2020	$74.30	+10.24%	Closed	History

SF6 - Stanley Furniture Co.	Q2 2000	$22.00	Q3 2000	$24.25	+10.23%	Closed	History

CIX - Corp. Compx International Common	Q1 2000	$19.06	Q3 2000	$21.00	+10.18%	Closed	History

CNMD - CONMED Corp.	Q1 2010	$23.85	Q1 2011	$26.25	+10.06%	Closed	History

0220142Q - Ommscope Inc C	Q1 2006	$28.55	Q2 2006	$31.42	+10.05%	Closed	History

BWA - BorgWarner Inc.	Q4 2016	$34.72	Q4 2019	$38.19	+9.99%	Closed	History

MIDD - The Middleby Corp.	Q1 2010	$15.45	Q3 2010	$17.00	+9.99%	Closed	History

FBN - Furniture Brands Int'l Inc.	Q2 2000	$15.13	Q3 2000	$16.63	+9.91%	Closed	History

ZBRA - Zebra Technologies Corp.	Q2 2009	$23.60	Q3 2009	$25.92	+9.83%	Closed	History

SNI - Scripps Networks Interact In	Q2 2016	$62.27	Q2 2017	$68.31	+9.70%	Closed	History

CBRL - Cracker Barrel Old Country Store, Inc.	Q1 2010	$46.33	Q3 2010	$50.76	+9.56%	Closed	History

SF6 - Tanley Furniture Inc C	Q3 2002	$21.24	Q4 2002	$23.25	+9.46%	Closed	History

BARE - Bare Escentuals Inc	Q3 2008	$10.87	Q3 2009	$11.89	+9.38%	Closed	History

TROW - T. Rowe Price Group, Inc.	Q3 2002	$12.48	Q4 2002	$13.64	+9.29%	Closed	History

OMC - Omnicom Group Inc.	Q3 2017	$74.06	Open	$80.93	+9.28%	Open	History

SYNA - Synaptics Inc.	Q1 2004	$11.69	Q2 2004	$12.77	+9.18%	Closed	History

CVC - Cablevision Systems	Q1 2000	$60.75	Q3 2000	$66.31	+9.15%	Closed	History

HON - Honeywell International Inc.	Q3 2024	$204.33	Open	$222.84	+9.06%	Open	History

NCLH - Norwegian Cruise Line Holdings Ltd.	Q2 2019	$53.63	Q4 2019	$58.41	+8.91%	Closed	History

SON - Sonoco Products Co.	Q1 2004	$24.28	Q3 2004	$26.44	+8.90%	Closed	History

CVG - Convergys Corp	Q2 2017	$23.59	Q3 2017	$25.68	+8.87%	Closed	History

A - Agilent Technologies, Inc.	Q4 2002	$12.85	Q2 2003	$13.98	+8.85%	Closed	History

FOXF - Fox Factory Hldg Corp	Q3 2014	$15.50	Q3 2015	$16.86	+8.77%	Closed	History

3122066Q - Ytyc Corp	Q1 2004	$22.25	Q3 2004	$24.15	+8.54%	Closed	History

BLC - Elo Corp	Q2 2003	$22.36	Q3 2003	$24.25	+8.45%	Closed	History

ROST - Ross Stores, Inc.	Q3 2004	$5.86	Q3 2006	$6.35	+8.40%	Closed	History

SYY - Sysco Corp.	Q4 2008	$22.94	Q3 2009	$24.85	+8.33%	Closed	History

AHP - American Home Products Corp	Q2 2000	$58.75	Q4 2000	$63.55	+8.17%	Closed	History

HUB - Hubb Corp	Q2 2003	$60.00	Q3 2003	$64.88	+8.13%	Closed	History

D7A - Aptiv Plc	Q4 2017	$84.83	Q3 2020	$91.68	+8.07%	Closed	History

BRC - Brady Corp.	Q1 2015	$28.29	Q2 2016	$30.56	+8.02%	Closed	History

TAN - Adioshack Corp	Q2 2003	$263.10	Q3 2003	$284.10	+7.98%	Closed	History

SYY - Sysco Corp.	Q1 2013	$35.17	Q3 2014	$37.95	+7.90%	Closed	History

BRC - Brady Corp.	Q1 2010	$31.11	Q1 2013	$33.56	+7.88%	Closed	History

DIS - The Walt Disney Co.	Q3 2002	$14.94	Q4 2002	$16.09	+7.73%	Closed	History

AW - Allied Waste Industries Inc. Common	Q4 2000	$14.56	Q1 2001	$15.68	+7.69%	Closed	History

