0001172661-24-004087.txt : 20240918 0001172661-24-004087.hdr.sgml : 20240918 20240918131455 ACCESSION NUMBER: 0001172661-24-004087 CONFORMED SUBMISSION TYPE: N-PX PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240918 EFFECTIVENESS DATE: 20240918 FILER: COMPANY DATA: COMPANY CONFORMED NAME: South Street Advisors LLC CENTRAL INDEX KEY: 0001399706 ORGANIZATION NAME: IRS NUMBER: 133992033 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: N-PX SEC ACT: 1934 Act SEC FILE NUMBER: 028-12519 FILM NUMBER: 241306749 BUSINESS ADDRESS: STREET 1: 623 FIFTH AVENUE CITY: NEW YORK STATE: NY ZIP: 10022 BUSINESS PHONE: 212-292-7803 MAIL ADDRESS: STREET 1: 623 FIFTH AVENUE CITY: NEW YORK STATE: NY ZIP: 10022 N-PX 1 primary_doc.xml N-PX IM LIVE 0001399706 XXXXXXXX false false 06/30/2024 YEAR 2024 South Street Advisors LLC 212-292-7803

623 FIFTH AVENUE NEW YORK NY 10022

INSTITUTIONAL MANAGER VOTING REPORT N 028-12519 000112326 801-55383 N 0 South Street Advisors LLC Tom Carhart Tom Carhart Principal 09/18/2024 PROXY VOTING RECORD 2 proxytable.xml ABBVIE INC. 00287Y109 US00287Y1091 05/03/2024 Say on Pay-An advisory vote on the approval of executive compensation SECTION 14A SAY-ON-PAY VOTES 13381 0 FOR 13381 FOR ABBVIE INC. 00287Y109 US00287Y1091 05/03/2024 Say When on Pay-An advisory vote on the frequency of the advisory vote to approve of executive compensation SECTION 14A SAY-ON-PAY VOTES 13381 0 FOR 13381 FOR AMAZON.COM, INC. 023135106 US0231351067 05/22/2024 Advisory vote to approve executive compensation SECTION 14A SAY-ON-PAY VOTES 17470 0 FOR 17470 FOR AMPHENOL CORPORATION 032095101 US0320951017 05/16/2024 Advisory Vote to Approve Compensation of Named Executive Officers SECTION 14A SAY-ON-PAY VOTES 123987 0 FOR 123987 FOR ANIXA BIOSCIENCES, INC. 03528H109 US03528H1095 03/21/2024 To approve on a non-binding, advisory basis the compensation of our named executive officers SECTION 14A SAY-ON-PAY VOTES 240 0 FOR 240 FOR APPLE INC. 037833100 US0378331005 02/28/2024 Advisory vote to approve executive compensation SECTION 14A SAY-ON-PAY VOTES 89543 0 FOR 89543 FOR ARTHUR J. GALLAGHER & CO. 363576109 US3635761097 05/07/2024 Approval, on an Advisory Basis, of the Compensation of our Named Executive Officers SECTION 14A SAY-ON-PAY VOTES 23553 0 FOR 23553 FOR AVERY DENNISON CORPORATION 053611109 US0536111091 04/25/2024 Approval, on an advisory basis, of our executive compensation SECTION 14A SAY-ON-PAY VOTES 14 0 FOR 14 FOR BHP GROUP LTD 088606108 US0886061086 11/01/2023 Adoption of the Remuneration Report SECTION 14A SAY-ON-PAY VOTES 145256 0 FOR 145256 FOR BROADCOM INC 11135F101 US11135F1012 04/22/2024 Advisory vote to approve the named executive officer compensation SECTION 14A SAY-ON-PAY VOTES 890 0 FOR 890 FOR CALIFORNIA RESOURCES CORPORATION 13057Q305 US13057Q3056 05/03/2024 To approve, by non-binding vote, named executive officer compensation SECTION 14A SAY-ON-PAY VOTES 62295 0 FOR 62295 FOR CANADIAN PACIFIC KANSAS CITY LIMITED 13646K108 CA13646K1084 04/24/2024 Advisory vote to approve the Corporation's approach to executive compensation as described in the Proxy Circular. SECTION 14A SAY-ON-PAY VOTES 14900 0 FOR 14900 FOR CARRIER GLOBAL CORPORATION 14448C104 US14448C1045 04/18/2024 Advisory Vote to Approve Named Executive Officer Compensation SECTION 14A SAY-ON-PAY VOTES 460 0 FOR 460 FOR CHART INDUSTRIES, INC. 16115Q308 US16115Q3083 05/21/2024 To approve, on an advisory basis, the Company's executive compensation SECTION 14A SAY-ON-PAY VOTES 