Savoir Faire Capital Management, L.P. 13F Holdings · Q2 2026
Savoir Faire Capital Management, L.P. reported 43 securities worth $161.03M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: BTI (6.24%), PM (5.93%), MCD (5.24%). Among its top 25 positions this quarter: 7 added, 18 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BTI | BRITISH AMERN TOB PLC | $10.0M | 6.24% | 162,691 | Added |
| 2 | PM | PHILIP MORRIS INTL INC | $9.5M | 5.93% | 52,754 | Trimmed |
| 3 | MCD | MCDONALDS CORP | $8.4M | 5.24% | 31,188 | Added |
| 4 | WMT | WALMART INC | $8.2M | 5.11% | 72,643 | Added |
| 5 | DG | DOLLAR GEN CORP | $7.9M | 4.90% | 68,544 | Added |
| 6 | KO | COCA COLA CO | $7.6M | 4.70% | 93,123 | Added |
| 7 | PFGC | PERFORMANCE FOOD GROUP CO | $7.0M | 4.32% | 62,295 | Trimmed |
| 8 | RCL | ROYAL CARIBBEAN GROUP | $6.5M | 4.06% | 20,611 | Trimmed |
| 9 | BROS | DUTCH BROS INC | $6.1M | 3.80% | 85,217 | Trimmed |
| 10 | DLTR | DOLLAR TREE INC | $5.9M | 3.68% | 49,002 | Trimmed |
| 11 | BURL | BURLINGTON STORES INC | $5.6M | 3.48% | 17,676 | Trimmed |
| 12 | WING | WINGSTOP INC | $5.3M | 3.27% | 30,326 | Trimmed |
| 13 | TJX | TJX COS INC NEW | $5.0M | 3.10% | 32,903 | Trimmed |
| 14 | STZ | CONSTELLATION BRANDS INC | $5.0M | 3.09% | 35,727 | Trimmed |
| 15 | AAP | ADVANCE AUTO PARTS INC | $4.6M | 2.88% | 74,514 | Trimmed |
| 16 | CHD | CHURCH & DWIGHT CO INC | $4.1M | 2.57% | 42,689 | Trimmed |
| 17 | CELH | CELSIUS HLDGS INC | $4.0M | 2.48% | 136,373 | Added |
| 18 | ELF | E L F BEAUTY INC | $3.8M | 2.34% | 50,899 | Trimmed |
| 19 | PZZA | PAPA JOHNS INTL INC | $3.6M | 2.23% | 97,735 | Trimmed |
| 20 | AMZN | AMAZON COM INC | $3.4M | 2.11% | 14,276 | Trimmed |
| 21 | FRPT | FRESHPET INC | $3.2M | 1.96% | 53,385 | Trimmed |
| 22 | CL | COLGATE PALMOLIVE CO | $3.1M | 1.89% | 33,269 | Added |
| 23 | DPZ | DOMINOS PIZZA INC | $2.7M | 1.68% | 9,162 | Trimmed |
| 24 | NCLH | NORWEGIAN CRUISE LINE HLDGS | $2.5M | 1.53% | 116,885 | Trimmed |
| 25 | ACI | ALBERTSONS COMPANIES INC | $2.3M | 1.42% | 168,510 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR