Savoir Faire Capital Management, L.P.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 1, 2026), Savoir Faire Capital Management, L.P. reported 44 stock positions worth $165.6 million. Its top holding was Philip Morris International (PM) at 6.2% of the portfolio, followed by Royal Caribbean Cruises (RCL, 4.5%) and Dollar General (DG, 4.5%). Compared with Q4 2025, it opened 9 new positions, sold out of 7, added to 9 and reduced 26. The biggest buy was a new position in Constellation Brands Class A (STZ) and the biggest sale an exit from Costco Wholesale (COST).
- Most Recent 13F
- Q2 2026
- Location
- NORWALK, CT
- CIK
- 0001710593
- Portfolio Value
- $165.6M (Q1 2026)
- SEC Filing
- 0001710593-26-000003 ↗ filed May 1, 2026
Holdings Value
Holdings 44 stocks · $165.6M
| PM Philip Morris International | 6.20% | 62,120 | $10.3M | Reduce -29.8% |
| RCL Royal Caribbean Cruises Ltd. | 4.49% | 27,014 | $7.4M | Reduce -19.0% |
| DG Dollar General Corp. | 4.45% | 62,125 | $7.4M | Reduce -22.0% |
| BTI British American Tob-SP ADR | 4.40% | 124,498 | $7.3M | Reduce -20.6% |
| BURL Burlington Stores Inc. | 4.28% | 21,774 | $7.1M | Reduce -20.9% |
| DLTR Dollar Tree Inc. | 4.13% | 62,389 | $6.8M | Add +26.8% |
| PFGC Performance Food Group Co. | 4.11% | 79,402 | $6.8M | Add +44.2% |
| STZ Constellation Brands Inc. Class A | 3.60% | 39,774 | $6.0M | New |
| AMZN Amazon.com Inc. | 3.54% | 28,170 | $5.9M | Reduce -26.6% |
| KO The Coca-Cola Co. | 3.48% | 75,888 | $5.8M | Reduce -54.9% |
| AAP Advance Auto Parts Inc. | 3.34% | 104,953 | $5.5M | Reduce -49.6% |
| WMT Walmart Inc. | 3.22% | 42,881 | $5.3M | Reduce -60.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 3.19% | 33,061 | $5.3M | Reduce -33.8% |
| WYNN WYNN Resorts Ltd. | 3.19% | 51,970 | $5.3M | New |
| CHD Church & Dwight Co. Inc. | 3.06% | 54,327 | $5.1M | Reduce -31.6% |
| BROS Dutch Bros Inc. Class A | 2.98% | 97,361 | $4.9M | Reduce -16.6% |
| WING Wingstop Inc. | 2.96% | 31,584 | $4.9M | Add +130.5% |
| CELH Celsius Holdings Inc. | 2.47% | 115,248 | $4.1M | Add +80.9% |
| PZZA Papa John's Intl Inc. | 2.44% | 124,574 | $4.0M | Add +27.2% |
| MCD McDonald's Corp. | 2.37% | 12,641 | $3.9M | Reduce -29.0% |
| SAM Boston Beer Company Inc. Class A | 2.11% | 15,137 | $3.5M | Reduce -30.4% |
| DPZ Domino's Pizza Inc. | 2.09% | 9,638 | $3.5M | Add +25.7% |
| ELF Elf Beauty Inc. | 2.05% | 56,038 | $3.4M | New |
| FRPT Freshpet Inc. | 1.99% | 55,879 | $3.3M | New |
| MKC McCormick & Co.-Non VTG SHRS | 1.90% | 62,491 | $3.2M | Add +2.6% |
| ACI Albertsons Cos Inc. Class A | 1.81% | 175,905 | $3.0M | Reduce -30.1% |
| NCLH Norwegian Cruise Line Holdin | 1.68% | 148,840 | $2.8M | Add +21.1% |
| CMG Chipotle Mexican Grill Inc. | 1.40% | 72,309 | $2.3M | Reduce -46.1% |
| WH Wyndham Hotels & Resorts Inc. | 1.37% | 27,972 | $2.3M | Reduce -49.3% |
| CL Colgate-Palmolive Co. | 1.27% | 24,688 | $2.1M | Add +93.1% |
| KMB Kimberly-Clark Corp. | 1.13% | 19,466 | $1.9M | New |
| HLT Hilton Worldwide Holdings Inc. | 1.05% | 5,746 | $1.7M | Reduce -49.1% |
| MDLZ Mondelez International Inc. Class A | 0.94% | 27,079 | $1.6M | New |
| TXRH Texas Roadhouse Inc. | 0.89% | 8,895 | $1.5M | Reduce -49.1% |
| FUN Six Flags Entertainment Corp. | 0.85% | 79,293 | $1.4M | Reduce -32.1% |
| MNST Monster Beverage Corp. | 0.80% | 18,284 | $1.3M | New |
| VFC VF Corp. | 0.79% | 76,760 | $1.3M | Reduce -34.8% |
| BGS B&G Foods Inc. | 0.77% | 264,921 | $1.3M | New |
| CHH Choice Hotels Intl Inc. | 0.72% | 11,533 | $1.2M | Reduce -28.6% |
