Robert Olstein - Olstein Capital Management Portfolio Performance Analysis (Q1 2026)
Investment performance metrics based on historical 13F filings data.
Data Coverage: June 2013 to March 2026 • Initial Portfolio Value: $0.00B
Performance calculated from first filing in our database. This may not represent the investor's entire career.
Portfolio Growth (Since First Filing)
+0.00B
+7.17%
Winning Positions
+53.23%
140 wins / 263 positions
Average Gain (Winners)
$2.10K
+89.52% avg per position
Active Positions
96
116 losing positions
Portfolio Value Over Time
Total Positions Tracked
263
All holdings over time
Win/Loss Ratio
1.21
140 gains / 116 losses
Active vs. Exited
96 / 167
Current positions / Exited
Position Performance
Performance calculated from first appearance in 13F filings. Initial values represent position value when first tracked, not actual purchase prices.
| Symbol | Company | Sector | Entry | Status | Initial Value | Current Value | Gain/Loss | Return % |
|---|---|---|---|---|---|---|---|---|
| JBLU | JetBlue Airways Corporation | Industrials | Jun 2015 | EXITED | $4.19K | $12.14K | $7.95K | +189.44% |
| TDC | Teradata Corporation | Technology | Jun 2013 | EXITED | $6.13K | $14.05K | $7.92K | +129.21% |
| DORM | Dorman Products, Inc. | Consumer Cyclical | Jun 2013 | EXITED | $684.00 | $7.48K | $6.80K | +994.01% |
| AVTR | Avantor, Inc. | Healthcare | Mar 2023 | ACTIVE | $2.98K | $9.49K | $6.50K | +218.22% |
| FOSL | Fossil Group, Inc. | Consumer Cyclical | Jun 2014 | EXITED | $3.76K | $9.95K | $6.18K | +164.34% |
| MAT | Mattel, Inc. | Consumer Cyclical | Jun 2017 | EXITED | $2.44K | $8.35K | $5.90K | +241.77% |
| BKNG | Booking Holdings Inc. Common St | Consumer Cyclical | Sep 2019 | EXITED | $981.00 | $6.75K | $5.77K | +588.18% |
| IFF | International Flavors & Fragran | Basic Materials | Dec 2022 | ACTIVE | $2.94K | $8.63K | $5.70K | +194.04% |
| FI | Fiserv, Inc. | Technology | Jun 2024 | EXITED | $1.94K | $7.48K | $5.54K | +285.86% |
| WBA | Walgreens Boots Alliance, Inc. | Healthcare | Sep 2017 | EXITED | $3.78K | $9.23K | $5.45K | +144.00% |
Important Note: Data Limitations
These metrics are based on 13F filing data which has significant limitations:
- Quarterly Snapshots Only: 13F filings show positions at quarter-end, not actual transaction prices
- No Transaction Prices: We cannot determine actual buy/sell prices, only end-of-quarter values
- Performance Estimates: Gains/losses are calculated from first appearance to last update using quarterly values
- Missing Data: Intra-quarter trades, dividends, corporate actions, and exact timing are not captured
- Educational Only: These metrics are estimates for understanding general investment patterns, not actual realized returns
Use these metrics for informational and educational purposes only. They represent broad trends, not precise investment performance.