# EDGAR Filing Document

**Accession Number:** 0001399706
**File Stem:** 0001172661-25-003402
**Filing Date:** 2025-8
**Character Count:** 34359
**Document Hash:** ee0470bf545bd814b2a02aaa872858fc
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-003402.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0001172661-25-003402

**CONFORMED SUBMISSION TYPE**: N-PX

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250814

**EFFECTIVENESS DATE**: 20250814

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** South Street Advisors LLC
- **CENTRAL INDEX KEY:** 0001399706

**ORGANIZATION NAME:**
- **EIN:** 133992033
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** N-PX
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-12519
- **FILM NUMBER:** 251216470

**BUSINESS ADDRESS:**
- **STREET 1:** 623 FIFTH AVENUE
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10022
- **BUSINESS PHONE:** 212-292-7803

**MAIL ADDRESS:**
- **STREET 1:** 623 FIFTH AVENUE
- **CITY:** NEW YORK
- **STATE:** NY
- **ZIP:** 10022

## FORM N-PX
### ANNUAL REPORT OF PROXY VOTING RECORD

## N-PX: Filer Information

**Filer CIK:** 0001399706

**Date of Report:** 06/30/2025

**Are you a Registered Management Investment Company or an Institutional Manager?:** Institutional Manager

**Is this a LIVE or TEST Filing?:** LIVE

**Is this an electronic copy of an official filing submitted in paper format?:** [ ]

### Submission Contact Information
_Not provided in this filing._

### Notification Information
**Notify via Filing Website only?:** [ ]

## N-PX: Cover Page

**Name of reporting person:** South Street Advisors LLC

**Address:** 623 FIFTH AVENUE, NEW YORK, NY 10022

**Telephone number:** 212-292-7803

**Name of agent for service:** —

**Agent Address:** —, —, — —

**Reporting Period:** Report for the year ended 06/30/2025

**SEC File Number:** 028-12519

**CRD Number (if any):** —

**Other SEC File Number (if any):** —

**LEI (if any):** —

**Report Type (check only one):**

Institutional Manager.

- [x] Institutional Manager Voting Report

- [ ] Institutional Manager Notice Report

- [ ] Institutional Manager Combination Report

Registered Management Investment Company.

