Savoir Faire Capital Management, L.P.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Savoir Faire Capital Management, L.P. reported 44 stock positions worth $210.4 million. Its top holding was Elf Beauty (ELF) at 5.9% of the portfolio, followed by Constellation Brands Class A (STZ, 5.8%) and Wingstop (WING, 5.1%). Compared with Q3 2024, it opened 5 new positions, sold out of 8, added to 24 and reduced 15. The biggest buy was a new position in Dick's Sporting Goods (DKS) and the biggest sale Royal Caribbean Cruises (RCL, shares −84%).
- Most Recent 13F
- Q2 2026
- Location
- NORWALK, CT
- CIK
- 0001710593
- Portfolio Value
- $210.4M (Q4 2024)
- SEC Filing
- 0001085146-25-001343 ↗ filed Feb 13, 2025
Holdings Value
Holdings 44 stocks · $210.4M
| ELF Elf Beauty Inc. | 5.87% | 98,350 | $12.3M | Add +40.0% |
| STZ Constellation Brands Inc. Class A | 5.80% | 55,218 | $12.2M | Add +82.5% |
| WING Wingstop Inc. | 5.14% | 38,047 | $10.8M | Add +168.0% |
| DG Dollar General Corp. | 4.88% | 135,286 | $10.3M | Add +75.1% |
| CMG Chipotle Mexican Grill Inc. | 4.55% | 158,600 | $9.6M | Reduce -22.8% |
| CPB The Campbell's Company | 4.54% | 228,057 | $9.6M | Add +226.6% |
| TGT Target Corp. | 4.24% | 66,033 | $8.9M | Add +78.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 4.02% | 70,061 | $8.5M | Add +131.3% |
| BTI British American Tob-SP ADR | 3.86% | 223,365 | $8.1M | Add +29.5% |
| CELH Celsius Holdings Inc. | 3.54% | 282,957 | $7.5M | Add +63.1% |
| FRPT Freshpet Inc. | 3.44% | 48,919 | $7.2M | Reduce -8.4% |
| DKS Dick's Sporting Goods Inc. | 3.09% | 28,407 | $6.5M | New |
| FUN Six Flags Entertainment Corp. | 2.89% | 126,330 | $6.1M | Add +16.4% |
| AAP Advance Auto Parts Inc. | 2.74% | 122,000 | $5.8M | New |
| BUD Anheuser-Busch Inbev-SPN ADR | 2.58% | 108,435 | $5.4M | Add +15.9% |
| VFC VF Corp. | 2.55% | 250,480 | $5.4M | Reduce -6.7% |
| PZZA Papa John's Intl Inc. | 2.38% | 122,087 | $5.0M | Add +43.1% |
| BURL Burlington Stores Inc. | 2.37% | 17,492 | $5.0M | Add +229.5% |
| AZO AutoZone Inc. | 2.32% | 1,525 | $4.9M | Reduce -12.1% |
| TXRH Texas Roadhouse Inc. | 2.15% | 25,093 | $4.5M | Add +43.0% |
| BF.B Brown-Forman Corp. Class B | 2.04% | 112,982 | $4.3M | Add +32.1% |
| SAM Boston Beer Company Inc. Class A | 2.01% | 14,125 | $4.2M | New |
| CAG Conagra Brands Inc. | 1.88% | 142,199 | $3.9M | New |
| MKC McCormick & Co.-Non VTG SHRS | 1.87% | 51,599 | $3.9M | Add +34.6% |
| QSR Restaurant Brands Intern | 1.85% | 59,693 | $3.9M | Add +88.0% |
| GIS General Mills Inc. | 1.69% | 55,698 | $3.6M | Add +5.2% |
| LEVI Levi Strauss & Co. Class A | 1.55% | 188,714 | $3.3M | Add +55.6% |
| AMZN Amazon.com Inc. | 1.52% | 14,540 | $3.2M | Reduce -51.5% |
| NWL Newell Brands Inc. | 1.36% | 288,210 | $2.9M | Add +14.1% |
| BROS Dutch Bros Inc. Class A | 1.31% | 52,741 | $2.8M | Reduce -62.0% |
| USFD US Foods Holding Corp. | 1.13% | 35,366 | $2.4M | Add +1.7% |
| BGS B&G Foods Inc. | 1.10% | 335,476 | $2.3M | Reduce -21.9% |
| CL Colgate-Palmolive Co. | 1.01% | 23,290 | $2.1M | Add +44.3% |
| TNL Travel + Leisure Co. | 1.00% | 41,551 | $2.1M | Add +21.9% |
| COTY Coty Inc. Class A | 0.95% | 286,567 | $2.0M | Add +12.7% |
| RCL Royal Caribbean Cruises Ltd. | 0.86% | 7,840 | $1.8M | Reduce -84.0% |
| KHC The Kraft Heinz Co. | 0.79% | 53,901 | $1.7M | Reduce -54.0% |
| MNST Monster Beverage Corp. | 0.67% | 26,749 | $1.4M | Reduce -55.4% |
| MGM MGM Resorts International | 0.59% | 36,088 | $1.3M | Reduce -42.9% |
| HLT Hilton Worldwide Holdings Inc. | 0.54% | 4,607 | $1.1M | Reduce -29.9% |
