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South Street Advisors LLC: MSFT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of South Street Advisors LLC on MSFT, newest first. How the timeline and the estimate are built.

South Street Advisors LLC held 40,785 MSFT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,785 shares
    Change vs previous 13F -31,442 shares

    1.98% of the 13F portfolio, value $15,213,621.

    13F-HR 0001172661-26-003079 filed by South Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 72,227 shares
    Change vs previous 13F +22 shares

    3.87% of the 13F portfolio, value $26,736,269.

    13F-HR 0001172661-26-001789 filed by South Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 72,205 shares
    Change vs previous 13F -8,661 shares

    4.9% of the 13F portfolio, value $34,919,782.

    13F-HR 0001172661-26-000551 filed by South Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 80,866 shares
    Change vs previous 13F +3,199 shares

    5.49% of the 13F portfolio, value $41,884,545.

    13F-HR 0001172661-25-004820 filed by South Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 77,667 shares
    Change vs previous 13F -1,956 shares

    5.73% of the 13F portfolio, value $38,632,342.

    13F-HR 0001172661-25-003333 filed by South Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 79,623 shares
    Change vs previous 13F +763 shares

    4.89% of the 13F portfolio, value $29,889,805.

    13F-HR 0001172661-25-002217 filed by South Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 78,860 shares
    Change vs previous 13F +1,374 shares

    5.09% of the 13F portfolio, value $33,239,618.

    13F-HR 0001172661-25-000620 filed by South Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 77,486 shares
    Change vs previous 13F not available

    5.06% of the 13F portfolio, value $33,342,345.

    13F-HR 0001172661-24-004496 filed by South Street Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).