Savoir Faire Capital Management, L.P.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 5, 2025), Savoir Faire Capital Management, L.P. reported 46 stock positions worth $114.2 million. Its top holding was Burlington Stores (BURL) at 5.5% of the portfolio, followed by Chipotle Mexican Grill (CMG, 5.1%) and Amazon.com (AMZN, 5.1%). Compared with Q4 2024, it opened 10 new positions, sold out of 8, added to 9 and reduced 27. The biggest buy was Amazon.com (AMZN, shares +109%) and the biggest sale Elf Beauty (ELF, shares −83%).
- Most Recent 13F
- Q2 2026
- Location
- NORWALK, CT
- CIK
- 0001710593
- Portfolio Value
- $114.2M (Q1 2025)
- SEC Filing
- 0001085146-25-002599 ↗ filed May 5, 2025
Holdings Value
Holdings 46 stocks · $114.2M
| BURL Burlington Stores Inc. | 5.54% | 26,531 | $6.3M | Add +51.7% |
| CMG Chipotle Mexican Grill Inc. | 5.07% | 115,391 | $5.8M | Reduce -27.2% |
| AMZN Amazon.com Inc. | 5.07% | 30,421 | $5.8M | Add +109.2% |
| BTI British American Tob-SP ADR | 4.97% | 137,162 | $5.7M | Reduce -38.6% |
| DG Dollar General Corp. | 4.71% | 61,159 | $5.4M | Reduce -54.8% |
| SAM Boston Beer Company Inc. Class A | 4.31% | 20,594 | $4.9M | Add +45.8% |
| CAG Conagra Brands Inc. | 3.88% | 166,036 | $4.4M | Add +16.8% |
| STZ Constellation Brands Inc. Class A | 3.85% | 23,934 | $4.4M | Reduce -56.7% |
| WING Wingstop Inc. | 3.71% | 18,796 | $4.2M | Reduce -50.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.56% | 33,381 | $4.1M | Reduce -52.4% |
| AAP Advance Auto Parts Inc. | 3.48% | 101,317 | $4.0M | Reduce -16.9% |
| BROS Dutch Bros Inc. Class A | 3.29% | 60,943 | $3.8M | Add +15.6% |
| TGT Target Corp. | 2.75% | 30,100 | $3.1M | Reduce -54.4% |
| CLX Clorox Company | 2.53% | 19,602 | $2.9M | Add +253.3% |
| PFGC Performance Food Group Co. | 2.51% | 36,420 | $2.9M | New |
| FRPT Freshpet Inc. | 2.24% | 30,779 | $2.6M | Reduce -37.1% |
| CELH Celsius Holdings Inc. | 2.21% | 70,917 | $2.5M | Reduce -74.9% |
| DLTR Dollar Tree Inc. | 2.20% | 33,540 | $2.5M | New |
| WH Wyndham Hotels & Resorts Inc. | 2.11% | 26,603 | $2.4M | New |
| MKC McCormick & Co.-Non VTG SHRS | 2.10% | 29,072 | $2.4M | Reduce -43.7% |
| FUN Six Flags Entertainment Corp. | 2.09% | 66,793 | $2.4M | Reduce -47.1% |
| TXRH Texas Roadhouse Inc. | 2.08% | 14,278 | $2.4M | Reduce -43.1% |
| COST Costco Wholesale Corp. | 1.98% | 2,395 | $2.3M | New |
| KO The Coca-Cola Co. | 1.97% | 31,340 | $2.2M | New |
| HLT Hilton Worldwide Holdings Inc. | 1.94% | 9,737 | $2.2M | Add +111.3% |
| VFC VF Corp. | 1.62% | 119,498 | $1.9M | Reduce -52.3% |
| SMPL The Simply Good Foods Co. | 1.61% | 53,280 | $1.8M | Add +113.1% |
| QSR Restaurant Brands Intern | 1.55% | 26,535 | $1.8M | Reduce -55.5% |
| PZZA Papa John's Intl Inc. | 1.50% | 41,659 | $1.7M | Reduce -65.9% |
| CPB The Campbell's Company | 1.45% | 41,537 | $1.7M | Reduce -81.8% |
| WMT Walmart Inc. | 1.27% | 16,469 | $1.4M | New |
| PM Philip Morris International | 1.12% | 8,061 | $1.3M | New |
| BF.B Brown-Forman Corp. Class B | 1.06% | 35,635 | $1.2M | Reduce -68.5% |
| MGM MGM Resorts International | 0.94% | 36,087 | $1.1M | Reduce 0.0% |
| ELF Elf Beauty Inc. | 0.91% | 16,491 | $1.0M | Reduce -83.2% |
| BRBR Bellring Brands Inc. | 0.83% | 12,715 | $947K | New |
| LEVI Levi Strauss & Co. Class A | 0.81% | 59,695 | $931K | Reduce -68.4% |
| NWL Newell Brands Inc. | 0.77% | 142,408 | $883K | Reduce -50.6% |
| CL Colgate-Palmolive Co. | 0.71% | 8,598 | $806K | Reduce -63.1% |
| CHH Choice Hotels Intl Inc. | 0.70% | 5,988 | $795K | New |
| USFD US Foods Holding Corp. | 0.63% | 10,995 | $720K | Reduce -68.9% |
| BGS B&G Foods Inc. | 0.61% | 101,301 | $696K | Reduce -69.8% |
