13F-HR 1 third.txt CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 1 CONFORMED PERIOD OF REPORT: 20100930 FILED AS OF DATE: 20100930 DATE AS OF CHANGE: 20100930 EFFECTIVENESS DATE: 20100930 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: 08609811 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 Form 13F SUMMARY PAGE
NAME OF ISSUER CLASS CUSIP (x$1000) PRN AMT PUT/CALL DISCRETION MANAGERS SOLE - - - ------------------------------------------------------------------------------------------------------- Amphenol Corp. Cl A COM 032095101 6,161 125,805 SH SOLE N/A SOLE Bed Bath & Beyond COM 075896100 314 7,250 SH SOLE N/A SOLE Bellus Health Inc COM 07986A100 1 13,000 SH SOLE N/A SOLE Berkshire Hathaway Inc Cl B COM 084670207 388 4,700 SH SOLE N/A SOLE BHP Billiton Ltd SPONSORED ADR 088606108 5,490 71,940 SH SOLE N/A SOLE Canadian Imp Bk COM 136069101 3,452 47,660 SH SOLE N/A SOLE of Commerce Cephalon Inc COM 156708109 1,830 29,315 SH SOLE N/A SOLE Chevron Corp COM 166764100 5,324 65,700 SH SOLE N/A SOLE Cisco Systems Inc COM 17275R102 4,318 197,168 SH SOLE N/A SOLE Columbia Int'l Val Fd Cl Z Int'l Eqty Mutal FD 638581470 590 42,449 SH SOLE N/A SOLE Comcast Corp New CL A COM 20030N101 388 21,500 SH SOLE N/A SOLE Costco Corp COM 22160K105 232 3,600 SH SOLE N/A SOLE CSX COM 126408103 5,464 98,780 SH SOLE N/A SOLE CVS Carmark Corp. COM 126650100 4,317 137,200 SH SOLE N/A SOLE Dentsply Int'l Inc COM 2490301072 300 9,400 SH SOLE N/A SOLE Devon Energy COM 25179M103 2,254 34,824 SH SOLE N/A SOLE DirectTV Group Inc. COM 25490A101 6,135 147,388 SH SOLE N/A SOLE EBAY COM 278642103 699 28,650 SH SOLE N/A SOLE EMC Corp COM 268648102 5,367 264,290 SH SOLE N/A SOLE Energizer COM 29266R108 5,075 75,500 SH SOLE N/A SOLE Exxon Mobil Corp COM 30231G102 750 12,150 SH SOLE N/A SOLE F5 Networks Inc. COM 315616102 4,300 41,430 SH SOLE N/A SOLE Goldman Sachs COM 38141G104 461 3,190 SH SOLE N/A SOLE Grainger WW Inc COM 384802104 202 1,700 SH SOLE N/A SOLE Hansen Natural Corp COM 411310105 4,364 99,400 SH SOLE N/A SOLE Hewlett-Packard COM 428236103 2,167 51,510 SH SOLE N/A SOLE Intuit COM 461202103 530 12,100 SH SOLE N/A SOLE Liberty Global Inc Ser A COM 530555101 289 9,406 SH SOLE N/A SOLE Liberty Media Interactive Ser A COM 53071M104 318 23,237 SH SOLE N/A SOLE Mosaic Co. COM 61945A107 5,287 89,980 SH SOLE N/A SOLE Nalco Holding Co. COM 62985Q101 4,997 198,250 SH SOLE N/A SOLE Nestle S A ADR SPONSORED 641069406 277 5,200 SH SOLE N/A SOLE Novartis AG ADR SPONSORED 66987V109 521 9,050 SH SOLE N/A SOLE Occidental Petroleum COM 674599105 508 6,500 SH SOLE N/A SOLE Oracle Corp COM 68389X105 3,001 111,790 SH SOLE N/A SOLE Polo Ralph Lauren Corp CL A COM 731572103 6,112 68,020 SH SOLE N/A SOLE Progressive Corp COM 743315103 362 17,350 SH SOLE N/A SOLE Prudential Financial Inc. COM 744320102 4,803 88,650 SH SOLE N/A SOLE Raymond James Financial Inc COM 754730109 4,472 176,550 SH SOLE N/A SOLE SalesForce.Com Inc. COM 79466L302 3,400 30,420 SH SOLE N/A SOLE Shire Pharmaceuticals Grp PLC ADR SPONSORED 82481R106 5,591 83,115 SH SOLE N/A SOLE Stryker COM 863667101 4,602 91,950 SH SOLE N/A SOLE TJX COM 872540109 69,450 3,099 SH SOLE N/A SOLE Transocean Inc COM CH0048265513 369 5,751 SH SOLE N/A SOLE Vanguard NY Insd Tax Free Fd COM 92204H103 318 28,052 SH SOLE N/A SOLE Walgreen COM 931422109 358 10,700 SH SOLE N/A SOLE Warner Chilcott Limited COM G94368100 4,953 220,730 SH SOLE N/A SOLE Whiting Petroleum Corp. COM 966387102 2,944 30,830 SH SOLE N/A SOLE Wisconsin Energy Corp COM 976657106 5,284 91,420 SH SOLE N/A SOLE 49 133,033