Savoir Faire Capital Management, L.P.
Sector Allocation
- Consumer Staples56.2%$90.5M
- Consumer Discretionary36.4%$58.6M
- Industrials5.6%$9.0M
- Materials1.0%$1.7M
- Communication Services0.8%$1.3M
AUM History
13fpro.ai/research/fund/savoir-faire-capital-management-l-p-1710593
Conviction and streaks
Concentrating · top 10 = 48.0%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
BTI
$10.0MPM
$9.5MMCD
$8.4MWMT
$8.2MDG
$7.9MKO
$7.6MPFGC
$7.0MRCL
$6.5MBROS
$6.1MDLTR
$5.9MBURL
$5.6MWING
$5.3MTJX
$5.0MSTZ
$5.0MAAP
$4.6MCHD
$4.1MCELH
$4.0MELF
$3.8MPZZA
$3.6MAMZN
$3.4M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/savoir-faire-capital-management-l-p-1710593
Savoir Faire Capital Management, L.P. 13F holdings — Q2 2026
$161.0M portfolio (-2.8% QoQ) · 43 holdings · Q2 2026 13F · top 10 are 48% of the stock portfolio
$10.0M
6.2% of stocks
+31%This quarter-1.4%Since filed6+ qtrsHeld$9.5M
5.9% of stocks
-15%This quarter+4.6%Since filed6+ qtrsHeld$8.4M
5.2% of stocks
+147%This quarter-5.3%Since filed4 qtrsHeld$8.2M
5.1% of stocks
+69%This quarter+9.9%Since filed6+ qtrsHeld$7.9M
4.9% of stocks
+10%This quarter+9.6%Since filed6+ qtrsHeld$7.6M
4.7% of stocks
+23%This quarter+12.7%Since filed6+ qtrsHeld$7.0M
4.3% of stocks
-22%This quarter-14.2%Since filed6+ qtrsHeld$6.5M
4.1% of stocks
-24%This quarter-4.4%Since filed3 qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$6.1M
3.8% of stocks
-12%This quarter-34.3%Since filed6+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 2 qtrs in a row$5.9M
3.7% of stocks
-21%This quarter+3.7%Since filed6+ qtrsHeld
All holdings — Savoir Faire Capital Management, L.P. (Q2 2026)
43 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | Burlington Stores, Inc. | Consumer Discretionary | $5.6M | 3.5% | 18K | -19% | 6+ qtrsTrimmed 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | Wingstop Inc. | Consumer Discretionary | $5.3M | 3.3% | 30K | -4% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | TJX COMPANIES INC /DE/ | Consumer Discretionary | $5.0M | 3.1% | 33K | -0.5% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | CONSTELLATION BRANDS, INC. | Consumer Staples | $5.0M | 3.1% | 36K | -10% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | ADVANCE AUTO PARTS INC | Consumer Discretionary | $4.6M | 2.9% | 75K | -29% | 6+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | CHURCH & DWIGHT CO INC /DE/ | Consumer Staples | $4.1M | 2.6% | 43K | -21% | 5 qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | Celsius Holdings, Inc. | Consumer Staples | $4.0M | 2.5% | 136K | +18% | 6+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | e.l.f. Beauty, Inc. | Consumer Staples | $3.8M | 2.3% | 51K | -9% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | PAPA JOHNS INTERNATIONAL INC | Consumer Discretionary | $3.6M | 2.2% | 98K | -22% | 6+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | AMAZON COM INC | Consumer Discretionary | $3.4M | 2.1% | 14K | -49% | 6+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | Freshpet, Inc. | Consumer Staples | $3.2M | 2.0% | 53K | -4% | 2 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | COLGATE PALMOLIVE CO | Consumer Staples | $3.1M | 1.9% | 33K | +35% | 6+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | DOMINOS PIZZA INC | Consumer Discretionary | $2.7M | 1.7% | 9,162 | -5% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | Norwegian Cruise Line Holdings Ltd. | Industrials | $2.5M | 1.5% | 117K | -21% | 4 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | Albertsons Companies, Inc. | Consumer Staples | $2.3M | 1.4% | 169K | -4% | 6+ qtrsTrimmed 3 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $SAM | BOSTON BEER CO INC | Consumer Staples | $2.1M | 1.3% | 12K | -21% | |||
