Savoir Faire Capital Management, L.P. — 13F Holdings & Portfolio

CIK 1710593 · latest 13F-HR filed 2026-05-01

Savoir Faire Capital Management, L.P. manages $165.6M in 13F-reported U.S. long-equity assets across 44 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are PM (6.20%), RCL (4.49%), DG (4.45%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 9 new positions, exited 7, added to 7, and trimmed 27.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$165.6M

Long-equity book

Holdings

44

Distinct positions

Period

2026-03-31

Filed 2026-05-01

Q/Q Activity

+9 / −7 / ↑7 / ↓27

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • PERFORMANCE FOOD GROUP CO$1.8M +37.4%
  • WINGSTOP INC$1.6M +49.8%
  • CELSIUS HLDGS INC$1.2M +40.3%
  • COLGATE PALMOLIVE CO$1.1M +108.3%
  • DOLLAR TREE INC$779.9K +12.9%
Show all 7

Top Trims

  • WALMART INC-$6.9M -56.3%
  • COCA COLA CO-$6.0M -50.9%
  • PHILIP MORRIS INTL INC-$3.9M -27.6%
  • DOLLAR GEN CORP-$3.2M -30.3%
  • AMAZON COM INC-$3.0M -33.8%
Show all 27

New Positions

  • CONSTELLATION BRANDS INC$6.0M
  • WYNN RESORTS LTD$5.3M
  • E L F BEAUTY INC$3.4M
  • FRESHPET INC$3.3M
  • KIMBERLY-CLARK CORP$1.9M
Show all 9

Exited Positions

  • COSTCO WHSL CORP NEW$11.2M
  • KRAFT HEINZ CO$4.8M
  • SIMPLY GOOD FOODS CO$1.9M
  • ANHEUSER BUSCH INBEV SA/NV$1.9M
  • MGM RESORTS INTERNATIONAL$1.3M
Show all 7
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 PHILIP MORRIS INTL INC PM 718172109 $10.3M 6.20% 62,120 SH
2 ROYAL CARIBBEAN GROUP RCL V7780T103 $7.4M 4.49% 27,014 SH
3 DOLLAR GEN CORP DG 256677105 $7.4M 4.45% 62,125 SH
4 BRITISH AMERN TOB PLC BTI 110448107 $7.3M 4.40% 124,498 SH
5 BURLINGTON STORES INC BURL 122017106 $7.1M 4.28% 21,774 SH
6 DOLLAR TREE INC DLTR 256746108 $6.8M 4.13% 62,389 SH
7 PERFORMANCE FOOD GROUP CO PFGC 71377A103 $6.8M 4.11% 79,402 SH
8 CONSTELLATION BRANDS INC STZ 21036P108 $6.0M 3.60% 39,774 SH
9 AMAZON COM INC AMZN 023135106 $5.9M 3.54% 28,170 SH
10 COCA COLA CO KO 191216100 $5.8M 3.48% 75,888 SH
11 ADVANCE AUTO PARTS INC AAP 00751Y106 $5.5M 3.34% 104,953 SH
12 WALMART INC WMT 931142103 $5.3M 3.22% 42,881 SH
13 TJX COS INC NEW TJX 872540109 $5.3M 3.19% 33,061 SH
14 WYNN RESORTS LTD WYNN 983134107 $5.3M 3.19% 51,970 SH
15 CHURCH & DWIGHT CO INC CHD 171340102 $5.1M 3.06% 54,327 SH
16 DUTCH BROS INC BROS 26701L100 $4.9M 2.98% 97,361 SH
17 WINGSTOP INC WING 974155103 $4.9M 2.96% 31,584 SH
18 CELSIUS HLDGS INC CELH 15118V207 $4.1M 2.47% 115,248 SH
19 PAPA JOHNS INTL INC PZZA 698813102 $4.0M 2.44% 124,574 SH
20 MCDONALDS CORP MCD 580135101 $3.9M 2.37% 12,641 SH
21 BOSTON BEER INC SAM 100557107 $3.5M 2.11% 15,137 SH
22 DOMINOS PIZZA INC DPZ 25754A201 $3.5M 2.09% 9,638 SH
23 E L F BEAUTY INC ELF 26856L103 $3.4M 2.05% 56,038 SH
24 FRESHPET INC FRPT 358039105 $3.3M 1.99% 55,879 SH
25 MCCORMICK & CO INC MKC 579780206 $3.2M 1.90% 62,491 SH
26 ALBERTSONS COS INC ACI 013091103 $3.0M 1.81% 175,905 SH
27 NORWEGIAN CRUISE LINE HLDGS NCLH G66721104 $2.8M 1.68% 148,840 SH
28 CHIPOTLE MEXICAN GRILL INC CMG 169656105 $2.3M 1.40% 72,309 SH
29 WYNDHAM HOTELS & RESORTS INC WH 98311A105 $2.3M 1.37% 27,972 SH
30 COLGATE PALMOLIVE CO CL 194162103 $2.1M 1.27% 24,688 SH
31 KIMBERLY-CLARK CORP KMB 494368103 $1.9M 1.13% 19,466 SH
32 HILTON WORLDWIDE HLDGS INC HLT 43300A203 $1.7M 1.06% 5,746 SH
33 MONDELEZ INTL INC MDLZ 609207105 $1.6M 0.94% 27,079 SH
34 TEXAS ROADHOUSE INC TXRH 882681109 $1.5M 0.89% 8,895 SH
35 SIX FLAGS ENTERTAINMENT CORP FUN 83001C108 $1.4M 0.85% 79,293 SH
36 MONSTER BEVERAGE CORP NEW MNST 61174X109 $1.3M 0.80% 18,284 SH
37 V F CORP VFC 918204108 $1.3M 0.79% 76,760 SH
38 B & G FOODS INC BGS 05508R106 $1.3M 0.77% 264,921 SH
39 CHOICE HOTELS INTL INC CHH 169905106 $1.2M 0.72% 11,533 SH
40 US FOODS HLDG CORP USFD 912008109 $1.1M 0.69% 12,464 SH
41 AUTOZONE INC AZO 053332102 $912.0K 0.55% 270 SH
42 TRAVEL PLUS LEISURE CO TNL 894164102 $745.0K 0.45% 10,767 SH
43 RESTAURANT BRANDS INTL INC QSR 76131D103 $675.9K 0.41% 9,146 SH
44 LEVI STRAUSS & CO NEW LEVI 52736R102 $651.1K 0.39% 35,216 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-01 $165.6M 44 0001710593-26-000003
2025-12-31 2026-02-02 $211.0M 42 0001710593-26-000001