- [ ] Fund Voting Report

- [ ] Fund Notice Report

**Do you wish to provide explanatory information pursuant to Special Instruction B.4?:**

- [x] No

- [ ] Yes

**Additional information:** —

## N-PX: Summary - Included Managers

**Number of Included Institutional Managers:** 0

**Included Institutional Managers:** —

## FORM N-PX PROXY VOTING RECORD

| NAME OF ISSUER                       | CUSIP     | MEETING DATE   | VOTE DESCRIPTION                                                                                                                                                                                                                      | VOTE CATEGORY                |   SHARES VOTED |   SHARES ON LOAN | HOW VOTED   |   SHARES VOTED FOR OR AGAINST MANAGEMENT | FOR OR AGAINST MANAGEMENT   | OTHER INFO   |
|:---|:---|:---|:---|:---|---:|---:|:---|---:|:---|:---|
| ABBVIE INC.                          | 00287Y109 | 05/09/2025     | Say on Pay - An advisory vote on the approval of executive compensation                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          12501 |                0 | For         |                                    12501 | FOR                         |  |
| AMAZON.COM, INC.                     | 023135106 | 05/21/2025     | ADVISORY VOTE TO APPROVE EXECUTIVE COMPENSATION                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          13270 |                0 | For         |                                    13270 | FOR                         |  |
| AMPHENOL CORPORATION                 | 032095101 | 05/15/2025     | Advisory vote to approve compensation of named executive officers                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |         185346 |                0 | For         |                                   185346 | FOR                         |  |
| ANIXA BIOSCIENCES, INC.              | 03528H109 | 03/20/2025     | To approve on a non-binding, advisory basis the compensation of our named executive officers.                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            240 |                0 | For         |                                      240 | FOR                         |  |
| ANIXA BIOSCIENCES, INC.              | 03528H109 | 03/20/2025     | To select on a non-binding, advisory basis the frequency of conducting future stockholder advisory votes on named executive officer compensation.                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            240 |                0 | For         |                                      240 | FOR                         |  |
| APPLE INC.                           | 037833100 | 02/25/2025     | Advisory vote to approve executive compensation of the named executive officers                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |          74048 |                0 | For         |                                    74048 | FOR                         |  |
| ARTHUR J. GALLAGHER  CO.             | 363576109 | 05/13/2025     | Approval, on an Advisory Basis, of the Compensation of our Named Executive Officers.                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          20667 |                0 | For         |                                    20667 | FOR                         |  |
| AVERY DENNISON CORPORATION           | 053611109 | 04/24/2025     | Approval, on an advisory basis, of our executive compensation.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |             14 |                0 | For         |                                       14 | FOR                         |  |
| BHP GROUP LTD                        | 088606108 | 10/30/2024     | Adoption of the Remuneration Report.                                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |          21600 |                0 | For         |                                    21600 | FOR                         |  |
| BROADCOM INC                         | 11135F101 | 04/21/2025     | Advisory vote to approve the named executive officercompensation.                                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |           2990 |                0 | For         |                                     2990 | FOR                         |  |
| CALIFORNIA RESOURCES CORPORATION     | 13057Q305 | 05/02/2025     | To approve, by non-binding vote, named executive officercompensation.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          60065 |                0 | For         |                                    60065 | FOR                         |  |
| CANADIAN PACIFIC KANSAS CITY LIMITED | 13646K108 | 04/30/2025     | Advisory vote to approve the Corporation's approach to executive compensation as described in the Proxy Circular.                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |            400 |                0 | n/a         |                                        0 | FOR                         |  |
| CARRIER GLOBAL CORPORATION           | 14448C104 | 04/09/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            460 |                0 | For         |                                      460 | FOR                         |  |
| CHART INDUSTRIES, INC.               | 16115Q308 | 05/20/2025     | To approve, on an advisory basis, the Company's executivecompensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |            190 |                0 | For         |                                      190 | FOR                         |  |
| CHEVRON CORPORATION                  | 166764100 | 05/28/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |           1100 |                0 | For         |                                     1100 | FOR                         |  |
| CONSTELLATION BRANDS, INC.           | 21036P108 | 07/17/2024     | To approve, by an advisory vote, the compensation of theCompany's named executive officers as disclosed in the ProxyStatement.                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          28037 |                0 | For         |                                    28037 | FOR                         |  |
| CORE  MAIN, INC.                     | 21874C102 | 06/24/2025     | Advisory vote to approve Core  Main's named executive officercompensation.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |         117382 |                0 | For         |                                   117382 | FOR                         |  |
