South Street Advisors LLC

Position in LLY — ELI LILLY & Co

CIK 1399706 New York, NY

Position in LLY

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$32,577,720

+$6,884,865 QoQ

Shares Held

27,161

-2.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

4.51%

of 13F equity value

Holder Rank

#686

of 4,605 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

South Street Advisors LLC holds $39,846,716 across 6 Drug Manufacturers - General names. LLY ranks #1 (81.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	27,161	$32,577,720
2	ABBV	AbbVie Inc.	14,383	$3,619,338
3	JNJ	Johnson & Johnson	10,191	$2,588,208
4	MRK	Merck & Co., Inc.	3,393	$436,000
5	AZN	Astrazeneca PLC	1,700	$322,354
6	NVS	Novartis AG	1,934	$303,096

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$32,577,720	27,161	-2.8%	Shares	Sole	2026-08-05
2026-03-31	$25,692,855	27,934	-1.7%	Shares	Sole	2026-05-13
2025-12-31	$30,548,856	28,426	-4.3%	Shares	Sole	2026-02-10
2025-09-30	$22,653,470	29,690	+7.6%	Shares	Sole	2025-11-14
2025-06-30	$21,504,114	27,586	-1.8%	Shares	Sole	2025-08-14
2025-03-31	$23,203,115	28,094	-2.0%	Shares	Sole	2025-05-15
2024-12-31	$22,123,976	28,658	-11.6%	Shares	Sole	2025-02-10
2024-09-30	$28,710,657	32,407	-20.0%	Shares	Sole	2024-11-06
2024-06-30	$36,667,890	40,500	-5.2%	Shares	Sole	2024-08-07
2024-03-31	$33,222,003	42,704	-0.2%	Shares	Sole	2024-05-10
2023-12-31	$24,953,639	42,808	-0.1%	Shares	Sole	2024-02-14
2023-09-30	$23,014,409	42,847	+0.0%	Shares	Sole	2023-11-13
2023-06-30	$20,086,882	42,831	-11.4%	Shares	Sole	2023-08-11
2023-03-31	$16,607,791	48,360	+0.2%	Shares	Sole	2023-05-15
2022-12-31	$17,657,633	48,266	-0.7%	Shares	Sole	2023-02-06
2022-09-30	$15,713,516	48,596	-1.1%	Shares	Sole	2022-11-03
2022-06-30	$15,932,337	49,139	-0.8%	Shares	Sole	2022-08-09
2022-03-31	$14,179,037	49,513	-44.3%	Shares	Sole	2022-05-16
2021-12-31	$24,542,147	88,850	-0.9%	Shares	Sole	2022-02-04
2021-09-30	$20,718,253	89,670	-1.1%	Shares	Sole	2021-11-12
2021-06-30	$20,816,775	90,697	-8.5%	Shares	Sole	2021-08-05
2020-12-31	$16,734,745	99,116	+1.0%	Shares	Sole	2021-02-03
2020-09-30	$14,527,570	98,146	+0.3%	Shares	Sole	2020-10-26
2020-06-30	$16,065,013	97,850	-0.7%	Shares	Sole	2020-08-04
2020-03-31	$13,674,601	98,577	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.