Fund HoldingsSouth Street Advisors LLC

Total Portfolio Value
$658.52M
Total Bought
$20.50M
Total Sold
$81.15M
Net Transaction
-$60.65M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
HALOZYME THERAPEUTICS INC(HALO)0171,415+171,41509,8121.49%+9,812
PERMIAN RESOURCES CORP(PR)0524,780+524,78007,1421.08%+7,142
TPG INC(TPG)404,415388,180-16,23516,76322,3443.39%+5,581
WEC ENERGY GROUP INC(WEC)172,394168,195-4,19913,52616,1772.46%+2,651
QUANTA SVCS INC72,96670,770-2,19618,54021,1003.20%+2,560
BLACKSTONE INC(BX)114,961109,307-5,65414,23216,7382.54%+2,506
HOWMET AEROSPACE INC(HWM)183,915162,461-21,45414,27716,2872.47%+2,009
CORE & MAIN INC(CNM)172,182234,144+61,9628,42710,3961.58%+1,969
US FOODS HLDG CORP(USFD)321,248306,481-14,76717,02018,8492.86%+1,829
LOWES COS INC(LOW)48,04245,624-2,41810,59112,3571.88%+1,766
APPLE INC(AAPL)150,833143,738-7,09531,76833,4915.09%+1,723
SERVICENOW INC(NOW)24,59023,306-1,28419,34420,8453.17%+1,500
META PLATFORMS INC(META)28,96728,136-83114,60616,1062.45%+1,500
STRIDE INC(LRN)91,08487,659-3,4256,4217,4781.14%+1,057
RTX CORPORATION(RTX)83,59277,287-6,3058,3929,3641.42%+972
OREILLY AUTOMOTIVE INC(ORLY)12,79212,482-31013,50914,3742.18%+865
HILTON WORLDWIDE HLDGS INC(HLT)97,06294,054-3,00821,17921,6793.29%+501
EXXON MOBIL CORP5,7079,727+4,0206571,1400.17%+483
RYMAN HOSPITALITY PPTYS INC(RHP)102,51599,855-2,66010,23710,7081.63%+471
GALLAGHER ARTHUR J & CO(AJG)46,44344,271-2,17212,04312,4571.89%+413
TJX COS INC NEW(TJX)210,109200,034-10,07523,13323,5123.57%+379
VICI PPTYS INC(VICI)80,67480,67402,3112,6870.41%+377
ABBVIE INC(ABBV)13,96113,96102,3952,7570.42%+362
EATON CORP PLC(ETN)14,05014,05004,4054,6570.71%+251
EXTREME NETWORKS(EXTR)325,600307,990-17,6104,3794,6290.70%+250
PULTE GROUP INC(PHM)01,700+1,70002440.04%+244
MCDONALDS CORP(MCD)4,6184,652+341,1771,4170.22%+240
GENERAL MLS INC(GIS)03,040+3,04002250.03%+225
DUKE ENERGY CORP NEW(DUK)01,937+1,93702230.03%+223
BERKSHIRE HATHAWAY INC DEL3,2773,27701,3331,5080.23%+175
VISA INC(V)72,75970,027-2,73219,09719,2542.92%+157
ONEOK INC NEW(OKE)12,82012,82001,0451,1680.18%+123
MASCO CORP(MAS)6,5006,50004335460.08%+112
BHP GROUP LTD22,10022,10001,2621,3730.21%+111
GOLD FIELDS LTD(GFI)870,780851,097-19,68312,97513,0641.98%+90
CATERPILLAR INC(CAT)1,4401,44004805630.09%+84
LINDE PLC(LIN)1,7481,776+287678470.13%+80
MASTERCARD INCORPORATED(MA)17,72815,994-1,7347,8217,8981.20%+77
ALLSTATE CORP(ALL)2,4202,42003864590.07%+73
DANAHER CORPORATION(DHR)2,0602,042-185155680.09%+53
PROCTER AND GAMBLE CO(PG)2,7282,776+484504810.07%+31
GOLDMAN SACHS GROUP INC(GS)60060002712970.05%+26
ZOETIS INC(ZTS)1,6591,587-722883100.05%+22
ALPHABET INC(GOOG)4,8655,465+6008929140.14%+21
NORFOLK SOUTHN CORP(NSC)1,5101,350-1603243350.05%+11
ANTERO MIDSTREAM CORP(AM)25,80025,80003803880.06%+8
DISNEY WALT CO(DIS)3,8324,032+2003803880.06%+7
ENTERPRISE PRODS PARTNERS L(EPD)30,68030,68008898930.14%+4
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,2401,24002162150.03%-0
JOHNSON & JOHNSON(JNJ)6,2735,623-6509179110.14%-6
HESS MIDSTREAM LP(HESM)5,8005,80002112050.03%-7
CONOCOPHILLIPS(COP)2,3102,31002642430.04%-21
PHILLIPS 66(PSX)7,1707,520+3501,0129890.15%-24
COLGATE PALMOLIVE CO(CL)3,2002,600-6003112700.04%-41
WOODSIDE ENERGY GROUP LTD(WDS)32,42332,246-1776105560.08%-54
CALIFORNIA RES CORP(CRC)75,12075,12003,9983,9420.60%-56
MURPHY OIL CORP(MUR)8,6008,60003552900.04%-64
PEPSICO INC(PEP)77,85074,635-3,21512,84012,6921.93%-148
CHEVRON CORP NEW(CVX)17,20015,404-1,7962,6902,2690.34%-422
LENNAR CORP(LEN)3,0000-3,0004500-450
JPMORGAN CHASE & CO.(JPM)12,3329,432-2,9002,4941,9890.30%-505
MERCK & CO INC(MRK)4,8370-4,8375990-599
CONSTELLATION BRANDS INC(STZ)49,70446,643-3,06112,78812,0191.83%-768
KBR INC(KBR)208,913192,523-16,39013,40012,5391.90%-861
AMAZON COM INC(AMZN)21,18316,993-4,1904,0943,1660.48%-927
QUALCOMM INC(QCOM)19,85617,706-2,1503,9553,0110.46%-944
ONTO INNOVATION INC(ONTO)90,76588,550-2,21519,92818,3792.79%-1,549
COSTCO WHSL CORP NEW(COST)2,0990-2,0991,7840-1,784
AMPHENOL CORP NEW388,134369,774-18,36026,14924,0943.66%-2,054
OCCIDENTAL PETE CORP(OXY)161,409151,786-9,62310,1747,8231.19%-2,351
MICROSOFT CORP(MSFT)80,69977,486-3,21336,06933,3425.06%-2,726
ALPHABET INC(GOOG)135,072127,728-7,34424,60321,1843.22%-3,420
NVIDIA CORPORATION(NVDA)453,715423,069-30,64656,05251,3777.80%-4,674
ELI LILLY & CO(LLY)40,50032,407-8,09336,66828,7114.36%-7,957
MARATHON OIL CORP515,521212,101-303,42014,7805,6480.86%-9,132
NOVO-NORDISK A S(NVO)231,519186,531-44,98833,04722,2103.37%-10,837
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