South Street Advisors LLC - Q22026 Holdings

South Street Advisors LLC holds 84 stocks with a total portfolio value of $ 768.69M as of Q22026. In Q22026, South Street Advisors LLC added 9 new positions, increased stakes in 22 stocks, reduced 25 holdings, and fully exited 8 positions. The largest holding is Nvidia Corporation (NVDA), representing 8.69% of the total portfolio.