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| Name: |
SOUTH STREET ADVISORS LLC |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10017 |
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data |
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| Holdings
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5 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
RHP |
Ryman Hospitality Properties |
25 |
New |
$105.01 |
$11,574,000 |
100,114 |
1.85% |
11,574,000 |
100,114 |
0.168 |
Entertainment - Diver... |
|
|
GFI |
Gold Fields Limited (ADR) |
28 |
New |
$16.75 |
$9,260,000 |
582,750 |
1.48% |
9,260,000 |
582,750 |
0.066 |
Gold |
|
|
COP |
ConocoPhillips |
67 |
New |
$121.59 |
$286,000 |
2,250 |
0.05% |
286,000 |
2,250 |
0 |
Integrated Oil & Gas |
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XPO |
XPO Logistics Inc |
72 |
New |
$109.48 |
$212,000 |
1,735 |
0.03% |
212,000 |
1,735 |
0.001 |
AirDelivery & Freight... |
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PHM |
PulteGroup Inc |
73 |
New |
$116.38 |
$205,000 |
1,700 |
0.03% |
205,000 |
1,700 |
0.001 |
Residential Construct... |
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