Savoir Faire Capital Management, L.P.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 31, 2025), Savoir Faire Capital Management, L.P. reported 44 stock positions worth $278.8 million. Its top holding was Philip Morris International (PM) at 5.6% of the portfolio, followed by Advance Auto Parts (AAP, 5.0%) and British American Tob-SP ADR (BTI, 4.7%). Compared with Q2 2025, it opened 6 new positions, sold out of 8, added to 29 and reduced 9. The biggest buy was a new position in Kraft Heinz (KHC) and the biggest sale Burlington Stores (BURL, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- NORWALK, CT
- CIK
- 0001710593
- Portfolio Value
- $278.8M (Q3 2025)
- SEC Filing
- 0001710593-25-000006 ↗ filed Oct 31, 2025
Holdings Value
Holdings 44 stocks · $278.8M
| PM Philip Morris International | 5.56% | 95,476 | $15.5M | Add +116.7% |
| AAP Advance Auto Parts Inc. | 5.00% | 226,990 | $13.9M | Add +11.4% |
| BTI British American Tob-SP ADR | 4.74% | 248,682 | $13.2M | Add +19.4% |
| KHC The Kraft Heinz Co. | 4.64% | 496,263 | $12.9M | New |
| WMT Walmart Inc. | 4.45% | 120,320 | $12.4M | Add +199.1% |
| COST Costco Wholesale Corp. | 4.26% | 12,827 | $11.9M | Add +183.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 4.22% | 81,361 | $11.8M | Add +45.7% |
| KO The Coca-Cola Co. | 4.21% | 177,007 | $11.7M | Add +22.6% |
| AMZN Amazon.com Inc. | 4.20% | 53,296 | $11.7M | Reduce -3.3% |
| DG Dollar General Corp. | 3.45% | 92,932 | $9.6M | Add +25.9% |
| CHD Church & Dwight Co. Inc. | 3.40% | 108,298 | $9.5M | Add +61.5% |
| PFGC Performance Food Group Co. | 3.31% | 88,807 | $9.2M | Add +74.5% |
| CMG Chipotle Mexican Grill Inc. | 3.04% | 216,140 | $8.5M | Add +31.9% |
| SAM Boston Beer Company Inc. Class A | 2.94% | 38,825 | $8.2M | Add +28.4% |
| MKC McCormick & Co.-Non VTG SHRS | 2.84% | 118,313 | $7.9M | Add +90.0% |
| WING Wingstop Inc. | 2.71% | 30,003 | $7.6M | Add +10.0% |
| USFD US Foods Holding Corp. | 2.62% | 95,341 | $7.3M | Add +544.3% |
| MCD McDonald's Corp. | 2.59% | 23,800 | $7.2M | New |
| ACI Albertsons Cos Inc. Class A | 2.36% | 375,653 | $6.6M | Add +261.1% |
| DLTR Dollar Tree Inc. | 2.32% | 68,481 | $6.5M | Add +27.4% |
| BROS Dutch Bros Inc. Class A | 2.12% | 112,783 | $5.9M | Add +29.9% |
| WH Wyndham Hotels & Resorts Inc. | 2.00% | 69,885 | $5.6M | Add +89.9% |
| CELH Celsius Holdings Inc. | 1.71% | 83,148 | $4.8M | Reduce -15.9% |
| TXRH Texas Roadhouse Inc. | 1.67% | 28,083 | $4.7M | Add +16.2% |
| VFC VF Corp. | 1.62% | 313,868 | $4.5M | Add +21.8% |
| LEVI Levi Strauss & Co. Class A | 1.58% | 188,718 | $4.4M | Add +32.5% |
| DPZ Domino's Pizza Inc. | 1.37% | 8,826 | $3.8M | New |
| PZZA Papa John's Intl Inc. | 1.34% | 77,523 | $3.7M | Reduce -15.4% |
| SMPL The Simply Good Foods Co. | 1.30% | 145,956 | $3.6M | Add +96.8% |
| BRBR Bellring Brands Inc. | 1.28% | 97,969 | $3.6M | Add +144.4% |
| UTZ Utz Brands Inc. | 1.17% | 269,468 | $3.3M | New |
| HLT Hilton Worldwide Holdings Inc. | 1.16% | 12,466 | $3.2M | Add +2.1% |
| BURL Burlington Stores Inc. | 1.08% | 11,829 | $3.0M | Reduce -77.1% |
| TGT Target Corp. | 0.91% | 28,350 | $2.5M | Reduce -5.6% |
| MGM MGM Resorts International | 0.89% | 71,368 | $2.5M | Add +46.5% |
| NCLH Norwegian Cruise Line Holdin | 0.88% | 100,000 | $2.5M | New |
| QSR Restaurant Brands Intern | 0.81% | 35,122 | $2.3M | Reduce -5.2% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.75% | 35,000 | $2.1M | New |
| FUN Six Flags Entertainment Corp. | 0.74% | 91,004 | $2.1M | Add +11.7% |
