Estimated return — disclosed long book
What Olstein Capital Management LP’s US-listed long positions did, derived from the share counts and market values in consecutive 13F filings, shown against SPY over exactly the same quarters. This is not the fund’s return. A 13F excludes shorts, bonds, cash, non-US listings and derivatives, says nothing about fees or leverage, and only sees positions held at both quarter ends. The fund figure is a price return while SPY is a total return, so the comparison is tilted against the manager by roughly a dividend yield.
Q1 2026
-2.4%
SPY -4.4%▲ +2.0%
By calendar year
| Year | Estimated | SPY | Difference |
|---|---|---|---|
| 2025 | +7.8% | +17.7% | -9.9% |
| 2024 | +6.8% | +24.9% | -18.1% |
| 2023 | +11.3% | +26.2% | -14.8% |
| 2022 | -20.2% | -18.2% | -2.0% |
| 2021 | +23.1% | +28.7% | -5.7% |
| 2020 | +7.0% | +18.3% | -11.4% |
| 2019 | +30.3% | +31.2% | -0.9% |
| 2018 | -11.8% | -4.6% | -7.2% |
| 2017 | +15.1% | +21.7% | -6.6% |
| 2016 | +15.2% | +12.0% | +3.2% |
| 2015 | -10.7% | +1.2% | -12.0% |
| 20141/4 Q | +9.2% | +4.9% | +4.3% |
Years marked n/4 Qare built from fewer than four quarters, and the benchmark shown beside them covers the same partial set — so the difference is like-for-like, but the year is not a full year.