Savoir Faire Capital Management, L.P.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 9, 2024), Savoir Faire Capital Management, L.P. reported 53 stock positions worth $217.1 million. Its top holding was Dollar General (DG) at 6.0% of the portfolio, followed by Hershey (HSY, 4.8%) and Target (TGT, 4.5%). Compared with Q4 2023, it opened 10 new positions, sold out of 7, added to 10 and reduced 33. The biggest buy was a new position in Starbucks (SBUX) and the biggest sale an exit from Molson Coors Beverage Class B (TAP).
- Most Recent 13F
- Q2 2026
- Location
- NORWALK, CT
- CIK
- 0001710593
- Portfolio Value
- $217.1M (Q1 2024)
- SEC Filing
- 0001085146-24-002351 ↗ filed May 9, 2024
Holdings Value
Holdings 53 stocks · $217.1M
| DG Dollar General Corp. | 5.97% | 83,022 | $13.0M | Add +6.1% |
| HSY The Hershey Co. | 4.78% | 53,325 | $10.4M | Add +23.4% |
| TGT Target Corp. | 4.46% | 54,582 | $9.7M | Reduce -14.4% |
| GIS General Mills Inc. | 3.81% | 118,057 | $8.3M | Add +35.8% |
| PEP Pepsico Inc. | 3.79% | 47,062 | $8.2M | Reduce -14.4% |
| KHC The Kraft Heinz Co. | 3.42% | 200,978 | $7.4M | Reduce -14.4% |
| AZO AutoZone Inc. | 3.27% | 2,253 | $7.1M | Reduce -14.5% |
| KO The Coca-Cola Co. | 3.12% | 110,879 | $6.8M | Reduce -14.4% |
| CLX Clorox Company | 3.05% | 43,280 | $6.6M | Reduce -33.6% |
| CL Colgate-Palmolive Co. | 2.75% | 66,353 | $6.0M | Reduce -14.4% |
| BJ Bj's Wholesale Club Holdings filed as BJS WHSL CLUB HLDGS INC | 2.67% | 76,525 | $5.8M | Add +41.8% |
| POOL Pool Corp. | 2.61% | 14,049 | $5.7M | Add +45.9% |
| STZ Constellation Brands Inc. Class A | 2.61% | 20,842 | $5.7M | Reduce -0.8% |
| HLT Hilton Worldwide Holdings Inc. | 2.47% | 25,166 | $5.4M | Reduce -14.4% |
| YUMC Yum China Holdings Inc. | 2.43% | 132,528 | $5.3M | Add +86.7% |
| K Kellanova | 2.22% | 84,071 | $4.8M | Reduce -31.6% |
| ORLY O'reilly Automotive Inc. | 2.11% | 4,058 | $4.6M | Add +13.5% |
| SBUX Starbucks Corp. | 2.09% | 49,693 | $4.5M | New |
| BGS B&G Foods Inc. | 2.02% | 384,104 | $4.4M | Reduce -0.7% |
| BUD Anheuser-Busch Inbev-SPN ADR | 1.92% | 68,650 | $4.2M | Reduce -23.4% |
| VFC VF Corp. | 1.92% | 271,132 | $4.2M | Add +6.3% |
| CPB The Campbell's Company filed as CAMPBELL SOUP CO | 1.88% | 91,774 | $4.1M | Reduce -14.4% |
| BF.B Brown-Forman Corp. Class B | 1.87% | 78,481 | $4.1M | Reduce -26.5% |
| WH Wyndham Hotels & Resorts Inc. | 1.74% | 49,295 | $3.8M | Reduce -0.7% |
| AMZN Amazon.com Inc. | 1.69% | 20,369 | $3.7M | New |
| CHH Choice Hotels Intl Inc. | 1.69% | 29,037 | $3.7M | Reduce -29.1% |
| DRI Darden Restaurants Inc. | 1.66% | 21,530 | $3.6M | Reduce -28.6% |
| MO Altria Group Inc. | 1.65% | 82,143 | $3.6M | Reduce -43.7% |
