Savoir Faire Capital Management, L.P.
13F Reported Value
ⓘ$165.6M
Holdings
44
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Savoir Faire Capital Management, L.P. disclosed 44 positions worth $165.6M in its Form 13F-HR for Q1 2026, led by $PM (Philip Morris International Inc.) at 6.2% of the equity portfolio, followed by $RCL and $DG. During the quarter the fund opened 9 new positions and exited 7 — including a new stake in $STZ and a full exit from $COST. The portfolio is most concentrated in Consumer Discretionary (50.9% of disclosed assets). All figures are sourced directly from Savoir Faire Capital Management, L.P.’s Form 13F-HR filing with the SEC under CIK 1710593.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 80.5#41
Quality
$10.3M62,120 sh - —
Quality
$7.4M27,014 sh - 60.4#856
Quality
$7.4M62,125 sh - —
Quality
$7.3M124,498 sh - 59.4
Quality
$7.1M21,774 sh - 53.2
Quality
$6.8M62,389 sh - 53.1
Quality
$6.8M79,402 sh - 65.0
Quality
$6.0M39,774 sh - 74.6
Quality
$5.9M28,170 sh - 74.0
Quality
$5.8M75,888 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Philip Morris International Inc.$PM | 80.5#41 | $10.3M | 62,120 |
 ROYAL CARIBBEAN CRUISES LTD$RCL | — | $7.4M | 27,014 |
 DOLLAR GENERAL CORP$DG | 60.4#856 | $7.4M | 62,125 |
 British American Tobacco p.l.c.$BTI | — | $7.3M | 124,498 |
 Burlington Stores, Inc.$BURL | 59.4 | $7.1M | 21,774 |
 DOLLAR TREE, INC.$DLTR | 53.2 | $6.8M | 62,389 |
 Performance Food Group Co$PFGC | 53.1 | $6.8M | 79,402 |
 CONSTELLATION BRANDS, INC.$STZ | 65.0 | $6.0M | 39,774 |
 AMAZON COM INC$AMZN | 74.6 | $5.9M | 28,170 |
 COCA COLA CO$KO | 74.0 | $5.8M | 75,888 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Savoir Faire Capital Management, L.P.'s 44 positions.
Showing top 10 of 44 holdings.
Sector Allocation
Consumer Discretionary
$84.3M
Consumer Staples
$67.8M
Industrials
$10.2M
Materials
$1.9M
Communication Services
$1.4M
Full Holdings — Savoir Faire Capital Management, L.P. (Q1 2026)
All 44 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $PM | Philip Morris International Inc. | $10.3M | 6.2% | -30% | 80.5 |
| 2 | $RCL | ROYAL CARIBBEAN CRUISES LTD | $7.4M | 4.5% | -19% | — |
| 3 | $DG | DOLLAR GENERAL CORP | $7.4M | 4.5% | -22% | 60.4 |
| 4 | $BTI | British American Tobacco p.l.c. | $7.3M | 4.4% | -21% | — |
| 5 | $BURL | Burlington Stores, Inc. | $7.1M | 4.3% | -21% | 59.4 |
| 6 | $DLTR | DOLLAR TREE, INC. | $6.8M | 4.1% | +27% | 53.2 |
| 7 | $PFGC | Performance Food Group Co | $6.8M | 4.1% | +44% | 53.1 |
| 8 | $STZ | CONSTELLATION BRANDS, INC. | $6.0M | 3.6% | NEW | 65 |
| 9 | $AMZN | AMAZON COM INC | $5.9M | 3.5% | -27% | 74.6 |
| 10 | $KO | COCA COLA CO | $5.8M | 3.5% | -55% | 74 |
| 11 |  $AAP | ADVANCE AUTO PARTS INC | $5.5M | 3.3% | -50% | 42.3 |
| 12 |  $WMT | Walmart Inc. | $5.3M | 3.2% | -61% | 63.2 |
| 13 |  $TJX | TJX COMPANIES INC /DE/ | $5.3M | 3.2% | -34% | 70.7 |
| 14 |  $WYNN | WYNN RESORTS LTD | $5.3M | 3.2% | NEW | — |
| 15 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $5.1M | 3.1% | -32% | 65.3 |
| 16 |  $BROS | Dutch Bros Inc. | $4.9M | 3.0% | -17% | 65.9 |
| 17 |  $WING | Wingstop Inc. | $4.9M | 3.0% | +131% | 75.1 |
| 18 |  $CELH | Celsius Holdings, Inc. | $4.1M | 2.5% | +81% | 63 |
| 19 |  $PZZA | PAPA JOHNS INTERNATIONAL INC | $4.0M | 2.4% | +27% | 44.3 |
| 20 |  $MCD | MCDONALDS CORP | $3.9M | 2.4% | -29% | 73.9 |
| 21 |  $SAM | BOSTON BEER CO INC | $3.5M | 2.1% | -30% | 42.5 |
| 22 |  $DPZ | DOMINOS PIZZA INC | $3.5M | 2.1% | +26% | 69.8 |
| 23 |  $ELF | e.l.f. Beauty, Inc. | $3.4M | 2.0% | NEW | 53.4 |
| 24 |  $FRPT | Freshpet, Inc. | $3.3M | 2.0% | NEW | 65.1 |
| 25 |  $MKC | MCCORMICK & CO INC | $3.2M | 1.9% | +3% | 73.7 |
| 26 |  $ACI | Albertsons Companies, Inc. | $3.0M | 1.8% | -30% | 52.2 |
| 27 |  $NCLH | Norwegian Cruise Line Holdings Ltd. | $2.8M | 1.7% | +21% | — |
| 28 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $2.3M | 1.4% | -46% | 72.9 |
| 29 |  $WH | WYNDHAM HOTELS & RESORTS, INC. | $2.3M | 1.4% | -49% | 61.4 |
| 30 |  $CL | COLGATE PALMOLIVE CO | $2.1M | 1.3% | +93% | 72.4 |
| 31 |  $KMB | KIMBERLY CLARK CORP | $1.9M | 1.1% | NEW | 61.7 |
| 32 |  $HLT | Hilton Worldwide Holdings Inc. | $1.7M | 1.1% | -49% | 73.1 |
| 33 |  $MDLZ | Mondelez International, Inc. | $1.6M | 0.9% | NEW | 53.9 |
| 34 |  $TXRH | Texas Roadhouse, Inc. | $1.5M | 0.9% | -49% | 68 |
| 35 |  $FUN | Six Flags Entertainment Corporation/NEW | $1.4M | 0.8% | -32% | 23.5 |
| 36 |  $MNST | Monster Beverage Corp | $1.3M | 0.8% | NEW | 77 |
| 37 |  $VFC | V F CORP | $1.3M | 0.8% | -35% | 59.7 |
| 38 |  $BGS | B&G Foods, Inc. | $1.3M | 0.8% | NEW | 34.8 |
| 39 |  $CHH | CHOICE HOTELS INTERNATIONAL INC /DE | $1.2M | 0.7% | -29% | 65.3 |
| 40 |  $USFD | US Foods Holding Corp. | $1.1M | 0.7% | -75% | 60.6 |
| 41 |  $AZO | AUTOZONE INC | $912,001 | 0.6% | NEW | 66.5 |
| 42 |  $TNL | Travel & Leisure Co. | $744,969 | 0.5% | -50% | 61 |
| 43 |  $QSR | Restaurant Brands International Inc. | $675,889 | 0.4% | -49% | 71.2 |
| 44 |  $LEVI | LEVI STRAUSS & CO | $651,144 | 0.4% | -49% | 58.8 |
New Positions (9)
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