0001812046-21-000108.txt : 20211112 0001812046-21-000108.hdr.sgml : 20211112 20211112100017 ACCESSION NUMBER: 0001812046-21-000108 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211112 DATE AS OF CHANGE: 20211112 EFFECTIVENESS DATE: 20211112 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: 211400801 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 09-30-2021 09-30-2021 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 11-12-2021 0 69 524132 INFORMATION TABLE 2 infotable.xml ABBVIE INC COM 00287Y109 2249 20852 SH SOLE 20852 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 19223 33390 SH SOLE 33390 0 0 ALLSTATE CORP COM 020002101 14580 114525 SH SOLE 114525 0 0 ALPHABET INC CAP STK CL C 02079K107 370 139 SH SOLE 139 0 0 ALPHABET INC CAP STK CL A 02079K305 21578 8071 SH SOLE 8071 0 0 ALTICE USA INC CL A 02156K103 614 29645 SH SOLE 29645 0 0 ALTRA INDL MOTION CORP COM 02208R106 8790 158800 SH SOLE 158800 0 0 AMAZON COM INC COM 023135106 3666 1116 SH SOLE 1116 0 0 AMERICAN ELEC PWR CO INC COM 025537101 448 5520 SH SOLE 5520 0 0 AMPHENOL CORP NEW CL A 032095101 17233 235328 SH SOLE 235328 0 0 APPLE INC COM 037833100 23520 166217 SH SOLE 166217 0 0 AVERY DENNISON CORP COM 053611109 17308 83530 SH SOLE 83530 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 786 2880 SH SOLE 2880 0 0 BHP GROUP LTD SPONSORED ADS 088606108 13120 245144 SH SOLE 245144 0 0 BLACKSTONE INC COM 09260D107 21846 187775 SH SOLE 187775 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 1875 31685 SH SOLE 31685 0 0 CANADIAN PAC RY LTD COM 13645T100 1188 18250 SH SOLE 18250 0 0 CHARTER COMMUNICATIONS INC N CL A 16119P108 14267 19610 SH SOLE 19610 0 0 CHEVRON CORP NEW COM 166764100 1958 19302 SH SOLE 19302 0 0 COCA COLA CO COM 191216100 1673 31880 SH SOLE 31880 0 0 CONSTELLATION BRANDS INC CL A 21036P108 9642 45762 SH SOLE 45762 0 0 COSTCO WHSL CORP NEW COM 22160K105 905 2014 SH SOLE 2014 0 0 DANAHER CORPORATION COM 235851102 609 2000 SH SOLE 2000 0 0 DARLING INGREDIENTS INC COM 237266101 19141 266213 SH SOLE 266213 0 0 DISNEY WALT CO COM 254687106 797 4710 SH SOLE 4710 0 0 EATON CORP PLC SHS G29183103 2166 14510 SH SOLE 14510 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 234 10800 SH SOLE 10800 0 0 EXXON MOBIL CORP COM 30231G102 256 4350 SH SOLE 4350 0 0 FACEBOOK INC CL A 30303M102 22819 67236 SH SOLE 67236 0 0 GENERAL MTRS CO COM 37045V100 14388 272957 SH SOLE 272957 0 0 GOLDMAN SACHS GROUP INC COM 38141G104 227 600 SH SOLE 600 0 0 GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 6758 86157 SH SOLE 86157 0 0 HOWMET AEROSPACE INC COM 443201108 6890 220835 SH SOLE 220835 0 0 INTEL CORP COM 458140100 228 4282 SH SOLE 4282 0 0 JOHNSON & JOHNSON COM 478160104 1213 7512 SH SOLE 7512 0 0 JPMORGAN CHASE & CO COM 46625H100 1372 8384 SH SOLE 8384 0 0 LENNAR CORP CL A 526057104 281 3000 SH SOLE 3000 0 0 LILLY ELI & CO COM 532457108 20718 89670 SH SOLE 89670 0 0 LINDE PLC SHS G5494J103 478 1629 SH SOLE 1629 0 0 LOCKHEED MARTIN CORP COM 539830109 10194 29539 SH SOLE 29539 0 0 LOWES COS INC COM 548661107 11230 55359 SH SOLE 55359 0 0 M D C HLDGS INC COM 552676108 2195 46978 SH SOLE 46978 0 0 MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 320 7020 SH SOLE 7020 0 0 MASCO CORP COM 574599106 361 6500 SH SOLE 6500 0 0 MASTEC INC COM 576323109 11767 136385 SH SOLE 136385 0 0 MASTERCARD INCORPORATED CL A 57636Q104 7919 22778 SH SOLE 22778 0 0 MCDONALDS CORP COM 580135101 1140 4730 SH SOLE 4730 0 0 MERCK & CO INC COM 58933Y105 278 3700 SH SOLE 3700 0 0 MGM GROWTH PPTYS LLC CL A COM 55303A105 2465 64360 SH SOLE 64360 0 0 MICROSOFT CORP COM 594918104 19582 69461 SH SOLE 69461 0 0 MURPHY OIL CORP COM 626717102 215 8600 SH SOLE 8600 0 0 NORFOLK SOUTHN CORP COM 655844108 361 1510 SH SOLE 1510 0 0 NVIDIA CORPORATION COM 67066G104 25495 123070 SH SOLE 123070 0 0 ONTO INNOVATION INC COM 683344105 5576 77180 SH SOLE 77180 0 0 PAYPAL HLDGS INC COM 70450Y103 18432 70837 SH SOLE 70837 0 0 PEPSICO INC COM 713448108 461 3065 SH SOLE 3065 0 0 PHILLIPS 66 COM 718546104 450 6420 SH SOLE 6420 0 0 PROCTER AND GAMBLE CO COM 742718109 376 2688 SH SOLE 2688 0 0 QUALCOMM INC COM 747525103 10270 79622 SH SOLE 79622 0 0 QUANTA SVCS INC COM 74762E102 5318 46720 SH SOLE 46720 0 0 REGAL BELOIT CORP COM 758750103 7050 46893 SH SOLE 46893 0 0 SALESFORCE COM INC COM 79466L302 19986 73688 SH SOLE 73688 0 0 SOLAREDGE TECHNOLOGIES INC COM 83417M104 1675 6317 SH SOLE 6317 0 0 TAPESTRY INC COM 876030107 8297 224119 SH SOLE 224119 0 0 TJX COS INC NEW COM 872540109 17095 259096 SH SOLE 259096 0 0 VISA INC COM CL A 92826C839 17539 78737 SH SOLE 78737 0 0 WEC ENERGY GROUP INC COM 92939U106 15570 176533 SH SOLE 176533 0 0 XPO LOGISTICS INC COM 983793100 6833 85857 SH SOLE 85857 0 0 ZOETIS INC CL A 98978V103 268 1380 SH SOLE 1380 0 0