| COTY Coty Inc. Class A | 1.61% | 292,000 | $3.5M | New |
| TXRH Texas Roadhouse Inc. | 1.53% | 21,532 | $3.3M | Reduce -52.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 1.49% | 31,838 | $3.2M | Reduce -14.4% |
| SIX Six Flags Entertainment Corp. | 1.48% | 121,894 | $3.2M | Add +29.4% |
| BURL Burlington Stores Inc. | 1.48% | 13,800 | $3.2M | New |
| COST Costco Wholesale Corp. | 1.44% | 4,277 | $3.1M | Reduce -38.7% |
| ELF Elf Beauty Inc. | 1.41% | 15,640 | $3.1M | New |
| ULTA Ulta Beauty Inc. | 1.41% | 5,846 | $3.1M | Reduce -14.4% |
| MCD McDonald's Corp. | 1.39% | 10,723 | $3.0M | Reduce -61.0% |
| KMB Kimberly-Clark Corp. | 1.38% | 23,103 | $3.0M | Reduce -14.5% |
| PZZA Papa John's Intl Inc. | 1.24% | 40,423 | $2.7M | Add +34.2% |
| MAR Marriott International Class A | 1.11% | 9,587 | $2.4M | Reduce -14.4% |
| CELH Celsius Holdings Inc. | 0.84% | 22,000 | $1.8M | New |
| EL Estee Lauder Companies Class A filed as LAUDER ESTEE COS INC | 0.74% | 10,480 | $1.6M | New |
| WEN The Wendy's Co. | 0.71% | 82,216 | $1.5M | Reduce -62.3% |
| SHAK Shake Shack Inc. Class A | 0.64% | 13,382 | $1.4M | Reduce -51.4% |
| NWL Newell Brands Inc. | 0.63% | 171,329 | $1.4M | Reduce -4.4% |
| MNST Monster Beverage Corp. | 0.62% | 22,845 | $1.4M | New |
| CAG Conagra Brands Inc. | 0.62% | 45,440 | $1.3M | Reduce -78.9% |
| LW Lamb Weston Holdings Inc. | 0.59% | 12,000 | $1.3M | New |
| HGV Hilton Grand Vacations Inc. | 0.51% | 23,271 | $1.1M | Reduce -14.4% |
| WYNN WYNN Resorts Ltd. | 0.48% | 10,228 | $1.0M | Reduce -14.4% |
| FRPT Freshpet Inc. | 0.39% | 7,360 | $853K | New |
| CZR Caesars Entertainment Inc. | 0.38% | 19,050 | $833K | Reduce -14.4% |
| CCL Carnival Corp. | 0.19% | 25,861 | $423K | Reduce -14.4% |
Portfolio Sells Q4 2023 → Q1 2024
| TAP Molson Coors Beverage Co. Class B | Sold out | 0.00% | −2.42 |
| MCD McDonald's Corp. | Reduce -61.0% | 1.39% | −2.15 |
| CAG Conagra Brands Inc. | Reduce -78.9% | 0.62% | −2.06 |
| POST Post Holdings Inc. | Sold out | 0.00% | −1.84 |
| YUM Yum! Brands Inc. | Sold out | 0.00% | −1.76 |
| WEN The Wendy's Co. | Reduce -62.3% | 0.71% | −1.13 |
| CLX Clorox Company | Reduce -33.6% | 3.05% | −0.99 |
| MO Altria Group Inc. | Reduce -43.7% | 1.65% | −0.91 |
| TXRH Texas Roadhouse Inc. | Reduce -52.3% | 1.53% | −0.87 |
| HOG Harley-Davidson Inc. | Sold out | 0.00% | −0.81 |
| BF.B Brown-Forman Corp. Class B | Reduce -26.5% | 1.87% | −0.78 |
| K Kellanova | Reduce -31.6% | 2.22% | −0.76 |
| KLG WK Kellogg Co. | Sold out | 0.00% | −0.76 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -23.4% | 1.92% | −0.59 |
| COST Costco Wholesale Corp. | Reduce -38.7% | 1.44% | −0.56 |
