Savoir Faire Capital Management, L.P.
Net seller this quarter
$161M
43
-$13.5M
48.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 BTI | $10M | 6.24% | 0.01% | +30.7% | Q2 2024 |
 PM | $9.54M | 5.93% | 0.00% | -15.1% | Q1 2025 |
 MCD | $8.43M | 5.24% | 0.00% | +146.7% | Q3 2023 |
 WMT | $8.23M | 5.11% | 0.00% | +69.4% | Q1 2025 |
 DG | $7.89M | 4.90% | 0.03% | +10.3% | Q3 2023 |
 KO | $7.57M | 4.70% | 0.00% | +22.7% | Q3 2023 |
 PFGC | $6.96M | 4.32% | 0.04% | -21.5% | Q1 2025 |
 RCL | $6.54M | 4.06% | 0.01% | -23.7% | Q2 2024 |
 BROS | $6.12M | 3.80% | 0.06% | -12.5% | Q2 2024 |
 DLTR | $5.93M | 3.68% | 0.03% | -21.5% | Q1 2025 |
 BURL | $5.6M | 3.48% | 0.03% | -18.8% | Q1 2024 |
 WING | $5.26M | 3.27% | 0.11% | -4.0% | Q3 2024 |
 TJX | $4.98M | 3.10% | 0.00% | -0.5% | Q3 2023 |
 STZ | $4.97M | 3.09% | Not reported | -10.2% | Q4 2023 |
 AAP | $4.64M | 2.88% | 0.12% | -29.0% | Q4 2024 |
 CHD | $4.14M | 2.57% | 0.02% | -21.4% | Q2 2025 |
 CELH | $3.99M | 2.48% | 0.05% | +18.3% | Q1 2024 |
 ELF | $3.77M | 2.34% | 0.09% | -9.2% | Q1 2024 |
 PZZA | $3.59M | 2.23% | 0.30% | -21.5% | Q3 2023 |
 AMZN | $3.4M | 2.11% | 0.00% | -49.3% | Q1 2024 |
 FRPT | $3.16M | 1.96% | 0.11% | -4.5% | Q1 2024 |
 CL | $3.05M | 1.89% | 0.00% | +34.8% | Q3 2023 |
 DPZ | $2.71M | 1.68% | 0.03% | -4.9% | Q3 2025 |
 NCLH | $2.47M | 1.53% | 0.03% | -21.5% | Q3 2025 |
 ACI | $2.28M | 1.42% | 0.03% | -4.2% | Q1 2025 |
 SAM | $2.11M | 1.31% | Not reported | -21.4% | Q4 2024 |
 MNST | $1.97M | 1.22% | 0.00% | +11.9% | Q1 2024 |
 CMG | $1.93M | 1.20% | 0.00% | -21.6% | Q2 2024 |
 WH | $1.85M | 1.15% | 0.03% | -21.5% | Q3 2023 |
 USFD | $1.81M | 1.12% | 0.01% | +41.9% | Q2 2024 |
 VFC | $1.72M | 1.07% | 0.03% | +34.6% | Q3 2023 |
 KMB | $1.68M | 1.04% | 0.00% | -21.3% | Q3 2023 |
 HLT | $1.49M | 0.92% | 0.00% | -21.6% | Q3 2023 |
 BUD | $1.46M | 0.91% | 0.00% | Not reported | Q3 2023 |
 FUN | $1.33M | 0.82% | 0.06% | -21.5% | Q3 2024 |
 MDLZ | $1.23M | 0.76% | 0.00% | -21.4% | Q1 2026 |
 TXRH | $1.21M | 0.75% | 0.01% | -29.4% | Q3 2023 |
 AZO | $1.2M | 0.75% | 0.00% | +39.3% | Q3 2023 |
 MKC | $1.13M | 0.70% | Not reported | -64.2% | Q2 2024 |
 BGS | $1.04M | 0.65% | 0.32% | -1.0% | Q3 2023 |
 CHH | $1M | 0.62% | 0.02% | -21.2% | Q3 2023 |
 LEVI | $953K | 0.59% | 0.01% | +9.0% | Q2 2024 |
