Savoir Faire Capital Management, L.P.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), Savoir Faire Capital Management, L.P. reported 42 stock positions worth $211.0 million. Its top holding was Philip Morris International (PM) at 6.7% of the portfolio, followed by Walmart (WMT, 5.8%) and Coca-Cola (KO, 5.6%). Compared with Q3 2025, it opened 1 new position, sold out of 3, added to 7 and reduced 34. The biggest buy was a new position in Royal Caribbean Cruises (RCL) and the biggest sale Kraft Heinz (KHC, shares −60%).
- Most Recent 13F
- Q2 2026
- Location
- NORWALK, CT
- CIK
- 0001710593
- Portfolio Value
- $211.0M (Q4 2025)
- SEC Filing
- 0001710593-26-000001 ↗ filed Feb 2, 2026
Holdings Value
Holdings 42 stocks · $211.0M
| PM Philip Morris International | 6.72% | 88,448 | $14.2M | Reduce -7.4% |
| WMT Walmart Inc. | 5.77% | 109,359 | $12.2M | Reduce -9.1% |
| KO The Coca-Cola Co. | 5.57% | 168,268 | $11.8M | Reduce -4.9% |
| COST Costco Wholesale Corp. | 5.33% | 13,037 | $11.2M | Add +1.6% |
| DG Dollar General Corp. | 5.01% | 79,674 | $10.6M | Reduce -14.3% |
| RCL Royal Caribbean Cruises Ltd. | 4.41% | 33,364 | $9.3M | New |
| BTI British American Tob-SP ADR | 4.21% | 156,783 | $8.9M | Reduce -37.0% |
| AMZN Amazon.com Inc. | 4.20% | 38,407 | $8.9M | Reduce -27.9% |
| AAP Advance Auto Parts Inc. | 3.88% | 208,105 | $8.2M | Reduce -8.3% |
| BURL Burlington Stores Inc. | 3.77% | 27,530 | $8.0M | Add +132.7% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.64% | 49,970 | $7.7M | Reduce -38.6% |
| BROS Dutch Bros Inc. Class A | 3.39% | 116,812 | $7.2M | Add +3.6% |
| CHD Church & Dwight Co. Inc. | 3.16% | 79,443 | $6.7M | Reduce -26.6% |
| DLTR Dollar Tree Inc. | 2.87% | 49,202 | $6.1M | Reduce -28.1% |
| MCD McDonald's Corp. | 2.58% | 17,799 | $5.4M | Reduce -25.2% |
| CMG Chipotle Mexican Grill Inc. | 2.35% | 134,263 | $5.0M | Reduce -37.9% |
| PFGC Performance Food Group Co. | 2.35% | 55,070 | $5.0M | Reduce -38.0% |
| KHC The Kraft Heinz Co. | 2.29% | 199,266 | $4.8M | Reduce -59.9% |
| ACI Albertsons Cos Inc. Class A | 2.05% | 251,683 | $4.3M | Reduce -33.0% |
| SAM Boston Beer Company Inc. Class A | 2.01% | 21,763 | $4.2M | Reduce -44.0% |
| WH Wyndham Hotels & Resorts Inc. | 1.97% | 55,136 | $4.2M | Reduce -21.1% |
| MKC McCormick & Co.-Non VTG SHRS | 1.97% | 60,904 | $4.1M | Reduce -48.5% |
| PZZA Papa John's Intl Inc. | 1.79% | 97,927 | $3.8M | Add +26.3% |
| USFD US Foods Holding Corp. | 1.75% | 49,042 | $3.7M | Reduce -48.6% |
| WING Wingstop Inc. | 1.55% | 13,702 | $3.3M | Reduce -54.3% |
| HLT Hilton Worldwide Holdings Inc. | 1.54% | 11,281 | $3.2M | Reduce -9.5% |
| DPZ Domino's Pizza Inc. | 1.51% | 7,669 | $3.2M | Reduce -13.1% |
| CELH Celsius Holdings Inc. | 1.38% | 63,696 | $2.9M | Reduce -23.4% |
| TXRH Texas Roadhouse Inc. | 1.38% | 17,484 | $2.9M | Reduce -37.7% |
| NCLH Norwegian Cruise Line Holdin | 1.30% | 122,959 | $2.7M | Add +23.0% |
| VFC VF Corp. | 1.01% | 117,715 | $2.1M | Reduce -62.5% |
| SMPL The Simply Good Foods Co. | 0.92% | 96,702 | $1.9M | Reduce -33.8% |
| BUD Anheuser-Busch Inbev-SPN ADR | 0.91% | 29,987 | $1.9M | Reduce -14.3% |
| FUN Six Flags Entertainment Corp. | 0.85% | 116,743 | $1.8M | Add +28.3% |
| CHH Choice Hotels Intl Inc. | 0.73% | 16,147 | $1.5M | Reduce -14.7% |
| TNL Travel + Leisure Co. | 0.72% | 21,464 | $1.5M | Add +62.6% |
