SEC 13F Intelligence

South Street Advisors LLC / APH

South Street Advisors LLC’s Amphenol Corp Position

Does South Street Advisors LLC own Amphenol Corp (APH)? Yes — 267.3K shares worth $34M (+4.89% of its 13F portfolio) as of Q1 2026, down from 275.6K shares the prior filed quarter.

Position Value
$34M
Q1 2026
Shares
267.3K
% of Portfolio
+4.89%
Quarters Held
30
currently held

Position History APH

Reported value by quarter
Q4 ’18: $10MQ4 ’18Q1 ’19: $11MQ2 ’19: $11MQ3 ’19: $11MQ4 ’19: $13MQ4 ’19Q1 ’20: $9MQ2 ’20: $12MQ3 ’20: $13MQ4 ’20: $16MQ4 ’20Q1 ’21: $16MQ2 ’21: $16MQ3 ’21: $17MQ4 ’21: $21MQ4 ’21Q1 ’22: $18MQ2 ’22: $15MQ3 ’22: $15MQ4 ’22: $17MQ4 ’22Q1 ’23: $18MQ2 ’23: $18MQ3 ’23: $18MQ4 ’23: $21MQ4 ’23Q1 ’24: $24MQ2 ’24: $26MQ3 ’24: $24MQ4 ’24: $24MQ4 ’24Q1 ’25: $23MQ2 ’25: $33MQ3 ’25: $37MQ4 ’25: $37MQ4 ’25Q1 ’26: $34Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026267.3K$34M+4.89%
Q4 2025275.6K$37M+5.23%
Q3 2025298.1K$37M+4.84%
Q2 2025335.4K$33M+4.91%
Q1 2025343.2K$23M+3.68%
Q4 2024351.5K$24M+3.74%
Q3 2024369.8K$24M+3.66%
Q2 2024388.1K$26M+3.96%
Q1 2024208.5K$24M+3.84%
Q4 2023209.1K$21M+3.87%
Q3 2023208.9K$18M+3.53%
Q2 2023208.4K$18M+3.51%
Q1 2023226.2K$18M+3.79%
Q4 2022225.8K$17M+3.80%
Q3 2022227.5K$15M+3.76%
Q2 2022230.4K$15M+3.38%
Q1 2022233.7K$18M+3.33%
Q4 2021234.9K$21M+3.60%
Q3 2021235.3K$17M+3.29%
Q2 2021239.1K$16M+3.03%
Q1 2021241.5K$16M+5.05%
Q4 2020122.8K$16M+3.41%
Q3 2020123.6K$13M+3.23%
Q2 2020123.3K$12M+3.16%
Q1 2020121.5K$9M+2.91%
Q4 2019121.0K$13M+3.39%
Q3 2019116.4K$11M+3.27%
Q2 2019116.1K$11M+3.32%
Q1 2019117.8K$11M+3.38%
Q4 2018118.7K$10M+3.39%

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 APH.