Savoir Faire Capital Management, L.P.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 4, 2025), Savoir Faire Capital Management, L.P. reported 46 stock positions worth $206.9 million. Its top holding was Amazon.com (AMZN) at 5.8% of the portfolio, followed by Burlington Stores (BURL, 5.8%) and Coca-Cola (KO, 4.9%). Compared with Q1 2025, it opened 2 new positions, sold out of 2, added to 41 and reduced 3. The biggest buy was a new position in Church & Dwight (CHD) and the biggest sale Target (TGT, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- NORWALK, CT
- CIK
- 0001710593
- Portfolio Value
- $206.9M (Q2 2025)
- SEC Filing
- 0001085146-25-004486 ↗ filed Aug 4, 2025
Holdings Value
Holdings 46 stocks · $206.9M
| AMZN Amazon.com Inc. | 5.84% | 55,101 | $12.1M | Add +81.1% |
| BURL Burlington Stores Inc. | 5.82% | 51,738 | $12.0M | Add +95.0% |
| KO The Coca-Cola Co. | 4.94% | 144,367 | $10.2M | Add +360.6% |
| BTI British American Tob-SP ADR | 4.77% | 208,345 | $9.9M | Add +51.9% |
| AAP Advance Auto Parts Inc. | 4.58% | 203,818 | $9.5M | Add +101.2% |
| CMG Chipotle Mexican Grill Inc. | 4.45% | 163,838 | $9.2M | Add +42.0% |
| WING Wingstop Inc. | 4.44% | 27,272 | $9.2M | Add +45.1% |
| DG Dollar General Corp. | 4.08% | 73,806 | $8.4M | Add +20.7% |
| PM Philip Morris International | 3.88% | 44,055 | $8.0M | Add +446.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.33% | 55,827 | $6.9M | Add +67.2% |
| CHD Church & Dwight Co. Inc. | 3.12% | 67,052 | $6.4M | New |
| BROS Dutch Bros Inc. Class A | 2.87% | 86,848 | $5.9M | Add +42.5% |
| SAM Boston Beer Company Inc. Class A | 2.79% | 30,240 | $5.8M | Add +46.8% |
| DLTR Dollar Tree Inc. | 2.57% | 53,758 | $5.3M | Add +60.3% |
| CAG Conagra Brands Inc. | 2.41% | 243,422 | $5.0M | Add +46.6% |
| MKC McCormick & Co.-Non VTG SHRS | 2.28% | 62,264 | $4.7M | Add +114.2% |
| STZ Constellation Brands Inc. Class A | 2.26% | 28,725 | $4.7M | Add +20.0% |
| CELH Celsius Holdings Inc. | 2.22% | 98,878 | $4.6M | Add +39.4% |
| TXRH Texas Roadhouse Inc. | 2.19% | 24,160 | $4.5M | Add +69.2% |
| PZZA Papa John's Intl Inc. | 2.17% | 91,641 | $4.5M | Add +120.0% |
| COST Costco Wholesale Corp. | 2.16% | 4,520 | $4.5M | Add +88.7% |
| PFGC Performance Food Group Co. | 2.15% | 50,887 | $4.5M | Add +39.7% |
| WMT Walmart Inc. | 1.90% | 40,228 | $3.9M | Add +144.3% |
| CLX Clorox Company | 1.59% | 27,347 | $3.3M | Add +39.5% |
| FRPT Freshpet Inc. | 1.58% | 48,184 | $3.3M | Add +56.5% |
| HLT Hilton Worldwide Holdings Inc. | 1.57% | 12,210 | $3.3M | Add +25.4% |
| VFC VF Corp. | 1.46% | 257,714 | $3.0M | Add +115.7% |
| WH Wyndham Hotels & Resorts Inc. | 1.44% | 36,804 | $3.0M | Add +38.4% |
| TGT Target Corp. | 1.43% | 30,033 | $3.0M | Reduce -0.2% |
| LEVI Levi Strauss & Co. Class A | 1.27% | 142,435 | $2.6M | Add +138.6% |
| FUN Six Flags Entertainment Corp. | 1.20% | 81,488 | $2.5M | Add +22.0% |
| QSR Restaurant Brands Intern | 1.19% | 37,032 | $2.5M | Add +39.6% |
| SMPL The Simply Good Foods Co. | 1.13% | 74,183 | $2.3M | Add +39.2% |
| BRBR Bellring Brands Inc. | 1.12% | 40,090 | $2.3M | Add +215.3% |
| ACI Albertsons Cos Inc. Class A | 1.08% | 104,033 | $2.2M | Add +419.2% |
| CL Colgate-Palmolive Co. | 1.07% | 24,333 | $2.2M | Add +183.0% |
| CPB The Campbell's Company | 0.83% | 55,967 | $1.7M | Add +34.7% |
