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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 (2017Q1)
Original 13F HR (0001399706-17-000002) filed in 2017.05.15
#
Name
Shares
Value ($)
%
Options
Notes
1 KEYCORP 634,280 11,277 1.55%
2 GRAPHIC PACKAGING HLDG CO 309,600 3,984 0.55%
3 KROGER CO 274,420 8,092 1.12%
4 VALVOLINE INC 206,020 5,057 0.70%
5 BERRY PLASTICS GROUP INC 194,920 9,467 1.30%
6 BHP BILLITON LTD 190,260 6,910 0.95%
7 WEC ENERGY GROUP INC 187,280 11,354 1.56%
8 ABBVIE INC 165,815 10,804 1.49%
9 RAYMOND JAMES FINANC 162,920 12,424 1.71%
10 TJX COS INC NEW 145,390 11,497 1.58%
11 ALLSTATE CORP 134,090 10,926 1.51%
12 SALESFORCE COM INC 132,590 10,937 1.51%
13 WELLS FARGO & CO NEW 129,775 7,223 1.00%
14 MACYS INC 126,800 3,758 0.52%
15 AMPHENOL CORP NEW 116,640 8,301 1.14%
16 PRA HEALTH SCIENCES INC 101,855 6,644 0.92%
17 FACEBOOK INC 100,440 14,267 1.97%
18 PHILLIPS 66 98,992 7,842 1.08%
19 APPLE INC 96,096 13,805 1.90%
20 SMUCKER J M CO 80,700 10,578 1.46%
21 ASHLAND GLOBAL HLDGS INC 80,505 9,967 1.37%
22 SNAP ON INC 61,535 10,379 1.43%
23 GILEAD SCIENCES INC 57,740 3,921 0.54%
24 CINEMARK HOLDINGS INC 51,930 2,302 0.32%
25 WHIRLPOOL CORP 51,760 8,868 1.22%
26 ULTIMATE SOFTWARE GROUP INCORPORATED 49,765 9,714 1.34%
27 LOCKHEED MARTIN CORP 46,795 12,522 1.73%
28 NISOURCE 46,230 1,099 0.15%
29 PULTE GROUP INC 40,270 9,484 1.31%
30 CONOCOPHILLIPS 34,590 1,725 0.24%
31 CALATLANTIC GROUP INC 26,600 996 0.14%
32 SEAGATE TECHNOLOGY PLC 25,960 1,192 0.16%
33 ALLERGAN PLC 25,164 6,012 0.83%
34 EATON CORP PLC 19,983 1,481 0.20%
35 LILLY ELI & CO 17,490 1,471 0.20%
36 EXXON MOBIL CORP 14,900 1,221 0.17%
37 CRACKER BARREL OLD CTRY STOR 14,450 2,301 0.32%
38 MEDTRONIC PLC 12,959 9,099 1.25%
39 VECTOR GROUP LTD 12,873 267 0.04%
40 MICROSOFT CORP 10,000 658 0.09%
41 JOHNSON & JOHNSON 9,239 1,150 0.16%
42 MURPHY OIL 8,600 245 0.03%
43 MASCO CORP 8,000 271 0.04%
44 PRICELINE GRP INC 7,657 13,629 1.88%
45 AMERICAN ELEC PWR INC 6,720 451 0.06%
46 CHEVRON CORP NEW 6,720 721 0.10%
47 INTEL CORP 6,300 227 0.03%
48 RALPH LAUREN CORP 6,100 497 0.07%
49 MCDONALDS CORP 5,210 675 0.09%
50 WALGREENS BOOTS ALLIANCE INC 4,900 406 0.06%
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