 TNL | $648K | 0.40% | 0.01% | -21.3% | Q2 2024 |
| Q1 2026 | |||||
| PM | $10.3M | 6.20% | 0.00% | -29.8% | Q1 2025 |
| RCL | $7.43M | 4.49% | 0.01% | -19.0% | Q2 2024 |
| DG | $7.38M | 4.45% | 0.03% | -22.0% | Q3 2023 |
| BTI | $7.28M | 4.40% | 0.01% | -20.6% | Q2 2024 |
| BURL | $7.08M | 4.28% | 0.03% | -20.9% | Q1 2024 |
| DLTR | $6.83M | 4.13% | 0.03% | +26.8% | Q1 2025 |
| PFGC | $6.8M | 4.11% | 0.05% | +44.2% | Q1 2025 |
| STZ | $5.97M | 3.60% | Not reported | Not reported | Q4 2023 |
| AMZN | $5.87M | 3.54% | 0.00% | -26.7% | Q1 2024 |
| KO | $5.77M | 3.48% | 0.00% | -54.9% | Q3 2023 |
| AAP | $5.54M | 3.34% | 0.17% | -49.6% | Q4 2024 |
| WMT | $5.33M | 3.22% | 0.00% | -60.8% | Q1 2025 |
| TJX | $5.28M | 3.19% | 0.00% | -33.8% | Q3 2023 |
 WYNN | $5.28M | 3.19% | 0.05% | Not reported | Q3 2023 |
| CHD | $5.07M | 3.06% | 0.02% | -31.6% | Q2 2025 |
| BROS | $4.93M | 2.98% | 0.06% | -16.7% | Q2 2024 |
| WING | $4.89M | 2.96% | 0.12% | +130.5% | Q3 2024 |
| CELH | $4.09M | 2.47% | 0.04% | +80.9% | Q1 2024 |
| PZZA | $4.04M | 2.44% | 0.38% | +27.2% | Q3 2023 |
| MCD | $3.93M | 2.37% | 0.00% | -29.0% | Q3 2023 |
| SAM | $3.49M | 2.11% | Not reported | -30.5% | Q4 2024 |
| DPZ | $3.46M | 2.09% | 0.03% | +25.7% | Q3 2025 |
| ELF | $3.4M | 2.05% | 0.09% | Not reported | Q1 2024 |
| FRPT | $3.29M | 1.99% | 0.11% | Not reported | Q1 2024 |
| MKC | $3.15M | 1.90% | Not reported | +2.6% | Q2 2024 |
| ACI | $3M | 1.81% | 0.03% | -30.1% | Q1 2025 |
| NCLH | $2.78M | 1.68% | 0.03% | +21.1% | Q3 2025 |
| CMG | $2.31M | 1.40% | 0.01% | -46.1% | Q2 2024 |
| WH | $2.27M | 1.37% | 0.04% | -49.3% | Q3 2023 |
| CL | $2.1M | 1.27% | 0.00% | +93.1% | Q3 2023 |
| KMB | $1.88M | 1.13% | 0.01% | Not reported | Q3 2023 |
| HLT | $1.75M | 1.06% | 0.00% | -49.1% | Q3 2023 |
| MDLZ | $1.56M | 0.94% | 0.00% | New | Q1 2026 |
| TXRH | $1.47M | 0.89% | 0.01% | -49.1% | Q3 2023 |
| FUN | $1.41M | 0.85% | 0.08% | -32.1% | Q3 2024 |
| MNST | $1.32M | 0.80% | 0.00% | Not reported | Q1 2024 |
| VFC | $1.3M | 0.79% | 0.02% | -34.8% | Q3 2023 |
| BGS | $1.27M | 0.77% | 0.33% | Not reported | Q3 2023 |
| CHH | $1.19M | 0.72% | 0.03% | -28.6% | Q3 2023 |
| USFD | $1.15M | 0.69% | 0.01% | -74.6% | Q2 2024 |
| AZO | $912K | 0.55% | 0.00% | Not reported | Q3 2023 |
| TNL | $745K | 0.45% | 0.02% | -49.8% | Q2 2024 |