| LEVI Levi Strauss & Co. Class A | 0.68% | 68,680 | $1.4M | Reduce -63.6% |
| MGM MGM Resorts International | 0.63% | 36,649 | $1.3M | Reduce -48.6% |
| QSR Restaurant Brands Intern | 0.58% | 18,063 | $1.2M | Reduce -48.6% |
| BRBR Bellring Brands Inc. | 0.57% | 44,727 | $1.2M | Reduce -54.4% |
| CL Colgate-Palmolive Co. | 0.48% | 12,786 | $1.0M | Reduce -48.4% |
| UTZ Utz Brands Inc. | 0.24% | 49,255 | $511K | Reduce -81.7% |
Portfolio Sells Q3 2025 → Q4 2025
| KHC The Kraft Heinz Co. | Reduce -59.9% | 2.29% | −2.35 |
| WING Wingstop Inc. | Reduce -54.3% | 1.55% | −1.16 |
| AAP Advance Auto Parts Inc. | Reduce -8.3% | 3.88% | −1.12 |
| PFGC Performance Food Group Co. | Reduce -38.0% | 2.35% | −0.97 |
| SAM Boston Beer Company Inc. Class A | Reduce -44.0% | 2.01% | −0.93 |
| UTZ Utz Brands Inc. | Reduce -81.7% | 0.24% | −0.93 |
| TGT Target Corp. | Sold out | 0.00% | −0.91 |
| LEVI Levi Strauss & Co. Class A | Reduce -63.6% | 0.68% | −0.90 |
| MKC McCormick & Co.-Non VTG SHRS | Reduce -48.5% | 1.97% | −0.87 |
| USFD US Foods Holding Corp. | Reduce -48.6% | 1.75% | −0.87 |
| BRBR Bellring Brands Inc. | Reduce -54.4% | 0.57% | −0.71 |
| CMG Chipotle Mexican Grill Inc. | Reduce -37.9% | 2.35% | −0.68 |
| VFC VF Corp. | Reduce -62.5% | 1.01% | −0.62 |
| CPB The Campbell's Company | Sold out | 0.00% | −0.60 |
| TJX TJX Companies Inc. | Reduce -38.6% | 3.64% | −0.58 |
| BTI British American Tob-SP ADR | Reduce -37.0% | 4.21% | −0.53 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.44 |
| SMPL The Simply Good Foods Co. | Reduce -33.8% | 0.92% | −0.38 |
| CELH Celsius Holdings Inc. | Reduce -23.4% | 1.38% | −0.33 |
| ACI Albertsons Cos Inc. Class A | Reduce -33.0% | 2.05% | −0.31 |
| TXRH Texas Roadhouse Inc. | Reduce -37.7% | 1.38% | −0.30 |
| MGM MGM Resorts International | Reduce -48.6% | 0.63% | −0.25 |
| CHD Church & Dwight Co. Inc. | Reduce -26.6% | 3.16% | −0.25 |
| CL Colgate-Palmolive Co. | Reduce -48.4% | 0.48% | −0.23 |
| QSR Restaurant Brands Intern | Reduce -48.6% | 0.58% | −0.22 |
| WH Wyndham Hotels & Resorts Inc. | Reduce -21.1% | 1.97% | −0.03 |
| MCD McDonald's Corp. | Reduce -25.2% | 2.58% | −0.02 |
| CHH Choice Hotels Intl Inc. | Reduce -14.7% | 0.73% | +0.00 |
| AMZN Amazon.com Inc. | Reduce -27.9% | 4.20% | +0.00 |
| DPZ Domino's Pizza Inc. | Reduce -13.1% | 1.51% | +0.15 |
| BUD Anheuser-Busch Inbev-SPN ADR | Reduce -14.3% | 0.91% | +0.16 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -9.5% | 1.54% | +0.38 |
| DLTR Dollar Tree Inc. | Reduce -28.1% | 2.87% | +0.55 |
| PM Philip Morris International | Reduce -7.4% | 6.72% | +1.17 |
| WMT Walmart Inc. | Reduce -9.1% | 5.77% | +1.33 |
| KO The Coca-Cola Co. | Reduce -4.9% | 5.57% | +1.36 |
| DG Dollar General Corp. | Reduce -14.3% | 5.01% | +1.57 |
Portfolio Buys Q3 2025 → Q4 2025
| RCL Royal Caribbean Cruises Ltd. | New | 4.41% | +4.41 |
| BURL Burlington Stores Inc. | Add +132.7% | 3.77% | +2.69 |
| BROS Dutch Bros Inc. Class A | Add +3.6% | 3.39% | +1.27 |
| COST Costco Wholesale Corp. | Add +1.6% | 5.33% | +1.07 |
| PZZA Papa John's Intl Inc. | Add +26.3% | 1.79% | +0.45 |
| TNL Travel + Leisure Co. | Add +62.6% | 0.72% | +0.44 |
| NCLH Norwegian Cruise Line Holdin | Add +23.0% | 1.30% | +0.42 |
| FUN Six Flags Entertainment Corp. | Add +28.3% | 0.85% | +0.11 |
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 |