Fund HoldingsSouth Street Advisors LLC

Total Portfolio Value
$611.75M
Total Bought
$69.97M
Total Sold
$94.75M
Net Transaction
-$24.78M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
MR COOPER GROUP INC0183,246+183,246021,9163.58%+21,916
VICI PPTYS INC(VICI)85,274358,909+273,6352,49111,7081.91%+9,217
GOLD FIELDS LTD(GFI)771,077791,482+20,40510,17817,4842.86%+7,306
HALOZYME THERAPEUTICS INC(HALO)229,765243,610+13,84510,98515,5452.54%+4,560
OREILLY AUTOMOTIVE INC(ORLY)12,81012,704-10615,19018,1992.98%+3,009
PEPSICO INC(PEP)75,12594,762+19,63711,42414,2092.32%+2,785
WEC ENERGY GROUP INC(WEC)173,950175,451+1,50116,35819,1213.13%+2,762
GALLAGHER ARTHUR J & CO(AJG)44,53644,616+8012,64215,4032.52%+2,762
ONEOK INC NEW(OKE)71,84988,247+16,3987,2148,7561.43%+1,542
STRIDE INC(LRN)87,55983,379-4,1809,10010,5471.72%+1,447
HOWMET AEROSPACE INC(HWM)160,906146,021-14,88517,59818,9433.10%+1,345
RTX CORPORATION(RTX)76,42775,506-9218,84410,0021.63%+1,157
ELI LILLY & CO(LLY)28,65828,094-56422,12423,2033.79%+1,079
ABBVIE INC(ABBV)12,71412,576-1382,2592,6350.43%+376
MASTERCARD INCORPORATED(MA)13,01813,072+546,8557,1651.17%+310
BERKSHIRE HATHAWAY INC DEL3,2773,137-1401,4851,6710.27%+185
JOHNSON & JOHNSON(JNJ)5,6235,62308139330.15%+119
EXXON MOBIL CORP10,17710,17701,0951,2100.20%+116
LINDE PLC(LIN)1,7761,77607448270.14%+83
MCDONALDS CORP(MCD)3,6183,61801,0491,1300.18%+81
ANTERO MIDSTREAM CORP(AM)14,56016,360+1,8002202940.05%+75
PHILLIPS 66(PSX)6,0006,00006847410.12%+57
CHEVRON CORP NEW(CVX)2,6542,606-483844360.07%+52
HESS MIDSTREAM LP(HESM)6,2506,25002312640.04%+33
VISA INC(V)69,10262,362-6,74021,83921,8553.57%+16
JPMORGAN CHASE & CO.(JPM)8,9328,782-1502,1412,1540.35%+13
ENTERPRISE PRODS PARTNERS L(EPD)24,73023,040-1,6907767870.13%+11
COLGATE PALMOLIVE CO(CL)2,6002,60002362440.04%+7
PROCTER AND GAMBLE CO(PG)1,6281,627-12732770.05%+5
NORFOLK SOUTHN CORP(NSC)1,3501,35003173200.05%+3
ZOETIS INC(ZTS)1,4571,443-142372380.04%0
GOLDMAN SACHS GROUP INC(GS)60060003443280.05%-16
MURPHY OIL CORP(MUR)8,6008,60002602440.04%-16
MASCO CORP(MAS)6,5006,50004724520.07%-20
CATERPILLAR INC(CAT)84084003052770.05%-28
ALLSTATE CORP(ALL)1,4001,160-2402702400.04%-30
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,2401,24002452060.03%-39
DANAHER CORPORATION(DHR)2,0422,04204694190.07%-50
DISNEY WALT CO(DIS)4,0223,897-1254483850.06%-63
QUALCOMM INC(QCOM)17,40616,606-8002,6742,5510.42%-123
ALPHABET INC(GOOG)5,0155,01509557830.13%-172
XPO INC(XPO)1,7350-1,7352280-228
CONOCOPHILLIPS(COP)2,3110-2,3112290-229
TJX COS INC NEW(TJX)192,944187,554-5,39023,31022,8443.73%-465
AMAZON COM INC(AMZN)16,79316,813+203,6843,1990.52%-485
CORE & MAIN INC(CNM)230,884231,681+79711,75411,1931.83%-562
OCCIDENTAL PETE CORP(OXY)12,4800-12,4806170-617
CALIFORNIA RES CORP(CRC)75,12072,770-2,3503,8983,2000.52%-698
US FOODS HLDG CORP(USFD)302,001300,108-1,89320,37319,6453.21%-728
LOWES COS INC(LOW)44,89643,947-94911,08010,2501.68%-831
EATON CORP PLC(ETN)14,05013,380-6704,6633,6370.59%-1,026
EXTREME NETWORKS(EXTR)319,610309,510-10,1005,3504,0950.67%-1,255
PERMIAN RESOURCES CORP(PR)856,602790,712-65,89012,31810,9511.79%-1,367
META PLATFORMS INC(META)27,33425,214-2,12016,00414,5322.38%-1,472
AMPHENOL CORP NEW351,521343,152-8,36924,41322,5073.68%-1,906
KBR INC(KBR)190,008177,942-12,06611,0078,8631.45%-2,144
NOVO-NORDISK A S(NVO)167,161174,001+6,84014,37912,0831.98%-2,297
BROADCOM INC(AVGO)12,0700-12,0702,7980-2,798
MICROSOFT CORP(MSFT)78,86079,623+76333,24029,8904.89%-3,350
ONTO INNOVATION INC(ONTO)89,29289,698+40614,88210,8841.78%-3,998
APPLE INC(AAPL)136,778135,226-1,55234,25230,0384.91%-4,214
ALPHABET INC(GOOG)125,301125,087-21423,71919,3433.16%-4,376
HILTON WORLDWIDE HLDGS INC(HLT)91,98980,207-11,78222,73618,2512.98%-4,485
QUANTA SVCS INC69,37968,411-96821,92717,3892.84%-4,539
SERVICENOW INC(NOW)23,31423,449+13524,71618,6693.05%-6,047
TPG INC(TPG)383,670323,722-59,94824,11015,3542.51%-8,756
RYMAN HOSPITALITY PPTYS INC(RHP)113,67621,969-91,70711,8612,0090.33%-9,852
CONSTELLATION BRANDS INC(STZ)46,6530-46,65310,3100-10,310
BLACKSTONE INC(BX)105,49154,700-50,79118,1897,6461.25%-10,543
NVIDIA CORPORATION(NVDA)403,431379,899-23,53254,17741,1736.73%-13,003
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