0001812046-22-000067.txt : 20220516 0001812046-22-000067.hdr.sgml : 20220516 20220516132244 ACCESSION NUMBER: 0001812046-22-000067 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220516 DATE AS OF CHANGE: 20220516 EFFECTIVENESS DATE: 20220516 FILER: COMPANY DATA: COMPANY CONFORMED NAME: South Street Advisors LLC CENTRAL INDEX KEY: 0001399706 IRS NUMBER: 133992033 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-12519 FILM NUMBER: 22927384 BUSINESS ADDRESS: STREET 1: 369 LEXINGTON AVE. STREET 2: 23RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 BUSINESS PHONE: 212-292-7803 MAIL ADDRESS: STREET 1: 369 LEXINGTON AVE. STREET 2: 23RD FLOOR CITY: NEW YORK STATE: NY ZIP: 10017 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001399706 XXXXXXXX 03-31-2022 03-31-2022 false South Street Advisors LLC

369 Lexington Ave. 23rd Floor New York NY 10017

13F HOLDINGS REPORT 028-12519 N Tom Carhart 212-296-7803 /s/ Tom Carhart New York NY 05-16-2022 0 69 528167 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 3029 18686 SH SOLE 18686 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 15170 33295 SH SOLE 33295 0 0 ALLSTATE CORP COM 020002101 15736 113610 SH SOLE 113610 0 0 ALPHABET INC CAP STK CL C 02079K107 388 139 SH SOLE 139 0 0 ALPHABET INC CAP STK CL A 02079K305 22048 7927 SH SOLE 7927 0 0 AMAZON COM INC COM 023135106 3661 1123 SH SOLE 1123 0 0 AMERICAN ELEC PWR CO INC COM 025537101 551 5520 SH SOLE 5520 0 0 AMPHENOL CORP NEW CL A 032095101 17606 233653 SH SOLE 233653 0 0 APPLE INC COM 037833100 28825 165083 SH SOLE 165083 0 0 AVERY DENNISON CORP COM 053611109 14393 82730 SH SOLE 82730 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1016 2880 SH SOLE 2880 0 0 BHP GROUP LTD SPONSORED ADS 088606108 18481 239237 SH SOLE 239237 0 0 BLACKSTONE INC COM 09260D107 23092 181912 SH SOLE 181912 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 2082 28505 SH SOLE 28505 0 0 CANADIAN PAC RY LTD COM 13645T100 1506 18250 SH SOLE 18250 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 10745 19697 SH SOLE 19697 0 0 CHEVRON CORP NEW COM 166764100 2537 15582 SH SOLE 15582 0 0 COCA COLA CO COM 191216100 1961 31630 SH SOLE 31630 0 0 CONSTELLATION BRANDS INC CL A 21036P108 10787 46835 SH SOLE 46835 0 0 COSTCO WHSL CORP NEW COM 22160K105 1155 2006 SH SOLE 2006 0 0 DANAHER CORPORATION COM 235851102 587 2000 SH SOLE 2000 0 0 DARLING INGREDIENTS INC COM 237266101 20269 252166 SH SOLE 252166 0 0 DENBURY INC COM 24790A101 863 10980 SH SOLE 10980 0 0 DISNEY WALT CO COM 254687106 646 4710 SH SOLE 4710 0 0 DUKE ENERGY CORP NEW COM NEW 26441C204 220 1966 SH SOLE 1966 0 0 EATON CORP PLC SHS G29183103 2132 14050 SH SOLE 14050 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 279 10800 SH SOLE 10800 0 0 EXXON MOBIL CORP COM 30231G102 359 4350 SH SOLE 4350 0 0 GENERAL MTRS CO COM 37045V100 11907 272231 SH SOLE 272231 0 0 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 6353 89047 SH SOLE 89047 0 0 HOWMET AEROSPACE INC COM 443201108 9500 264339 SH SOLE 264339 0 0 INTEL CORP COM 458140100 212 4282 SH SOLE 4282 0 0 JOHNSON & JOHNSON COM 478160104 1278 7212 SH SOLE 7212 0 0 JPMORGAN CHASE & CO COM 46625H100 1276 9359 SH SOLE 9359 0 0 LENNAR CORP CL A 526057104 244 3000 SH SOLE 3000 0 0 LILLY ELI & CO COM 532457108 14179 49513 SH SOLE 49513 0 0 LINDE PLC SHS G5494J103 520 1629 SH SOLE 1629 0 0 LOCKHEED MARTIN CORP COM 539830109 11943 27058 SH SOLE 27058 0 0 LOWES COS INC COM 548661107 11700 57868 SH SOLE 57868 0 0 M D C HLDGS INC COM 552676108 1322 34925 SH SOLE 34925 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 344 7020 SH SOLE 7020 0 0 MARATHON OIL CORP COM 565849106 8411 334985 SH SOLE 334985 0 0 MASCO CORP COM 574599106 332 6500 SH SOLE 6500 0 0 MASTEC INC COM 576323109 10757 123497 SH SOLE 123497 0 0 MASTERCARD INCORPORATED CL A 57636Q104 8168 22854 SH SOLE 22854 0 0 MCDONALDS CORP COM 580135101 1170 4730 SH SOLE 4730 0 0 MERCK & CO INC COM 58933Y105 304 3700 SH SOLE 3700 0 0 META PLATFORMS INC CL A 30303M102 14880 66920 SH SOLE 66920 0 0 MGM GROWTH PPTYS LLC CL A COM 55303A105 2286 59060 SH SOLE 59060 0 0 MICROSOFT CORP COM 594918104 21141 68570 SH SOLE 68570 0 0 MURPHY OIL CORP COM 626717102 347 8600 SH SOLE 8600 0 0 NORFOLK SOUTHN CORP COM 655844108 431 1510 SH SOLE 1510 0 0 NOVO-NORDISK A S ADR 670100205 10263 92417 SH SOLE 92417 0 0 NVIDIA CORPORATION COM 67066G104 31111 114018 SH SOLE 114018 0 0 ONTO INNOVATION INC COM 683344105 9826 113086 SH SOLE 113086 0 0 PEPSICO INC COM 713448108 513 3065 SH SOLE 3065 0 0 PHILLIPS 66 COM 718546104 555 6420 SH SOLE 6420 0 0 PROCTER AND GAMBLE CO COM 742718109 411 2688 SH SOLE 2688 0 0 QUALCOMM INC COM 747525103 11092 72583 SH SOLE 72583 0 0 QUANTA SVCS INC COM 74762E102 15280 116103 SH SOLE 116103 0 0 REGAL REXNORD CORPORATION COM 758750103 7244 48689 SH SOLE 48689 0 0 SERVICENOW INC COM 81762P102 15060 27043 SH SOLE 27043 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 2132 6615 SH SOLE 6615 0 0 TAPESTRY INC COM 876030107 8380 225564 SH SOLE 225564 0 0 TJX COS INC NEW COM 872540109 15791 260666 SH SOLE 260666 0 0 VISA INC COM CL A 92826C839 17355 78256 SH SOLE 78256 0 0 WEC ENERGY GROUP INC COM 92939U106 17441 174744 SH SOLE 174744 0 0 XPO LOGISTICS INC COM 983793100 6324 86872 SH SOLE 86872 0 0 ZOETIS INC CL A 98978V103 260 1380 SH SOLE 1380 0 0