# EDGAR Filing Document

**Accession Number:** 0001399706
**File Stem:** 0001172661-23-000462
**Filing Date:** 2023-2
**Character Count:** 10912
**Document Hash:** 6f9febfa6b39fa251992bc0a50580005
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-23-000462.hdr.sgml**: 20230206

**ACCESSION NUMBER**: 0001172661-23-000462

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230206

**DATE AS OF CHANGE**: 20230206

**EFFECTIVENESS DATE**: 20230206

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** South Street Advisors LLC
- **CENTRAL INDEX KEY:** 0001399706
- **IRS NUMBER:** 133992033
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-12519
- **FILM NUMBER:** 23590979

**BUSINESS ADDRESS:**
- **STREET 1:** 369 LEXINGTON AVE.
- **STREET 2:** 23RD FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10017
- **BUSINESS PHONE:** 212-292-7803

**MAIL ADDRESS:**
- **STREET 1:** 369 LEXINGTON AVE.
- **STREET 2:** 23RD FLOOR
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10017

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** South Street Advisors LLC<br>**Address:** 369 Lexington Ave.<br>23rd Floor<br>New York, NY 10017

**Form 13F File Number:** 028-12519

**CRD Number (if applicable):** 000112326

**SEC File Number (if applicable):** 801-55383

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Tom Carhart<br>**Title:** Principal<br>**Phone:** 212-296-7803

**Signature, Place, and Date of Signing:**

/s/ Tom Carhart  New York, NY  02-06-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 75

