South Street Advisors LLC Portfolio Holdings
South Street Advisors LLC
- $611 Million
- Q1 2025
South Street Advisors LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $611 Million distributed in 65 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $41.2M, Apple Inc. with a value of $30M, Microsoft Corp with a value of $29.9M, Eli Lilly & CO with a value of $23.2M, and Tjx Companies Inc with a value of $22.8M.
Examining the 13F form we can see an decrease of $40.9M in the current position value, from $652M to 611M.
South Street Advisors LLC is based out at New York, NY
Below you can find more details about South Street Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$611 Million
Technology: $160 Million
Financial Services: $93.7 Million
Consumer Cyclical: $73.9 Million
Industrials: $71.1 Million
Healthcare: $55.1 Million
Consumer Defensive: $44.9 Million
Communication Services: $35 Million
Energy: $26.9 Million
Other: $50.3 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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