Savoir Faire Capital Management, L.P.
13F Reported Value
ⓘ$161.0M
Holdings
43
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Savoir Faire Capital Management, L.P. disclosed 43 positions worth $161.0M in its Form 13F-HR for Q2 2026, led by $BTI (British American Tobacco p.l.c.) at 6.2% of the equity portfolio, followed by $PM and $MCD. During the quarter the fund opened 1 new position and exited 2 — including a new stake in $BUD and a full exit from $WYNN. The portfolio is most concentrated in Consumer Discretionary (50.0% 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
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- —
Quality
$10.0M162,691 sh - 75.9#92
Quality
$9.5M52,754 sh - 69.0#286
Quality
$8.4M31,188 sh - 60.2
Quality
$8.2M72,643 sh - 59.5
Quality
$7.9M68,544 sh - 69.5
Quality
$7.6M93,123 sh - 55.7
Quality
$7.0M62,295 sh - —
Quality
$6.5M20,611 sh - 63.6
Quality
$6.1M85,217 sh - 68.0
Quality
$5.9M49,002 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 British American Tobacco p.l.c.$BTI | — | $10.0M | 162,691 |
 Philip Morris International Inc.$PM | 75.9#92 | $9.5M | 52,754 |
 MCDONALDS CORP$MCD | 69.0#286 | $8.4M | 31,188 |
 Walmart Inc.$WMT | 60.2 | $8.2M | 72,643 |
 DOLLAR GENERAL CORP$DG | 59.5 | $7.9M | 68,544 |
 COCA COLA CO$KO | 69.5 | $7.6M | 93,123 |
 Performance Food Group Co$PFGC | 55.7 | $7.0M | 62,295 |
 ROYAL CARIBBEAN CRUISES LTD$RCL | — | $6.5M | 20,611 |
 Dutch Bros Inc.$BROS | 63.6 | $6.1M | 85,217 |
 DOLLAR TREE, INC.$DLTR | 68.0 | $5.9M | 49,002 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Savoir Faire Capital Management, L.P.'s 43 positions.
Showing top 10 of 43 holdings.
Sector Allocation
Consumer Discretionary
$80.6M
Consumer Staples
$68.4M
Industrials
$9.0M
Materials
$1.7M
Communication Services
$1.3M
Full Holdings — Savoir Faire Capital Management, L.P. (Q2 2026)
All 43 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 | $BTI | British American Tobacco p.l.c. | $10.0M | 6.2% | +31% | — |
| 2 | $PM | Philip Morris International Inc. | $9.5M | 5.9% | -15% | 75.9 |
| 3 | $MCD | MCDONALDS CORP | $8.4M | 5.2% | +147% | 69 |
| 4 | $WMT | Walmart Inc. | $8.2M | 5.1% | +69% | 60.2 |
| 5 | $DG | DOLLAR GENERAL CORP | $7.9M | 4.9% | +10% | 59.5 |
| 6 | $KO | COCA COLA CO | $7.6M | 4.7% | +23% | 69.5 |
| 7 | $PFGC | Performance Food Group Co | $7.0M | 4.3% | -22% | 55.7 |
| 8 | $RCL | ROYAL CARIBBEAN CRUISES LTD | $6.5M | 4.1% | -24% | — |
| 9 | $BROS | Dutch Bros Inc. | $6.1M | 3.8% | -12% | 63.6 |
| 10 | $DLTR | DOLLAR TREE, INC. | $5.9M | 3.7% | -21% | 68 |
| 11 |  $BURL | Burlington Stores, Inc. | $5.6M | 3.5% | -19% | 65.2 |
| 12 |  $WING | Wingstop Inc. | $5.3M | 3.3% | -4% | 62.4 |
| 13 |  $TJX | TJX COMPANIES INC /DE/ | $5.0M | 3.1% | -0% | 68.7 |
| 14 |  $STZ | CONSTELLATION BRANDS, INC. | $5.0M | 3.1% | -10% | 59.8 |
| 15 |  $AAP | ADVANCE AUTO PARTS INC | $4.6M | 2.9% | -29% | 38.6 |
| 16 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $4.1M | 2.6% | -21% | 58.1 |
| 17 |  $CELH | Celsius Holdings, Inc. | $4.0M | 2.5% | +18% | 66.5 |
| 18 |  $ELF | e.l.f. Beauty, Inc. | $3.8M | 2.3% | -9% | 58.2 |
| 19 |  $PZZA | PAPA JOHNS INTERNATIONAL INC | $3.6M | 2.2% | -22% | 42.5 |
| 20 |  $AMZN | AMAZON COM INC | $3.4M | 2.1% | -49% | 68.7 |
| 21 |  $FRPT | Freshpet, Inc. | $3.2M | 2.0% | -4% | 61.1 |
| 22 |  $CL | COLGATE PALMOLIVE CO | $3.1M | 1.9% | +35% | 61.3 |
| 23 |  $DPZ | DOMINOS PIZZA INC | $2.7M | 1.7% | -5% | 60.1 |
| 24 |  $NCLH | Norwegian Cruise Line Holdings Ltd. | $2.5M | 1.5% | -21% | — |
| 25 |  $ACI | Albertsons Companies, Inc. | $2.3M | 1.4% | -4% | 61.7 |
| 26 |  $SAM | BOSTON BEER CO INC | $2.1M | 1.3% | -21% | 44.4 |
| 27 |  $MNST | Monster Beverage Corp | $2.0M | 1.2% | +12% | 71.3 |
| 28 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $1.9M | 1.2% | -22% | 65.1 |
| 29 |  $WH | WYNDHAM HOTELS & RESORTS, INC. | $1.8M | 1.1% | -21% | 51.3 |
| 30 |  $USFD | US Foods Holding Corp. | $1.8M | 1.1% | +42% | 58.4 |
| 31 |  $VFC | V F CORP | $1.7M | 1.1% | +35% | 49.8 |
| 32 |  $KMB | KIMBERLY CLARK CORP | $1.7M | 1.0% | -21% | 58.7 |
| 33 |  $HLT | Hilton Worldwide Holdings Inc. | $1.5M | 0.9% | -22% | 63.3 |
| 34 |  $BUD | Anheuser-Busch InBev SA/NV | $1.5M | 0.9% | NEW | — |
| 35 |  $FUN | Six Flags Entertainment Corporation/NEW | $1.3M | 0.8% | -22% | 43.6 |
| 36 |  $MDLZ | Mondelez International, Inc. | $1.2M | 0.8% | -21% | 56.4 |
| 37 |  $TXRH | Texas Roadhouse, Inc. | $1.2M | 0.8% | -29% | 62.7 |
| 38 |  $AZO | AUTOZONE INC | $1.2M | 0.8% | +39% | 66.2 |
| 39 |  $MKC | MCCORMICK & CO INC | $1.1M | 0.7% | -64% | 67.6 |
| 40 |  $BGS | B&G Foods, Inc. | $1.0M | 0.7% | -1% | 37 |
| 41 |  $CHH | CHOICE HOTELS INTERNATIONAL INC /DE | $1.0M | 0.6% | -21% | 52.4 |
| 42 |  $LEVI | LEVI STRAUSS & CO | $952,876 | 0.6% | +9% | 63.4 |
| 43 |  $TNL | Travel & Leisure Co. | $647,668 | 0.4% | -21% | 53.7 |
New Positions (1)
$BUD Anheuser-Busch InBev SA/NV$1.5M
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