South Street Advisors LLC Portfolio Holdings
South Street Advisors LLC
- $658 Million
- Q3 2024
South Street Advisors LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $658 Million distributed in 73 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $51.4M, Apple Inc. with a value of $33.5M, Microsoft Corp with a value of $33.3M, Eli Lilly & CO with a value of $28.7M, and Amphenol Corp with a value of $24.1M.
Examining the 13F form we can see an decrease of $1.4M in the current position value, from $659M to 658M.
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
$658 Million
Technology: $189 Million
Financial Services: $82.9 Million
Consumer Cyclical: $76.7 Million
Industrials: $75.8 Million
Healthcare: $65.3 Million
Consumer Defensive: $52 Million
Communication Services: $38.6 Million
Energy: $32.7 Million
Other: $44.2 Million