Fund HoldingsSouth Street Advisors LLC

Total Portfolio Value
$497.65M
Total Bought
$65.21M
Total Sold
$27.75M
Net Transaction
+$37.45M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
US FOODS HLDG CORP(USFD)0314,699+314,699012,4942.51%+12,494
GALLAGHER ARTHUR J & CO(AJG)042,108+42,10809,5981.93%+9,598
CALIFORNIA RES CORP(CRC)19,57079,717+60,1478864,5000.90%+3,614
ELI LILLY & CO(LLY)42,83142,847+1620,08723,0144.62%+2,928
NOVO-NORDISK A S(NVO)119,364240,770+121,40619,31721,8964.40%+2,579
MARATHON OIL CORP515,613517,260+1,64711,86913,8372.78%+1,967
ALPHABET INC(GOOG)142,420142,611+19117,05418,6623.75%+1,608
BROADCOM INC(AVGO)01,849+1,84901,5360.31%+1,536
BLACKSTONE INC(BX)92,42893,047+6198,5939,9692.00%+1,376
TJX COS INC NEW(TJX)239,246239,758+51220,28621,3104.28%+1,024
ONTO INNOVATION INC(ONTO)87,93488,299+36510,24211,2602.26%+1,018
NVIDIA CORPORATION(NVDA)77,93578,120+18532,96833,9816.83%+1,013
STRIDE INC(LRN)84,19284,392+2003,1343,8000.76%+666
TPG INC(TPG)258,855265,728+6,8737,5748,0041.61%+430
CONSTELLATION BRANDS INC(STZ)47,47648,199+72311,68512,1142.43%+429
ONEOK INC NEW(OKE)3,6008,281+4,6812225250.11%+303
ABBVIE INC(ABBV)15,24015,24002,0532,2720.46%+218
CHEVRON CORP NEW(CVX)17,13017,13002,6952,8880.58%+193
EATON CORP PLC(ETN)14,05014,05002,8252,9970.60%+171
PHILLIPS 66(PSX)6,4206,42006127710.16%+159
META PLATFORMS INC(META)7,6507,65002,1952,2970.46%+101
CATERPILLAR INC(CAT)1,2101,440+2302983930.08%+95
JPMORGAN CHASE & CO(JPM)9,42410,047+6231,3711,4570.29%+86
MASTERCARD INCORPORATED(MA)18,50618,591+857,2787,3601.48%+82
ALPHABET INC(GOOG)3,7914,070+2794595370.11%+78
MURPHY OIL CORP(MUR)8,6008,60003293900.08%+61
COSTCO WHSL CORP NEW(COST)2,0992,09901,1301,1860.24%+56
EXXON MOBIL CORP5,2705,27005656200.12%+54
BERKSHIRE HATHAWAY INC DEL3,3273,32701,1351,1650.23%+31
SERVICENOW INC(NOW)13,30513,430+1257,4777,5071.51%+30
ENTERPRISE PRODS PARTNERS L(EPD)24,38024,38006426670.13%+25
DANAHER CORPORATION(DHR)2,0602,06004945110.10%+17
WOODSIDE ENERGY GROUP LTD(WDS)81,96781,96701,9011,9090.38%+8
PALANTIR TECHNOLOGIES INC(PLTR)10,00010,00001531600.03%+7
ZOETIS INC(ZTS)1,6591,65902862890.06%+3
PROCTER AND GAMBLE CO(PG)2,6882,68804083920.08%-16
LINDE PLC(LIN)1,8431,84307026860.14%-16
MASCO CORP(MAS)6,5006,50003733470.07%-26
LENNAR CORP(LEN)3,0003,00003763370.07%-39
DISNEY WALT CO(DIS)4,8324,83204313920.08%-40
AMAZON COM INC(AMZN)20,21020,370+1602,6322,5890.52%-43
NORFOLK SOUTHN CORP(NSC)1,5101,51003422970.06%-45
PEPSICO INC(PEP)3,1353,13505815310.11%-49
MERCK & CO INC(MRK)4,6874,68705414830.10%-58
JOHNSON & JOHNSON(JNJ)6,3986,39801,0599960.20%-63
BRISTOL-MYERS SQUIBB CO(BMY)23,08523,08501,4761,3400.27%-136
AMPHENOL CORP NEW208,413208,933+52017,70517,5483.53%-156
MCDONALDS CORP(MCD)4,6544,618-361,3891,2170.24%-172
QUALCOMM INC(QCOM)21,65321,65302,5782,4050.48%-173
VICI PPTYS INC(VICI)80,67480,67402,5362,3480.47%-188
COLGATE PALMOLIVE CO(CL)2,6000-2,6002000-200
GENERAL MLS INC(GIS)2,7400-2,7402100-210
CANADIAN PACIFIC KANSAS CITY(CP)18,25015,750-2,5001,4741,1720.24%-302
WALGREENS BOOTS ALLIANCE INC11,4380-11,4383260-326
OREILLY AUTOMOTIVE INC(ORLY)11,64411,820+17611,12410,7432.16%-381
EXTREME NETWORKS(EXTR)342,140349,060+6,9208,9138,4511.70%-462
VISA INC(V)76,00576,215+21018,05017,5303.52%-519
LOWES COS INC(LOW)52,18853,985+1,79711,77911,2202.25%-559
HOWMET AEROSPACE INC(HWM)226,829229,859+3,03011,24210,6312.14%-611
BHP GROUP LTD234,246234,282+3613,97713,3262.68%-651
QUANTA SVCS INC80,58081,021+44115,83015,1573.05%-673
AMERICAN ELEC PWR CO INC94,45595,536+1,0817,9537,1861.44%-767
COCA COLA CO(KO)212,708214,763+2,05512,80912,0222.42%-787
MAGELLAN MIDSTREAM PRTNRS LP13,5200-13,5208430-843
SOLAREDGE TECHNOLOGIES INC(SEDG)6,3276,512+1851,7028430.17%-859
KBR INC(KBR)216,253218,579+2,32614,06912,8832.59%-1,186
LOCKHEED MARTIN CORP(LMT)24,09424,150+5611,0929,8761.98%-1,216
WEC ENERGY GROUP INC(WEC)168,486169,397+91114,86713,6452.74%-1,222
MICROSOFT CORP(MSFT)67,08767,645+55822,84621,3594.29%-1,487
LKQ CORP(LKQ)200,996203,144+2,14811,71210,0582.02%-1,654
RTX CORPORATION(RTX)106,668107,355+68710,4497,7261.55%-2,723
DARLING INGREDIENTS INC(DAR)243,253243,895+64215,51712,7312.56%-2,786
DENBURY INC34,4880-34,4882,9750-2,975
APPLE INC(AAPL)156,344156,628+28430,32626,8165.39%-3,510
ALLSTATE CORP(ALL)87,0564,420-82,6369,4934920.10%-9,000
AVERY DENNISON CORP79,8790-79,87913,7230-13,723
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