South Street Advisors LLC
Top Portfolio Positions
82 positions ·
$688,222,824 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
337,834 | $58,918,249 | 8.56% | |
| APH |
Amphenol Corp /De/
Technology
|
267,313 | $33,774,997 | 4.91% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
114,395 | $32,895,426 | 4.78% | |
| PWR |
Quanta Services, Inc.
Industrials
|
59,315 | $32,565,121 | 4.73% | |
| AAPL |
Apple Inc.
Technology
|
124,509 | $31,599,139 | 4.59% | |
| GFI |
Gold Fields Ltd
Basic Materials
|
628,718 | $28,543,797 | 4.15% | |
| HWM |
Howmet Aerospace Inc.
Industrials
|
118,507 | $27,311,123 | 3.97% | |
| MSFT |
Microsoft Corp
Technology
|
72,227 | $26,736,268 | 3.88% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
164,246 | $26,230,086 | 3.81% | |
| LLY |
ELI LILLY & Co
Healthcare
|
27,934 | $25,692,855 | 3.73% |
Portfolio Trend
25 quarters · across all stocks
Holdings in EXEL
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,324,900 | 403,938 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $17,834,821 | 406,909 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $17,601,275 | 426,181 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,243,621 | 187,015 | Shares | Sole | 2025-08-14 | |
| No 13F history on record for this holder in this stock. | ||||||