South Street Advisors LLC
South Street Advisors LLC reported 84 positions worth $768.7M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: NVDA (8.7%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | NVDA | SH | $66.8M | 8.69% | 333,770 | — | — | |
| ▸ 2 | APH | SH | $46.3M | 6.03% | 262,797 | — | — | |
| ▸ 3 | GOOGL | SH | $40.1M | 5.22% | 112,233 | — | — | |
| ▸ 4 | PWR | SH | $37.4M | 4.86% | 51,907 | — | — | |
| ▸ 5 | AAPL | SH | $34.6M | 4.50% | 119,506 | — | — | |
| ▸ 6 | ONTO | SH | $33.7M | 4.38% | 88,920 | — | — | |
| ▸ 7 | LLY | SH | $32.6M | 4.24% | 27,161 | — | — | |
| ▸ 8 | MU | SH | $32.4M | 4.22% | 28,078 | — | — | |
| ▸ 9 | HWM | SH | $29.9M | 3.89% | 111,166 | — | — | |
| ▸ 10 | USFD | SH | $27.3M | 3.55% | 267,135 | — | — |
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Frequently Asked Questions
What stocks does South Street Advisors LLC hold as of Q2 2026?
South Street Advisors LLC reported 84 positions worth $768.7M in its Q2 2026 13F filing. Largest positions: NVDA (8.7%), APH (6.0%), GOOGL (5.2%), PWR (4.9%) and AAPL (4.5%).
What did South Street Advisors LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did South Street Advisors LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.