0001812046-20-000015.txt : 20200804 0001812046-20-000015.hdr.sgml : 20200804 20200804145630 ACCESSION NUMBER: 0001812046-20-000015 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200804 DATE AS OF CHANGE: 20200804 EFFECTIVENESS DATE: 20200804 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: 201072862 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 06-30-2020 06-30-2020 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 08-04-2020 0 57 373590 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 3259 33199 SH SOLE 33199 0 0 ADOBE INC COM 00724F101 17927 41181 SH SOLE 41181 0 0 ALLSTATE CORP COM 020002101 10785 111200 SH SOLE 111200 0 0 ALPHABET INC CAP STK CL C 02079K107 331 234 SH SOLE 234 0 0 ALPHABET INC CAP STK CL A 02079K305 15689 11064 SH SOLE 11064 0 0 AMAZON COM INC COM 023135106 513 186 SH SOLE 186 0 0 AMERICAN ELEC PWR CO INC COM 025537101 440 5520 SH SOLE 5520 0 0 AMPHENOL CORP NEW CL A 032095101 11814 123305 SH SOLE 123305 0 0 APPLE INC COM 037833100 22539 61784 SH SOLE 61784 0 0 AVERY DENNISON CORP COM 053611109 12016 105324 SH SOLE 105324 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 516 2890 SH SOLE 2890 0 0 BHP GROUP LTD SPONSORED ADS 088606108 12792 257235 SH SOLE 257235 0 0 BLACKSTONE GROUP INC COM CL A 09260D107 13135 231827 SH SOLE 231827 0 0 BOEING CO COM 097023105 285 1557 SH SOLE 1557 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 12230 207995 SH SOLE 207995 0 0 CANADIAN PAC RY LTD COM 13645T100 12861 50367 SH SOLE 50367 0 0 CEDAR FAIR L P DEPOSITRY UNIT 150185106 852 30990 SH SOLE 30990 0 0 CHEVRON CORP NEW COM 166764100 1410 15802 SH SOLE 15802 0 0 CISCO SYS INC COM 17275R102 1471 31545 SH SOLE 31545 0 0 COCA COLA CO COM 191216100 1105 24740 SH SOLE 24740 0 0 COSTCO WHSL CORP NEW COM 22160K105 614 2025 SH SOLE 2025 0 0 DANAHER CORPORATION COM 235851102 354 2000 SH SOLE 2000 0 0 DISNEY WALT CO COM DISNEY 254687106 525 4710 SH SOLE 4710 0 0 EATON CORP PLC SHS G29183103 2038 23300 SH SOLE 23300 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 277 15240 SH SOLE 15240 0 0 EXXON MOBIL CORP COM 30231G102 221 4950 SH SOLE 4950 0 0 FACEBOOK INC CL A 30303M102 19065 83959 SH SOLE 83959 0 0 INTEL CORP COM 458140100 256 4282 SH SOLE 4282 0 0 JOHNSON & JOHNSON COM 478160104 1181 8399 SH SOLE 8399 0 0 JPMORGAN CHASE & CO COM 46625H100 288 3057 SH SOLE 3057 0 0 LILLY ELI & CO COM 532457108 16065 97850 SH SOLE 97850 0 0 LINDE PLC SHS G5494J103 346 1629 SH SOLE 1629 0 0 LOCKHEED MARTIN CORP COM 539830109 13753 37687 SH SOLE 37687 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 474 10980 SH SOLE 10980 0 0 MASCO CORP COM 574599106 326 6500 SH SOLE 6500 0 0 MASTEC INC COM 576323109 10159 226415 SH SOLE 226415 0 0 MASTERCARD INCORPORATED CL A 57636Q104 7900 26715 SH SOLE 26715 0 0 MCDONALDS CORP COM 580135101 928 5030 SH SOLE 5030 0 0 MERCK & CO. INC COM 58933Y105 605 7820 SH SOLE 7820 0 0 MGM GROWTH PPTYS LLC CL A COM 55303A105 9183 337480 SH SOLE 337480 0 0 MICROSOFT CORP COM 594918104 15107 74231 SH SOLE 74231 0 0 NISOURCE INC COM 65473P105 2312 101675 SH SOLE 101675 0 0 NORFOLK SOUTHERN CORP COM 655844108 298 1700 SH SOLE 1700 0 0 NOVARTIS AG SPONSORED ADR 66987V109 227 2600 SH SOLE 2600 0 0 NVIDIA CORPORATION COM 67066G104 18384 48390 SH SOLE 48390 0 0 PAYPAL HLDGS INC COM 70450Y103 18441 105844 SH SOLE 105844 0 0 PEPSICO INC COM 713448108 348 2630 SH SOLE 2630 0 0 PRA HEALTH SCIENCES INC COM 69354M108 10919 112233 SH SOLE 112233 0 0 PROGRESSIVE CORP OHIO COM 743315103 280 3500 SH SOLE 3500 0 0 SALESFORCE COM INC COM 79466L302 16639 88824 SH SOLE 88824 0 0 SEAGATE TECHNOLOGY PLC SHS G7945M107 688 14220 SH SOLE 14220 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 265 1910 SH SOLE 1910 0 0 TJX COS INC NEW COM 872540109 13472 266450 SH SOLE 266450 0 0 VISA INC COM CL A 92826C839 17710 91682 SH SOLE 91682 0 0 WEC ENERGY GROUP INC COM 92939U106 15138 172711 SH SOLE 172711 0 0 XPO LOGISTICS INC COM 983793100 6458 83595 SH SOLE 83595 0 0 ZOETIS INC CL A 98978V103 376 2745 SH SOLE 2745 0 0