| MGM MGM Resorts International | 0.81% | 48,708 | $1.7M | Add +35.0% |
| BF.B Brown-Forman Corp. Class B | 0.80% | 61,650 | $1.7M | Add +73.0% |
| KMB Kimberly-Clark Corp. | 0.64% | 10,332 | $1.3M | New |
| CCL Carnival Corp. | 0.58% | 42,652 | $1.2M | Add +34.9% |
| USFD US Foods Holding Corp. | 0.55% | 14,797 | $1.1M | Add +34.6% |
| CHH Choice Hotels Intl Inc. | 0.50% | 8,126 | $1.0M | Add +35.7% |
| TNL Travel + Leisure Co. | 0.44% | 17,441 | $900K | Add +34.6% |
| NWL Newell Brands Inc. | 0.25% | 97,363 | $526K | Reduce -31.6% |
| ELF Elf Beauty Inc. | 0.24% | 3,987 | $496K | Reduce -75.8% |
Portfolio Sells Q1 2025 → Q2 2025
Portfolio Buys Q1 2025 → Q2 2025
| CHD Church & Dwight Co. Inc. | New | 3.12% | +3.12 |
| KO The Coca-Cola Co. | Add +360.6% | 4.94% | +2.97 |
| PM Philip Morris International | Add +446.5% | 3.88% | +2.76 |
| AAP Advance Auto Parts Inc. | Add +101.2% | 4.58% | +1.10 |
| AMZN Amazon.com Inc. | Add +81.1% | 5.84% | +0.78 |
| WING Wingstop Inc. | Add +45.1% | 4.44% | +0.73 |
| ACI Albertsons Cos Inc. Class A | Add +419.2% | 1.08% | +0.70 |
| PZZA Papa John's Intl Inc. | Add +120.0% | 2.17% | +0.67 |
| KMB Kimberly-Clark Corp. | New | 0.64% | +0.64 |
| WMT Walmart Inc. | Add +144.3% | 1.90% | +0.64 |
| LEVI Levi Strauss & Co. Class A | Add +138.6% | 1.27% | +0.46 |
| DLTR Dollar Tree Inc. | Add +60.3% | 2.57% | +0.37 |
| CL Colgate-Palmolive Co. | Add +183.0% | 1.07% | +0.36 |
| BRBR Bellring Brands Inc. | Add +215.3% | 1.12% | +0.29 |
| BURL Burlington Stores Inc. | Add +95.0% | 5.82% | +0.28 |
| MKC McCormick & Co.-Non VTG SHRS | Add +114.2% | 2.28% | +0.19 |
| COST Costco Wholesale Corp. | Add +88.7% | 2.16% | +0.18 |
| TXRH Texas Roadhouse Inc. | Add +69.2% | 2.19% | +0.11 |
| CCL Carnival Corp. | Add +34.9% | 0.58% | +0.04 |
| CELH Celsius Holdings Inc. | Add +39.4% | 2.22% | +0.01 |
| USFD US Foods Holding Corp. | Add +34.6% | 0.55% | −0.08 |
| TNL Travel + Leisure Co. | Add +34.6% | 0.44% | −0.09 |
| MGM MGM Resorts International | Add +35.0% | 0.81% | −0.13 |
| VFC VF Corp. | Add +115.7% | 1.46% | −0.16 |
| CHH Choice Hotels Intl Inc. | Add +35.7% | 0.50% | −0.20 |
| BTI British American Tob-SP ADR | Add +51.9% | 4.77% | −0.20 |
| TJX TJX Companies Inc. | Add +67.2% | 3.33% | −0.23 |
| BF.B Brown-Forman Corp. Class B | Add +73.0% | 0.80% | −0.26 |
| PFGC Performance Food Group Co. | Add +39.7% | 2.15% | −0.36 |
| QSR Restaurant Brands Intern | Add +39.6% | 1.19% | −0.36 |
| HLT Hilton Worldwide Holdings Inc. | Add +25.4% | 1.57% | −0.37 |
| BROS Dutch Bros Inc. Class A | Add +42.5% | 2.87% | −0.42 |
| SMPL The Simply Good Foods Co. | Add +39.2% | 1.13% | −0.48 |
| CPB The Campbell's Company | Add +34.7% | 0.83% | −0.62 |
| CMG Chipotle Mexican Grill Inc. | Add +42.0% | 4.45% | −0.63 |
| DG Dollar General Corp. | Add +20.7% | 4.08% | −0.63 |
| FRPT Freshpet Inc. | Add +56.5% | 1.58% | −0.66 |
| WH Wyndham Hotels & Resorts Inc. | Add +38.4% | 1.44% | −0.66 |
| FUN Six Flags Entertainment Corp. | Add +22.0% | 1.20% | −0.89 |
| CLX Clorox Company | Add +39.5% | 1.59% | −0.94 |
| CAG Conagra Brands Inc. | Add +46.6% | 2.41% | −1.47 |
| SAM Boston Beer Company Inc. Class A | Add +46.8% | 2.79% | −1.52 |
| STZ Constellation Brands Inc. Class A | Add +20.0% | 2.26% | −1.59 |
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 |