190 0 FOR 190 FOR CHEVRON CORPORATION 166764100 US1667641005 05/29/2024 Advisory Vote to Approve Named Executive Officer Compensation SECTION 14A SAY-ON-PAY VOTES 15920 0 FOR 15920 FOR CONSTELLATION BRANDS, INC. 21036P108 US21036P1084 07/18/2023 To approve, by an advisory vote, the compensation of the Company's named executive officers as disclosed in the Proxy Statement. SECTION 14A SAY-ON-PAY VOTES 33144 0 FOR 33144 FOR CONSTELLATION BRANDS, INC. 21036P108 US21036P1084 07/18/2023 Advisory vote on the frequency of future advisory votes on executive compensation SECTION 14A SAY-ON-PAY VOTES 33144 0 FOR 33144 FOR COSTCO WHOLESALE CORPORATION 22160K105 US22160K1051 01/18/2024 Approval, on an advisory basis, of executive compensation SECTION 14A SAY-ON-PAY VOTES 2002 0 FOR 2002 FOR CUMMINS INC. 231021106 US2310211063 05/14/2024 Advisory vote to approve the compensation of our named executive officers as disclosed in the proxy statement SECTION 14A SAY-ON-PAY VOTES 45 0 FOR 45 FOR DIAGEO PLC 25243Q205 US25243Q2057 09/28/2023 Directors' remuneration report 2023 SECTION 14A SAY-ON-PAY VOTES 600 0 FOR 600 FOR EATON CORPORATION PLC G29183103 IE00B8KQN827 04/24/2024 Approving, on an advisory basis, the Company's executive compensation SECTION 14A SAY-ON-PAY VOTES 14050 0 FOR 14050 FOR ELI LILLY AND COMPANY 532457108 US5324571083 05/06/2024 Approval, on an advisory basis, of the compensation paid to the company's named executive officers SECTION 14A SAY-ON-PAY VOTES 27206 0 FOR 27206 FOR EXTREME NETWORKS, INC. 30226D106 US30226D1063 11/08/2023 Advisory vote to approve our named executive officers' compensation SECTION 14A SAY-ON-PAY VOTES 199490 0 FOR 199490 FOR EXTREME NETWORKS, INC. 30226D106 US30226D1063 11/08/2023 Advisory vote on the frequency of holding future advisory votes to approve our named executive officers' compensation SECTION 14A SAY-ON-PAY VOTES 199490 0 FOR 199490 FOR EXXON MOBIL CORPORATION 30231G102 US30231G1022 05/29/2024 Advisory Vote to Approve Executive Compensation SECTION 14A SAY-ON-PAY VOTES 1766 0 FOR 1766 FOR GOLD FIELDS LIMITED 38059T106 US38059T1060 05/30/2024 Advisory endorsement of the Remuneration Implementation Report SECTION 14A SAY-ON-PAY VOTES 508420 0 FOR 508420 FOR HILTON WORLDWIDE HOLDINGS INC. 43300A203 US43300A2033 05/15/2024 Approval, in a non-binding advisory vote, of the compensation paid to the named executive officers SECTION 14A SAY-ON-PAY VOTES 63795 0 FOR 63795 FOR HOWMET AEROSPACE INC. 443201108 US4432011082 05/22/2024 Advisory Vote to Approve Executive Compensation SECTION 14A SAY-ON-PAY VOTES 149538 0 FOR 149538 FOR JOHNSON & JOHNSON 478160104 US4781601046 04/25/2024 Advisory Vote to Approve Named Executive Officer Compensation SECTION 14A SAY-ON-PAY VOTES 225 0 FOR 225 FOR JPMORGAN CHASE & CO. 46625H100 US46625H1005 05/21/2024 Advisory resolution to approve executive compensation SECTION 14A SAY-ON-PAY VOTES 6470 0 FOR 6470 FOR KBR, INC. 48242W106 US48242W1062 05/15/2024 Advisory vote to approve KBR's named executive officer compensation SECTION 14A SAY-ON-PAY VOTES 126459 0 FOR 126459 FOR LENNAR CORPORATION 526057104 US5260571048 04/10/2024 Approval, on an advisory basis, of the compensation of our named executive officers SECTION 14A SAY-ON-PAY VOTES 3000 0 FOR 3000 FOR LKQ CORPORATION 501889208 US5018892084 05/07/2024 Approval, on an advisory basis, of the compensation of our named executive officers. SECTION 14A SAY-ON-PAY VOTES 560 0 FOR 560 FOR LOWE'S COMPANIES, INC. 548661107 US5486611073 