| CHH Choice Hotels Intl Inc. | 0.73% | 18,939 | $2.0M | Add +133.1% |
| CL Colgate-Palmolive Co. | 0.71% | 24,772 | $2.0M | Add +1.8% |
| CPB The Campbell's Company | 0.60% | 52,951 | $1.7M | Reduce -5.4% |
| KMB Kimberly-Clark Corp. | 0.44% | 9,859 | $1.2M | Reduce -4.6% |
| TNL Travel + Leisure Co. | 0.28% | 13,199 | $785K | Reduce -24.3% |
Portfolio Sells Q2 2025 → Q3 2025
| BURL Burlington Stores Inc. | Reduce -77.1% | 1.08% | −4.74 |
| CAG Conagra Brands Inc. | Sold out | 0.00% | −2.41 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −2.26 |
| AMZN Amazon.com Inc. | Reduce -3.3% | 4.20% | −1.65 |
| CLX Clorox Company | Sold out | 0.00% | −1.59 |
| FRPT Freshpet Inc. | Sold out | 0.00% | −1.58 |
| PZZA Papa John's Intl Inc. | Reduce -15.4% | 1.34% | −0.83 |
| BF.B Brown-Forman Corp. Class B | Sold out | 0.00% | −0.80 |
| CCL Carnival Corp. | Sold out | 0.00% | −0.58 |
| TGT Target Corp. | Reduce -5.6% | 0.91% | −0.52 |
| CELH Celsius Holdings Inc. | Reduce -15.9% | 1.71% | −0.50 |
| QSR Restaurant Brands Intern | Reduce -5.2% | 0.81% | −0.38 |
| NWL Newell Brands Inc. | Sold out | 0.00% | −0.25 |
| ELF Elf Beauty Inc. | Sold out | 0.00% | −0.24 |
| CPB The Campbell's Company | Reduce -5.4% | 0.60% | −0.23 |
| KMB Kimberly-Clark Corp. | Reduce -4.6% | 0.44% | −0.20 |
| TNL Travel + Leisure Co. | Reduce -24.3% | 0.28% | −0.15 |
Portfolio Buys Q2 2025 → Q3 2025
| KHC The Kraft Heinz Co. | New | 4.64% | +4.64 |
| MCD McDonald's Corp. | New | 2.59% | +2.59 |
| WMT Walmart Inc. | Add +199.1% | 4.45% | +2.55 |
| COST Costco Wholesale Corp. | Add +183.8% | 4.26% | +2.10 |
| USFD US Foods Holding Corp. | Add +544.3% | 2.62% | +2.07 |
| PM Philip Morris International | Add +116.7% | 5.56% | +1.68 |
| DPZ Domino's Pizza Inc. | New | 1.37% | +1.37 |
| ACI Albertsons Cos Inc. Class A | Add +261.1% | 2.36% | +1.28 |
| UTZ Utz Brands Inc. | New | 1.17% | +1.17 |
| PFGC Performance Food Group Co. | Add +74.5% | 3.31% | +1.16 |
| TJX TJX Companies Inc. | Add +45.7% | 4.22% | +0.89 |
| NCLH Norwegian Cruise Line Holdin | New | 0.88% | +0.88 |
| BUD Anheuser-Busch Inbev-SPN ADR | New | 0.75% | +0.75 |
| WH Wyndham Hotels & Resorts Inc. | Add +89.9% | 2.00% | +0.56 |
| MKC McCormick & Co.-Non VTG SHRS | Add +90.0% | 2.84% | +0.56 |
| AAP Advance Auto Parts Inc. | Add +11.4% | 5.00% | +0.42 |
| LEVI Levi Strauss & Co. Class A | Add +32.5% | 1.58% | +0.30 |
| CHD Church & Dwight Co. Inc. | Add +61.5% | 3.40% | +0.29 |
| CHH Choice Hotels Intl Inc. | Add +133.1% | 0.73% | +0.23 |
| SMPL The Simply Good Foods Co. | Add +96.8% | 1.30% | +0.17 |
| VFC VF Corp. | Add +21.8% | 1.62% | +0.16 |
| SAM Boston Beer Company Inc. Class A | Add +28.4% | 2.94% | +0.16 |
| BRBR Bellring Brands Inc. | Add +144.4% | 1.28% | +0.15 |
| MGM MGM Resorts International | Add +46.5% | 0.89% | +0.08 |
| BTI British American Tob-SP ADR | Add +19.4% | 4.74% | −0.03 |
| DLTR Dollar Tree Inc. | Add +27.4% | 2.32% | −0.26 |
| CL Colgate-Palmolive Co. | Add +1.8% | 0.71% | −0.36 |
| HLT Hilton Worldwide Holdings Inc. | Add +2.1% | 1.16% | −0.41 |
| FUN Six Flags Entertainment Corp. | Add +11.7% | 0.74% | −0.46 |
| TXRH Texas Roadhouse Inc. | Add +16.2% | 1.67% | −0.51 |
| DG Dollar General Corp. | Add +25.9% | 3.45% | −0.64 |
| KO The Coca-Cola Co. | Add +22.6% | 4.21% | −0.73 |
| BROS Dutch Bros Inc. Class A | Add +29.9% | 2.12% | −0.75 |
| CMG Chipotle Mexican Grill Inc. | Add +31.9% | 3.04% | −1.41 |
| WING Wingstop Inc. | Add +10.0% | 2.71% | −1.73 |
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 |