Savoir Faire Capital Management, L.P. Portfolio Stock Holdings
Savoir Faire Capital Management, L.P. disclosed 44 stock positions valued at approximately $165.6 million in its latest SEC 13F filing. The largest holdings include PHILIP MORRIS INTL INC, ROYAL CARIBBEAN GROUP, and DOLLAR GEN CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 1, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 44
- Portfolio Value
- $165.6M
Holdings by Sector
Savoir Faire Capital Management, L.P. Portfolio Holdings in Q1 2026
43 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 6.20% | 62,120 | -26,328 | -29.77% | $10,270,921 |
| ROYAL CARIBBEAN GROUP | RCL | Other | 4.49% | 27,014 | -6,350 | -19.03% | $7,433,713 |
| DOLLAR GEN CORP | DG | Consumer Defensive | 4.45% | 62,125 | -17,549 | -22.03% | $7,376,101 |
| BRITISH AMERN TOB PLC | BTI | Consumer Defensive | 4.40% | 124,498 | -32,285 | -20.59% | $7,279,398 |
| BURLINGTON STORES INC | BURL | Consumer Cyclical | 4.28% | 21,774 | -5,756 | -20.91% | $7,084,824 |
| DOLLAR TREE INC | DLTR | Consumer Defensive | 4.13% | 62,389 | +13,187 | +26.80% | $6,832,219 |
| PERFORMANCE FOOD GROUP CO | PFGC | Consumer Defensive | 4.11% | 79,402 | +24,332 | +44.18% | $6,801,575 |
| CONSTELLATION BRANDS INC | STZ | Consumer Defensive | 3.60% | 39,774 | +39,774 | +100.00% | $5,966,100 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 3.54% | 28,170 | -10,237 | -26.65% | $5,866,966 |
| COCA COLA CO | KO | Consumer Defensive | 3.48% | 75,888 | -92,380 | -54.90% | $5,771,282 |
| ADVANCE AUTO PARTS INC | AAP | Consumer Cyclical | 3.34% | 104,953 | -103,152 | -49.57% | $5,536,271 |
| WALMART INC | WMT | Consumer Defensive | 3.22% | 42,881 | -66,478 | -60.79% | $5,329,251 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 3.19% | 33,061 | -16,909 | -33.84% | $5,279,842 |
| WYNN RESORTS LTD | WYNN | Consumer Cyclical | 3.19% | 51,970 | +51,970 | +100.00% | $5,277,554 |
| CHURCH & DWIGHT CO INC | CHD | Consumer Defensive | 3.06% | 54,327 | -25,116 | -31.62% | $5,069,796 |
| DUTCH BROS INC | BROS | Consumer Cyclical | 2.98% | 97,361 | -19,451 | -16.65% | $4,932,308 |
| WINGSTOP INC | WING | Consumer Cyclical | 2.96% | 31,584 | +17,882 | +130.51% | $4,894,572 |
| CELSIUS HLDGS INC | CELH | Consumer Defensive | 2.47% | 115,248 | +51,552 | +80.93% | $4,088,999 |
| PAPA JOHNS INTL INC | PZZA | Consumer Cyclical | 2.44% | 124,574 | +26,647 | +27.21% | $4,037,443 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 2.37% | 12,641 | -5,158 | -28.98% | $3,928,696 |
| BOSTON BEER INC | SAM | Consumer Defensive | 2.11% | 15,137 | -6,626 | -30.45% | $3,487,565 |
| DOMINOS PIZZA INC | DPZ | Consumer Cyclical | 2.09% | 9,638 | +1,969 | +25.67% | $3,458,018 |
| E L F BEAUTY INC | ELF | Consumer Defensive | 2.05% | 56,038 | +56,038 | +100.00% | $3,396,463 |
| FRESHPET INC | FRPT | Consumer Defensive | 1.99% | 55,879 | +55,879 | +100.00% | $3,294,626 |
| MCCORMICK & CO INC | MKC | Consumer Defensive | 1.90% | 62,491 | +1,587 | +2.61% | $3,152,046 |
| ALBERTSONS COS INC | ACI | Consumer Defensive | 1.81% | 175,905 | -75,778 | -30.11% | $2,997,421 |
| NORWEGIAN CRUISE LINE HLDGS | NCLH | Other | 1.68% | 148,840 | +25,881 | +21.05% | $2,783,308 |
| CHIPOTLE MEXICAN GRILL INC | CMG | Consumer Cyclical | 1.40% | 72,309 | -61,954 | -46.14% | $2,314,611 |
| WYNDHAM HOTELS & RESORTS INC | WH | Consumer Cyclical | 1.37% | 27,972 | -27,164 | -49.27% | $2,272,166 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 1.27% | 24,688 | +11,902 | +93.09% | $2,104,158 |
| KIMBERLY-CLARK CORP | KMB | Consumer Defensive | 1.13% | 19,466 | +19,466 | +100.00% | $1,877,885 |
| HILTON WORLDWIDE HLDGS INC | HLT | Consumer Cyclical | 1.06% | 5,746 | -5,535 | -49.06% | $1,747,244 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 0.94% | 27,079 | +27,079 | +100.00% | $1,560,834 |
| TEXAS ROADHOUSE INC | TXRH | Consumer Cyclical | 0.89% | 8,895 | -8,589 | -49.12% | $1,468,920 |
| MONSTER BEVERAGE CORP NEW | MNST | Consumer Defensive | 0.80% | 18,284 | +18,284 | +100.00% | $1,324,859 |
| V F CORP | VFC | Consumer Cyclical | 0.79% | 76,760 | -40,955 | -34.79% | $1,304,152 |
| B & G FOODS INC | BGS | Consumer Defensive | 0.77% | 264,921 | +264,921 | +100.00% | $1,274,270 |
| CHOICE HOTELS INTL INC | CHH | Consumer Cyclical | 0.72% | 11,533 | -4,614 | -28.57% | $1,193,666 |
| US FOODS HLDG CORP | USFD | Consumer Defensive | 0.69% | 12,464 | -36,578 | -74.59% | $1,149,305 |
| AUTOZONE INC | AZO | Consumer Cyclical | 0.55% | 270 | +270 | +100.00% | $912,001 |
| TRAVEL PLUS LEISURE CO | TNL | Consumer Cyclical | 0.45% | 10,767 | -10,697 | -49.84% | $744,969 |
| RESTAURANT BRANDS INTL INC | QSR | Consumer Cyclical | 0.41% | 9,146 | -8,917 | -49.37% | $675,889 |
| LEVI STRAUSS & CO NEW | LEVI | Consumer Cyclical | 0.39% | 35,216 | -33,464 | -48.72% | $651,144 |