05/31/2024 Advisory vote to approve the company's named executive officer compensation in fiscal 2023 SECTION 14A SAY-ON-PAY VOTES 29744 0 FOR 29744 FOR M.D.C. HOLDINGS, INC. 552676108 US5526761086 04/02/2024 To approve, on a non-binding, advisory basis, the compensation that will or may become payable by M.D.C. Holdings, Inc. to its named executive officers in connection with the Merger SECTION 14A SAY-ON-PAY VOTES 226 0 FOR 226 FOR MAGELLAN MIDSTREAM PARTNERS, L.P. 559080106 US5590801065 09/21/2023 To approve, on a non-binding advisory basis, the compensation that may be paid or become payable to the named executive officers of Magellan GP, LLC, the general partner of Magellan, that is based on or otherwise related to the merger contemplated by the Merger Agreement SECTION 14A SAY-ON-PAY VOTES 1000 0 FOR 1000 FOR MARATHON OIL CORPORATION 565849106 US5658491064 05/22/2024 Advisory vote to approve the compensation of our named executive officers SECTION 14A SAY-ON-PAY VOTES 266118 0 FOR 266118 FOR MASTERCARD INCORPORATED 57636Q104 US57636Q1040 06/18/2024 Advisory approval of Mastercard's executive compensation SECTION 14A SAY-ON-PAY VOTES 7380 0 FOR 7380 FOR MERCK & CO., INC. 58933Y105 US58933Y1055 05/28/2024 Non-binding advisory vote to approve the compensation of our named executive officers SECTION 14A SAY-ON-PAY VOTES 3500 0 FOR 3500 FOR MICROSOFT CORPORATION 594918104 US5949181045 12/07/2023 Advisory Vote to Approve Named Executive Officer Compensation (''say-on-pay vote'') SECTION 14A SAY-ON-PAY VOTES 41196 0 FOR 41196 FOR MICROSOFT CORPORATION 594918104 US5949181045 12/07/2023 Advisory Vote on the Frequency of Advisory Vote on Executive Compensation SECTION 14A SAY-ON-PAY VOTES 41196 0 FOR 41196 FOR NESTLE S.A. 641069406 US6410694060 04/18/2024 Acceptance of the Compensation Report 2023 (advisory vote) SECTION 14A SAY-ON-PAY VOTES 1500 0 FOR 1500 FOR NOVARTIS AG 66987V109 US66987V1098 03/05/2024 Advisory vote on the 2023 Compensation Report. SECTION 14A SAY-ON-PAY VOTES 200 0 FOR 200 FOR NVIDIA CORPORATION 67066G104 US67066G1040 06/26/2024 Advisory approval of our executive compensation SECTION 14A SAY-ON-PAY VOTES 27363 0 FOR 27363 FOR O'REILLY AUTOMOTIVE, INC. 67103H107 US67103H1077 05/16/2024 Advisory vote to approve executive compensation SECTION 14A SAY-ON-PAY VOTES 7323 0 FOR 7323 FOR OCCIDENTAL PETROLEUM CORPORATION 674599105 US6745991058 05/02/2024 Advisory Vote to Approve Named Executive Officer Compensation SECTION 14A SAY-ON-PAY VOTES 73744 0 FOR 73744 FOR ONEOK, INC. 682680103 US6826801036 05/22/2024 An advisory vote to approve ONEOK, Inc.'s executive compensation SECTION 14A SAY-ON-PAY VOTES 1533 0 FOR 1533 FOR ONTO INNOVATION INC. 683344105 US6833441057 05/22/2024 To approve, on an advisory (non-binding) basis, the compensation of our named executive officers as disclosed in this proxy statement SECTION 14A SAY-ON-PAY VOTES 45966 0 FOR 45966 FOR PEPSICO, INC. 713448108 US7134481081 05/01/2024 Advisory approval of the Company's executive compensation SECTION 14A SAY-ON-PAY VOTES 45549 0 FOR 45549 FOR QUALCOMM INCORPORATED 747525103 US7475251036 03/05/2024 Approval, on an advisory basis, of the compensation of our named executive officers SECTION 14A SAY-ON-PAY VOTES 10182 0 FOR 10182 FOR QUANTA SERVICES, INC. 74762E102 US74762E1029 05/24/2024 Approval, by non-binding advisory vote, of Quanta's executive compensation SECTION 14A SAY-ON-PAY VOTES 44325 0 FOR 44325 FOR RAYMOND JAMES FINANCIAL, INC. 754730109 US7547301090 