Composition of Holdings by Industry

This page shows an industry breakdown of all the investments of South Street Advisors LLC

Industry Market Value
Percent
13 - Oil And Gas Extraction 245,000 0.03
15 - Building Construction General Contractors And Operative Builders 10,480,000 1.44
20 - Food And Kindred Products 10,578,000 1.46
21 - Tobacco Products 509,000 0.07
23 - Apparel And Other Finished Products Made From Fabrics And Similar Materials 497,000 0.07
24 - Lumber And Wood Products, Except Furniture 271,000 0.04
26 - Paper And Allied Products 3,984,000 0.55
28 - Chemicals And Allied Products 23,358,000 3.22
29 - Petroleum Refining And Related Industries 11,509,000 1.59
30 - Rubber And Miscellaneous Plastics Products 9,467,000 1.30
34 - Fabricated Metal Products, Except Machinery And Transportation Equipment 10,379,000 1.43
35 - Industrial And Commercial Machinery And Computer Equipment 16,478,000 2.27
36 - Electronic And Other Electrical Equipment And Components, Except Computer Equipment 17,396,000 2.40
37 - Transportation Equipment 228,243,000 31.46
38 - Measuring, Analyzing, And Controlling Instruments; Photographic, Medical And Optical Goods; Watches And Clocks 9,099,000 1.25
46 - Pipelines, Except Natural Gas 0 0.00
48 - Communications 519,000 0.07
49 - Electric, Gas, And Sanitary Services 12,904,000 1.78
53 - General Merchandise Stores 4,150,000 0.57
54 - Food Stores 8,092,000 1.12
56 - Apparel And Accessory Stores 11,497,000 1.58
58 - Restaurants, Dining, Eating And Drinking Places 2,976,000 0.41
59 - Miscellaneous Retail 692,000 0.10
60 - Depository Institutions 18,500,000 2.55
62 - Security And Commodity Brokers, Dealers, Exchanges, And Services 12,424,000 1.71
63 - Insurance Carriers 11,522,000 1.59
67 - Holding And Other Investment Offices 0 0.00
73 - Business Services 258,860,000 35.68
78 - Motion Pictures and Film 2,302,000 0.32
87 - Engineering, Accounting, Research, Management, And Related Services 6,644,000 0.92
Industry Not Reported 21,934,000 3.02
Total 725,509,000 100.00