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The Analysis of Savoir Faire Capital Management, L.P.'s Holdings & P&L

Currently, Savoir Faire Capital Management, L.P. holds 43 types of securities in its portfolio with a total value $161.0M. In the most recent quarter, they have increased their positions in MCD (+18.5K shares, valued at $5.0M), WMT (+29.8K shares, valued at $3.4M), BTI (+38.2K shares, valued at $2.4M); decreased their positions in AMZN (-13.9K shares, valued at $3.3M), N/A (-6.4K shares, valued at $2.0M), MKC (-40.1K shares, valued at $2.0M); initiated new positions in BUD (+17.7K shares, valued at $1.5M).

1M P&L

-6.6M-4.84%

3M P&L

+1.2M+0.94%

HY P&L

-14.2M-9.92%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Restaurants26.5M

20.0%

2Discount Stores22.0M

16.6%

3Tobacco19.6M

14.7%

Top Industries by Stock Count

1Restaurants6 stocks

16.7%

2Beverages - Non-Alcoholic3 stocks

8.3%

3Lodging3 stocks

8.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BTI BRITISH AMERN TOB PLC162.7K shares30.68%2026-06-302026-07-24

PM PHILIP MORRIS INTL INC52.8K shares-15.08%2026-06-302026-07-24

MCD MCDONALDS CORP31.2K shares146.72%2026-06-302026-07-24

WMT WALMART INC72.6K shares69.41%2026-06-302026-07-24

DG DOLLAR GEN CORP68.5K shares10.33%2026-06-302026-07-24

KO COCA COLA CO93.1K shares22.71%2026-06-302026-07-24

PFGC PERFORMANCE FOOD GROUP CO62.3K shares-21.54%2026-06-302026-07-24

ROYAL CARIBBEAN GROUP ROYAL CARIBBEAN GROUP20.6K shares-23.70%2026-06-302026-07-24

Sponsored

BROS DUTCH BROS INC85.2K shares-12.47%2026-06-302026-07-24

DLTR DOLLAR TREE INC49.0K shares-21.46%2026-06-302026-07-24

BURLINGTON STORES INC BURLINGTON STORES INC17.7K shares-18.82%2026-06-302026-07-24

WING WINGSTOP INC30.3K shares-3.98%2026-06-302026-07-24

TJX TJX COS INC NEW32.9K shares-0.48%2026-06-302026-07-24

CONSTELLATION BRANDS INC CONSTELLATION BRANDS INC35.7K shares-10.17%2026-06-302026-07-24

AAP ADVANCE AUTO PARTS INC74.5K shares-29.00%2026-06-302026-07-24

CHD CHURCH & DWIGHT CO INC42.7K shares-21.42%2026-06-302026-07-24

Sponsored

CELH CELSIUS HLDGS INC136.4K shares18.33%2026-06-302026-07-24

E L F BEAUTY INC E L F BEAUTY INC50.9K shares-9.17%2026-06-302026-07-24

PZZA PAPA JOHNS INTL INC97.7K shares-21.54%2026-06-302026-07-24

AMZN AMAZON COM INC14.3K shares-49.32%2026-06-302026-07-24

FRESHPET INC FRESHPET INC53.4K shares-4.46%2026-06-302026-07-24

CL COLGATE PALMOLIVE CO33.3K shares34.76%2026-06-302026-07-24

DOMINOS PIZZA INC DOMINOS PIZZA INC9.2K shares-4.94%2026-06-302026-07-24

NCLH NORWEGIAN CRUISE LINE HLDGS116.9K shares-21.47%2026-06-302026-07-24

Sponsored

ACI ALBERTSONS COMPANIES INC168.5K shares-4.20%2026-06-302026-07-24

SAM BOSTON BEER INC11.9K shares-21.40%2026-06-302026-07-24

MNST MONSTER BEVERAGE CORP NEW20.5K shares11.91%2026-06-302026-07-24

CMG CHIPOTLE MEXICAN GRILL INC56.7K shares-21.55%2026-06-302026-07-24

WH WYNDHAM HOTELS & RESORTS INC22.0K shares-21.49%2026-06-302026-07-24

USFD US FOODS HLDG CORP17.7K shares41.92%2026-06-302026-07-24

VFC V F CORP103.3K shares34.55%2026-06-302026-07-24

KMB KIMBERLY-CLARK CORP15.3K shares-21.31%2026-06-302026-07-24

Sponsored

HLT HILTON WORLDWIDE HLDGS INC4.5K shares-21.58%2026-06-302026-07-24

BUD ANHEUSER BUSCH INBEV SA NV17.7K sharesnew addition2026-06-302026-07-24

SIX FLAGS ENTERTAINMENT CORP SIX FLAGS ENTERTAINMENT CORP62.2K shares-21.54%2026-06-302026-07-24

MDLZ MONDELEZ INTL INC21.3K shares-21.41%2026-06-302026-07-24

TXRH TEXAS ROADHOUSE INC6.3K shares-29.35%2026-06-302026-07-24

AZO AUTOZONE INC376 shares39.26%2026-06-302026-07-24

MKC MCCORMICK & CO INC22.4K shares-64.19%2026-06-302026-07-24

BGS B & G FOODS INC262.2K shares-1.04%2026-06-302026-07-24

