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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 LIBERTY MEDIA HOLDING CP INTER A 6,800 200 0.07%
2 PPG INDS INC 900 208 0.07%
3 PRAXAIR INC 1,629 211 0.07%
4 TWENTY FIRST CENTY FOX INC 5,900 217 0.07%
5 3-D SYS CORP DEL 6,760 222 0.07%
6 DU PONT E I DE NEMOURS & CO 3,076 227 0.08%
7 MASCO CORP 10,400 262 0.09%
8 Iron Mountain Inc New 6,914 267 0.09%
9 JOHNSON & JOHNSON 2,765 289 0.10%
10 COMCAST CORP NEW 5,605 325 0.11%
11 COSTCO WHSL CORP NEW 2,340 331 0.11%
12 MICROSOFT CORP 7,204 334 0.11%
13 NESTLE SA SPONSORED ADR REPSTG 4,675 340 0.11%
14 NOVARTIS A G 3,750 347 0.11%
15 Walgreens 5,300 403 0.13%
16 AMERICAN ELEC PWR INC 6,970 423 0.14%
17 CRACKER BARREL OLD CTRY STOR 3,780 532 0.18%
18 KINDER MORGAN INC DEL 15,446 653 0.22%
19 EBAY INC 12,150 681 0.23%
20 NISOURCE 17,040 722 0.24%
21 MALLINCKRODT PUB LTD CO 7,927 785 0.26%
22 EXXON MOBIL CORP 10,961 1,013 0.33%
23 AMERICAN EXPRESS CO 11,000 1,023 0.34%
24 CHEVRON CORP NEW 11,330 1,270 0.42%
25 Eaton Corporation 24,663 1,676 0.55%
26 ROSETTA RESOURCES INC 76,880 1,715 0.57%
27 CONOCOPHILLIPS 27,805 1,920 0.63%
28 LILLY ELI & CO 28,670 1,977 0.65%
29 CINEMARK HOLDINGS INC 62,980 2,240 0.74%
30 MCDONALDS CORP 26,500 2,483 0.82%
31 SEAGATE TECHNOLOGY PLC 40,330 2,681 0.89%
32 ABBVIE INC 43,820 2,867 0.95%
33 TRIMBLE INC 167,000 4,432 1.46%
34 CF INDS HLDGS INC 17,160 4,676 1.55%
35 VIACOM INC NEW 64,902 4,883 1.61%
36 RALPH LAUREN CORP 28,330 5,245 1.73%
37 KROGER CO 110,140 7,072 2.34%
38 SMUCKER J M CO 72,875 7,358 2.43%
39 KEYCORP 532,780 7,405 2.45%
40 SALESFORCE COM INC 137,260 8,140 2.69%
41 WELLS FARGO & CO NEW 153,475 8,413 2.78%
42 FLOWSERVE CORP 141,335 8,456 2.79%
43 POLARIS INDS INC 56,400 8,529 2.82%
44 SANDISK CORP 88,300 8,651 2.86%
45 TJX COS INC NEW 128,100 8,785 2.90%
46 IAC INTERACTIVECORP 145,800 8,863 2.93%
47 CBS CORP NEW 178,242 9,863 3.26%
48 RAYMOND JAMES FINANC 173,330 9,930 3.28%
49 MACERICH CO 121,000 10,092 3.33%
50 APPLE INC 93,572 10,328 3.41%
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