Savoir Faire Capital Management, L.P.
NORWALK, CT
$161m in 43 US stocks at the end of 30 June 2026. The top 10 are 48.0% of the money. It changed about 13.0% of the portfolio this quarter.
Value
$161m
Stocks
43
Top 10 share
48.0%
Turnover
13.0%
What changed this quarter
New
Bought for the first time this quarter.
- Anheuser-Busch InBev SABUD0.9% of the fund
Added
Bought more of a stock they already held.
- British American Tobacco p.l.c.BTI6.2% of the fund+31%
- McDonald'sMCD5.2% of the fund+147%
- WalmartWMT5.1% of the fund+69%
- Dollar GeneralDG4.9% of the fund+10%
- Coca-ColaKO4.7% of the fund+23%
- Celsius HoldingsCELH2.5% of the fund+18%
- Colgate-PalmoliveCL1.9% of the fund+35%
- Monster BeverageMNST1.2% of the fund+12%
- US Foods HoldingUSFD1.1% of the fund+42%
- V FVFC1.1% of the fund+35%
- AutozoneAZO0.7% of the fund+39%
- Levi StraussLEVI0.6% of the fund+9%
Cut
Sold some of their stake.
- Philip Morris InternationalPM5.9% of the fund-15%
- Performance Food GroupPFGC4.3% of the fund-22%
- Royal Caribbean CruisesRCL4.1% of the fund-24%
- Dutch BrosBROS3.8% of the fund-12%
- Dollar TreeDLTR3.7% of the fund-21%
- Burlington StoresBURL3.5% of the fund-19%
- WingstopWING3.3% of the fund-4%
- Constellation BrandsSTZ3.1% of the fund-10%
- Advance Auto PartsAAP2.9% of the fund-29%
- Church & DwightCHD2.6% of the fund-21%
- e.l.f. BeautyELF2.3% of the fund-9%
- Papa Johns InternationalPZZA2.2% of the fund-22%
- Amazon.comAMZN2.1% of the fund-49%
- FreshpetFRPT2.0% of the fund-4%
- Dominos PizzaDPZ1.7% of the fund-5%
- Norwegian Cruise Line HoldingsNCLH1.5% of the fund-21%
- Albertsons CompaniesACI1.4% of the fund-4%
- Boston BeerSAM1.3% of the fund-21%
- Chipotle Mexican GrillCMG1.2% of the fund-22%
- Wyndham Hotels & ResortsWH1.1% of the fund-21%
- Kimberly-ClarkKMB1.0% of the fund-21%
- Hilton Worldwide HoldingsHLT0.9% of the fund-22%
- Six Flags EntertainmentFUN0.8% of the fund-22%
- Mondelez InternationalMDLZ0.8% of the fund-21%
- Texas RoadhouseTXRH0.8% of the fund-29%
Sold out
Sold their entire stake.
Holdings
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is down 22.2% since 30 June 2025.
Where the money is
Everyday goods58.3%
Retail & consumer41.7%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.