SEC 13F Intelligence

South Street Advisors LLC / AJG

South Street Advisors LLC’s Gallagher Arthur J & Co Position

Does South Street Advisors LLC own Gallagher Arthur J & Co (AJG)? Not currently — the last reported position was 48.3K shares worth $13M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$13M
Q4 2025
Shares
48.3K
% of Portfolio
+1.76%
Quarters Held
10
position exited

Position History AJG

Reported value by quarter
Q3 ’23: $10MQ3 ’23Q4 ’23: $10MQ1 ’24: $12MQ1 ’24Q2 ’24: $12MQ3 ’24: $12MQ3 ’24Q4 ’24: $13MQ1 ’25: $15MQ1 ’25Q2 ’25: $16MQ3 ’25: $15MQ3 ’25Q4 ’25: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202548.3K$13M+1.76%
Q3 202548.6K$15M+1.97%
Q2 202548.4K$16M+2.30%
Q1 202544.6K$15M+2.52%
Q4 202444.5K$13M+1.94%
Q3 202444.3K$12M+1.89%
Q2 202446.4K$12M+1.83%
Q1 202446.1K$12M+1.84%
Q4 202345.2K$10M+1.90%
Q3 202342.1K$10M+1.93%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See South Street Advisors LLC’s full portfolio or all institutional holders of AJG.