0001399706-14-000004.txt : 20140815 0001399706-14-000004.hdr.sgml : 20140815 20140815153654 ACCESSION NUMBER: 0001399706-14-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20140630 FILED AS OF DATE: 20140815 DATE AS OF CHANGE: 20140815 EFFECTIVENESS DATE: 20140815 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: 141046442 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 true 0001399706 XXXXXXXX 06-30-2014 06-30-2014 South Street Advisors LLC

369 LEXINGTON AVE. 23RD FLOOR NEW YORK NY 10017

13F HOLDINGS REPORT 028-12519 N Tom Carhart 212-292-7803 Tom Carhart New York NY 08-15-2014 0 59 270828227 true INFORMATION TABLE 2 2ndQtr.xml 13-F 3-D SYSTEMS CORP COM 88554D205 404 6760 SH SOLE 0 0 0 ABBVIE INC COM 00287Y109 2202 39020 SH SOLE 0 0 0 ACTAVIS INC. COM 00507K103 12197 54687 SH SOLE 0 0 0 AMER ELEC POWER CO. COM 025537101 388 6970 SH SOLE 0 0 0 AMERICAN EXPRESS CO COM 025816109 10553 111240 SH SOLE 0 0 0 AMPHENOL CORP.- CL A COM 032095101 9269 96220 SH SOLE 0 0 0 APPLE INC COM 037833100 89802 12356 SH SOLE 0 0 0 CF INDUSTRIES HOLDINGS INC COM 125269100 3915 16280 SH SOLE 0 0 0 CHEVRON CORP COM 166764100 1516 11620 SH SOLE 0 0 0 CINEMARK HOLDING INC. COM 17243V102 2143 60620 SH SOLE 0 0 0 COCA-COLA CO COM 191216100 245 5800 SH SOLE 0 0 0 COMCAST CORP NEW CL A COM 20030N101 352 6605 SH SOLE 0 0 0 CONOCOPHILLIPS COM 20825C104 2183 25475 SH SOLE 0 0 0 COSTCO CORP COM 22160K105 280 2440 SH SOLE 0 0 0 COVIDIEN PLC COM G2554F113 9867 109420 SH SOLE 0 0 0 CRACKER BARREL OLD COM 22410J106 298 3000 SH SOLE 0 0 0 CVS CAREMARK CORP. COM 126650100 10226 135685 SH SOLE 0 0 0 DIRECTV COM 25490A309 5119 60228 SH SOLE 0 0 0 EATON CORP. COM 278058102 1588 20578 SH SOLE 0 0 0 EBAY COM 278642103 620 12400 SH SOLE 0 0 0 EXXON MOBIL CORP COM 30231G102 1204 11961 SH SOLE 0 0 0 FLOWSERVE COM 34354P105 9868 132735 SH SOLE 0 0 0 GILEAD SCIENCES INC COM 375558103 11035 133105 SH SOLE 0 0 0 IAC INTERACTIVECORP COM COM 44919P508 9449 136500 SH SOLE 0 0 0 IRON MOUNTAIN INC COM 462846106 207 5850 SH SOLE 0 0 0 J M Smuckers Co. COM 832696405 7389 69335 SH SOLE 0 0 0 JOHNSON & JOHNSON COM 478160104 257 2465 SH SOLE 0 0 0 KEYCORP COM 493267108 6994 488110 SH SOLE 0 0 0 LIBERTY MEDIA-INTERACTIVE SER A COM 53071M104 287 9800 SH SOLE 0 0 0 LILLY ELI & CO COM 532457108 1782 28670 SH SOLE 0 0 0 LOCKHEED MARTIN CORP COM 539830109 8702 54145 SH SOLE 0 0 0 MACYS INC COM 55616P104 9197 158520 SH SOLE 0 0 0 MALLINCKRODT PLC COM G5785G107 728 9098 SH SOLE 0 0 0 MASCO CORP COM 574599106 230 10400 SH SOLE 0 0 0 MCDONALDS CORP COM 580135101 2669 26500 SH SOLE 0 0 0 MICROSOFT CORP COM 594918104 300 7204 SH SOLE 0 0 0 NESTLE S A SPONS ADR ADR 641069406 611 7875 SH SOLE 0 0 0 NISOURCE INC COM COM 65473P105 662 16840 SH SOLE 0 0 0 NOVARTIS AG-ADR ADR 66987V109 629 6950 SH SOLE 0 0 0 OCCIDENTAL PETROLEUM COM 674599105 297 2900 SH SOLE 0 0 0 POLARIS INDUSTRIES INC COM 731068102 6935 53250 SH SOLE 0 0 0 PRAXAIR COM 74005P104 6935 53250 SH SOLE 0 0 0 RALPH LAUREN CORP COM 751212101 4496 27980 SH SOLE 0 0 0 RAYMOND JAMES FINANCIAL INC. COM 754730109 8317 163950 SH SOLE 0 0 0 ROSETTA RESOURCES INC. COM 777779307 4497 81990 SH SOLE 0 0 0 SALESFORCE.COM INC. COM 79466L302 7650 131720 SH SOLE 0 0 0 SANDISK COM 80004C101 6063 58060 SH SOLE 0 0 0 SEAGATE TECHNOLOGY COM G7945M107 2204 38790 SH SOLE 0 0 0 SNAP-ON INC COM 833034101 11573 97650 SH SOLE 0 0 0 THE MACERICH COMPANY COM 554382101 7656 114700 SH SOLE 0 0 0 TJX COMPANIES INC. COM 872540109 6277 118110 SH SOLE 0 0 0 TRIMBLE NAVIGATION COM 896239100 8971 242800 SH SOLE 0 0 0 TWENTY FIRST CENTRUY FOX COM 90130A200 201 5900 SH SOLE 0 0 0 VIACOM INC- NEW CL B COM 92553P201 10650 122797 SH SOLE 0 0 0 WALGREEN COM 931422109 392 5300 SH SOLE 0 0 0 WELLS FARGO & CO COM 949746101 7482 142365 SH SOLE 0 0 0 WHIRLPOOL CORP. COM 963320106 8182 58775 SH SOLE 0 0 0 WISCONSIN ENERGY CORP. COM 976657106 9303 198285 SH SOLE 0 0 0