Long-term investor
South Street Advisors LLC @southstreetadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001399706).
Record
- Tracked since 2025-06-30 (450 days), 61 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +17.2% · 1 year n/a · all +21.1%
- Max drawdown n/a · win rate 36% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 8.7% · long · since 2025-06-30
- APH · 6.0% · long · since 2025-06-30
- GOOGL · 5.2% · long · since 2025-06-30
- PWR · 4.9% · long · since 2025-06-30
- AAPL · 4.5% · long · since 2025-06-30
- ONTO · 4.4% · long · since 2025-06-30
- LLY · 4.2% · long · since 2025-06-30
- MU · 4.2% · long · since 2026-06-30
- HWM · 3.9% · long · since 2025-06-30
- USFD · 3.6% · long · since 2025-06-30
- TJX · 3.3% · long · since 2025-06-30
- HLT · 3.2% · long · since 2025-06-30