Sponsored

CHH CHOICE HOTELS INTL INC9.1K shares-21.23%2026-06-302026-07-24

LEVI LEVI STRAUSS & CO NEW38.4K shares8.97%2026-06-302026-07-24

TNL TRAVEL PLUS LEISURE CO8.5K shares-21.30%2026-06-302026-07-24

BTI

BRITISH AMERN TOB PLC

30.68%

Shares162.7K

Event2026-06-30

Filed2026-07-24

PHILIP MORRIS INTL INC

-15.08%

Shares52.8K

Event2026-06-30

Filed2026-07-24

MCD

MCDONALDS CORP

146.72%

Shares31.2K

Event2026-06-30

Filed2026-07-24

WMT

WALMART INC

69.41%

Shares72.6K

Event2026-06-30

Filed2026-07-24

DOLLAR GEN CORP

10.33%

Shares68.5K

Event2026-06-30

Filed2026-07-24

COCA COLA CO

22.71%

Shares93.1K

Event2026-06-30

Filed2026-07-24

PFGC

PERFORMANCE FOOD GROUP CO

-21.54%

Shares62.3K

Event2026-06-30

Filed2026-07-24

ROYAL CARIBBEAN GROUP

-23.70%

Shares20.6K

Event2026-06-30

Filed2026-07-24

BROS

DUTCH BROS INC

-12.47%

Shares85.2K

Event2026-06-30

Filed2026-07-24

DLTR

DOLLAR TREE INC

-21.46%

Shares49.0K

Event2026-06-30

Filed2026-07-24

BURLINGTON STORES INC

-18.82%

Shares17.7K

Event2026-06-30

Filed2026-07-24

WING

WINGSTOP INC

-3.98%

Shares30.3K

Event2026-06-30

Filed2026-07-24

TJX

TJX COS INC NEW

-0.48%

Shares32.9K

Event2026-06-30

Filed2026-07-24

CONSTELLATION BRANDS INC

-10.17%

Shares35.7K

Event2026-06-30

Filed2026-07-24

AAP

ADVANCE AUTO PARTS INC

-29.00%

Shares74.5K

Event2026-06-30

Filed2026-07-24

CHD

CHURCH & DWIGHT CO INC

-21.42%

Shares42.7K

Event2026-06-30

Filed2026-07-24

CELH

CELSIUS HLDGS INC

18.33%

Shares136.4K

Event2026-06-30

Filed2026-07-24

E L F BEAUTY INC

-9.17%

Shares50.9K

Event2026-06-30

Filed2026-07-24

PZZA

PAPA JOHNS INTL INC

-21.54%

Shares97.7K

Event2026-06-30

Filed2026-07-24

AMZN

AMAZON COM INC

-49.32%

Shares14.3K

Event2026-06-30

Filed2026-07-24

FRESHPET INC

-4.46%

Shares53.4K

Event2026-06-30

Filed2026-07-24

COLGATE PALMOLIVE CO

34.76%

Shares33.3K

Event2026-06-30

Filed2026-07-24

DOMINOS PIZZA INC

-4.94%

Shares9.2K

Event2026-06-30

Filed2026-07-24

NCLH

NORWEGIAN CRUISE LINE HLDGS

-21.47%

Shares116.9K

Event2026-06-30

Filed2026-07-24

ACI

ALBERTSONS COMPANIES INC

-4.20%

Shares168.5K

Event2026-06-30

Filed2026-07-24

SAM

BOSTON BEER INC

-21.40%

Shares11.9K

Event2026-06-30

Filed2026-07-24

MNST

MONSTER BEVERAGE CORP NEW

11.91%

Shares20.5K

Event2026-06-30

Filed2026-07-24

CMG

CHIPOTLE MEXICAN GRILL INC

-21.55%

Shares56.7K

Event2026-06-30

Filed2026-07-24

WYNDHAM HOTELS & RESORTS INC

-21.49%

Shares22.0K

Event2026-06-30

Filed2026-07-24

USFD

US FOODS HLDG CORP

41.92%

Shares17.7K

Event2026-06-30

Filed2026-07-24

VFC

V F CORP

34.55%

Shares103.3K

Event2026-06-30

Filed2026-07-24

KMB

KIMBERLY-CLARK CORP

-21.31%

Shares15.3K

Event2026-06-30

Filed2026-07-24

HLT

HILTON WORLDWIDE HLDGS INC

-21.58%

Shares4.5K

Event2026-06-30

Filed2026-07-24

BUD

ANHEUSER BUSCH INBEV SA NV

New

Shares17.7K

Event2026-06-30

Filed2026-07-24

SIX FLAGS ENTERTAINMENT CORP

-21.54%

Shares62.2K

Event2026-06-30

Filed2026-07-24

MDLZ

MONDELEZ INTL INC

-21.41%

Shares21.3K

Event2026-06-30

Filed2026-07-24

TXRH

TEXAS ROADHOUSE INC

-29.35%

Shares6.3K

Event2026-06-30

Filed2026-07-24

AZO

AUTOZONE INC

39.26%

Shares376

Event2026-06-30

Filed2026-07-24

MKC

MCCORMICK & CO INC

-64.19%

Shares22.4K

Event2026-06-30

Filed2026-07-24

BGS

B & G FOODS INC

-1.04%

Shares262.2K

Event2026-06-30

Filed2026-07-24

CHH

CHOICE HOTELS INTL INC

-21.23%

Shares9.1K

Event2026-06-30

Filed2026-07-24

LEVI

LEVI STRAUSS & CO NEW

8.97%

Shares38.4K

Event2026-06-30

Filed2026-07-24

TNL

TRAVEL PLUS LEISURE CO

-21.30%

Shares8.5K

Event2026-06-30

Filed2026-07-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available