Savoir Faire Capital Management, L.P. Portfolio Stock Holdings
According to the SEC 13F filed on July 24, 2026, Savoir Faire Capital Management, L.P. disclosed 42 stock positions valued at approximately $161.03M as of quarter-end June 30, 2026. The largest holdings include BRITISH AMERN TOB PLC, PHILIP MORRIS INTL INC, and MCDONALDS CORP.
- Report Period
- June 30, 2026
- No. of Stocks
- 42
- Portfolio Value
- $161.03M
Holdings by Sector
Savoir Faire Capital Management, L.P. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| BRITISH AMERN TOB PLC | BTI | Consumer Defensive | 6.24% | 162,691 | +38,193 | +30.68% | $10,047,796 |
| PHILIP MORRIS INTL INC | PM | Consumer Defensive | 5.93% | 52,754 | -9,366 | -15.08% | $9,543,726 |
| MCDONALDS CORP | MCD | Consumer Cyclical | 5.24% | 31,188 | +18,547 | +146.72% | $8,430,428 |
| WALMART INC | WMT | Consumer Defensive | 5.11% | 72,643 | +29,762 | +69.41% | $8,227,546 |
| DOLLAR GEN CORP | DG | Consumer Defensive | 4.90% | 68,544 | +6,419 | +10.33% | $7,890,100 |
| COCA COLA CO | KO | Consumer Defensive | 4.70% | 93,123 | +17,235 | +22.71% | $7,568,106 |
| PERFORMANCE FOOD GROUP CO | PFGC | Consumer Defensive | 4.32% | 62,295 | -17,107 | -21.54% | $6,963,958 |
| ROYAL CARIBBEAN GROUP | RCL | Other | 4.06% | 20,611 | -6,403 | -23.70% | $6,544,611 |
| DUTCH BROS INC | BROS | Consumer Cyclical | 3.80% | 85,217 | -12,144 | -12.47% | $6,119,433 |
| DOLLAR TREE INC | DLTR | Consumer Defensive | 3.68% | 49,002 | -13,387 | -21.46% | $5,926,792 |
| BURLINGTON STORES INC | BURL | Consumer Cyclical | 3.48% | 17,676 | -4,098 | -18.82% | $5,599,757 |
| WINGSTOP INC | WING | Consumer Cyclical | 3.27% | 30,326 | -1,258 | -3.98% | $5,258,832 |
| TJX COS INC NEW | TJX | Consumer Cyclical | 3.10% | 32,903 | -158 | -0.48% | $4,984,805 |
| CONSTELLATION BRANDS INC | STZ | Consumer Defensive | 3.09% | 35,727 | -4,047 | -10.17% | $4,969,268 |
| ADVANCE AUTO PARTS INC | AAP | Consumer Cyclical | 2.88% | 74,514 | -30,439 | -29.00% | $4,636,261 |
| CHURCH & DWIGHT CO INC | CHD | Consumer Defensive | 2.57% | 42,689 | -11,638 | -21.42% | $4,135,710 |
| CELSIUS HLDGS INC | CELH | Consumer Defensive | 2.48% | 136,373 | +21,125 | +18.33% | $3,993,001 |
| E L F BEAUTY INC | ELF | Consumer Defensive | 2.34% | 50,899 | -5,139 | -9.17% | $3,766,526 |
| PAPA JOHNS INTL INC | PZZA | Consumer Cyclical | 2.23% | 97,735 | -26,839 | -21.54% | $3,593,716 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 2.11% | 14,276 | -13,894 | -49.32% | $3,402,542 |
| FRESHPET INC | FRPT | Consumer Defensive | 1.96% | 53,385 | -2,494 | -4.46% | $3,156,121 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 1.89% | 33,269 | +8,581 | +34.76% | $3,050,102 |
| DOMINOS PIZZA INC | DPZ | Consumer Cyclical | 1.68% | 9,162 | -476 | -4.94% | $2,712,318 |
| NORWEGIAN CRUISE LINE HLDGS | NCLH | Other | 1.53% | 116,885 | -31,955 | -21.47% | $2,467,442 |
| ALBERTSONS COMPANIES INC | ACI | Consumer Defensive | 1.42% | 168,510 | -7,395 | -4.20% | $2,279,940 |
| BOSTON BEER INC | SAM | Consumer Defensive | 1.31% | 11,897 | -3,240 | -21.40% | $2,106,126 |
| MONSTER BEVERAGE CORP NEW | MNST | Consumer Defensive | 1.22% | 20,461 | +2,177 | +11.91% | $1,966,711 |
| CHIPOTLE MEXICAN GRILL INC | CMG | Consumer Cyclical | 1.20% | 56,730 | -15,579 | -21.55% | $1,928,820 |
| WYNDHAM HOTELS & RESORTS INC | WH | Consumer Cyclical | 1.15% | 21,962 | -6,010 | -21.49% | $1,849,420 |
| US FOODS HLDG CORP | USFD | Consumer Defensive | 1.12% | 17,689 | +5,225 | +41.92% | $1,808,700 |
Showing 30 of 42 holdings in the latest reporting period.