South Street Advisors LLC - Q42025 Holdings

South Street Advisors LLC holds 73 stocks with a total portfolio value of $ 712.19M as of Q42025. In Q42025, South Street Advisors LLC added 2 new positions, increased stakes in 23 stocks, reduced 33 holdings, and fully exited 11 positions. The largest holding is Nvidia Corporation (NVDA), representing 8.94% of the total portfolio.