# EDGAR Filing Document

**Accession Number:** 0001399706
**File Stem:** 0001172661-25-003333
**Filing Date:** 2025-8
**Character Count:** 9798
**Document Hash:** 38d5b7620f9bad3ff0608bfe4691543c
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001172661-25-003333.hdr.sgml**: 20250814

**ACCESSION NUMBER**: 0001172661-25-003333

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

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250814

**DATE AS OF CHANGE**: 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:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-12519
- **FILM NUMBER:** 251215362

**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 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**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:** 623 Fifth Avenue<br>New York, NY 10022

**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:** 212-292-7803

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

/s/ Tom Carhart  New York, NY  08-14-2025<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:** 64

**Form 13F Information Table Value Total:** $674266633

      (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 |  | 2129618 | 11473 | SH |  | SOLE |  | 11473 | 0 | 0 |
| ALLSTATE CORP | COM | 020002101 |  | 233520 | 1160 | SH |  | SOLE |  | 1160 | 0 | 0 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 21580245 | 122455 | SH |  | SOLE |  | 122455 | 0 | 0 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 889611 | 5015 | SH |  | SOLE |  | 5015 | 0 | 0 |
| AMAZON COM INC | COM | 023135106 |  | 3690798 | 16823 | SH |  | SOLE |  | 16823 | 0 | 0 |
| AMPHENOL CORP NEW | CL A | 032095101 |  | 33117294 | 335365 | SH |  | SOLE |  | 335365 | 0 | 0 |
| APPLE INC | COM | 037833100 |  | 27015349 | 131673 | SH |  | SOLE |  | 131673 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 1504430 | 3097 | SH |  | SOLE |  | 3097 | 0 | 0 |
| BLACKSTONE INC | COM | 09260D107 |  | 8059819 | 53883 | SH |  | SOLE |  | 53883 | 0 | 0 |
| CALIFORNIA RES CORP | COM STOCK | 13057Q305 |  | 1477196 | 32345 | SH |  | SOLE |  | 32345 | 0 | 0 |
| CATERPILLAR INC | COM | 149123101 |  | 326096 | 840 | SH |  | SOLE |  | 840 | 0 | 0 |
| CHEVRON CORP NEW | COM | 166764100 |  | 373153 | 2606 | SH |  | SOLE |  | 2606 | 0 | 0 |
| COLGATE PALMOLIVE CO | COM | 194162103 |  | 236340 | 2600 | SH |  | SOLE |  | 2600 | 0 | 0 |
| CORE  MAIN INC | CL A | 21874C102 |  | 14024918 | 232393 | SH |  | SOLE |  | 232393 | 0 | 0 |
| DANAHER CORPORATION | COM | 235851102 |  | 412859 | 2090 | SH |  | SOLE |  | 2090 | 0 | 0 |
| DISNEY WALT CO | COM | 254687106 |  | 424734 | 3425 | SH |  | SOLE |  | 3425 | 0 | 0 |
| EATON CORP PLC | SHS | G29183103 |  | 4357063 | 12205 | SH |  | SOLE |  | 12205 | 0 | 0 |
| ELI LILLY  CO | COM | 532457108 |  | 21504115 | 27586 | SH |  | SOLE |  | 27586 | 0 | 0 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 697415 | 22490 | SH |  | SOLE |  | 22490 | 0 | 0 |
| EXELIXIS INC | COM | 30161Q104 |  | 8242686 | 187015 | SH |  | SOLE |  | 187015 | 0 | 0 |
| EXTREME NETWORKS | COM | 30226D106 |  | 5102557 | 284265 | SH |  | SOLE |  | 284265 | 0 | 0 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 1094170 | 10150 | SH |  | SOLE |  | 10150 | 0 | 0 |
| GALLAGHER ARTHUR J  CO | COM | 363576109 |  | 15504372 | 48433 | SH |  | SOLE |  | 48433 | 0 | 0 |
| GOLD FIELDS LTD | SPONSORED ADR | 38059T106 |  | 18174583 | 767832 | SH |  | SOLE |  | 767832 | 0 | 0 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 424650 | 600 | SH |  | SOLE |  | 600 | 0 | 0 |
| HALOZYME THERAPEUTICS INC | COM | 40637H109 |  | 12550761 | 241268 | SH |  | SOLE |  | 241268 | 0 | 0 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 |  | 20850161 | 78284 | SH |  | SOLE |  | 78284 | 0 | 0 |
