South Street Advisors LLC Portfolio Holdings
South Street Advisors LLC
- $652 Million
- Q4 2024
South Street Advisors LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $652 Million distributed in 69 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $54.2M, Apple Inc. with a value of $34.3M, Microsoft Corp with a value of $33.2M, Service Now, Inc. with a value of $24.7M, and Amphenol Corp with a value of $24.4M.
Examining the 13F form we can see an decrease of $5.81M in the current position value, from $658M to 652M.
South Street Advisors LLC is based out at New York, NY
Below you can find more details about South Street Advisors LLC portfolio as well as his latest detailed transactions.
Portfolio value
$652 Million
Technology: $197 Million
Financial Services: $87.8 Million
Industrials: $77.1 Million
Consumer Cyclical: $77 Million
Consumer Defensive: $51.7 Million
Healthcare: $51.3 Million
Communication Services: $41.2 Million
Energy: $27.9 Million
Other: $40.9 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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