| 27 | $MNST | Monster Beverage Corp | Consumer Staples | $2.0M | 1.2% | 20K | +12% | |||
| 28 | $CMG | CHIPOTLE MEXICAN GRILL INC | Consumer Discretionary | $1.9M | 1.2% | 57K | -22% | |||
| 29 | $WH | WYNDHAM HOTELS & RESORTS, INC. | Consumer Discretionary | $1.8M | 1.1% | 22K | -21% | |||
| 30 | $USFD | US Foods Holding Corp. | Consumer Discretionary | $1.8M | 1.1% | 18K | +42% | |||
| 31 | $VFC | V F CORP | Consumer Discretionary | $1.7M | 1.1% | 103K | +35% | |||
| 32 | $KMB | KIMBERLY CLARK CORP | Materials | $1.7M | 1.0% | 15K | -21% | |||
| 33 | $HLT | Hilton Worldwide Holdings Inc. | Consumer Discretionary | $1.5M | 0.9% | 4,506 | -22% | |||
| 34 | $BUD | Anheuser-Busch InBev SA/NV | Consumer Staples | $1.5M | 0.9% | 18K | New | |||
| 35 | $FUN | Six Flags Entertainment Corporation/NEW | Communication Services | $1.3M | 0.8% | 62K | -22% | |||
| 36 | $MDLZ | Mondelez International, Inc. | Consumer Staples | $1.2M | 0.8% | 21K | -21% | |||
| 37 | $TXRH | Texas Roadhouse, Inc. | Consumer Discretionary | $1.2M | 0.8% | 6,284 | -29% | |||
| 38 | $AZO | AUTOZONE INC | Consumer Discretionary | $1.2M | 0.8% | 376 | +39% | |||
| 39 | $MKC | MCCORMICK & CO INC | Consumer Staples | $1.1M | 0.7% | 22K | -64% | |||
| 40 | $BGS | B&G Foods, Inc. | Consumer Staples | $1.0M | 0.7% | 262K | -1% | |||
| 41 | $CHH | CHOICE HOTELS INTERNATIONAL INC /DE | Consumer Discretionary | $1.0M | 0.6% | 9,085 | -21% | |||
| 42 | $LEVI | LEVI STRAUSS & CO | Consumer Discretionary | $953K | 0.6% | 38K | +9% | |||
| 43 | $TNL | Travel & Leisure Co. | Consumer Discretionary | $648K | 0.4% | 8,474 | -21% |
What changed in Q2 2026
Against the previous quarter's 13F: 1 new, 12 added to, 30 trimmed, 2 sold out. Share-count changes; largest moves by dollar size first.
New positions (1)
$BUDAnheuser-Busch InBev SA/NV$1.5M
first bought this quarter
Added to (12)
now $8.4M · held 4 qtrs
now $8.2M · held 6+ qtrs
now $10.0M · held 6+ qtrs
now $7.6M · held 6+ qtrs
$CLCOLGATE PALMOLIVE CO+35%
now $3.1M · held 6+ qtrs, 2 adds in a row
now $7.9M · held 6+ qtrs
+6 more in the Excel export
Trimmed (30)
now $3.4M · held 6+ qtrs, 4 trims in a row
now $6.5M · held 3 qtrs, 2 trims in a row
$MKCMCCORMICK & CO INC-64%
now $1.1M · held 6+ qtrs
now $7.0M · held 6+ qtrs
now $4.6M · held 6+ qtrs, 3 trims in a row
now $9.5M · held 6+ qtrs, 3 trims in a row
+24 more in the Excel export
Holdings by quarter
Every 13F Savoir Faire Capital Management, L.P. has filed, 11 earlier quarters. Pick one to see what it held then.
Is it too late to follow Savoir Faire Capital Management, L.P.?
Q2 2026 13F filed with the SEC on Jul 24, 2026. Prices are closing prices as of Oct 26, 2026.
Average quality of Savoir Faire Capital Management, L.P.'s top 20 holdings: 63/100 (our AI quality score, weighted by position size; 18 of the 20 are scored)
Top 10 since filing
-1.0%
Value-weighted move of the 10 largest stock positions
Turnover
11%
Last quarter; 50% over the last 4
Top 10 weight
48%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
83%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
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 Staples (56.2% 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.
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