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
HRC - Hill Rom Hldgs Inc	Q1 2017	$70.60	Q3 2017	$74.00	+4.82%	Closed	History

PG - The Procter & Gamble Co.	Q4 2015	$79.41	Q3 2018	$83.22	+4.80%	Closed	History

VFC - V.F. Corp.	Q1 2017	$51.76	Q2 2017	$54.25	+4.80%	Closed	History

2307532Q - American Power Conversion Co Common	Q4 2001	$14.46	Q4 2002	$15.15	+4.77%	Closed	History

SWY - Afeway Inc C	Q3 2002	$22.30	Q4 2002	$23.36	+4.75%	Closed	History

HAS - Hasbro, Inc.	Q1 2004	$21.75	Q3 2006	$22.75	+4.60%	Closed	History

SHLM - Schulman (a.) Inc	Q3 2000	$11.00	Q4 2000	$11.50	+4.55%	Closed	History

TEK - Ektronix Inc C	Q3 2002	$16.43	Q1 2003	$17.15	+4.38%	Closed	History

TNC - Tennant Co.	Q4 2024	$81.58	Open	$85.15	+4.38%	Open	History

KEY - KeyCorp	Q1 2004	$30.29	Q3 2004	$31.60	+4.32%	Closed	History

WATS - Atson Pharmaceuticals Inc C	Q3 2004	$29.46	Q1 2005	$30.73	+4.31%	Closed	History

WAMUQ - Washington Mutual, Inc. Common	Q1 2002	$33.13	Q4 2002	$34.53	+4.23%	Closed	History

KMB - Kimberly-Clark Corp.	Q1 2004	$60.50	Q1 2005	$63.02	+4.17%	Closed	History

MIDD - The Middleby Corp.	Q1 2024	$129.36	Open	$134.59	+4.05%	Open	History

STC - Stewart Information Services Corp.	Q4 2001	$19.75	Q2 2002	$20.55	+4.05%	Closed	History

SJM - The J. M. Smucker Co.	Q1 2013	$99.14	Q2 2013	$103.14	+4.03%	Closed	History

PB - Prosperity Bancshares, Inc.	Q1 2017	$69.71	Open	$72.50	+4.00%	Open	History

FBN - Urniture Brands Int'l Inc. C	Q3 2002	$22.95	Q4 2002	$23.85	+3.92%	Closed	History

HEW - Hewitt Assocs Inc Common	Q4 2007	$38.29	Q1 2008	$39.75	+3.81%	Closed	History

HAL - Halliburton Co.	Q4 2007	$37.91	Q1 2008	$39.33	+3.75%	Closed	History

GOSHA - Oshkosh B Gosh Common	Q4 2001	$41.94	Q2 2002	$43.49	+3.70%	Closed	History

41018Q - Wachovia Corp Common	Q4 2000	$58.12	Q1 2001	$60.25	+3.66%	Closed	History

JRCOQ - Ournal Register Co	Q2 2003	$18.09	Q3 2003	$18.75	+3.65%	Closed	History

AVY - Avery Dennison Corp.	Q2 2006	$58.06	Q3 2006	$60.17	+3.63%	Closed	History

BEE - Balder Electric	Q3 2000	$20.32	Q1 2001	$21.05	+3.59%	Closed	History

WU - The Western Union Co.	Q1 2012	$17.60	Q3 2012	$18.22	+3.52%	Closed	History

APA - APA Corp.	Q3 2011	$80.24	Q1 2014	$82.94	+3.36%	Closed	History

CNMD - CONMED Corp.	Q1 2000	$16.71	Q2 2000	$17.25	+3.27%	Closed	History

ROK - Rockwell Automation, Inc.	Q1 2002	$20.06	Q1 2003	$20.70	+3.19%	Closed	History

PA5 - Pall Corp	Q1 2010	$40.49	Q3 2010	$41.64	+2.84%	Closed	History

BKNG - Booking Holdings Inc.	Q3 2019	$78.48	Q4 2022	$80.61	+2.71%	Closed	History

BC - Brunswick Corp.	Q2 2003	$25.02	Q3 2003	$25.68	+2.64%	Closed	History

VZ - Verizon Communications Inc.	Q1 2014	$47.58	Q1 2017	$48.75	+2.46%	Closed	History

3605818Q - Ca Inc	Q1 2004	$40.62	Q2 2004	$41.59	+2.39%	Closed	History

M - Macy's, Inc.	Q4 2015	$34.98	Q4 2016	$35.81	+2.37%	Closed	History

WY - Weyerhaeuser Co.	Q4 2004	$67.22	Q3 2005	$68.75	+2.28%	Closed	History

DIS - The Walt Disney Co.	Q2 2003	$19.48	Q3 2003	$19.90	+2.13%	Closed	History

PKG - Packaging Corp. of America	Q3 2018	$109.70	Q4 2019	$111.99	+2.09%	Closed	History