| HOWMET AEROSPACE INC | COM | 443201108 |  | 26169506 | 140598 | SH |  | SOLE |  | 140598 | 0 | 0 |
| JOHNSON  JOHNSON | COM | 478160104 |  | 858913 | 5623 | SH |  | SOLE |  | 5623 | 0 | 0 |
| JPMORGAN CHASE  CO. | COM | 46625H100 |  | 2553237 | 8807 | SH |  | SOLE |  | 8807 | 0 | 0 |
| KBR INC | COM | 48242W106 |  | 7943610 | 165699 | SH |  | SOLE |  | 165699 | 0 | 0 |
| LINDE PLC | SHS | G54950103 |  | 833264 | 1776 | SH |  | SOLE |  | 1776 | 0 | 0 |
| LOWES COS INC | COM | 548661107 |  | 9639808 | 43448 | SH |  | SOLE |  | 43448 | 0 | 0 |
| MASCO CORP | COM | 574599106 |  | 418340 | 6500 | SH |  | SOLE |  | 6500 | 0 | 0 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 |  | 7241721 | 12887 | SH |  | SOLE |  | 12887 | 0 | 0 |
| MCDONALDS CORP | COM | 580135101 |  | 1057071 | 3618 | SH |  | SOLE |  | 3618 | 0 | 0 |
| META PLATFORMS INC | CL A | 30303M102 |  | 18436750 | 24979 | SH |  | SOLE |  | 24979 | 0 | 0 |
| MICROSOFT CORP | COM | 594918104 |  | 38632342 | 77667 | SH |  | SOLE |  | 77667 | 0 | 0 |
| MR COOPER GROUP INC | COM | 62482R107 |  | 23647398 | 158484 | SH |  | SOLE |  | 158484 | 0 | 0 |
| NORFOLK SOUTHN CORP | COM | 655844108 |  | 345560 | 1350 | SH |  | SOLE |  | 1350 | 0 | 0 |
| NOVO-NORDISK A S | ADR | 670100205 |  | 4373521 | 63366 | SH |  | SOLE |  | 63366 | 0 | 0 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 58481736 | 370161 | SH |  | SOLE |  | 370161 | 0 | 0 |
| ONEOK INC NEW | COM | 682680103 |  | 6892837 | 84440 | SH |  | SOLE |  | 84440 | 0 | 0 |
| ONTO INNOVATION INC | COM | 683344105 |  | 8728527 | 86481 | SH |  | SOLE |  | 86481 | 0 | 0 |
| OREILLY AUTOMOTIVE INC | COM | 67103H107 |  | 16846198 | 186910 | SH |  | SOLE |  | 186910 | 0 | 0 |
| PERMIAN RESOURCES CORP | CLASS A COM | 71424F105 |  | 11820103 | 867849 | SH |  | SOLE |  | 867849 | 0 | 0 |
| PHILLIPS 66 | COM | 718546104 |  | 715800 | 6000 | SH |  | SOLE |  | 6000 | 0 | 0 |
| PRIMO BRANDS CORPORATION | CLASS A COM SHS | 741623102 |  | 11284687 | 380982 | SH |  | SOLE |  | 380982 | 0 | 0 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 259367 | 1627 | SH |  | SOLE |  | 1627 | 0 | 0 |
| QUALCOMM INC | COM | 747525103 |  | 2337300 | 14676 | SH |  | SOLE |  | 14676 | 0 | 0 |
| QUANTA SVCS INC | COM | 74762E102 |  | 25231169 | 66735 | SH |  | SOLE |  | 66735 | 0 | 0 |
| RTX CORPORATION | COM | 75513E101 |  | 11508712 | 78816 | SH |  | SOLE |  | 78816 | 0 | 0 |
| SERVICENOW INC | COM | 81762P102 |  | 24219509 | 23558 | SH |  | SOLE |  | 23558 | 0 | 0 |
| STRIDE INC | COM | 86333M108 |  | 11967576 | 82427 | SH |  | SOLE |  | 82427 | 0 | 0 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 276318 | 1220 | SH |  | SOLE |  | 1220 | 0 | 0 |
| TJX COS INC NEW | COM | 872540109 |  | 22624232 | 183207 | SH |  | SOLE |  | 183207 | 0 | 0 |
| TPG INC | COM CL A | 872657101 |  | 18055231 | 344237 | SH |  | SOLE |  | 344237 | 0 | 0 |
| TRANE TECHNOLOGIES PLC | SHS | G8994E103 |  | 203396 | 465 | SH |  | SOLE |  | 465 | 0 | 0 |
| US FOODS HLDG CORP | COM | 912008109 |  | 22975934 | 298350 | SH |  | SOLE |  | 298350 | 0 | 0 |
| VICI PPTYS INC | COM | 925652109 |  | 13524012 | 414847 | SH |  | SOLE |  | 414847 | 0 | 0 |
| VISA INC | COM CL A | 92826C839 |  | 21705982 | 61135 | SH |  | SOLE |  | 61135 | 0 | 0 |
| WEC ENERGY GROUP INC | COM | 92939U106 |  | 18014304 | 172882 | SH |  | SOLE |  | 172882 | 0 | 0 |
| XPO INC | COM | 983793100 |  | 219113 | 1735 | SH |  | SOLE |  | 1735 | 0 | 0 |
| ZOETIS INC | CL A | 98978V103 |  | 225036 | 1443 | SH |  | SOLE |  | 1443 | 0 | 0 |

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