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South Street Advisors LLC
South Street Advisors LLC is an investment firm headquartered in New York, NY. Established in 1998 after the dissolution of Carver Cross & Carhart, the firm primarily serves high net worth individuals, with additional clients in pension plans and other institutional categories. As of March 31, 2025, South Street Advisors manages approximately $825 million in assets and employs 7 staff members, most of whom are investment professionals.
Investment Strategy
South Street Advisors LLC specializes in equity investment strategies, managing diversified portfolios of publicly traded securities with an emphasis on large-capitalization stocks. The firm tailors its approach to the risk tolerance and objectives of high net worth individuals and select institutional accounts, employing both fundamental and quantitative analysis to identify value and growth opportunities. South Street Advisors prefers a disciplined and research-intensive process to construct portfolios, often focusing on sector allocation and risk management to deliver consistent, risk-adjusted returns.
Latest 13F Filing Activity
South Street Advisors LLC filed their most recent 13F report on Jun 30, 2025 disclosing 64 equity positions with a total 13F market value of $674M. The fund increased holdings in Nvidia Corporation, Primo Brands Corporation, Amphenol Corp. New among other positions. South Street Advisors LLC reduced exposure to Pepsico Inc., Novo-nordisk A S, Apple Inc. among others.
Top Holdings
Equity Positions (64)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 8.67% | $58.5M | 370,161 | $5.95 | $157.99 | +$17.3M |
M MSFT | MICROSOFT CORP | 5.73% | $38.6M | 77,667 | $301.38 | $497.41 | +$8.7M |
A APH | AMPHENOL CORP NEW | 4.91% | $33.1M | 335,365 | $12.45 | $98.75 | +$10.6M |
A AAPL | APPLE INC | 4.01% | $27.0M | 131,673 | $26.36 | $205.17 | -$3.0M |
H HWM | HOWMET AEROSPACE INC | 3.88% | $26.2M | 140,598 | $31.81 | $186.13 | +$7.2M |
Industry Allocation
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