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Form 13F-HR South Street Advisors For: Mar 31

May 16, 2022 1:24 PM EDT

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8

Report for the Calendar Year or Quarter Ended: 03-31-2022
Check here if Amendment   Amendment Number:
This Amendment (Check only one.):   is a restatement.
  adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: South Street Advisors LLC
Address: 369 Lexington Ave.
23rd Floor
New York , NY10017
Form 13F File Number: 028-12519

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Tom Carhart
Title: Principal
Phone: 212-296-7803
Signature, Place, and Date of Signing:
/s/ Tom Carhart New York , NY 05-16-2022
[Signature] [City, State] [Date]
Report Type (Check only one.):
X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
  13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
  13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 69
Form 13F Information Table Value Total: 528,167
(thousands)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]
No. Form 13F File Number Name

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
ABBVIE INC COM 00287Y109 3,029 18,686 SH SOLE 18,686 0 0
ADOBE SYSTEMS INCORPORATED COM 00724F101 15,170 33,295 SH SOLE 33,295 0 0
ALLSTATE CORP COM 020002101 15,736 113,610 SH SOLE 113,610 0 0
ALPHABET INC CAP STK CL C 02079K107 388 139 SH SOLE 139 0 0
ALPHABET INC CAP STK CL A 02079K305 22,048 7,927 SH SOLE 7,927 0 0
AMAZON COM INC COM 023135106 3,661 1,123 SH SOLE 1,123 0 0
AMERICAN ELEC PWR CO INC COM 025537101 551 5,520 SH SOLE 5,520 0 0
AMPHENOL CORP NEW CL A 032095101 17,606 233,653 SH SOLE 233,653 0 0
APPLE INC COM 037833100 28,825 165,083 SH SOLE 165,083 0 0
AVERY DENNISON CORP COM 053611109 14,393 82,730 SH SOLE 82,730 0 0
BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 1,016 2,880 SH SOLE 2,880 0 0
BHP GROUP LTD SPONSORED ADS 088606108 18,481 239,237 SH SOLE 239,237 0 0
BLACKSTONE INC COM 09260D107 23,092 181,912 SH SOLE 181,912 0 0
BRISTOL-MYERS SQUIBB CO COM 110122108 2,082 28,505 SH SOLE 28,505 0 0
CANADIAN PAC RY LTD COM 13645T100 1,506 18,250 SH SOLE 18,250 0 0
CHARTER COMMUNICATIONS INC N CL A 16119P108 10,745 19,697 SH SOLE 19,697 0 0
CHEVRON CORP NEW COM 166764100 2,537 15,582 SH SOLE 15,582 0 0
COCA COLA CO COM 191216100 1,961 31,630 SH SOLE 31,630 0 0
CONSTELLATION BRANDS INC CL A 21036P108 10,787 46,835 SH SOLE 46,835 0 0
COSTCO WHSL CORP NEW COM 22160K105 1,155 2,006 SH SOLE 2,006 0 0
DANAHER CORPORATION COM 235851102 587 2,000 SH SOLE 2,000 0 0
DARLING INGREDIENTS INC COM 237266101 20,269 252,166 SH SOLE 252,166 0 0
DENBURY INC COM 24790A101 863 10,980 SH SOLE 10,980 0 0
DISNEY WALT CO COM 254687106 646 4,710 SH SOLE 4,710 0 0
DUKE ENERGY CORP NEW COM NEW 26441C204 220 1,966 SH SOLE 1,966 0 0
EATON CORP PLC SHS G29183103 2,132 14,050 SH SOLE 14,050 0 0