| USFD US Foods Holding Corp. | 0.69% | 12,464 | $1.1M | Reduce -74.6% |
| AZO AutoZone Inc. | 0.55% | 270 | $912K | New |
| TNL Travel + Leisure Co. | 0.45% | 10,767 | $745K | Reduce -49.8% |
| QSR Restaurant Brands Intern | 0.41% | 9,146 | $676K | Reduce -49.4% |
| LEVI Levi Strauss & Co. Class A | 0.39% | 35,216 | $651K | Reduce -48.7% |
Portfolio Sells Q4 2025 → Q1 2026
| COST Costco Wholesale Corp. | Sold out | 0.00% | −5.33 |
| WMT Walmart Inc. | Reduce -60.8% | 3.22% | −2.56 |
| KHC The Kraft Heinz Co. | Sold out | 0.00% | −2.29 |
| KO The Coca-Cola Co. | Reduce -54.9% | 3.48% | −2.09 |
| USFD US Foods Holding Corp. | Reduce -74.6% | 0.69% | −1.06 |
| CMG Chipotle Mexican Grill Inc. | Reduce -46.1% | 1.40% | −0.96 |
| SMPL The Simply Good Foods Co. | Sold out | 0.00% | −0.92 |
| BUD Anheuser-Busch Inbev-SPN ADR | Sold out | 0.00% | −0.91 |
| AMZN Amazon.com Inc. | Reduce -26.6% | 3.54% | −0.66 |
| MGM MGM Resorts International | Sold out | 0.00% | −0.63 |
| WH Wyndham Hotels & Resorts Inc. | Reduce -49.3% | 1.37% | −0.60 |
| BRBR Bellring Brands Inc. | Sold out | 0.00% | −0.57 |
| DG Dollar General Corp. | Reduce -22.0% | 4.45% | −0.56 |
| AAP Advance Auto Parts Inc. | Reduce -49.6% | 3.34% | −0.53 |
| PM Philip Morris International | Reduce -29.8% | 6.20% | −0.52 |
| TXRH Texas Roadhouse Inc. | Reduce -49.1% | 0.89% | −0.49 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -49.1% | 1.05% | −0.48 |
| TJX TJX Companies Inc. | Reduce -33.8% | 3.19% | −0.45 |
| BROS Dutch Bros Inc. Class A | Reduce -16.6% | 2.98% | −0.41 |
| LEVI Levi Strauss & Co. Class A | Reduce -48.7% | 0.39% | −0.28 |
| TNL Travel + Leisure Co. | Reduce -49.8% | 0.45% | −0.27 |
| UTZ Utz Brands Inc. | Sold out | 0.00% | −0.24 |
| ACI Albertsons Cos Inc. Class A | Reduce -30.1% | 1.81% | −0.24 |
| VFC VF Corp. | Reduce -34.8% | 0.79% | −0.22 |
| MCD McDonald's Corp. | Reduce -29.0% | 2.37% | −0.21 |
| QSR Restaurant Brands Intern | Reduce -49.4% | 0.41% | −0.18 |
| CHD Church & Dwight Co. Inc. | Reduce -31.6% | 3.06% | −0.10 |
| CHH Choice Hotels Intl Inc. | Reduce -28.6% | 0.72% | −0.01 |
| FUN Six Flags Entertainment Corp. | Reduce -32.1% | 0.85% | +0.00 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -19.0% | 4.49% | +0.08 |
| SAM Boston Beer Company Inc. Class A | Reduce -30.4% | 2.11% | +0.09 |
| BTI British American Tob-SP ADR | Reduce -20.6% | 4.40% | +0.19 |
| BURL Burlington Stores Inc. | Reduce -20.9% | 4.28% | +0.51 |
Portfolio Buys Q4 2025 → Q1 2026
| STZ Constellation Brands Inc. Class A | New | 3.60% | +3.60 |
| WYNN WYNN Resorts Ltd. | New | 3.19% | +3.19 |
| ELF Elf Beauty Inc. | New | 2.05% | +2.05 |
| FRPT Freshpet Inc. | New | 1.99% | +1.99 |
| PFGC Performance Food Group Co. | Add +44.2% | 4.11% | +1.76 |
| WING Wingstop Inc. | Add +130.5% | 2.96% | +1.41 |
| DLTR Dollar Tree Inc. | Add +26.8% | 4.13% | +1.26 |
| KMB Kimberly-Clark Corp. | New | 1.13% | +1.13 |
| CELH Celsius Holdings Inc. | Add +80.9% | 2.47% | +1.09 |
| MDLZ Mondelez International Inc. Class A | New | 0.94% | +0.94 |
| MNST Monster Beverage Corp. | New | 0.80% | +0.80 |
| CL Colgate-Palmolive Co. | Add +93.1% | 1.27% | +0.79 |
| BGS B&G Foods Inc. | New | 0.77% | +0.77 |
| PZZA Papa John's Intl Inc. | Add +27.2% | 2.44% | +0.65 |
| DPZ Domino's Pizza Inc. | Add +25.7% | 2.09% | +0.57 |
| AZO AutoZone Inc. | New | 0.55% | +0.55 |
| NCLH Norwegian Cruise Line Holdin | Add +21.1% | 1.68% | +0.38 |
| MKC McCormick & Co.-Non VTG SHRS | Add +2.6% | 1.90% | −0.06 |
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 |