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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 KEYCORP 532,780 7,405 2.45%
2 WEC ENERGY CORP. 211,455 11,152 3.69%
3 AMPHENOL CORP NEW 201,070 10,819 3.58%
4 CBS CORP NEW 178,242 9,863 3.26%
5 RAYMOND JAMES FINANC 173,330 9,930 3.28%
6 TRIMBLE INC 167,000 4,432 1.46%
7 MACYS INC 165,850 10,904 3.60%
8 WELLS FARGO & CO NEW 153,475 8,413 2.78%
9 ALLSTATE CORP 152,490 10,712 3.54%
10 IAC INTERACTIVECORP 145,800 8,863 2.93%
11 CVS HEALTH CORP 141,805 13,657 4.51%
12 FLOWSERVE CORP 141,335 8,456 2.79%
13 SALESFORCE COM INC 137,260 8,140 2.69%
14 GILEAD SCIENCES INC 137,065 12,919 4.27%
15 TJX COS INC NEW 128,100 8,785 2.90%
16 MACERICH CO 121,000 10,092 3.33%
17 COVIDIEN PLC 113,640 11,623 3.84%
18 KROGER CO 110,140 7,072 2.34%
19 SNAP ON INC 99,875 13,656 4.51%
20 APPLE INC 93,572 10,328 3.41%
21 SANDISK CORP 88,300 8,651 2.86%
22 ROSETTA RESOURCES INC 76,880 1,715 0.57%
23 SMUCKER J M CO 72,875 7,358 2.43%
24 VIACOM INC NEW 64,902 4,883 1.61%
25 CINEMARK HOLDINGS INC 62,980 2,240 0.74%
26 WHIRLPOOL CORP 60,165 11,656 3.85%
27 LOCKHEED MARTIN CORP 57,875 11,144 3.68%
28 POLARIS INDS INC 56,400 8,529 2.82%
29 ACTAVIS INC 55,967 14,406 4.76%
30 ABBVIE INC 43,820 2,867 0.95%
31 SEAGATE TECHNOLOGY PLC 40,330 2,681 0.89%
32 LILLY ELI & CO 28,670 1,977 0.65%
33 RALPH LAUREN CORP 28,330 5,245 1.73%
34 CONOCOPHILLIPS 27,805 1,920 0.63%
35 MCDONALDS CORP 26,500 2,483 0.82%
36 Eaton Corporation 24,663 1,676 0.55%
37 CF INDS HLDGS INC 17,160 4,676 1.55%
38 NISOURCE 17,040 722 0.24%
39 KINDER MORGAN INC DEL 15,446 653 0.22%
40 EBAY INC 12,150 681 0.23%
41 CHEVRON CORP NEW 11,330 1,270 0.42%
42 AMERICAN EXPRESS CO 11,000 1,023 0.34%
43 EXXON MOBIL CORP 10,961 1,013 0.33%
44 MASCO CORP 10,400 262 0.09%
45 MALLINCKRODT PUB LTD CO 7,927 785 0.26%
46 MICROSOFT CORP 7,204 334 0.11%
47 AMERICAN ELEC PWR INC 6,970 423 0.14%
48 Iron Mountain Inc New 6,914 267 0.09%
49 LIBERTY MEDIA HOLDING CP INTER A 6,800 200 0.07%
50 3-D SYS CORP DEL 6,760 222 0.07%
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