 QSR | $676K | 0.41% | 0.00% | -49.4% | Q2 2024 |
| LEVI | $651K | 0.39% | 0.01% | -48.7% | Q2 2024 |
| Q4 2025 | |||||
| PM | $14.2M | 6.72% | 0.01% | -7.4% | Q1 2025 |
| WMT | $12.2M | 5.77% | 0.00% | -9.1% | Q1 2025 |
| KO | $11.8M | 5.57% | 0.00% | -4.9% | Q3 2023 |
 COST | $11.2M | 5.33% | 0.00% | +1.6% | Q3 2023 |
| DG | $10.6M | 5.01% | 0.04% | -14.3% | Q3 2023 |
| RCL | $9.31M | 4.41% | 0.01% | Not reported | Q2 2024 |
| BTI | $8.88M | 4.21% | 0.01% | -37.0% | Q2 2024 |
| AMZN | $8.87M | 4.20% | 0.00% | -27.9% | Q1 2024 |
| AAP | $8.18M | 3.88% | 0.35% | -8.3% | Q4 2024 |
| BURL | $7.95M | 3.77% | 0.04% | +132.7% | Q1 2024 |
| TJX | $7.68M | 3.64% | 0.00% | -38.6% | Q3 2023 |
| BROS | $7.15M | 3.39% | 0.08% | +3.6% | Q2 2024 |
| CHD | $6.66M | 3.16% | 0.03% | -26.6% | Q2 2025 |
| DLTR | $6.05M | 2.87% | 0.02% | -28.2% | Q1 2025 |
| MCD | $5.44M | 2.58% | 0.00% | -25.2% | Q3 2023 |
| CMG | $4.97M | 2.35% | 0.01% | -37.9% | Q2 2024 |
| PFGC | $4.95M | 2.35% | 0.04% | -38.0% | Q1 2025 |
 KHC | $4.83M | 2.29% | 0.02% | -59.9% | Q3 2023 |
| ACI | $4.32M | 2.05% | 0.05% | -33.0% | Q1 2025 |
| SAM | $4.25M | 2.01% | Not reported | -44.0% | Q4 2024 |
| WH | $4.17M | 1.97% | 0.07% | -21.1% | Q3 2023 |
| MKC | $4.15M | 1.97% | Not reported | -48.5% | Q2 2024 |
| PZZA | $3.77M | 1.79% | 0.30% | +26.3% | Q3 2023 |
| USFD | $3.69M | 1.75% | 0.02% | -48.6% | Q2 2024 |
| WING | $3.27M | 1.55% | 0.05% | -54.3% | Q3 2024 |
| HLT | $3.24M | 1.54% | 0.00% | -9.5% | Q3 2023 |
| DPZ | $3.2M | 1.51% | 0.02% | -13.1% | Q3 2025 |
| CELH | $2.91M | 1.38% | 0.02% | -23.4% | Q1 2024 |
| TXRH | $2.9M | 1.38% | 0.03% | -37.7% | Q3 2023 |
| NCLH | $2.74M | 1.30% | 0.03% | +23.0% | Q3 2025 |
| VFC | $2.13M | 1.01% | 0.03% | -62.5% | Q3 2023 |
 SMPL | $1.94M | 0.92% | 0.10% | -33.8% | Q4 2024 |
| BUD | $1.92M | 0.91% | 0.00% | -14.3% | Q3 2023 |
| FUN | $1.79M | 0.85% | 0.11% | +28.3% | Q3 2024 |
| CHH | $1.54M | 0.73% | 0.04% | -14.7% | Q3 2023 |
| TNL | $1.51M | 0.72% | 0.03% | +62.6% | Q2 2024 |
| LEVI | $1.42M | 0.68% | 0.02% | -63.6% | Q2 2024 |
 MGM | $1.34M | 0.63% | 0.01% | -48.7% | Q2 2024 |
| QSR | $1.23M | 0.58% | 0.01% | -48.6% | Q2 2024 |
 BRBR | $1.2M | 0.57% | 0.04% | -54.4% | Q1 2025 |
| CL | $1.01M | 0.48% | 0.00% | -48.4% | Q3 2023 |
 UTZ | $511K | 0.24% | 0.08% | -81.7% | Q3 2025 |
| Q3 2025 | |||||
