SEC 13F Intelligence

South Street Advisors LLC / AVY

South Street Advisors LLC’s Avery Dennison Corp Position

Does South Street Advisors LLC own Avery Dennison Corp (AVY)? Not currently — the last reported position was 79.9K shares worth $14M in Q2 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$14M
Q2 2023
Shares
79.9K
% of Portfolio
+2.72%
Quarters Held
16
position exited

Position History AVY

Reported value by quarter
Q3 ’19: $11MQ3 ’19Q4 ’19: $13MQ1 ’20: $10MQ1 ’20Q2 ’20: $12MQ3 ’20: $13MQ3 ’20Q4 ’20: $16MQ1 ’21: $18MQ1 ’21Q2 ’21: $18MQ3 ’21: $17MQ3 ’21Q4 ’21: $18MQ1 ’22: $14MQ1 ’22Q2 ’22: $13MQ3 ’22: $13MQ3 ’22Q4 ’22: $15MQ1 ’23: $15MQ1 ’23Q2 ’23: $14Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202379.9K$14M+2.72%
Q1 202381.3K$15M+2.98%
Q4 202281.1K$15M+3.24%
Q3 202281.5K$13M+3.27%
Q2 202282.1K$13M+3.03%
Q1 202282.7K$14M+2.73%
Q4 202183.5K$18M+3.17%
Q3 202183.5K$17M+3.30%
Q2 202185.0K$18M+3.32%
Q1 202199.9K$18M+5.82%
Q4 2020103.6K$16M+3.41%
Q3 2020105.4K$13M+3.26%
Q2 2020105.3K$12M+3.22%
Q1 2020101.7K$10M+3.41%
Q4 2019100.6K$13M+3.41%
Q3 201999.7K$11M+3.30%

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 AVY.