| COSTCO WHOLESALE CORPORATION         | 22160K105 | 01/23/2025     | Approval, on an advisory basis, of executive compensation.                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |              2 |                0 | For         |                                        2 | FOR                         |  |
| CUMMINS INC.                         | 231021106 | 05/13/2025     | Advisory vote to approve the compensation of our namedexecutive officers as disclosed in the proxy statement.                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |             45 |                0 | For         |                                       45 | FOR                         |  |
| EATON CORPORATION PLC                | G29183103 | 04/23/2025     | Approving, on an advisory basis, the Company's executivecompensation.                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |          13380 |                0 | For         |                                    13380 | FOR                         |  |
| ELI LILLY AND COMPANY                | 532457108 | 05/05/2025     | Approval, on an advisory basis, of the compensation paid to thecompany's named executive officers.                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          16756 |                0 | For         |                                    16756 | FOR                         |  |
| EXTREME NETWORKS, INC.               | 30226D106 | 11/14/2024     | Advisory vote to approve our named executive officers'compensation.                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |         183710 |                0 | For         |                                   183710 | FOR                         |  |
| EXXON MOBIL CORPORATION              | 30231G102 | 05/28/2025     | Advisory Vote to Approve Executive Compensation                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |           3766 |                0 | For         |                                     3766 | FOR                         |  |
| GOLD FIELDS LIMITED                  | 38059T106 | 05/28/2025     | Advisory endorsement of the Remuneration ImplementationReport                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |         408350 |                0 | For         |                                   408350 | FOR                         |  |
| HALOZYME THERAPEUTICS, INC.          | 40637H109 | 05/01/2025     | To approve, by a non-binding advisory vote, the compensation ofthe Company's named executive officers.                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |         137970 |                0 | For         |                                   137970 | FOR                         |  |
| HILTON WORLDWIDE HOLDINGS INC.       | 43300A203 | 05/14/2025     | Approval, in a non-binding advisory vote, of the compensation paidto the Company's named executive officers.                                                                                                                          | SECTION 14A SAY-ON-PAY VOTES |          44206 |                0 | For         |                                    44206 | FOR                         |  |
| HOWMET AEROSPACE INC.                | 443201108 | 05/28/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          82890 |                0 | For         |                                    82890 | FOR                         |  |
| JOHNSON  JOHNSON                     | 478160104 | 04/24/2025     | Advisory Vote to Approve Named Executive Officer Compensation                                                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            170 |                0 | For         |                                      170 | FOR                         |  |
| JPMORGAN CHASE  CO.                  | 46625H100 | 05/20/2025     | Advisory resolution to approve executive compensation                                                                                                                                                                                 | SECTION 14A SAY-ON-PAY VOTES |           2970 |                0 | For         |                                     2970 | FOR                         |  |
| KBR, INC.                            | 48242W106 | 05/14/2025     | Advisory vote to approve KBR's named executive officercompensation.                                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          99503 |                0 | For         |                                    99503 | FOR                         |  |
| LKQ CORPORATION                      | 501889208 | 05/07/2025     | Approval, on an advisory basis, of the compensation of our namedexecutive officers.                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |            550 |                0 | For         |                                      550 | FOR                         |  |
| LOWE'S COMPANIES, INC.               | 548661107 | 05/30/2025     | Advisory vote to approve the Company's named executive officercompensation in fiscal 2024.                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          23543 |                0 | For         |                                    23543 | FOR                         |  |
| MARATHON OIL CORPORATION             | 565849106 | 08/29/2024     | To approve, by a non-binding advisory vote, certain compensationthat may be paid or become payable to Marathon Oil's namedexecutive officers that is based on or otherwise relates to themerger contemplated by the merger agreement. | SECTION 14A SAY-ON-PAY VOTES |         259118 |                0 | For         |                                   259118 | FOR                         |  |
| MASTERCARD INCORPORATED              | 57636Q104 | 06/24/2025     | Advisory approval of Mastercard's executive compensation                                                                                                                                                                              | SECTION 14A SAY-ON-PAY VOTES |           5550 |                0 | For         |                                     5550 | FOR                         |  |
