Fund HoldingsSouth Street Advisors LLC

Total Portfolio Value
$535.14M
Total Bought
$60.36M
Total Sold
$82.71M
Net Transaction
-$22.34M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
HILTON WORLDWIDE HLDGS INC(HLT)068,261+68,261012,4302.32%+12,430
PEPSICO INC(PEP)3,13575,417+72,28253112,8092.39%+12,278
TPG INC(TPG)265,728430,573+164,8458,00418,5883.47%+10,584
OCCIDENTAL PETE CORP(OXY)0122,275+122,27507,3011.36%+7,301
NVIDIA CORPORATION(NVDA)78,12077,599-52133,98138,4297.18%+4,447
MICROSOFT CORP(MSFT)67,64567,751+10621,35925,4774.76%+4,118
APPLE INC(AAPL)156,628156,428-20026,81630,1175.63%+3,301
AMPHENOL CORP NEW208,933209,057+12417,54820,7243.87%+3,176
NOVO-NORDISK A S(NVO)240,770239,827-94321,89624,8104.64%+2,914
BHP GROUP LTD234,282234,967+68513,32616,0513.00%+2,725
QUANTA SVCS INC81,02181,017-415,15717,4833.27%+2,327
ONTO INNOVATION INC(ONTO)88,29988,719+42011,26013,5652.53%+2,305
VISA INC(V)76,21575,911-30417,53019,7633.69%+2,233
BLACKSTONE INC(BX)93,04793,035-129,96912,1802.28%+2,211
SERVICENOW INC(NOW)13,43013,375-557,5079,4491.77%+1,942
ELI LILLY & CO(LLY)42,84742,808-3923,01424,9544.66%+1,939
HOWMET AEROSPACE INC(HWM)229,859229,509-35010,63112,4212.32%+1,790
US FOODS HLDG CORP(USFD)314,699314,091-60812,49414,2632.67%+1,769
ALPHABET INC(GOOG)142,611142,330-28118,66219,8823.72%+1,220
STRIDE INC(LRN)84,39283,892-5003,8004,9810.93%+1,180
TJX COS INC NEW(TJX)239,758239,165-59321,31022,4364.19%+1,126
OREILLY AUTOMOTIVE INC(ORLY)11,82012,161+34110,74311,5542.16%+811
LOWES COS INC(LOW)53,98554,015+3011,22012,0212.25%+801
QUALCOMM INC(QCOM)21,65321,65302,4053,1320.59%+727
JPMORGAN CHASE & CO(JPM)10,04712,317+2,2701,4572,0950.39%+638
MASTERCARD INCORPORATED(MA)18,59118,644+537,3607,9521.49%+591
GALLAGHER ARTHUR J & CO(AJG)42,10845,237+3,1299,59810,1731.90%+575
AMAZON COM INC(AMZN)20,37020,37002,5893,0950.58%+506
WEC ENERGY GROUP INC(WEC)169,397167,613-1,78413,64514,1082.64%+463
META PLATFORMS INC(META)7,6507,65002,2972,7080.51%+411
EATON CORP PLC(ETN)14,05014,05002,9973,3840.63%+387
ONEOK INC NEW(OKE)8,28112,373+4,0925258690.16%+344
ANTERO MIDSTREAM CORP(AM)020,000+20,00002510.05%+251
GOLDMAN SACHS GROUP INC(GS)0600+60002310.04%+231
VICI PPTYS INC(VICI)80,67480,67402,3482,5720.48%+224
COLGATE PALMOLIVE CO(CL)02,600+2,60002070.04%+207
GENERAL MLS INC(GIS)03,140+3,14002050.04%+205
COSTCO WHSL CORP NEW(COST)2,0992,09901,1861,3860.26%+200
MCDONALDS CORP(MCD)4,6184,61801,2171,3690.26%+153
ALLSTATE CORP(ALL)4,4204,42004926190.12%+126
LENNAR CORP(LEN)3,0003,00003374470.08%+110
ABBVIE INC(ABBV)15,24015,24002,2722,3620.44%+90
MASCO CORP(MAS)6,5006,50003474350.08%+88
ENTERPRISE PRODS PARTNERS L(EPD)24,38028,620+4,2406677540.14%+87
PHILLIPS 66(PSX)6,4206,42007718550.16%+83
LINDE PLC(LIN)1,8431,84306867570.14%+71
NORFOLK SOUTHN CORP(NSC)1,5101,51002973570.07%+60
DISNEY WALT CO(DIS)4,8324,83203924360.08%+45
CANADIAN PACIFIC KANSAS CITY(CP)15,75015,350-4001,1721,2140.23%+42
ALPHABET INC(GOOG)4,0704,090+205375760.11%+40
ZOETIS INC(ZTS)1,6591,65902893270.06%+39
CATERPILLAR INC(CAT)1,4401,44003934260.08%+33
MERCK & CO INC(MRK)4,6874,68704835110.10%+28
BERKSHIRE HATHAWAY INC DEL3,3273,32701,1651,1870.22%+21
JOHNSON & JOHNSON(JNJ)6,3986,39809961,0030.19%+6
PROCTER AND GAMBLE CO(PG)2,6882,68803923940.07%+2
MURPHY OIL CORP(MUR)8,6008,60003903670.07%-23
DANAHER CORPORATION(DHR)2,0602,06005114770.09%-35
EXXON MOBIL CORP5,2705,578+3086205580.10%-62
PALANTIR TECHNOLOGIES INC(PLTR)10,0000-10,0001600-160
BRISTOL-MYERS SQUIBB CO(BMY)23,08521,770-1,3151,3401,1170.21%-223
KBR INC(KBR)218,579227,583+9,00412,88312,6102.36%-273
CHEVRON CORP NEW(CVX)17,13017,150+202,8882,5580.48%-330
SOLAREDGE TECHNOLOGIES INC(SEDG)6,5125,195-1,3178434860.09%-357
WOODSIDE ENERGY GROUP LTD(WDS)81,96770,462-11,5051,9091,4860.28%-423
CONSTELLATION BRANDS INC(STZ)48,19948,165-3412,11411,6442.18%-470
RTX CORPORATION(RTX)107,35578,032-29,3237,7266,5661.23%-1,161
MARATHON OIL CORP517,260516,461-79913,83712,4782.33%-1,359
BROADCOM INC(AVGO)1,8490-1,8491,5360-1,536
EXTREME NETWORKS(EXTR)349,060343,521-5,5398,4516,0601.13%-2,391
LKQ CORP(LKQ)203,144147,869-55,27510,0587,0671.32%-2,991
CALIFORNIA RES CORP(CRC)79,7170-79,7174,5000-4,500
LOCKHEED MARTIN CORP(LMT)24,1507,297-16,8539,8763,3070.62%-6,569
AMERICAN ELEC PWR CO INC95,5363,450-92,0867,1862800.05%-6,906
COCA COLA CO(KO)214,7630-214,76312,0220-12,022
DARLING INGREDIENTS INC(DAR)243,8950-243,89512,7310-12,731
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