**Form 13F Information Table Value Total:** $453037679

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| ABBVIE INC | COM | 00287Y109 |  | 2900900 | 17950 | SH |  | SOLE |  | 17950 | 0 | 0 |
| ALLSTATE CORP | COM | 020002101 |  | 14962240 | 110341 | SH |  | SOLE |  | 110341 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 275507 | 3105 | SH |  | SOLE |  | 3105 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 13689855 | 155161 | SH |  | SOLE |  | 155161 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 1665720 | 19830 | SH |  | SOLE |  | 19830 | 0 | 0 |
| AMERICAN ELEC PWR CO INC | COM | 025537101 |  | 8467926 | 89183 | SH |  | SOLE |  | 89183 | 0 | 0 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 17194848 | 225832 | SH |  | SOLE |  | 225832 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 21020985 | 161787 | SH |  | SOLE |  | 161787 | 0 | 0 |
| AVERY DENNISON CORP | COM | 053611109 |  | 14683263 | 81123 | SH |  | SOLE |  | 81123 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 920522 | 2980 | SH |  | SOLE |  | 2980 | 0 | 0 |
| BHP GROUP LTD | SPONSORED ADS | 088606108 |  | 15240535 | 245617 | SH |  | SOLE |  | 245617 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 12788798 | 172379 | SH |  | SOLE |  | 172379 | 0 | 0 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 2050935 | 28505 | SH |  | SOLE |  | 28505 | 0 | 0 |
| CALIFORNIA RES CORP | COM STOCK | 13057Q305 |  | 802324 | 18440 | SH |  | SOLE |  | 18440 | 0 | 0 |
| CANADIAN PAC RY LTD | COM | 13645T100 |  | 1361268 | 18250 | SH |  | SOLE |  | 18250 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 332988 | 1390 | SH |  | SOLE |  | 1390 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 2805429 | 15630 | SH |  | SOLE |  | 15630 | 0 | 0 |
| COCA COLA CO | COM | 191216100 |  | 13278651 | 208751 | SH |  | SOLE |  | 208751 | 0 | 0 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 204854 | 2600 | SH |  | SOLE |  | 2600 | 0 | 0 |
| CONSTELLATION BRANDS INC | CL A | 21036P108 |  | 11936747 | 51507 | SH |  | SOLE |  | 51507 | 0 | 0 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 914826 | 2004 | SH |  | SOLE |  | 2004 | 0 | 0 |
| DANAHER CORPORATION | COM | 235851102 |  | 546765 | 2060 | SH |  | SOLE |  | 2060 | 0 | 0 |
| DARLING INGREDIENTS INC | COM | 237266101 |  | 15447400 | 246803 | SH |  | SOLE |  | 246803 | 0 | 0 |
| DENBURY INC | COM | 24790A101 |  | 2853821 | 32795 | SH |  | SOLE |  | 32795 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 417893 | 4810 | SH |  | SOLE |  | 4810 | 0 | 0 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 202478 | 1966 | SH |  | SOLE |  | 1966 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 2205148 | 14050 | SH |  | SOLE |  | 14050 | 0 | 0 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 574056 | 23800 | SH |  | SOLE |  | 23800 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 479805 | 4350 | SH |  | SOLE |  | 4350 | 0 | 0 |
| GENERAL MLS INC | COM | 370334104 |  | 229749 | 2740 | SH |  | SOLE |  | 2740 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 206028 | 600 | SH |  | SOLE |  | 600 | 0 | 0 |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | 36262G101 |  | 3557657 | 83337 | SH |  | SOLE |  | 83337 | 0 | 0 |
| HOWMET AEROSPACE INC | COM | 443201108 |  | 10187288 | 258495 | SH |  | SOLE |  | 258495 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 1195567 | 6768 | SH |  | SOLE |  | 6768 | 0 | 0 |
| JPMORGAN CHASE  CO | COM | 46625H100 |  | 1236938 | 9224 | SH |  | SOLE |  | 9224 | 0 | 0 |
| KBR INC | COM | 48242W106 |  | 10396690 | 196907 | SH |  | SOLE |  | 196907 | 0 | 0 |
| KRAFT HEINZ CO | COM | 500754106 |  | 203550 | 5000 | SH |  | SOLE |  | 5000 | 0 | 0 |
| LENNAR CORP | CL A | 526057104 |  | 271500 | 3000 | SH |  | SOLE |  | 3000 | 0 | 0 |
| LILLY ELI  CO | COM | 532457108 |  | 17657633 | 48266 | SH |  | SOLE |  | 48266 | 0 | 0 |
| LINDE PLC | SHS | G5494J103 |  | 531347 | 1629 | SH |  | SOLE |  | 1629 | 0 | 0 |
| LOCKHEED MARTIN CORP | COM | 539830109 |  | 12953769 | 26627 | SH |  | SOLE |  | 26627 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 11272281 | 56576 | SH |  | SOLE |  | 56576 | 0 | 0 |
| M D C HLDGS INC | COM | 552676108 |  | 236115 | 7472 | SH |  | SOLE |  | 7472 | 0 | 0 |
| MAGELLAN MIDSTREAM PRTNRS LP | COM UNIT RP LP | 559080106 |  | 678839 | 13520 | SH |  | SOLE |  | 13520 | 0 | 0 |
| MARATHON OIL CORP | COM | 565849106 |  | 16161142 | 597013 | SH |  | SOLE |  | 597013 | 0 | 0 |
| MASCO CORP | COM | 574599106 |  | 303355 | 6500 | SH |  | SOLE |  | 6500 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 7241477 | 20825 | SH |  | SOLE |  | 20825 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 1246497 | 4730 | SH |  | SOLE |  | 4730 | 0 | 0 |
| MERCK  CO INC | COM | 58933Y105 |  | 410515 | 3700 | SH |  | SOLE |  | 3700 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 920601 | 7650 | SH |  | SOLE |  | 7650 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 16290013 | 67926 | SH |  | SOLE |  | 67926 | 0 | 0 |
| MURPHY OIL CORP | COM | 626717102 |  | 369886 | 8600 | SH |  | SOLE |  | 8600 | 0 | 0 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 372094 | 1510 | SH |  | SOLE |  | 1510 | 0 | 0 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 20640568 | 152509 | SH |  | SOLE |  | 152509 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 14310906 | 97926 | SH |  | SOLE |  | 97926 | 0 | 0 |
| ONEOK INC NEW | COM | 682680103 |  | 236520 | 3600 | SH |  | SOLE |  | 3600 | 0 | 0 |
| ONTO INNOVATION INC | COM | 683344105 |  | 7919820 | 116314 | SH |  | SOLE |  | 116314 | 0 | 0 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 11212939 | 13285 | SH |  | SOLE |  | 13285 | 0 | 0 |
| PEPSICO INC | COM | 713448108 |  | 566369 | 3135 | SH |  | SOLE |  | 3135 | 0 | 0 |
| PHILLIPS 66 | COM | 718546104 |  | 668194 | 6420 | SH |  | SOLE |  | 6420 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 407388 | 2688 | SH |  | SOLE |  | 2688 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 2542143 | 23123 | SH |  | SOLE |  | 23123 | 0 | 0 |
| QUANTA SVCS INC | COM | 74762E102 |  | 15968550 | 112060 | SH |  | SOLE |  | 112060 | 0 | 0 |
| RAYTHEON TECHNOLOGIES CORP | COM | 75513E101 |  | 11547670 | 114424 | SH |  | SOLE |  | 114424 | 0 | 0 |
| REGAL REXNORD CORPORATION | COM | 758750103 |  | 5742723 | 47864 | SH |  | SOLE |  | 47864 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 4922099 | 12677 | SH |  | SOLE |  | 12677 | 0 | 0 |
| SOLAREDGE TECHNOLOGIES INC | COM | 83417M104 |  | 1792249 | 6327 | SH |  | SOLE |  | 6327 | 0 | 0 |
| STRIDE INC | COM | 86333M108 |  | 2484007 | 79412 | SH |  | SOLE |  | 79412 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 20237504 | 254240 | SH |  | SOLE |  | 254240 | 0 | 0 |
| VICI PPTYS INC | COM | 925652109 |  | 2613838 | 80674 | SH |  | SOLE |  | 80674 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 15909845 | 76578 | SH |  | SOLE |  | 76578 | 0 | 0 |
| WALGREENS BOOTS ALLIANCE INC | COM | 931427108 |  | 575344 | 15400 | SH |  | SOLE |  | 15400 | 0 | 0 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 16187570 | 172649 | SH |  | SOLE |  | 172649 | 0 | 0 |
| WOODSIDE ENERGY GROUP LTD | SPONSORED ADR | 980228308 |  | 1992176 | 82287 | SH |  | SOLE |  | 82287 | 0 | 0 |
| ZOETIS INC | CL A | 98978V103 |  | 202239 | 1380 | SH |  | SOLE |  | 1380 | 0 | 0 |

---