| SMPL The Simply Good Foods Co. | 0.46% | 25,000 | $975K | New |
| CLX Clorox Company | 0.43% | 5,548 | $901K | Reduce -82.6% |
| CCL Carnival Corp. | 0.25% | 21,031 | $524K | Reduce -29.9% |
| HGV Hilton Grand Vacations Inc. | 0.19% | 10,038 | $391K | Reduce -29.9% |
Portfolio Sells Q3 2024 → Q4 2024
| RCL Royal Caribbean Cruises Ltd. | Reduce -84.0% | 0.86% | −3.58 |
| HSY The Hershey Co. | Sold out | 0.00% | −2.78 |
| YUMC Yum China Holdings Inc. | Sold out | 0.00% | −2.52 |
| WH Wyndham Hotels & Resorts Inc. | Sold out | 0.00% | −2.38 |
| RL Ralph Lauren Corp. | Sold out | 0.00% | −2.37 |
| CLX Clorox Company | Reduce -82.6% | 0.43% | −2.22 |
| PEP Pepsico Inc. | Sold out | 0.00% | −1.52 |
| CMG Chipotle Mexican Grill Inc. | Reduce -22.8% | 4.55% | −1.50 |
| AMZN Amazon.com Inc. | Reduce -51.5% | 1.52% | −1.33 |
| KHC The Kraft Heinz Co. | Reduce -54.0% | 0.79% | −1.31 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −1.07 |
| BROS Dutch Bros Inc. Class A | Reduce -62.0% | 1.31% | −0.96 |
| MNST Monster Beverage Corp. | Reduce -55.4% | 0.67% | −0.93 |
| ORLY O'reilly Automotive Inc. | Sold out | 0.00% | −0.91 |
| BGS B&G Foods Inc. | Reduce -21.9% | 1.10% | −0.85 |
| WYNN WYNN Resorts Ltd. | Sold out | 0.00% | −0.68 |
| MGM MGM Resorts International | Reduce -42.9% | 0.59% | −0.67 |
| AZO AutoZone Inc. | Reduce -12.1% | 2.32% | −0.47 |
| FRPT Freshpet Inc. | Reduce -8.4% | 3.44% | −0.29 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -29.9% | 0.54% | −0.23 |
| VFC VF Corp. | Reduce -6.7% | 2.55% | −0.18 |
| HGV Hilton Grand Vacations Inc. | Reduce -29.9% | 0.19% | −0.08 |
| CCL Carnival Corp. | Reduce -29.9% | 0.25% | −0.03 |
Portfolio Buys Q3 2024 → Q4 2024
| DKS Dick's Sporting Goods Inc. | New | 3.09% | +3.09 |
| CPB The Campbell's Company | Add +226.6% | 4.54% | +2.79 |
| AAP Advance Auto Parts Inc. | New | 2.74% | +2.74 |
| TJX TJX Companies Inc. | Add +131.3% | 4.02% | +2.20 |
| WING Wingstop Inc. | Add +168.0% | 5.14% | +2.12 |
| SAM Boston Beer Company Inc. Class A | New | 2.01% | +2.01 |
| ELF Elf Beauty Inc. | Add +40.0% | 5.87% | +1.96 |
| CAG Conagra Brands Inc. | New | 1.88% | +1.88 |
| STZ Constellation Brands Inc. Class A | Add +82.5% | 5.80% | +1.82 |
| BURL Burlington Stores Inc. | Add +229.5% | 2.37% | +1.66 |
| DG Dollar General Corp. | Add +75.1% | 4.88% | +1.54 |
| TGT Target Corp. | Add +78.1% | 4.24% | +1.29 |
| CELH Celsius Holdings Inc. | Add +63.1% | 3.54% | +0.76 |
| QSR Restaurant Brands Intern | Add +88.0% | 1.85% | +0.68 |
| FUN Six Flags Entertainment Corp. | Add +16.4% | 2.89% | +0.66 |
| BTI British American Tob-SP ADR | Add +29.5% | 3.86% | +0.63 |
| TXRH Texas Roadhouse Inc. | Add +43.0% | 2.15% | +0.57 |
| SMPL The Simply Good Foods Co. | New | 0.46% | +0.46 |
| NWL Newell Brands Inc. | Add +14.1% | 1.36% | +0.37 |
| MKC McCormick & Co.-Non VTG SHRS | Add +34.6% | 1.87% | +0.26 |
| LEVI Levi Strauss & Co. Class A | Add +55.6% | 1.55% | +0.20 |
| TNL Travel + Leisure Co. | Add +21.9% | 1.00% | +0.19 |
| CL Colgate-Palmolive Co. | Add +44.3% | 1.01% | +0.15 |
| USFD US Foods Holding Corp. | Add +1.7% | 1.13% | +0.04 |
| PZZA Papa John's Intl Inc. | Add +43.1% | 2.38% | +0.04 |
| BF.B Brown-Forman Corp. Class B | Add +32.1% | 2.04% | −0.11 |
| COTY Coty Inc. Class A | Add +12.7% | 0.95% | −0.27 |
| GIS General Mills Inc. | Add +5.2% | 1.69% | −0.31 |
| BUD Anheuser-Busch Inbev-SPN ADR | Add +15.9% | 2.58% | −0.59 |
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 |