| MERCADOLIBRE, INC.                   | 58733R102 | 06/17/2025     | To approve, on an advisory basis, the compensation of our namedexecutive officers for fiscal year 2024.                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |             18 |                0 | For         |                                       18 | FOR                         |  |
| META PLATFORMS, INC.                 | 30303M102 | 05/28/2025     | To approve, on a non-binding advisory basis, the compensationprogram for Meta Platforms, Inc.'s named executive officers asdisclosed in Meta Platforms, Inc.'s proxy statement.                                                       | SECTION 14A SAY-ON-PAY VOTES |          11592 |                0 | For         |                                    11592 | FOR                         |  |
| META PLATFORMS, INC.                 | 30303M102 | 05/28/2025     | To vote, on a non-binding advisory basis, whether a non-bindingadvisory vote on the compensation program for Meta Platforms,Inc.'s named executive officers should be held every one, two orthree years.                              | SECTION 14A SAY-ON-PAY VOTES |          11592 |                0 | Against     |                                    11592 | FOR                         |  |
| MICROSOFT CORPORATION                | 594918104 | 12/10/2024     | Advisory Vote to Approve Named Executive Officer Compensation ("say-on-pay vote").                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |          46468 |                0 | For         |                                    46468 | FOR                         |  |
| MR. COOPER GROUP INC.                | 62482R107 | 05/22/2025     | Advisory Vote on Executive Compensation (Say on Pay)                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |         119740 |                0 | For         |                                   119740 | FOR                         |  |
| MR. COOPER GROUP INC.                | 62482R107 | 05/22/2025     | Advisory vote on the frequency of Say on Pay votes                                                                                                                                                                                    | SECTION 14A SAY-ON-PAY VOTES |         119740 |                0 | For         |                                   119740 | FOR                         |  |
| NESTLE S.A.                          | 641069406 | 04/16/2025     | Acceptance of the Compensation Report 2024 (advisory vote)                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |           1500 |                0 | For         |                                     1500 | FOR                         |  |
| NVIDIA CORPORATION                   | 67066G104 | 06/25/2025     | Advisory approval of our executive compensation.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |         194205 |                0 | For         |                                   194205 | FOR                         |  |
| O'REILLY AUTOMOTIVE, INC.            | 67103H107 | 05/15/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           6936 |                0 | For         |                                     6936 | FOR                         |  |
| ONEOK, INC.                          | 682680103 | 05/21/2025     | An advisory vote to approve ONEOK, Inc.'s executivecompensation.                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          55386 |                0 | For         |                                    55386 | FOR                         |  |
| ONTO INNOVATION INC.                 | 683344105 | 05/21/2025     | To approve, on an advisory (non-binding) basis, the compensationof our named executive officers as disclosed in the proxystatement.                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |          43366 |                0 | For         |                                    43366 | FOR                         |  |
| PEPSICO, INC.                        | 713448108 | 05/07/2025     | Advisory approval of the Company's executive compensation.                                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          58908 |                0 | For         |                                    58908 | FOR                         |  |
| PERMIAN RESOURCES CORPORATION        | 71424F105 | 05/21/2025     | To approve, by a non-binding advisory vote, the Company's namedexecutive officer compensation.                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         365060 |                0 | For         |                                   365060 | FOR                         |  |
| QUALCOMM INCORPORATED                | 747525103 | 03/18/2025     | Approval, on an advisory basis, of the compensation of our namedexecutive officers.                                                                                                                                                   | SECTION 14A SAY-ON-PAY VOTES |           5232 |                0 | For         |                                     5232 | FOR                         |  |
| QUANTA SERVICES, INC.                | 74762E102 | 05/22/2025     | Approval, by non-binding advisory vote, of Quanta's executivecompensation.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          35790 |                0 | For         |                                    35790 | FOR                         |  |
| RAYMOND JAMES FINANCIAL, INC.        | 754730109 | 02/20/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |            165 |                0 | For         |                                      165 | FOR                         |  |
| RTX CORPORATION                      | 75513E101 | 05/01/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |          54082 |                0 | For         |                                    54082 | FOR                         |  |
| RXO INC                              | 74982T103 | 05/21/2025     | Advisory Vote to Approve Executive Compensation.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           1355 |                0 | For         |                                     1355 | FOR                         |  |
| RYMAN HOSPITALITY PROPERTIES, INC.   | 78377T107 | 05/08/2025     | To approve, on an advisory basis, the Company's executivecompensation.                                                                                                                                                                | SECTION 14A SAY-ON-PAY VOTES |          69204 |                0 | For         |                                    69204 | FOR                         |  |
