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Latest Savoir Faire Capital Management, L.P. Stock Portfolio

$230Million

Equity Portfolio Value
Last Reported on: 07 Feb, 2024

About Savoir Faire Capital Management, L.P. and it’s 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Savoir Faire Capital Management, L.P. reported an equity portfolio of $230.2 Millions as of 31 Dec, 2023.

The top stock holdings of Savoir Faire Capital Management, L.P. are DG, PEP, CLX. The fund has invested 4.6% of it's portfolio in DOLLAR GEN CORP NEW and 4.1% of portfolio in PEPSICO INC.

The fund managers got completely rid off LOWES COS INC (LOW) stocks. They significantly reduced their stock positions in POST HLDGS INC (POST). Savoir Faire Capital Management, L.P. opened new stock positions in CONSTELLATION BRANDS INC (STZ), YUM CHINA HLDGS INC (YUMC) and WK KELLOGG CO. The fund showed a lot of confidence in some stocks as they added substantially to KELLANOVA (K), TARGET CORP (TGT) and MOLSON COORS BEVERAGE CO (TAP).

New Buys

Ticker$ Bought
CONSTELLATION BRANDS INC5,076,750
YUM CHINA HLDGS INC3,012,530
WK KELLOGG CO1,744,220

New stocks bought by Savoir Faire Capital Management, L.P.

Additions

Ticker% Inc.
KELLANOVA111
TARGET CORP101
MOLSON COORS BEVERAGE CO78.64
BROWN FORMAN CORP74.23
CLOROX CO DEL61.79
PEPSICO INC48.13
MCDONALDS CORP40.48
V F CORP38.86

Additions to existing portfolio by Savoir Faire Capital Management, L.P.

Reductions

Ticker% Reduced
POST HLDGS INC-23.6

Savoir Faire Capital Management, L.P. reduced stake in above stock

Sold off

Ticker$ Sold
LOWES COS INC-3,675,240

Savoir Faire Capital Management, L.P. got rid off the above stocks

Current Stock Holdings of Savoir Faire Capital Management, L.P.

Last Reported on: 07 Feb, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
AZOAUTOZONE INC2.962,6346,810,500ADDED3.5
BGSB & G FOODS INC NEW1.76386,8504,061,920ADDED3.46
BJBJS WHSL CLUB HLDGS INC1.5653,9523,596,440ADDED3.44
BUDANHEUSER BUSCH INBEV SA/NV2.5289,6205,791,240ADDED3.46
CAGCONAGRA BRANDS INC2.68215,6086,179,320ADDED2.48
CCLCARNIVAL CORP0.2430,223560,334ADDED3.39
CHHCHOICE HOTELS INTL INC2.0240,9394,638,390ADDED3.45
CLCOLGATE PALMOLIVE CO2.6877,5526,181,670ADDED3.47
CLXCLOROX CO DEL4.0465,1929,295,730ADDED61.79
COSTCOSTCO WHSL CORP NEW2.006,9744,603,400ADDED3.44
CPBCAMPBELL SOUP CO2.01107,2624,636,940ADDED3.46
CZRCAESARS ENTERTAINMENT INC NE0.4522,2661,043,830ADDED3.42
DGDOLLAR GEN CORP NEW4.6278,24110,636,900ADDED3.49
DRIDARDEN RESTAURANTS INC2.1530,1624,955,620ADDED3.44
GISGENERAL MLS INC2.4686,9655,664,900ADDED3.46
HGVHILTON GRAND VACATIONS INC0.4827,1971,092,780ADDED3.41
HLTHILTON WORLDWIDE HLDGS INC2.3329,4135,355,810ADDED3.44
HOGHARLEY DAVIDSON INC0.8150,7551,869,810ADDED3.58
HSYHERSHEY CO3.5043,2098,055,890ADDED37.78
KKELLANOVA2.98122,8266,867,200ADDED111
KHCKRAFT HEINZ CO3.77234,8888,686,160ADDED3.46
KMBKIMBERLY-CLARK CORP1.4327,0083,281,740ADDED3.57
KOCOCA COLA CO3.32129,5867,636,500ADDED14.44
LOWLOWES COS INC0.000.000.00SOLD OFF-100
MARMARRIOTT INTL INC NEW1.1011,2052,526,840ADDED3.43
MCDMCDONALDS CORP3.5527,5338,163,810ADDED40.48
MOALTRIA GROUP INC2.56145,9945,889,400ADDED14.16
MTNVAIL RESORTS INC0.414,465953,144ADDED3.45
NWLNEWELL BRANDS INC0.68179,2371,555,780ADDED3.46
ORLYOREILLY AUTOMOTIVE INC1.483,5743,395,590ADDED3.44
PEPPEPSICO INC4.0655,0079,342,390ADDED48.13
PIIPOLARIS INC0.4410,5871,003,330ADDED3.46
POOLPOOL CORP1.679,6273,838,380ADDED3.45
POSTPOST HLDGS INC1.8447,9904,226,000REDUCED-23.6
PZZAPAPA JOHNS INTL INC1.0030,1292,296,730ADDED3.43
SHAKSHAKE SHACK INC0.8927,5522,042,150ADDED3.57
SIXSIX FLAGS ENTMT CORP NEW1.0394,1732,361,860ADDED3.44
STZCONSTELLATION BRANDS INC2.2021,0005,076,750NEW
TAPMOLSON COORS BEVERAGE CO2.4291,1545,579,540ADDED78.64
TGTTARGET CORP3.9563,8049,086,970ADDED101
TJXTJX COS INC NEW1.5237,2093,490,580ADDED3.44
TXRHTEXAS ROADHOUSE INC2.4045,1625,520,150ADDED3.44
ULTAULTA BEAUTY INC1.456,8333,348,100ADDED3.45
VFCV F CORP2.08255,0014,794,020ADDED38.86
WENWENDYS CO1.84217,8104,242,940ADDED3.46
WHWYNDHAM HOTELS & RESORTS INC1.7349,6183,989,780ADDED3.46
WYNNWYNN RESORTS LTD0.4711,9541,089,130ADDED3.44
YUMYUM BRANDS INC1.7630,9784,047,580ADDED3.43
YUMCYUM CHINA HLDGS INC1.3171,0003,012,530NEW
BROWN FORMAN CORP2.65106,7226,093,830ADDED74.23
WK KELLOGG CO0.76132,7411,744,220NEW