Fund HoldingsSouth Street Advisors LLC

Total Portfolio Value
$652.45M
Total Bought
$29.21M
Total Sold
$62.55M
Net Transaction
-$33.34M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
ONEOK INC NEW(OKE)12,82071,849+59,0291,1687,2141.11%+6,045
PERMIAN RESOURCES CORP(PR)524,780856,602+331,8227,14212,3181.89%+5,176
SERVICENOW INC(NOW)23,30623,314+820,84524,7163.79%+3,871
NVIDIA CORPORATION(NVDA)423,069403,431-19,63851,37754,1778.30%+2,799
BROADCOM INC(AVGO)012,070+12,07002,7980.43%+2,798
VISA INC(V)70,02769,102-92519,25421,8393.35%+2,585
ALPHABET INC(GOOG)127,728125,301-2,42721,18423,7193.64%+2,536
TPG INC(TPG)388,180383,670-4,51022,34424,1103.70%+1,766
STRIDE INC(LRN)87,65987,559-1007,4789,1001.39%+1,622
US FOODS HLDG CORP(USFD)306,481302,001-4,48018,84920,3733.12%+1,524
BLACKSTONE INC(BX)109,307105,491-3,81616,73818,1892.79%+1,451
CORE & MAIN INC(CNM)234,144230,884-3,26010,39611,7541.80%+1,358
HOWMET AEROSPACE INC(HWM)162,461160,906-1,55516,28717,5982.70%+1,312
HALOZYME THERAPEUTICS INC(HALO)171,415229,765+58,3509,81210,9851.68%+1,173
RYMAN HOSPITALITY PPTYS INC(RHP)99,855113,676+13,82110,70811,8611.82%+1,152
HILTON WORLDWIDE HLDGS INC(HLT)94,05491,989-2,06521,67922,7363.48%+1,057
QUANTA SVCS INC70,77069,379-1,39121,10021,9273.36%+827
OREILLY AUTOMOTIVE INC(ORLY)12,48212,810+32814,37415,1902.33%+816
APPLE INC(AAPL)143,738136,778-6,96033,49134,2525.25%+761
EXTREME NETWORKS(EXTR)307,990319,610+11,6204,6295,3500.82%+721
AMAZON COM INC(AMZN)16,99316,793-2003,1663,6840.56%+518
AMPHENOL CORP NEW369,774351,521-18,25324,09424,4133.74%+319
XPO INC(XPO)01,735+1,73502280.03%+228
GALLAGHER ARTHUR J & CO(AJG)44,27144,536+26512,45712,6421.94%+185
WEC ENERGY GROUP INC(WEC)168,195173,950+5,75516,17716,3582.51%+181
JPMORGAN CHASE & CO.(JPM)9,4328,932-5001,9892,1410.33%+152
DISNEY WALT CO(DIS)4,0324,022-103884480.07%+60
GOLDMAN SACHS GROUP INC(GS)60060002973440.05%+47
ALPHABET INC(GOOG)5,4655,015-4509149550.15%+41
TAIWAN SEMICONDUCTOR MFG LTD(TSM)1,2401,24002152450.04%+30
HESS MIDSTREAM LP(HESM)5,8006,250+4502052310.04%+27
EATON CORP PLC(ETN)14,05014,05004,6574,6630.71%+6
CONOCOPHILLIPS(COP)2,3102,311+12432290.04%-14
NORFOLK SOUTHN CORP(NSC)1,3501,35003353170.05%-19
BERKSHIRE HATHAWAY INC DEL3,2773,27701,5081,4850.23%-23
MURPHY OIL CORP(MUR)8,6008,60002902600.04%-30
COLGATE PALMOLIVE CO(CL)2,6002,60002702360.04%-34
CALIFORNIA RES CORP(CRC)75,12075,12003,9423,8980.60%-44
EXXON MOBIL CORP9,72710,177+4501,1401,0950.17%-45
ZOETIS INC(ZTS)1,5871,457-1303102370.04%-73
MASCO CORP(MAS)6,5006,50005464720.07%-74
JOHNSON & JOHNSON(JNJ)5,6235,62309118130.12%-98
DANAHER CORPORATION(DHR)2,0422,04205684690.07%-99
META PLATFORMS INC(META)28,13627,334-80216,10616,0042.45%-102
MICROSOFT CORP(MSFT)77,48678,860+1,37433,34233,2405.09%-103
LINDE PLC(LIN)1,7761,77608477440.11%-103
ENTERPRISE PRODS PARTNERS L(EPD)30,68024,730-5,9508937760.12%-118
ANTERO MIDSTREAM CORP(AM)25,80014,560-11,2403882200.03%-169
ALLSTATE CORP(ALL)2,4201,400-1,0204592700.04%-189
VICI PPTYS INC(VICI)80,67485,274+4,6002,6872,4910.38%-196
TJX COS INC NEW(TJX)200,034192,944-7,09023,51223,3103.57%-202
PROCTER AND GAMBLE CO(PG)2,7761,628-1,1484812730.04%-208
DUKE ENERGY CORP NEW(DUK)1,9370-1,9372230-223
GENERAL MLS INC(GIS)3,0400-3,0402250-225
PULTE GROUP INC(PHM)1,7000-1,7002440-244
CATERPILLAR INC(CAT)1,440840-6005633050.05%-258
PHILLIPS 66(PSX)7,5206,000-1,5209896840.10%-305
QUALCOMM INC(QCOM)17,70617,406-3003,0112,6740.41%-337
MCDONALDS CORP(MCD)4,6523,618-1,0341,4171,0490.16%-368
ABBVIE INC(ABBV)13,96112,714-1,2472,7572,2590.35%-498
RTX CORPORATION(RTX)77,28776,427-8609,3648,8441.36%-520
WOODSIDE ENERGY GROUP LTD(WDS)32,2460-32,2465560-556
MASTERCARD INCORPORATED(MA)15,99413,018-2,9767,8986,8551.05%-1,043
PEPSICO INC(PEP)74,63575,125+49012,69211,4241.75%-1,268
LOWES COS INC(LOW)45,62444,896-72812,35711,0801.70%-1,277
BHP GROUP LTD22,1000-22,1001,3730-1,373
KBR INC(KBR)192,523190,008-2,51512,53911,0071.69%-1,532
CONSTELLATION BRANDS INC(STZ)46,64346,653+1012,01910,3101.58%-1,709
CHEVRON CORP NEW(CVX)15,4042,654-12,7502,2693840.06%-1,884
GOLD FIELDS LTD(GFI)851,097771,077-80,02013,06410,1781.56%-2,886
ONTO INNOVATION INC(ONTO)88,55089,292+74218,37914,8822.28%-3,497
MARATHON OIL CORP212,1010-212,1015,6480-5,648
ELI LILLY & CO(LLY)32,40728,658-3,74928,71122,1243.39%-6,587
OCCIDENTAL PETE CORP(OXY)151,78612,480-139,3067,8236170.09%-7,206
NOVO-NORDISK A S(NVO)186,531167,161-19,37022,21014,3792.20%-7,831
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