| SERVICENOW, INC.                     | 81762P102 | 05/22/2025     | Advisory vote to approve ServiceNow's named executive officercompensation.                                                                                                                                                            | SECTION 14A SAY-ON-PAY VOTES |          13707 |                0 | For         |                                    13707 | FOR                         |  |
| SIX FLAGS ENTERTAINMENT CORPORATION  | 83001C108 | 06/25/2025     | Advisory approval of our named executive officer compensation.                                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |            270 |                0 | For         |                                      270 | FOR                         |  |
| SIX FLAGS ENTERTAINMENT CORPORATION  | 83001C108 | 06/25/2025     | Advisory vote regarding the frequency of stockholder advisoryvotes on executive compensation.                                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |            270 |                0 | For         |                                      270 | FOR                         |  |
| STRIDE, INC.                         | 86333M108 | 12/05/2024     | Approval, on a non-binding advisory basis, of the compensation ofthe named executive officers of the Company.                                                                                                                         | SECTION 14A SAY-ON-PAY VOTES |          67525 |                0 | For         |                                    67525 | FOR                         |  |
| THE COCA-COLA COMPANY                | 191216100 | 04/30/2025     | Advisory vote to approve executive compensation                                                                                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |            550 |                0 | For         |                                      550 | FOR                         |  |
| THE TJX COMPANIES, INC.              | 872540109 | 06/10/2025     | Advisory approval of TJX's executive compensation (the say-on-pay vote)                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |         103378 |                0 | For         |                                   103378 | FOR                         |  |
| TRANSOCEAN, LTD.                     | H8817H100 | 05/30/2025     | Approval of the Swiss Statutory Compensation Report for FiscalYear 2024                                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |              1 |                0 | For         |                                        1 | FOR                         |  |
| TRANSOCEAN, LTD.                     | H8817H100 | 05/30/2025     | Advisory Vote to Approve Named Executive Officer Compensationfor Fiscal Year 2025                                                                                                                                                     | SECTION 14A SAY-ON-PAY VOTES |              1 |                0 | For         |                                        1 | FOR                         |  |
| US FOODS HOLDING CORP.               | 912008109 | 05/22/2025     | Advisory approval of the compensation paid to our namedexecutive officers, as disclosed in the Proxy Statement.                                                                                                                       | SECTION 14A SAY-ON-PAY VOTES |         162280 |                0 | For         |                                   162280 | FOR                         |  |
| VICI PROPERTIES INC.                 | 925652109 | 04/29/2025     | To approve (on a non-binding, advisory basis) the compensation ofour named executive officers.                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |          80674 |                0 | For         |                                    80674 | FOR                         |  |
| VISA INC.                            | 92826C839 | 01/28/2025     | To approve, on an advisory basis, the compensation paid to ournamed executive officers.                                                                                                                                               | SECTION 14A SAY-ON-PAY VOTES |          40450 |                0 | For         |                                    40450 | FOR                         |  |
| WEC ENERGY GROUP, INC.               | 92939U106 | 05/08/2025     | Advisory vote to approve executive compensation of the namedexecutive officers                                                                                                                                                        | SECTION 14A SAY-ON-PAY VOTES |         103593 |                0 | For         |                                   103593 | FOR                         |  |
| WOODSIDE ENERGY GROUP LTD            | 980228308 | 05/08/2025     | To adopt the Remuneration Report for the year ended 31December 2024.                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |            223 |                0 | For         |                                      223 | FOR                         |  |
| XPO, INC.                            | 983793100 | 05/15/2025     | Advisory vote to approve executive compensation.                                                                                                                                                                                      | SECTION 14A SAY-ON-PAY VOTES |           1355 |                0 | For         |                                     1355 | FOR                         |  |
| ZOETIS INC.                          | 98978V103 | 05/21/2025     | Advisory vote to approve our executive compensation.                                                                                                                                                                                  | SECTION 14A SAY-ON-PAY VOTES |            900 |                0 | For         |                                      900 | FOR                         |  |

## N-PX: Signature Block

**Reporting Person:** South Street Advisors LLC

**By (Signature):** Tom Carhart

**By (Printed Signature):** Tom Carhart

**By (Title):** Principal

**Date:** 08/14/2025