South Street Advisors LLC Purchases and Sells in Q3 2025

South Street Advisors LLC

$753 Million
Q3 2025

Top Buys

Incresed Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
NVDA	3.86K + 1.04%	$153.3 - $186.58 $592K - $721K	374K $69.8M
EXEL	239K + 127.89%	$36.22 - $46.25 $8.66M - $11.1M	426K $17.6M
GOOGL	2.94K + 2.4%	$174.36 - $254.72 $512K - $748K	125K $30.5M
AAPL	3.49K + 2.65%	$202.38 - $256.87 $707K - $897K	135K $34.4M
HALO	6.58K + 2.73%	$52.92 - $78.28 $348K - $515K	248K $18.2M
TJX	292 + 0.16%	$121.35 - $144.54 $35.4K - $42.2K	183K $26.5M

New Holdings

21 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AVGO	8.43K New	$264.74 - $369.57 $2.23M - $3.12M	8.43K $2.78M
HD	4.12K New	$357.4 - $423.42 $1.47M - $1.75M	4.12K $1.67M
PLTR	4.6K New	$130.68 - $186.97 $601K - $860K	4.6K $839K
COST	611 New	$915.95 - $994.57 $560K - $608K	611 $565K
UNP	2K New	$214.91 - $237.16 $430K - $474K	2K $472K
EMR	3K New	$128.6 - $149.63 $386K - $449K	3K $393K

Top Sells

Reduced Positions

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
KBR	-159K - 95.89%	$45.52 - $51.61 $7.23M - $8.2M	6.82K $322K
NVO	-38.8K - 61.28%	$45.38 - $71.7 $1.76M - $2.78M	24.5K $1.36M
OKE	-3.62K - 4.29%	$71.36 - $83.47 $258K - $302K	80.8K $5.9M
USFD	-3.37K - 1.13%	$76.35 - $84.68 $257K - $285K	295K $22.6M
HWM	-7.13K - 5.07%	$171.0 - $196.23 $1.22M - $1.4M	133K $26.2M
QCOM	-460 - 3.13%	$145.84 - $173.55 $67.1K - $79.8K	14.2K $2.36M

Activity Summary All Purchases 61 New Holdings 21 Increased Positions 40 All Sells 10 Reductions 10 Sold out 0 Calls 0 Puts 0

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