Savoir Faire Capital Management, L.P.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 24, 2026), Savoir Faire Capital Management, L.P. reported 43 stock positions worth $161.0 million. Its top holding was British American Tob-SP ADR (BTI) at 6.2% of the portfolio, followed by Philip Morris International (PM, 5.9%) and McDonald's (MCD, 5.2%). Compared with Q1 2026, it opened 1 new position, sold out of 2, added to 12 and reduced 30. The biggest buy was McDonald's (MCD, shares +147%) and the biggest sale an exit from WYNN Resorts (WYNN).
- Most Recent 13F
- Q2 2026
- Location
- NORWALK, CT
- CIK
- 0001710593
- Portfolio Value
- $161.0M (Q2 2026)
- SEC Filing
- 0001710593-26-000005 ↗ filed Jul 24, 2026
Holdings Value
Holdings 43 stocks · $161.0M
| BTI British American Tob-SP ADR | 6.24% | 162,691 | $10.0M | Add +30.7% |
| PM Philip Morris International | 5.93% | 52,754 | $9.5M | Reduce -15.1% |
| MCD McDonald's Corp. | 5.24% | 31,188 | $8.4M | Add +146.7% |
| WMT Walmart Inc. | 5.11% | 72,643 | $8.2M | Add +69.4% |
| DG Dollar General Corp. | 4.90% | 68,544 | $7.9M | Add +10.3% |
| KO The Coca-Cola Co. | 4.70% | 93,123 | $7.6M | Add +22.7% |
| PFGC Performance Food Group Co. | 4.32% | 62,295 | $7.0M | Reduce -21.5% |
| RCL Royal Caribbean Cruises Ltd. | 4.06% | 20,611 | $6.5M | Reduce -23.7% |
| BROS Dutch Bros Inc. Class A | 3.80% | 85,217 | $6.1M | Reduce -12.5% |
| DLTR Dollar Tree Inc. | 3.68% | 49,002 | $5.9M | Reduce -21.5% |
| BURL Burlington Stores Inc. | 3.48% | 17,676 | $5.6M | Reduce -18.8% |
| WING Wingstop Inc. | 3.27% | 30,326 | $5.3M | Reduce -4.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.10% | 32,903 | $5.0M | Reduce -0.5% |
| STZ Constellation Brands Inc. Class A | 3.09% | 35,727 | $5.0M | Reduce -10.2% |
| AAP Advance Auto Parts Inc. | 2.88% | 74,514 | $4.6M | Reduce -29.0% |
| CHD Church & Dwight Co. Inc. | 2.57% | 42,689 | $4.1M | Reduce -21.4% |
| CELH Celsius Holdings Inc. | 2.48% | 136,373 | $4.0M | Add +18.3% |
| ELF Elf Beauty Inc. | 2.34% | 50,899 | $3.8M | Reduce -9.2% |
| PZZA Papa John's Intl Inc. | 2.23% | 97,735 | $3.6M | Reduce -21.5% |
| AMZN Amazon.com Inc. | 2.11% | 14,276 | $3.4M | Reduce -49.3% |
| FRPT Freshpet Inc. | 1.96% | 53,385 | $3.2M | Reduce -4.5% |
| CL Colgate-Palmolive Co. | 1.89% | 33,269 | $3.1M | Add +34.8% |
| DPZ Domino's Pizza Inc. | 1.68% | 9,162 | $2.7M | Reduce -4.9% |
| NCLH Norwegian Cruise Line Holdin | 1.53% | 116,885 | $2.5M | Reduce -21.5% |
| ACI Albertsons Cos Inc. Class A | 1.42% | 168,510 | $2.3M | Reduce -4.2% |
| SAM Boston Beer Company Inc. Class A | 1.31% | 11,897 | $2.1M | Reduce -21.4% |
| MNST Monster Beverage Corp. | 1.22% | 20,461 | $2.0M | Add +11.9% |
| CMG Chipotle Mexican Grill Inc. | 1.20% | 56,730 | $1.9M | Reduce -21.6% |
| WH Wyndham Hotels & Resorts Inc. | 1.15% | 21,962 | $1.8M | Reduce -21.5% |
| USFD US Foods Holding Corp. | 1.12% | 17,689 | $1.8M | Add +41.9% |
| VFC VF Corp. | 1.07% | 103,279 | $1.7M | Add +34.5% |
| KMB Kimberly-Clark Corp. | 1.04% | 15,317 | $1.7M | Reduce -21.3% |
| HLT Hilton Worldwide Holdings Inc. | 0.92% | 4,506 | $1.5M | Reduce -21.6% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.91% | 17,708 | $1.5M | New |
| FUN Six Flags Entertainment Corp. | 0.82% | 62,210 | $1.3M | Reduce -21.5% |
| MDLZ Mondelez International Inc. Class A | 0.76% | 21,282 | $1.2M | Reduce -21.4% |
| TXRH Texas Roadhouse Inc. | 0.75% | 6,284 | $1.2M | Reduce -29.4% |
| AZO AutoZone Inc. | 0.75% | 376 | $1.2M | Add +39.3% |
| MKC McCormick & Co.-Non VTG SHRS | 0.70% | 22,380 | $1.1M | Reduce -64.2% |
| BGS B&G Foods Inc. | 0.65% | 262,179 | $1.0M | Reduce -1.0% |
