South Street Advisors LLC

Institutional manager (13F) · CIK 1399706

13F holdings · as of 2026-03-31 · top 50 · reported portfolio $678M

#	Issuer	Value	Shares
1	NVIDIA CORPORATION	$59M	337,834
2	AMPHENOL CORP	$34M	267,313
3	ALPHABET INC	$33M	114,395
4	QUANTA SVCS INC	$33M	59,315
5	APPLE INC	$32M	124,509
6	GOLD FIELDS LTD	$29M	628,718
7	HOWMET AEROSPACE INC	$27M	118,507
8	MICROSOFT CORP	$27M	72,227
9	TJX COS INC NEW	$26M	164,246
10	ELI LILLY & CO	$26M	27,934
11	US FOODS HLDG CORP	$25M	269,490
12	HILTON WORLDWIDE HLDGS INC	$22M	72,899
13	ROCKET COS INC	$20M	1,371,977
14	WEC ENERGY GROUP INC	$19M	168,111
15	ONTO INNOVATION INC	$19M	91,339
16	EXELIXIS INC	$17M	403,938
17	SPIRE INC	$17M	190,109
18	VISA INC	$17M	56,903
19	OREILLY AUTOMOTIVE INC	$16M	177,762
20	HALOZYME THERAPEUTICS INC	$15M	232,940
21	RTX CORPORATION	$15M	75,719
22	META PLATFORMS INC	$14M	24,668
23	PERMIAN RESOURCES CORP	$14M	634,921
24	ARCHROCK INC	$13M	373,825
25	TPG INC	$13M	320,376
26	SERVICENOW INC	$11M	109,510
27	CORE & MAIN INC	$11M	220,730
28	LOWES COS INC	$10M	41,473
29	MASTERCARD INCORPORATED	$7M	13,901
30	SMITH & NEPHEW PLC	$7M	215,320
31	PRIMO BRANDS CORPORATION	$5M	286,160
32	ONEOK INC NEW	$5M	57,332
33	STRIDE INC	$5M	57,229
34	EATON CORP PLC	$5M	12,855
35	AMAZON COM INC	$4M	17,573
36	ABBVIE INC	$3M	14,391
37	BROADCOM INC	$3M	9,710
38	JPMORGAN CHASE & CO	$3M	9,518
39	CALIFORNIA RES CORP	$3M	37,130
40	JOHNSON & JOHNSON	$2M	10,191
41	ALPHABET INC	$2M	7,215
42	EXXON MOBIL CORP	$2M	11,850
43	QUALCOMM INC	$2M	12,606
44	BERKSHIRE HATHAWAY INC DEL	$1M	2,971
45	HOME DEPOT INC	$1M	4,100
46	MCDONALDS CORP	$1M	3,679
47	PHILLIPS 66	$1M	6,200
48	ENTERPRISE PRODS PARTNERS L	$1M	28,390
49	TAIWAN SEMICONDUCTOR MANUFAC	$960k	2,841
50	LINDE PLC	$900k	1,816

Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.