| CCL Carnival Corp. | 0.54% | 31,614 | $617K | Add +50.3% |
| TNL Travel + Leisure Co. | 0.53% | 12,953 | $600K | Reduce -68.8% |
| ACI Albertsons Cos Inc. Class A | 0.39% | 20,037 | $441K | New |
| COTY Coty Inc. Class A | 0.33% | 69,252 | $379K | Reduce -75.8% |
Portfolio Sells Q4 2024 → Q1 2025
| ELF Elf Beauty Inc. | Reduce -83.2% | 0.91% | −4.96 |
| DKS Dick's Sporting Goods Inc. | Sold out | 0.00% | −3.09 |
| CPB The Campbell's Company | Reduce -81.8% | 1.45% | −3.09 |
| BUD Anheuser-Busch Inbev-SPN ADR | Sold out | 0.00% | −2.58 |
| AZO AutoZone Inc. | Sold out | 0.00% | −2.32 |
| STZ Constellation Brands Inc. Class A | Reduce -56.7% | 3.85% | −1.95 |
| GIS General Mills Inc. | Sold out | 0.00% | −1.69 |
| TGT Target Corp. | Reduce -54.4% | 2.75% | −1.49 |
| WING Wingstop Inc. | Reduce -50.6% | 3.71% | −1.43 |
| CELH Celsius Holdings Inc. | Reduce -74.9% | 2.21% | −1.33 |
| FRPT Freshpet Inc. | Reduce -37.1% | 2.24% | −1.20 |
| BF.B Brown-Forman Corp. Class B | Reduce -68.5% | 1.06% | −0.98 |
| VFC VF Corp. | Reduce -52.3% | 1.62% | −0.93 |
| PZZA Papa John's Intl Inc. | Reduce -65.9% | 1.50% | −0.88 |
| RCL Royal Caribbean Cruises Ltd. | Sold out | 0.00% | −0.86 |
| FUN Six Flags Entertainment Corp. | Reduce -47.1% | 2.09% | −0.81 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −0.79 |
| LEVI Levi Strauss & Co. Class A | Reduce -68.4% | 0.81% | −0.74 |
| MNST Monster Beverage Corp. | Sold out | 0.00% | −0.67 |
| COTY Coty Inc. Class A | Reduce -75.8% | 0.33% | −0.62 |
| NWL Newell Brands Inc. | Reduce -50.6% | 0.77% | −0.59 |
| USFD US Foods Holding Corp. | Reduce -68.9% | 0.63% | −0.50 |
| BGS B&G Foods Inc. | Reduce -69.8% | 0.61% | −0.49 |
| TNL Travel + Leisure Co. | Reduce -68.8% | 0.53% | −0.47 |
| TJX TJX Companies Inc. | Reduce -52.4% | 3.56% | −0.46 |
| CL Colgate-Palmolive Co. | Reduce -63.1% | 0.71% | −0.30 |
| QSR Restaurant Brands Intern | Reduce -55.5% | 1.55% | −0.30 |
| HGV Hilton Grand Vacations Inc. | Sold out | 0.00% | −0.19 |
| DG Dollar General Corp. | Reduce -54.8% | 4.71% | −0.17 |
| TXRH Texas Roadhouse Inc. | Reduce -43.1% | 2.08% | −0.07 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -43.7% | 2.10% | +0.23 |
| MGM MGM Resorts International | Reduce 0.0% | 0.94% | +0.34 |
| CMG Chipotle Mexican Grill Inc. | Reduce -27.2% | 5.07% | +0.53 |
| AAP Advance Auto Parts Inc. | Reduce -16.9% | 3.48% | +0.74 |
| BTI British American Tob-SP ADR | Reduce -38.6% | 4.97% | +1.11 |
Portfolio Buys Q4 2024 → Q1 2025
| AMZN Amazon.com Inc. | Add +109.2% | 5.07% | +3.55 |
| BURL Burlington Stores Inc. | Add +51.7% | 5.54% | +3.17 |
| PFGC Performance Food Group Co. | New | 2.51% | +2.51 |
| SAM Boston Beer Company Inc. Class A | Add +45.8% | 4.31% | +2.29 |
| DLTR Dollar Tree Inc. | New | 2.20% | +2.20 |
| WH Wyndham Hotels & Resorts Inc. | New | 2.11% | +2.11 |
| CLX Clorox Company | Add +253.3% | 2.53% | +2.10 |
| CAG Conagra Brands Inc. | Add +16.8% | 3.88% | +2.00 |
| COST Costco Wholesale Corp. | New | 1.98% | +1.98 |
| BROS Dutch Bros Inc. Class A | Add +15.6% | 3.29% | +1.98 |
| KO The Coca-Cola Co. | New | 1.97% | +1.97 |
| HLT Hilton Worldwide Holdings Inc. | Add +111.3% | 1.94% | +1.40 |
| WMT Walmart Inc. | New | 1.27% | +1.27 |
| SMPL The Simply Good Foods Co. | Add +113.1% | 1.61% | +1.15 |
| PM Philip Morris International | New | 1.12% | +1.12 |
| BRBR Bellring Brands Inc. | New | 0.83% | +0.83 |
| CHH Choice Hotels Intl Inc. | New | 0.70% | +0.70 |
| ACI Albertsons Cos Inc. Class A | New | 0.39% | +0.39 |
| CCL Carnival Corp. | Add +50.3% | 0.54% | +0.29 |
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 |