02/22/2024 Advisory vote to approve executive compensation SECTION 14A SAY-ON-PAY VOTES 165 0 FOR 165 FOR RTX CORPORATION 75513E101 US75513E1010 05/02/2024 Advisory Vote to Approve Executive Compensation SECTION 14A SAY-ON-PAY VOTES 56157 0 FOR 56157 FOR RXO INC 74982T103 US74982T1034 05/20/2024 Advisory Vote to Approve Executive Compensation SECTION 14A SAY-ON-PAY VOTES 1355 0 FOR 1355 FOR RYMAN HOSPITALITY PROPERTIES, INC. 78377T107 US78377T1079 05/09/2024 To approve, on an advisory basis, the Company's executive compensation SECTION 14A SAY-ON-PAY VOTES 52054 0 FOR 52054 FOR SERVICENOW, INC. 81762P102 US81762P1021 05/23/2024 Advisory vote to approve ServiceNow's named executive officer compensation SECTION 14A SAY-ON-PAY VOTES 14062 0 FOR 14062 FOR SOLAREDGE TECHNOLOGIES, INC. 83417M104 US83417M1045 06/05/2024 Approval of, on an advisory and non-binding basis, the compensation of our named executive officers (the "Say-on-Pay" vote) SECTION 14A SAY-ON-PAY VOTES 4065 0 FOR 4065 FOR STRIDE, INC. 86333M108 US86333M1080 12/07/2023 Approval on a non-binding advisory basis, of the compensation of the named executive officers of the Company SECTION 14A SAY-ON-PAY VOTES 67050 0 FOR 67050 FOR STRIDE, INC. 86333M108 US86333M1080 12/07/2023 To recommend, on a non-binding advisory basis, the frequency of future advisory votes to approve the compensation of the named executive officers of the Company SECTION 14A SAY-ON-PAY VOTES 67050 0 FOR 67050 FOR THE COCA-COLA COMPANY 191216100 US1912161007 05/01/2024 Advisory vote to approve executive compensation SECTION 14A SAY-ON-PAY VOTES 550 0 FOR 550 FOR THE TJX COMPANIES, INC. 872540109 US8725401090 06/04/2024 Advisory approval of TJX's executive compensation (the say-on- pay vote) SECTION 14A SAY-ON-PAY VOTES 131060 0 FOR 131060 FOR US FOODS HOLDING CORP. 912008109 US9120081099 05/15/2024 To approve, on an advisory basis, the compensation paid to our named executive officers, as disclosed in the proxy statement SECTION 14A SAY-ON-PAY VOTES 181546 0 FOR 181546 FOR VICI PROPERTIES INC. 925652109 US9256521090 04/30/2024 To approve (on a non-binding, advisory basis) the compensation of our named executive officers SECTION 14A SAY-ON-PAY VOTES 80674 0 FOR 80674 FOR VICI PROPERTIES INC. 925652109 US9256521090 04/30/2024 To recommend (on a non-binding, advisory basis) the frequency of holding stockholder advisory votes on executive officer compensation SECTION 14A SAY-ON-PAY VOTES 80674 0 FOR 80674 FOR VISA INC. 92826C839 US92826C8394 01/23/2024 To approve, on an advisory basis, the compensation paid to our named executive officers SECTION 14A SAY-ON-PAY VOTES 49008 0 FOR 49008 FOR WEC ENERGY GROUP, INC. 92939U106 US92939U1060 05/09/2024 Advisory vote to approve executive compensation of the named executive officers SECTION 14A SAY-ON-PAY VOTES 110996 0 FOR 110996 FOR WOODSIDE ENERGY GROUP LTD 980228308 US9802283088 04/24/2024 To adopt the Remuneration Report for the year ended 31 December 2023. SECTION 14A SAY-ON-PAY VOTES 38091 0 FOR 38091 FOR XPO, INC. 983793100 US9837931008 05/16/2024 Advisory Vote to approve executive compensation SECTION 14A SAY-ON-PAY VOTES 1355 0 FOR 1355 FOR XPO, INC. 983793100 US9837931008 05/16/2024 Advisory vote on the frequency of future advisory votes to approve executive compensation SECTION 14A SAY-ON-PAY VOTES 1355 0 FOR 1355 FOR ZOETIS INC. 98978V103 US98978V1035 05/22/2024 Advisory vote to approve our executive compensation SECTION 14A SAY-ON-PAY VOTES 1030 0 FOR 1030 FOR