| DRI Darden Restaurants Inc. | Reduce -28.6% | 1.66% | −0.49 |
| PII Polaris Inc. | Sold out | 0.00% | −0.44 |
| MTN Vail Resorts Inc. | Sold out | 0.00% | −0.41 |
| KHC The Kraft Heinz Co. | Reduce -14.4% | 3.42% | −0.36 |
| CHH Choice Hotels Intl Inc. | Reduce -29.1% | 1.69% | −0.32 |
| PEP Pepsico Inc. | Reduce -14.4% | 3.79% | −0.26 |
| SHAK Shake Shack Inc. Class A | Reduce -51.4% | 0.64% | −0.25 |
| KO The Coca-Cola Co. | Reduce -14.4% | 3.12% | −0.19 |
| CPB The Campbell's Company | Reduce -14.4% | 1.88% | −0.14 |
| CZR Caesars Entertainment Inc. | Reduce -14.4% | 0.38% | −0.07 |
| KMB Kimberly-Clark Corp. | Reduce -14.5% | 1.38% | −0.05 |
| CCL Carnival Corp. | Reduce -14.4% | 0.19% | −0.05 |
| ULTA Ulta Beauty Inc. | Reduce -14.4% | 1.41% | −0.05 |
| NWL Newell Brands Inc. | Reduce -4.4% | 0.63% | −0.04 |
| TJX TJX Companies Inc. | Reduce -14.4% | 1.49% | −0.03 |
| WYNN WYNN Resorts Ltd. | Reduce -14.4% | 0.48% | +0.01 |
| WH Wyndham Hotels & Resorts Inc. | Reduce -0.7% | 1.74% | +0.01 |
| MAR Marriott International Class A | Reduce -14.4% | 1.11% | +0.02 |
| HGV Hilton Grand Vacations Inc. | Reduce -14.4% | 0.51% | +0.03 |
| CL Colgate-Palmolive Co. | Reduce -14.4% | 2.75% | +0.07 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -14.4% | 2.47% | +0.15 |
| BGS B&G Foods Inc. | Reduce -0.7% | 2.02% | +0.26 |
| AZO AutoZone Inc. | Reduce -14.5% | 3.27% | +0.31 |
| STZ Constellation Brands Inc. Class A | Reduce -0.8% | 2.61% | +0.40 |
| TGT Target Corp. | Reduce -14.4% | 4.46% | +0.51 |
Portfolio Buys Q4 2023 → Q1 2024
| SBUX Starbucks Corp. | New | 2.09% | +2.09 |
| AMZN Amazon.com Inc. | New | 1.69% | +1.69 |
| COTY Coty Inc. Class A | New | 1.61% | +1.61 |
| BURL Burlington Stores Inc. | New | 1.48% | +1.48 |
| ELF Elf Beauty Inc. | New | 1.41% | +1.41 |
| DG Dollar General Corp. | Add +6.1% | 5.97% | +1.35 |
| GIS General Mills Inc. | Add +35.8% | 3.81% | +1.34 |
| HSY The Hershey Co. | Add +23.4% | 4.78% | +1.28 |
| YUMC Yum China Holdings Inc. | Add +86.7% | 2.43% | +1.12 |
| BJ Bj's Wholesale Club Holdings | Add +41.8% | 2.67% | +1.10 |
| POOL Pool Corp. | Add +45.9% | 2.61% | +0.94 |
| CELH Celsius Holdings Inc. | New | 0.84% | +0.84 |
| EL Estee Lauder Companies Class A | New | 0.74% | +0.74 |
| ORLY O'reilly Automotive Inc. | Add +13.5% | 2.11% | +0.64 |
| MNST Monster Beverage Corp. | New | 0.62% | +0.62 |
| LW Lamb Weston Holdings Inc. | New | 0.59% | +0.59 |
| SIX Six Flags Entertainment Corp. | Add +29.4% | 1.48% | +0.45 |
| FRPT Freshpet Inc. | New | 0.39% | +0.39 |
| PZZA Papa John's Intl Inc. | Add +34.2% | 1.24% | +0.24 |
| VFC VF Corp. | Add +6.3% | 1.92% | −0.17 |
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 |