ENTERPRISE PRODS PARTNERS L COM 293792107 279 10,800 SH SOLE 10,800 0 0
EXXON MOBIL CORP COM 30231G102 359 4,350 SH SOLE 4,350 0 0
GENERAL MTRS CO COM 37045V100 11,907 272,231 SH SOLE 272,231 0 0
GXO LOGISTICS INCORPORATED COMMON STOCK 36262G101 6,353 89,047 SH SOLE 89,047 0 0
HOWMET AEROSPACE INC COM 443201108 9,500 264,339 SH SOLE 264,339 0 0
INTEL CORP COM 458140100 212 4,282 SH SOLE 4,282 0 0
JOHNSON & JOHNSON COM 478160104 1,278 7,212 SH SOLE 7,212 0 0
JPMORGAN CHASE & CO COM 46625H100 1,276 9,359 SH SOLE 9,359 0 0
LENNAR CORP CL A 526057104 244 3,000 SH SOLE 3,000 0 0
LILLY ELI & CO COM 532457108 14,179 49,513 SH SOLE 49,513 0 0
LINDE PLC SHS G5494J103 520 1,629 SH SOLE 1,629 0 0
LOCKHEED MARTIN CORP COM 539830109 11,943 27,058 SH SOLE 27,058 0 0
LOWES COS INC COM 548661107 11,700 57,868 SH SOLE 57,868 0 0
M D C HLDGS INC COM 552676108 1,322 34,925 SH SOLE 34,925 0 0
MAGELLAN MIDSTREAM PRTNRS LP COM UNIT RP LP 559080106 344 7,020 SH SOLE 7,020 0 0
MARATHON OIL CORP COM 565849106 8,411 334,985 SH SOLE 334,985 0 0
MASCO CORP COM 574599106 332 6,500 SH SOLE 6,500 0 0
MASTEC INC COM 576323109 10,757 123,497 SH SOLE 123,497 0 0
MASTERCARD INCORPORATED CL A 57636Q104 8,168 22,854 SH SOLE 22,854 0 0
MCDONALDS CORP COM 580135101 1,170 4,730 SH SOLE 4,730 0 0
MERCK & CO INC COM 58933Y105 304 3,700 SH SOLE 3,700 0 0
META PLATFORMS INC CL A 30303M102 14,880 66,920 SH SOLE 66,920 0 0
MGM GROWTH PPTYS LLC CL A COM 55303A105 2,286 59,060 SH SOLE 59,060 0 0
MICROSOFT CORP COM 594918104 21,141 68,570 SH SOLE 68,570 0 0
MURPHY OIL CORP COM 626717102 347 8,600 SH SOLE 8,600 0 0
NORFOLK SOUTHN CORP COM 655844108 431 1,510 SH SOLE 1,510 0 0
NOVO-NORDISK A S ADR 670100205 10,263 92,417 SH SOLE 92,417 0 0
NVIDIA CORPORATION COM 67066G104 31,111 114,018 SH SOLE 114,018 0 0
ONTO INNOVATION INC COM 683344105 9,826 113,086 SH SOLE 113,086 0 0
PEPSICO INC COM 713448108 513 3,065 SH SOLE 3,065 0 0
PHILLIPS 66 COM 718546104 555 6,420 SH SOLE 6,420 0 0
PROCTER AND GAMBLE CO COM 742718109 411 2,688 SH SOLE 2,688 0 0
QUALCOMM INC COM 747525103 11,092 72,583 SH SOLE 72,583 0 0
QUANTA SVCS INC COM 74762E102 15,280 116,103 SH SOLE 116,103 0 0
REGAL REXNORD CORPORATION COM 758750103 7,244 48,689 SH SOLE 48,689 0 0
SERVICENOW INC COM 81762P102 15,060 27,043 SH SOLE 27,043 0 0
SOLAREDGE TECHNOLOGIES INC COM 83417M104 2,132 6,615 SH SOLE 6,615 0 0
TAPESTRY INC COM 876030107 8,380 225,564 SH SOLE 225,564 0 0
TJX COS INC NEW COM 872540109 15,791 260,666 SH SOLE 260,666 0 0
VISA INC COM CL A 92826C839 17,355 78,256 SH SOLE 78,256 0 0
WEC ENERGY GROUP INC COM 92939U106 17,441 174,744 SH SOLE 174,744 0 0
XPO LOGISTICS INC COM 983793100 6,324 86,872 SH SOLE 86,872 0 0
ZOETIS INC CL A 98978V103 260 1,380 SH SOLE 1,380 0 0


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