TFX - Teleflex Inc.	Q2 2003	$42.54	Q3 2003	$43.43	+2.09%	Closed	History

BMS - Emis Inc	Q1 2004	$26.00	Q2 2005	$26.54	+2.08%	Closed	History

BGPIQ - Orders Group C	Q3 2002	$15.80	Q4 2002	$16.10	+1.90%	Closed	History

LF - Eapfrog Enterprises Inc Co	Q2 2004	$19.89	Q3 2004	$20.25	+1.81%	Closed	History

ITRI - Itron, Inc.	Q1 2014	$35.54	Q4 2015	$36.18	+1.80%	Closed	History

TGT - Target Corp.	Q2 2023	$131.90	Open	$134.00	+1.59%	Open	History

LDL - Lydall Inc Del	Q2 2019	$20.20	Q4 2019	$20.52	+1.58%	Closed	History

WWD - Woodward, Inc.	Q4 2001	$9.71	Q2 2002	$9.85	+1.49%	Closed	History

KAI - Kadant Inc.	Q2 2014	$38.45	Q3 2015	$39.00	+1.43%	Closed	History

HSP - Hospira Inc	Q1 2010	$56.65	Q2 2010	$57.45	+1.41%	Closed	History

CMA - Omerica Inc	Q1 2004	$54.32	Q1 2005	$55.08	+1.40%	Closed	History

DGX - Quest Diagnostics Inc.	Q1 2010	$58.29	Q2 2011	$59.10	+1.39%	Closed	History

INTC - Intel Corp.	Q1 2000	$65.96	Q2 2000	$66.84	+1.33%	Closed	History

NAFC - Nash Finch Co Common	Q2 2009	$27.00	Q3 2009	$27.33	+1.22%	Closed	History

JH - Arland John H Co	Q2 2003	$26.16	Q3 2003	$26.47	+1.19%	Closed	History

KEY - KeyCorp	Q2 2003	$25.27	Q3 2003	$25.57	+1.19%	Closed	History

HOLX -	Q2 2021	$66.72	Q3 2025	$67.49	+1.15%	Closed	History

UMPQ - Umpqua Hldgs Corp Common	Q4 2007	$15.33	Q1 2008	$15.50	+1.11%	Closed	History

MIDD - The Middleby Corp.	Q3 2008	$14.59	Q3 2009	$14.75	+1.10%	Closed	History

UTX - United Technologies Corp Com	Q1 2013	$93.44	Q1 2020	$94.34	+0.96%	Closed	History

XOM - ExxonMobil Holdings Corp.	Q1 2009	$68.09	Q3 2009	$68.61	+0.76%	Closed	History

JBLU - JetBlue Airways Corp.	Q3 2002	$11.95	Q4 2002	$12.00	+0.42%	Closed	History

KEI - Keithley Instrs Inc Common	Q4 2007	$9.67	Q1 2008	$9.71	+0.41%	Closed	History

ATML - Atmel Corp Com	Q3 2011	$8.07	Q4 2011	$8.10	+0.37%	Closed	History

LFUS - Littelfuse, Inc.	Q2 2019	$176.90	Q3 2020	$177.33	+0.24%	Closed	History

CMA - Omerica Inc	Q2 2003	$46.50	Q3 2003	$46.60	+0.22%	Closed	History

MAT - Mattel, Inc.	Q2 2003	$18.92	Q3 2003	$18.96	+0.21%	Closed	History

GS - The Goldman Sachs Group, Inc.	Q2 2003	$83.75	Q3 2003	$83.90	+0.18%	Closed	History

POWL - Powell Industries, Inc.	Q4 2001	$6.26	Q3 2002	$6.27	+0.16%	Closed	History

UEIC - Universal Electronics Inc.	Q1 2006	$17.70	Q2 2006	$17.71	+0.06%	Closed	History

0910150D - Hilton Hotels Corp Common	Q1 2000	$7.75	Q1 2000	$7.75	+0.00%	Closed	History

0949144D - Spectrum Control Inc Common	Q1 2001	$7.69	Q1 2001	$7.69	+0.00%	Closed	History

1296456D - Hartford Life -	Q1 2000	$46.87	Q1 2000	$46.87	+0.00%	Closed	History

140402Q - Champion International Common	Q1 2000	$53.25	Q1 2000	$53.25	+0.00%	Closed	History

1411788D - Cascade Corp Common	Q4 2001	$12.00	Q4 2001	$12.00	+0.00%	Closed	History

