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SOUTH STREET ADVISORS LLC 13F portfolio summary

SOUTH STREET ADVISORS LLC of SOUTH STREET ADVISORS LLC has 83 current stock holdings with a reported portfolio value of $690.3M. The portfolio 1 year return is +18.94%. Top holdings include NVDA (8.54%), APH (4.89%), GOOGL (4.77%), PWR (4.72%), AAPL (4.58%).

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SOUTH STREET ADVISORS LLC

SOUTH STREET ADVISORS LLC
Latest filing: 2026-03-31

SOUTH STREET ADVISORS LLC runs SOUTH STREET ADVISORS LLC and currently holds 83 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $690.29M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. SOUTH STREET ADVISORS LLC ranks #371 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, SOUTH STREET ADVISORS LLC's portfolio at SOUTH STREET ADVISORS LLC has delivered returns of +18.94%. Their 3-year annualized return is +76.49%. Looking at the 5-year horizon, SOUTH STREET ADVISORS LLC has achieved +93.37% annualized returns at SOUTH STREET ADVISORS LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+18.94%
#700/1000
3 Year
+76.49%
#397/1000
5 Year
+93.37%
#284/1000

Portfolio Value

$690.29M

Alpha Score

63.8

#371 of 1000

Holdings

83

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change