Savoir Faire Capital Management, L.P. — 13F Holdings & Portfolio
CIK 1710593 · latest 13F-HR filed 2026-07-24
Savoir Faire Capital Management, L.P. manages $161.0M in 13F-reported U.S. long-equity assets across 43 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are BTI (6.24%), PM (5.93%), MCD (5.24%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 2, added to 14, and trimmed 25.
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.
NORWALK, CT 06854
$161.0M
Long-equity book
43
Distinct positions
2026-06-30
Filed 2026-07-24
+1 / −2 / ↑14 / ↓25
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- MCDONALDS CORP$4.5M +114.6%
- WALMART INC$2.9M +54.4%
- BRITISH AMERN TOB PLC$2.8M +38.0%
- COCA COLA CO$1.8M +31.1%
- DUTCH BROS INC$1.2M +24.1%
Top Trims
- AMAZON COM INC-$2.5M -42.0%
- MCCORMICK & CO INC-$2.0M -64.2%
- BURLINGTON STORES INC-$1.5M -21.0%
- BOSTON BEER INC-$1.4M -39.6%
- CONSTELLATION BRANDS INC-$996.8K -16.7%
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 | BRITISH AMERN TOB PLC | BTI | 110448107 | $10.0M | 6.24% | 162,691 | SH |
| 2 | PHILIP MORRIS INTL INC | PM | 718172109 | $9.5M | 5.93% | 52,754 | SH |
| 3 | MCDONALDS CORP | MCD | 580135101 | $8.4M | 5.24% | 31,188 | SH |
| 4 | WALMART INC | WMT | 931142103 | $8.2M | 5.11% | 72,643 | SH |
| 5 | DOLLAR GEN CORP | DG | 256677105 | $7.9M | 4.90% | 68,544 | SH |
| 6 | COCA COLA CO | KO | 191216100 | $7.6M | 4.70% | 93,123 | SH |
| 7 | PERFORMANCE FOOD GROUP CO | PFGC | 71377A103 | $7.0M | 4.32% | 62,295 | SH |
| 8 | ROYAL CARIBBEAN GROUP | RCL | V7780T103 | $6.5M | 4.06% | 20,611 | SH |
| 9 | DUTCH BROS INC | BROS | 26701L100 | $6.1M | 3.80% | 85,217 | SH |
| 10 | DOLLAR TREE INC | DLTR | 256746108 | $5.9M | 3.68% | 49,002 | SH |
| 11 | BURLINGTON STORES INC | BURL | 122017106 | $5.6M | 3.48% | 17,676 | SH |
| 12 | WINGSTOP INC | WING | 974155103 | $5.3M | 3.27% | 30,326 | SH |
| 13 | TJX COS INC NEW | TJX | 872540109 | $5.0M | 3.10% | 32,903 | SH |
| 14 | CONSTELLATION BRANDS INC | STZ | 21036P108 | $5.0M | 3.09% | 35,727 | SH |
| 15 | ADVANCE AUTO PARTS INC | AAP | 00751Y106 | $4.6M | 2.88% | 74,514 | SH |
| 16 | CHURCH & DWIGHT CO INC | CHD | 171340102 | $4.1M | 2.57% | 42,689 | SH |
| 17 | CELSIUS HLDGS INC | CELH | 15118V207 | $4.0M | 2.48% | 136,373 | SH |
| 18 | E L F BEAUTY INC | ELF | 26856L103 | $3.8M | 2.34% | 50,899 | SH |
| 19 | PAPA JOHNS INTL INC | PZZA | 698813102 | $3.6M | 2.23% | 97,735 | SH |
| 20 | AMAZON COM INC | AMZN | 023135106 | $3.4M | 2.11% | 14,276 | SH |
| 21 | FRESHPET INC | FRPT | 358039105 | $3.2M | 1.96% | 53,385 | SH |
| 22 | COLGATE PALMOLIVE CO | CL | 194162103 | $3.1M | 1.89% | 33,269 | SH |
| 23 | DOMINOS PIZZA INC | DPZ | 25754A201 | $2.7M | 1.68% | 9,162 | SH |
| 24 | NORWEGIAN CRUISE LINE HLDGS | NCLH | G66721104 | $2.5M | 1.53% | 116,885 | SH |
| 25 | ALBERTSONS COMPANIES INC | ACI | 013091103 | $2.3M | 1.42% | 168,510 | SH |
| 26 | BOSTON BEER INC | SAM | 100557107 | $2.1M | 1.31% | 11,897 | SH |
| 27 | MONSTER BEVERAGE CORP NEW | MNST | 61174X109 | $2.0M | 1.22% | 20,461 | SH |
| 28 | CHIPOTLE MEXICAN GRILL INC | CMG | 169656105 | $1.9M | 1.20% | 56,730 | SH |
| 29 | WYNDHAM HOTELS & RESORTS INC | WH | 98311A105 | $1.8M | 1.15% | 21,962 | SH |
| 30 | US FOODS HLDG CORP | USFD | 912008109 | $1.8M | 1.12% | 17,689 | SH |
| 31 | V F CORP | VFC | 918204108 | $1.7M | 1.07% | 103,279 | SH |
| 32 | KIMBERLY-CLARK CORP | KMB | 494368103 | $1.7M | 1.04% | 15,317 | SH |
| 33 | HILTON WORLDWIDE HLDGS INC | HLT | 43300A203 | $1.5M | 0.92% | 4,506 | SH |
| 34 | ANHEUSER BUSCH INBEV SA NV | BUD | 03524A108 | $1.5M | 0.91% | 17,708 | SH |
| 35 | SIX FLAGS ENTERTAINMENT CORP | FUN | 83001C108 | $1.3M | 0.82% | 62,210 | SH |
| 36 | MONDELEZ INTL INC | MDLZ | 609207105 | $1.2M | 0.76% | 21,282 | SH |
| 37 | TEXAS ROADHOUSE INC | TXRH | 882681109 | $1.2M | 0.75% | 6,284 | SH |
| 38 | AUTOZONE INC | AZO | 053332102 | $1.2M | 0.75% | 376 | SH |
| 39 | MCCORMICK & CO INC | MKC | 579780206 | $1.1M | 0.70% | 22,380 | SH |
| 40 | B & G FOODS INC | BGS | 05508R106 | $1.0M | 0.65% | 262,179 | SH |
| 41 | CHOICE HOTELS INTL INC | CHH | 169905106 | $1.0M | 0.62% | 9,085 | SH |
| 42 | LEVI STRAUSS & CO NEW | LEVI | 52736R102 | $952.9K | 0.59% | 38,376 | SH |
| 43 | TRAVEL PLUS LEISURE CO | TNL | 894164102 | $647.7K | 0.40% | 8,474 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-07-24 | $161.0M | 43 | 0001710593-26-000005 |
| 2026-03-31 | 2026-05-01 | $165.6M | 44 | 0001710593-26-000003 |
| 2025-12-31 | 2026-02-02 | $211.0M | 42 | 0001710593-26-000001 |