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Institutional Investment Manager
South Street Advisors LLC
South Street Advisors LLC (CIK: 0001399706) incorporated in New York, located at 623 Fifth Avenue, New York, NY. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q4)
Original 13F HR (0001399706-15-000001) filed in 2015.02.13
#
Name
Shares
Value ($)
%
Options
Notes
1 3-D SYS CORP DEL 6,760 222 0.07%
2 ABBVIE INC 43,820 2,867 0.95%
3 ACTAVIS INC 55,967 14,406 4.76%
4 ALLSTATE CORP 152,490 10,712 3.54%
5 AMERICAN ELEC PWR INC 6,970 423 0.14%
6 AMERICAN EXPRESS CO 11,000 1,023 0.34%
7 AMPHENOL CORP NEW 201,070 10,819 3.58%
8 APPLE INC 93,572 10,328 3.41%
9 CBS CORP NEW 178,242 9,863 3.26%
10 CF INDS HLDGS INC 17,160 4,676 1.55%
11 CHEVRON CORP NEW 11,330 1,270 0.42%
12 CINEMARK HOLDINGS INC 62,980 2,240 0.74%
13 COMCAST CORP NEW 5,605 325 0.11%
14 CONOCOPHILLIPS 27,805 1,920 0.63%
15 COSTCO WHSL CORP NEW 2,340 331 0.11%
16 COVIDIEN PLC 113,640 11,623 3.84%
17 CRACKER BARREL OLD CTRY STOR 3,780 532 0.18%
18 CVS HEALTH CORP 141,805 13,657 4.51%
19 DU PONT E I DE NEMOURS & CO 3,076 227 0.08%
20 EBAY INC 12,150 681 0.23%
21 EXXON MOBIL CORP 10,961 1,013 0.33%
22 Eaton Corporation 24,663 1,676 0.55%
23 FLOWSERVE CORP 141,335 8,456 2.79%
24 GILEAD SCIENCES INC 137,065 12,919 4.27%
25 IAC INTERACTIVECORP 145,800 8,863 2.93%
26 Iron Mountain Inc New 6,914 267 0.09%
27 JOHNSON & JOHNSON 2,765 289 0.10%
28 KEYCORP 532,780 7,405 2.45%
29 KINDER MORGAN INC DEL 15,446 653 0.22%
30 KROGER CO 110,140 7,072 2.34%
31 LIBERTY MEDIA HOLDING CP INTER A 6,800 200 0.07%
32 LILLY ELI & CO 28,670 1,977 0.65%
33 LOCKHEED MARTIN CORP 57,875 11,144 3.68%
34 MACERICH CO 121,000 10,092 3.33%
35 MACYS INC 165,850 10,904 3.60%
36 MALLINCKRODT PUB LTD CO 7,927 785 0.26%
37 MASCO CORP 10,400 262 0.09%
38 MCDONALDS CORP 26,500 2,483 0.82%
39 MICROSOFT CORP 7,204 334 0.11%
40 NESTLE SA SPONSORED ADR REPSTG 4,675 340 0.11%
41 NISOURCE 17,040 722 0.24%
42 NOVARTIS A G 3,750 347 0.11%
43 POLARIS INDS INC 56,400 8,529 2.82%
44 PPG INDS INC 900 208 0.07%
45 PRAXAIR INC 1,629 211 0.07%
46 RALPH LAUREN CORP 28,330 5,245 1.73%
47 RAYMOND JAMES FINANC 173,330 9,930 3.28%
48 ROSETTA RESOURCES INC 76,880 1,715 0.57%
49 SALESFORCE COM INC 137,260 8,140 2.69%
50 SANDISK CORP 88,300 8,651 2.86%
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