South Street Advisors LLC
Top Portfolio Positions
81 positions ·
$686,799,121 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
337,834 | $58,918,249 | 8.58% |
| APH |
Amphenol Corp /De/
Technology
|
267,313 | $33,774,997 | 4.92% |
| GOOGL |
Alphabet Inc.
Communication Services
|
114,395 | $32,895,426 | 4.79% |
| PWR |
Quanta Services, Inc.
Industrials
|
59,315 | $32,565,121 | 4.74% |
| AAPL |
Apple Inc.
Technology
|
124,509 | $31,599,139 | 4.60% |
| GFI |
Gold Fields Ltd
Basic Materials
|
628,718 | $28,543,797 | 4.16% |
| HWM |
Howmet Aerospace Inc.
Industrials
|
118,507 | $27,311,123 | 3.98% |
| MSFT |
Microsoft Corp
Technology
|
72,227 | $26,736,268 | 3.89% |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
164,246 | $26,230,086 | 3.82% |
| LLY |
ELI LILLY & Co
Healthcare
|
27,934 | $25,692,855 | 3.74% |
Holdings in PRMB
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,388,392 | 286,160 | Shares | Sole | 2026-05-13 | |
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