SOUTH STREET ADVISORS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | RKT | 1.39M | $26.99M |
 | PR | 766K | $10.74M |
 | GFI | 653K | $28.52M |
 | EXEL | 407K | $17.83M |
 | NVDA | 341K | $63.67M |
 | TPG | 324K | $20.67M |
 | APH | 276K | $37.25M |
 | USFD | 274K | $20.60M |
 | PRMB | 236K | $3.87M |
 | EXTR | 234K | $3.89M |
 | HALO | 232K | $15.60M |
 | CNM | 217K | $11.27M |
 | SR | 184K | $15.21M |
 | ORLY | 176K | $16.04M |
 | TJX | 166K | $25.49M |
 | WEC | 165K | $17.38M |
 | AAPL | 125K | $33.95M |
 | HWM | 122K | $25.00M |
 | GOOGL | 117K | $36.55M |
 | NOW | 109K | $16.64M |
Rocket Companies, Inc.
RKT
Shares Held
1.39M
Value
$26.99M
Permian Resources Corporation
PR
Shares Held
766K
Value
$10.74M
Gold Fields Limited
GFI
Shares Held
653K
Value
$28.52M
Exelixis, Inc.
EXEL
Shares Held
407K
Value
$17.83M
NVIDIA Corporation
NVDA
Shares Held
341K
Value
$63.67M
TPG Inc.
TPG
Shares Held
324K
Value
$20.67M
Amphenol Corporation
APH
Shares Held
276K
Value
$37.25M
US Foods Holding Corp.
USFD
Shares Held
274K
Value
$20.60M
Primo Brands Corporation
PRMB
Shares Held
236K
Value
$3.87M
Extreme Networks, Inc.
EXTR
Shares Held
234K
Value
$3.89M
Halozyme Therapeutics, Inc.
HALO
Shares Held
232K
Value
$15.60M
Core & Main, Inc.
CNM
Shares Held
217K
Value
$11.27M
Spire Inc.
SR
Shares Held
184K
Value
$15.21M
O'Reilly Automotive, Inc.
ORLY
Shares Held
176K
Value
$16.04M
The TJX Companies, Inc.
TJX
Shares Held
166K
Value
$25.49M
WEC Energy Group, Inc.
WEC
Shares Held
165K
Value
$17.38M
Apple Inc.
AAPL
Shares Held
125K
Value
$33.95M
Howmet Aerospace Inc.
HWM
Shares Held
122K
Value
$25.00M
Alphabet Inc.
GOOGL
Shares Held
117K
Value
$36.55M
ServiceNow, Inc.
NOW
Shares Held
109K
Value
$16.64M