| PM | $15.5M | 5.56% | 0.01% | +116.7% | Q1 2025 |
| AAP | $13.9M | 5.00% | 0.38% | +11.4% | Q4 2024 |
| BTI | $13.2M | 4.74% | 0.01% | +19.4% | Q2 2024 |
| KHC | $12.9M | 4.64% | 0.04% | Not reported | Q3 2023 |
| WMT | $12.4M | 4.45% | 0.00% | +199.1% | Q1 2025 |
| COST | $11.9M | 4.26% | 0.00% | +183.8% | Q3 2023 |
| TJX | $11.8M | 4.22% | 0.01% | +45.7% | Q3 2023 |
| KO | $11.7M | 4.21% | 0.00% | +22.6% | Q3 2023 |
| AMZN | $11.7M | 4.20% | 0.00% | -3.3% | Q1 2024 |
| DG | $9.6M | 3.45% | 0.04% | +25.9% | Q3 2023 |
| CHD | $9.49M | 3.40% | 0.04% | +61.5% | Q2 2025 |
| PFGC | $9.24M | 3.31% | 0.06% | +74.5% | Q1 2025 |
| CMG | $8.47M | 3.04% | 0.02% | +31.9% | Q2 2024 |
| SAM | $8.21M | 2.94% | Not reported | +28.4% | Q4 2024 |
| MKC | $7.92M | 2.84% | Not reported | +90.0% | Q2 2024 |
| WING | $7.55M | 2.71% | 0.11% | +10.0% | Q3 2024 |
| USFD | $7.31M | 2.62% | 0.04% | +544.3% | Q2 2024 |
| MCD | $7.23M | 2.59% | 0.00% | Not reported | Q3 2023 |
| ACI | $6.58M | 2.36% | 0.07% | +261.1% | Q1 2025 |
| DLTR | $6.46M | 2.32% | 0.03% | +27.4% | Q1 2025 |
| BROS | $5.9M | 2.12% | 0.07% | +29.9% | Q2 2024 |
| WH | $5.58M | 2.00% | 0.09% | +89.9% | Q3 2023 |
| CELH | $4.78M | 1.71% | 0.03% | -15.9% | Q1 2024 |
| TXRH | $4.67M | 1.67% | 0.04% | +16.2% | Q3 2023 |
| VFC | $4.53M | 1.62% | 0.08% | +21.8% | Q3 2023 |
| LEVI | $4.4M | 1.58% | 0.05% | +32.5% | Q2 2024 |
| DPZ | $3.81M | 1.37% | 0.03% | New | Q3 2025 |
| PZZA | $3.73M | 1.34% | 0.24% | -15.4% | Q3 2023 |
| SMPL | $3.62M | 1.30% | 0.15% | +96.8% | Q4 2024 |
| BRBR | $3.56M | 1.28% | 0.08% | +144.4% | Q1 2025 |
| UTZ | $3.27M | 1.17% | 0.45% | New | Q3 2025 |
| HLT | $3.23M | 1.16% | 0.01% | +2.1% | Q3 2023 |
| BURL | $3.01M | 1.08% | 0.02% | -77.1% | Q1 2024 |
 TGT | $2.54M | 0.91% | 0.01% | -5.6% | Q3 2023 |
| MGM | $2.47M | 0.89% | 0.03% | +46.5% | Q2 2024 |
| NCLH | $2.46M | 0.88% | 0.02% | New | Q3 2025 |
| QSR | $2.25M | 0.81% | 0.01% | -5.2% | Q2 2024 |
| BUD | $2.09M | 0.75% | 0.00% | Not reported | Q3 2023 |
| FUN | $2.07M | 0.74% | 0.09% | +11.7% | Q3 2024 |
| CHH | $2.02M | 0.73% | 0.04% | +133.1% | Q3 2023 |
| CL | $1.98M | 0.71% | 0.00% | +1.8% | Q3 2023 |
 CPB | $1.67M | 0.60% | 0.02% | -5.4% | Q3 2023 |
| KMB | $1.23M | 0.44% | 0.00% | -4.6% | Q3 2023 |
| TNL | $785K | 0.28% | 0.02% | -24.3% | Q2 2024 |