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 GFI
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,543,797 | 628,718 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $28,520,109 | 653,232 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $29,708,183 | 708,012 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $18,174,583 | 767,832 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $17,483,837 | 791,482 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,178,216 | 771,077 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $13,064,338 | 851,097 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $12,974,622 | 870,780 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $9,259,897 | 582,750 | Shares | Sole | 2024-05-10 | |
| No 13F history on record for this holder in this stock. | ||||||