| CHH Choice Hotels Intl Inc. | 0.62% | 9,085 | $1.0M | Reduce -21.2% |
| LEVI Levi Strauss & Co. Class A | 0.59% | 38,376 | $953K | Add +9.0% |
| TNL Travel + Leisure Co. | 0.40% | 8,474 | $648K | Reduce -21.3% |
Portfolio Sells Q1 2026 → Q2 2026
| WYNN WYNN Resorts Ltd. | Sold out | 0.00% | −3.19 |
| AMZN Amazon.com Inc. | Reduce -49.3% | 2.11% | −1.43 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -64.2% | 0.70% | −1.20 |
| BURL Burlington Stores Inc. | Reduce -18.8% | 3.48% | −0.80 |
| SAM Boston Beer Company Inc. Class A | Reduce -21.4% | 1.31% | −0.80 |
| STZ Constellation Brands Inc. Class A | Reduce -10.2% | 3.09% | −0.52 |
| CHD Church & Dwight Co. Inc. | Reduce -21.4% | 2.57% | −0.49 |
| AAP Advance Auto Parts Inc. | Reduce -29.0% | 2.88% | −0.46 |
| DLTR Dollar Tree Inc. | Reduce -21.5% | 3.68% | −0.44 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -23.7% | 4.06% | −0.42 |
| QSR Restaurant Brands Intern | Sold out | 0.00% | −0.41 |
| DPZ Domino's Pizza Inc. | Reduce -4.9% | 1.68% | −0.40 |
| ACI Albertsons Cos Inc. Class A | Reduce -4.2% | 1.42% | −0.39 |
| PM Philip Morris International | Reduce -15.1% | 5.93% | −0.28 |
| WH Wyndham Hotels & Resorts Inc. | Reduce -21.5% | 1.15% | −0.22 |
| PZZA Papa John's Intl Inc. | Reduce -21.5% | 2.23% | −0.21 |
| CMG Chipotle Mexican Grill Inc. | Reduce -21.6% | 1.20% | −0.20 |
| MDLZ Mondelez International Inc. Class A | Reduce -21.4% | 0.76% | −0.18 |
| NCLH Norwegian Cruise Line Holdin | Reduce -21.5% | 1.53% | −0.15 |
| TXRH Texas Roadhouse Inc. | Reduce -29.4% | 0.75% | −0.13 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -21.6% | 0.92% | −0.13 |
| BGS B&G Foods Inc. | Reduce -1.0% | 0.65% | −0.12 |
| CHH Choice Hotels Intl Inc. | Reduce -21.2% | 0.62% | −0.10 |
| TJX TJX Companies Inc. | Reduce -0.5% | 3.10% | −0.09 |
| KMB Kimberly-Clark Corp. | Reduce -21.3% | 1.04% | −0.09 |
| TNL Travel + Leisure Co. | Reduce -21.3% | 0.40% | −0.05 |
| FRPT Freshpet Inc. | Reduce -4.5% | 1.96% | −0.03 |
| FUN Six Flags Entertainment Corp. | Reduce -21.5% | 0.82% | −0.03 |
| PFGC Performance Food Group Co. | Reduce -21.5% | 4.32% | +0.22 |
| ELF Elf Beauty Inc. | Reduce -9.2% | 2.34% | +0.29 |
| WING Wingstop Inc. | Reduce -4.0% | 3.27% | +0.31 |
| BROS Dutch Bros Inc. Class A | Reduce -12.5% | 3.80% | +0.82 |
Portfolio Buys Q1 2026 → Q2 2026
| MCD McDonald's Corp. | Add +146.7% | 5.24% | +2.86 |
| WMT Walmart Inc. | Add +69.4% | 5.11% | +1.89 |
| BTI British American Tob-SP ADR | Add +30.7% | 6.24% | +1.84 |
| KO The Coca-Cola Co. | Add +22.7% | 4.70% | +1.22 |
| BUD Anheuser-Busch Inbev-SPN ADR | New | 0.91% | +0.91 |
| CL Colgate-Palmolive Co. | Add +34.8% | 1.89% | +0.62 |
| DG Dollar General Corp. | Add +10.3% | 4.90% | +0.45 |
| USFD US Foods Holding Corp. | Add +41.9% | 1.12% | +0.43 |
| MNST Monster Beverage Corp. | Add +11.9% | 1.22% | +0.42 |
| VFC VF Corp. | Add +34.5% | 1.07% | +0.28 |
| LEVI Levi Strauss & Co. Class A | Add +9.0% | 0.59% | +0.20 |
| AZO AutoZone Inc. | Add +39.3% | 0.75% | +0.20 |
| CELH Celsius Holdings Inc. | Add +18.3% | 2.48% | +0.01 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 43 | $161.0M | BTI, PM, MCD, WMT, DG |
| Q1 2026 | 44 | $165.6M | PM, RCL, DG, BTI, BURL |
| Q4 2025 | 42 | $211.0M | PM, WMT, KO, COST, DG |
| Q3 2025 | 44 | $278.8M | PM, AAP, BTI, KHC, WMT |
| Q2 2025 | 46 | $206.9M | AMZN, BURL, KO, BTI, AAP |
| Q1 2025 | 46 | $114.2M | BURL, CMG, AMZN, BTI, DG |
| Q4 2024Amended | 44 | $210.4M | ELF, STZ, WING, DG, CMG |
| Q3 2024 | 47 | $195.7M | CMG, RCL, STZ, ELF, FRPT |
| Q2 2024 | 53 | $257.3M | DG, ELF, AZO, HSY, WH |
| Q1 2024 | 53 | $217.1M | DG, HSY, TGT, GIS, PEP |