1411788D - Ascade Corp	Q2 2003	$17.41	Q2 2003	$17.41	+0.00%	Closed	History

2235894Q - Ucent Technologies Inc	Q3 2003	$2.16	Q3 2003	$2.16	+0.00%	Closed	History

2323070Q - Eneral Motors Corp C	Q4 2002	$36.86	Q4 2002	$36.86	+0.00%	Closed	History

2323070Q - Eneral Mtrs Corp	Q2 2003	$36.00	Q2 2003	$36.00	+0.00%	Closed	History

246266Q - Einstein/Noah Bagel Common	Q1 2000	$0.26	Q1 2000	$0.26	+0.00%	Closed	History

2987536Q - Symbol Technologies Inc	Q2 2000	$54.00	Q2 2000	$54.00	+0.00%	Closed	History

3022239Q - Endys Intl Inc C	Q1 2006	$62.06	Q1 2006	$62.06	+0.00%	Closed	History

3122066Q - Cytyc Corporation Common	Q2 2002	$7.62	Q2 2002	$7.62	+0.00%	Closed	History

3386070Q - Llen Telecom Inc	Q2 2003	$16.52	Q2 2003	$16.52	+0.00%	Closed	History

3437127Q - Millennium Common	Q1 2000	$129.88	Q1 2000	$129.88	+0.00%	Closed	History

3437127Q - Millennium Pharmaceuticals Common	Q4 2001	$24.51	Q4 2001	$24.51	+0.00%	Closed	History

3574Q - Four Media Co. Common	Q1 2000	$15.44	Q1 2000	$15.44	+0.00%	Closed	History

396996Q - Fficemax Inc	Q2 2003	$6.55	Q2 2003	$6.55	+0.00%	Closed	History

4134807Q - Globalsantafe Corp Common	Q1 2002	$32.70	Q1 2002	$32.70	+0.00%	Closed	History

667517Q - Investment Other Voting Authority Discretion Manager (shares) Title Shares Sole Sole** (x $1000) Ak Steel Holding Corp Common 1547108 5,499 530000 X 530000 At&t Corp - Library Common 1957208 1,926 32500 X 32500 Media-A Abbott Labs Common 2824100 352 10000 X 10000 Adelphia Communications Common 6848105 3,651 74500 X 74500 Cl-A Cl-A American Home Products Common 26609107 5,899 110000 X 110000 Corp. American Power Common 29066107 1,286 30000 X 30000 Conversion Co American Superconductor Common 30111108 445 10000 X 10000 Teleg. American Woodmark Corp. Common 30506109 4,445 215500 X 215500 Ampco-Pittsburgh Corp. Common 32037103 1,300 119500 X 119500 Arkansas Best Corp. Common 40790107 4,026 383400 X 383400 Arvin Inds. Inc. Common 43339100 2,455 108500 X 108500 Boise Cascade Common 97383103 5,960 171500 X 171500 Cbs Inc Common	Q1 2000	$56.63	Q1 2000	$56.63	+0.00%	Closed	History

6683 - General Electric Co	Q3 2008	$25.50	Q3 2008	$25.50	+0.00%	Closed	History

6684 - Hewlett Packard Co Common	Q1 2000	$132.53	Q1 2000	$132.53	+0.00%	Closed	History

764144Q - Ungard Data Sys Inc C	Q1 2005	$34.51	Q1 2005	$34.51	+0.00%	Closed	History

792061Q - Meritor Automotive Inc. Common	Q1 2000	$15.81	Q1 2000	$15.81	+0.00%	Closed	History

8138927Q - Com Corp	Q3 2003	$5.90	Q3 2003	$5.90	+0.00%	Closed	History

894800Q - Computer Network Tech Copr. Common	Q1 2001	$11.13	Q1 2001	$11.13	+0.00%	Closed	History

9489 - American Telephone And Teleg	Q3 2000	$29.37	Q3 2000	$29.37	+0.00%	Closed	History

9775 - Viad Corporation Common	Q4 2001	$23.68	Q4 2001	$23.68	+0.00%	Closed	History

987200Q - May Dept Stores Co Common	Q4 2000	$32.75	Q4 2000	$32.75	+0.00%	Closed	History

A - Agilent Technologies, Inc.	Q4 2001	$20.39	Q4 2001	$20.39	+0.00%	Closed	History

ADP - Automatic Data Processing, Inc.	Q1 2004	$33.31	Q1 2004	$33.31	+0.00%	Closed	History

AEO - American Eagle Outfitters, Inc.	Q4 2007	$20.77	Q4 2007	$20.77	+0.00%	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.