South Street Advisors LLC New Holdings in Q3 2025

South Street Advisors LLC

  • $753 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AVGO
Broadcom Inc.

Technology
8.43K
New
$264.74 - $369.57 $2.23M - $3.12M
8.43K $2.78M
HD
Home Depot, Inc.

Consumer Cyclical
4.12K
New
$357.4 - $423.42 $1.47M - $1.75M
4.12K $1.67M
PLTR
Palantir Technologies Inc.

Technology
4.6K
New
$130.68 - $186.97 $601K - $860K
4.6K $839K
COST
Costco Wholesale Corp

Consumer Defensive
611
New
$915.95 - $994.57 $560K - $608K
611 $565K
UNP
Union Pacific Corp

Industrials
2K
New
$214.91 - $237.16 $430K - $474K
2K $472K
EMR
Emerson Electric CO

Industrials
3K
New
$128.6 - $149.63 $386K - $449K
3K $393K
AZN
Astrazeneca PLC

Healthcare
4.13K
New
$68.72 - $82.11 $283K - $339K
4.13K $316K
NFLX
Netflix Inc

Communication Services
250
New
$1147.87 - $1297.18 $287K - $324K
250 $299K
WES
Western Midstream Partners, LP

Energy
7.5K
New
$37.5 - $41.18 $281K - $309K
7.5K $294K
AXP
American Express CO

Financial Services
884
New
$294.27 - $342.31 $260K - $303K
884 $293K
HESM
Hess Midstream LP

Energy
7.7K
New
$34.55 - $43.53 $266K - $335K
7.7K $266K
MUR
Murphy Oil Corp

Energy
8.6K
New
$22.13 - $30.03 $190K - $258K
8.6K $244K
NVS
Novartis Ag

Healthcare
1.9K
New
$113.5 - $129.73 $216K - $246K
1.9K $243K
MRK
Merck & Co., Inc.

Healthcare
2.69K
New
$77.6 - $87.37 $209K - $235K
2.69K $225K
PHM
Pultegroup Inc

Consumer Cyclical
1.7K
New
$108.0 - $141.42 $184K - $240K
1.7K $224K
NEE
Nextera Energy Inc

Utilities
2.8K
New
$69.77 - $77.54 $195K - $217K
2.8K $211K
FTNT
Fortinet, Inc.

Technology
2.5K
New
$74.39 - $107.65 $186K - $269K
2.5K $210K
ROK
Rockwell Automation, Inc

Industrials
600
New
$328.67 - $358.52 $197K - $215K
600 $209K
CRSP
Crispr Therapeutics Ag

Healthcare
3.2K
New
$48.51 - $68.14 $155K - $218K
3.2K $207K
Canadian Pacific Kansas City
4.75K
New
N/A
4.75K $0
Activity Summary
Buys All Purchases 61 New Holdings 21 Increased Positions 40 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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