Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Savoir Faire Capital Management, L.P. (CIK 1710593) reported $165.6M across 44 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PM ($10.3M, 6.20%), RCL ($7.4M, 4.49%), DG ($7.4M, 4.45%), BTI ($7.3M, 4.40%), BURL ($7.1M, 4.28%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PM | PHILIP MORRIS INTL INC | $10.3M | 6.20% | 62,120 | Trimmed |
| 2 | RCL | ROYAL CARIBBEAN GROUP | $7.4M | 4.49% | 27,014 | Trimmed |
| 3 | DG | DOLLAR GEN CORP | $7.4M | 4.45% | 62,125 | Trimmed |
| 4 | BTI | BRITISH AMERN TOB PLC | $7.3M | 4.40% | 124,498 | Trimmed |
| 5 | BURL | BURLINGTON STORES INC | $7.1M | 4.28% | 21,774 | Trimmed |
| 6 | DLTR | DOLLAR TREE INC | $6.8M | 4.13% | 62,389 | Added |
| 7 | PFGC | PERFORMANCE FOOD GROUP CO | $6.8M | 4.11% | 79,402 | Added |
| 8 | STZ | CONSTELLATION BRANDS INC | $6.0M | 3.60% | 39,774 | New |
| 9 | AMZN | AMAZON COM INC | $5.9M | 3.54% | 28,170 | Trimmed |
| 10 | KO | COCA COLA CO | $5.8M | 3.48% | 75,888 | Trimmed |
| 11 | AAP | ADVANCE AUTO PARTS INC | $5.5M | 3.34% | 104,953 | Trimmed |
| 12 | WMT | WALMART INC | $5.3M | 3.22% | 42,881 | Trimmed |
| 13 | WYNN | WYNN RESORTS LTD | $5.3M | 3.19% | 51,970 | New |
| 14 | TJX | TJX COS INC NEW | $5.3M | 3.19% | 33,061 | Trimmed |
| 15 | CHD | CHURCH & DWIGHT CO INC | $5.1M | 3.06% | 54,327 | Trimmed |
| 16 | BROS | DUTCH BROS INC | $4.9M | 2.98% | 97,361 | Trimmed |
| 17 | WING | WINGSTOP INC | $4.9M | 2.96% | 31,584 | Added |
| 18 | CELH | CELSIUS HLDGS INC | $4.1M | 2.47% | 115,248 | Added |
| 19 | PZZA | PAPA JOHNS INTL INC | $4.0M | 2.44% | 124,574 | Added |
| 20 | MCD | MCDONALDS CORP | $3.9M | 2.37% | 12,641 | Trimmed |
| 21 | SAM | BOSTON BEER INC | $3.5M | 2.11% | 15,137 | Trimmed |
| 22 | DPZ | DOMINOS PIZZA INC | $3.5M | 2.09% | 9,638 | Added |
| 23 | ELF | E L F BEAUTY INC | $3.4M | 2.05% | 56,038 | New |
| 24 | FRPT | FRESHPET INC | $3.3M | 1.99% | 55,879 | New |
| 25 | MKC | MCCORMICK & CO INC | $3.2M | 1.90% | 62,491 | Added |
Source: SEC Form 13F filings · as of 2026-03-31