GD - General Dynamics Corp.	Q2 2003	$36.25	Q3 2003	$39.03	+7.67%	Closed	History

SEE -	Q1 2018	$42.79	Q1 2019	$46.06	+7.64%	Closed	History

TYI - Yco Intl Ltd New	Q2 2003	$18.98	Q3 2003	$20.43	+7.64%	Closed	History

PRE - Artnerre Holdings Ltd C	Q3 2002	$560.23	Q4 2002	$602.56	+7.56%	Closed	History

JCP* - Penney Jc Co. Common	Q1 2000	$14.88	Q1 2001	$15.99	+7.46%	Closed	History

PBI - Pitney Bowes Inc.	Q2 2006	$41.30	Q3 2006	$44.37	+7.43%	Closed	History

IBCIQ - Interstate Bakeries Common	Q1 2000	$14.25	Q1 2001	$15.28	+7.23%	Closed	History

AAIG - American Intl Group Inc Common	Q3 2005	$61.96	Q3 2006	$66.26	+6.94%	Closed	History

HAS - Hasbro, Inc.	Q2 2003	$17.49	Q3 2003	$18.68	+6.80%	Closed	History

MCD - McDonald's Corp.	Q2 2003	$22.06	Q3 2003	$23.54	+6.71%	Closed	History

TP1B - Tecumseh Products Co. Common	Q1 2000	$42.00	Q1 2001	$44.81	+6.69%	Closed	History

JOY - Oy Global Inc	Q2 2003	$14.78	Q3 2003	$15.76	+6.63%	Closed	History

IBM - International Business Machines Corp.	Q4 2007	$103.35	Q1 2008	$110.09	+6.52%	Closed	History

ACAT - Arctic Cat Inc Com	Q4 2012	$333.60	Q4 2014	$355.10	+6.44%	Closed	History

AME - AMETEK, Inc.	Q4 2000	$3.84	Q1 2001	$4.09	+6.40%	Closed	History

SMP - Standard Mtr Prods Inc	Q1 2014	$35.76	Q4 2015	$38.05	+6.40%	Closed	History

WHR - Whirlpool Corp.	Q2 2003	$63.70	Q3 2003	$67.77	+6.39%	Closed	History

LMT - Lockheed Martin Corp.	Q4 2025	$483.66	Open	$514.46	+6.37%	Open	History

DE - Deere & Co.	Q3 2012	$82.47	Q1 2015	$87.69	+6.33%	Closed	History

F1E - Fidelity National Financial	Q1 2010	$14.82	Q3 2010	$15.71	+6.01%	Closed	History

ADP - Automatic Data Processing, Inc.	Q2 2003	$26.85	Q3 2003	$28.43	+5.88%	Closed	History

MTLG - Metrologic Instrs Inc Common	Q3 2005	$18.19	Q4 2005	$19.26	+5.88%	Closed	History

COST - Costco Wholesale Corp.	Q2 2000	$33.00	Q3 2000	$34.93	+5.85%	Closed	History

AP - Ampco-Pittsburgh Corp	Q2 2000	$11.12	Q1 2001	$11.75	+5.67%	Closed	History

0760047D - Webb Del Corp Common	Q4 2000	$29.25	Q1 2001	$30.90	+5.64%	Closed	History

TNC - Tennant Co.	Q4 2024	$81.58	Open	$86.17	+5.63%	Open	History

SYY - Sysco Corp.	Q4 2024	$76.47	Open	$80.73	+5.57%	Open	History

UNF - UniFirst Corp.	Q2 2014	$106.00	Q2 2015	$111.85	+5.52%	Closed	History

BBSI - Barrett Business Services Inc	Q1 2010	$3.40	Q2 2011	$3.58	+5.45%	Closed	History

ABBNY - Abb Ltd	Q1 2010	$21.84	Q2 2014	$23.02	+5.40%	Closed	History

AXP - American Express Co.	Q2 2006	$53.22	Q3 2006	$56.08	+5.37%	Closed	History

ATRO - Astronics Corp.	Q2 2016	$19.53	Q2 2017	$20.57	+5.32%	Closed	History

CI - The Cigna Group	Q4 2001	$30.88	Q2 2002	$32.47	+5.15%	Closed	History

SPAN - Span Amer Med Sys Inc Common	Q4 2007	$11.31	Q3 2008	$11.89	+5.13%	Closed	History

AMWD - American Woodmark Corp.	Q2 2000	$10.25	Q1 2001	$10.75	+4.88%	Closed	History

TDW - Tidewater Inc.	Q3 2002	$870.65	Q3 2003	$912.90	+4.85%	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.