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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 Walgreens 5,300 403 0.13%
2 WHIRLPOOL CORP 60,165 11,656 3.85%
3 WELLS FARGO & CO NEW 153,475 8,413 2.78%
4 WEC ENERGY CORP. 211,455 11,152 3.69%
5 VIACOM INC NEW 64,902 4,883 1.61%
6 TWENTY FIRST CENTY FOX INC 5,900 217 0.07%
7 TRIMBLE INC 167,000 4,432 1.46%
8 TJX COS INC NEW 128,100 8,785 2.90%
9 SNAP ON INC 99,875 13,656 4.51%
10 SMUCKER J M CO 72,875 7,358 2.43%
11 SEAGATE TECHNOLOGY PLC 40,330 2,681 0.89%
12 SANDISK CORP 88,300 8,651 2.86%
13 SALESFORCE COM INC 137,260 8,140 2.69%
14 ROSETTA RESOURCES INC 76,880 1,715 0.57%
15 RAYMOND JAMES FINANC 173,330 9,930 3.28%
16 RALPH LAUREN CORP 28,330 5,245 1.73%
17 PRAXAIR INC 1,629 211 0.07%
18 PPG INDS INC 900 208 0.07%
19 POLARIS INDS INC 56,400 8,529 2.82%
20 NOVARTIS A G 3,750 347 0.11%
21 NISOURCE 17,040 722 0.24%
22 NESTLE SA SPONSORED ADR REPSTG 4,675 340 0.11%
23 MICROSOFT CORP 7,204 334 0.11%
24 MCDONALDS CORP 26,500 2,483 0.82%
25 MASCO CORP 10,400 262 0.09%
26 MALLINCKRODT PUB LTD CO 7,927 785 0.26%
27 MACYS INC 165,850 10,904 3.60%
28 MACERICH CO 121,000 10,092 3.33%
29 LOCKHEED MARTIN CORP 57,875 11,144 3.68%
30 LILLY ELI & CO 28,670 1,977 0.65%
31 LIBERTY MEDIA HOLDING CP INTER A 6,800 200 0.07%
32 KROGER CO 110,140 7,072 2.34%
33 KINDER MORGAN INC DEL 15,446 653 0.22%
34 KEYCORP 532,780 7,405 2.45%
35 JOHNSON & JOHNSON 2,765 289 0.10%
36 Iron Mountain Inc New 6,914 267 0.09%
37 IAC INTERACTIVECORP 145,800 8,863 2.93%
38 GILEAD SCIENCES INC 137,065 12,919 4.27%
39 FLOWSERVE CORP 141,335 8,456 2.79%
40 Eaton Corporation 24,663 1,676 0.55%
41 EXXON MOBIL CORP 10,961 1,013 0.33%
42 EBAY INC 12,150 681 0.23%
43 DU PONT E I DE NEMOURS & CO 3,076 227 0.08%
44 CVS HEALTH CORP 141,805 13,657 4.51%
45 CRACKER BARREL OLD CTRY STOR 3,780 532 0.18%
46 COVIDIEN PLC 113,640 11,623 3.84%
47 COSTCO WHSL CORP NEW 2,340 331 0.11%
48 CONOCOPHILLIPS 27,805 1,920 0.63%
49 COMCAST CORP NEW 5,605 325 0.11%
50 CINEMARK HOLDINGS INC 62,980 2,240 0.74%
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