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

Savoir Faire Capital Management, L.P. Performance:

2026 Q1: -0.88%YTD: -0.88%2025: -7.5%

Performance for 2026 Q1 is -0.88%, and YTD is -0.88%, and 2025 is -7.5%.

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

On 2026-05-01, the fund reported it's updated stock portfolio. In the 13F Holdings report, Savoir Faire Capital Management, L.P. reported an equity portfolio of $165.6 Millions as of 31 Mar, 2026.

The top stock holdings of Savoir Faire Capital Management, L.P. are PM, RCL, DG. The fund has invested 6.2% of it's portfolio in PHILIP MORRIS INTL INC and 4.5% of portfolio in ROYAL CARIBBEAN GROUP.

The fund managers got completely rid off COSTCO WHSL CORP NEW (COST), KRAFT HEINZ CO (KHC) and SIMPLY GOOD FOODS CO (SMPL) stocks. They significantly reduced their stock positions in US FOODS HLDG CORP (USFD), WALMART INC (WMT) and COCA COLA CO (KO). Savoir Faire Capital Management, L.P. opened new stock positions in CONSTELLATION BRANDS INC (STZ), WYNN RESORTS LTD (WYNN) and E L F BEAUTY INC (ELF). The fund showed a lot of confidence in some stocks as they added substantially to WINGSTOP INC (WING), COLGATE PALMOLIVE CO (CL) and CELSIUS HLDGS INC (CELH).

Savoir Faire Capital Management, L.P. Annual Return Estimates Vs S&P 500

Our best estimate is that Savoir Faire Capital Management, L.P. made a return of -0.88% in the last quarter. In trailing 12 months, it's portfolio return was -0.57%.

Performance
S&P 500

New Buys

Ticker	$ Bought
constellation brands inc	5,966,100
wynn resorts ltd	5,277,550
e l f beauty inc	3,396,460
freshpet inc	3,294,630
kimberly-clark corp	1,877,880
mondelez intl inc	1,560,830
monster beverage corp new	1,324,860
b & g foods inc	1,274,270

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

Additions

Ticker	% Inc.
wingstop inc	130
colgate palmolive co	93.09
celsius hldgs inc	80.93
performance food group co	44.18
papa johns intl inc	27.21
dollar tree inc	26.8
dominos pizza inc	25.67
norwegian cruise line hldgs	21.05

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

Reductions

Ticker	% Reduced
us foods hldg corp	-74.59
walmart inc	-60.79
coca cola co	-54.9
travel plus leisure co	-49.84
advance auto parts inc	-49.57
restaurant brands intl inc	-49.37
wyndham hotels & resorts inc	-49.27
texas roadhouse inc	-49.12

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

Sold off

Ticker	$ Sold
kraft heinz co	-4,832,200
simply good foods co	-1,941,780
utz brands inc	-511,267
bellring brands inc	-1,195,550
mgm resorts international	-1,337,320
anheuser busch inbev sa/nv	-1,920,370
costco whsl corp new	-11,242,300

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

Sector Distribution

Savoir Faire Capital Management, L.P. has about 50.2% of it's holdings in Consumer Defensive sector.

Sector	%
Consumer Defensive	50.2
Consumer Cyclical	44.6
Others	5.2

Market Cap. Distribution

Savoir Faire Capital Management, L.P. has about 68.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	50.1
MID-CAP	22.6
MEGA-CAP	18.8
UNALLOCATED	5.2
SMALL-CAP	3.2

Stocks belong to which Index?

About 63.8% of the stocks held by Savoir Faire Capital Management, L.P. either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	58.5
Others	36.2
RUSSELL 2000	5.3

Top 5 Winners (%)		%
AAP	advance auto parts inc	25.7 %
SAM	boston beer inc	15.3 %
USFD	us foods hldg corp	14.1 %
	six flags entertainment corp	13.2 %
BURL	burlington stores inc	11.3 %

Top 5 Winners ($)		$
AAP	advance auto parts inc	2.1 M
WMT	walmart inc	1.0 M
BURL	burlington stores inc	0.9 M
KO	coca cola co	0.7 M
SAM	boston beer inc	0.7 M

Top 5 Losers (%)		%
WING	wingstop inc	-27.9 %
MKC	mccormick & co inc	-25.7 %
CELH	celsius hldgs inc	-18.3 %
BROS	dutch bros inc	-15.8 %
NCLH	norwegian cruise line hldgs	-15.0 %

Top 5 Losers ($)		$
WING	wingstop inc	-1.9 M
BROS	dutch bros inc	-1.1 M
MKC	mccormick & co inc	-1.1 M
DG	dollar gen corp	-1.0 M
CELH	celsius hldgs inc	-0.9 M

Savoir Faire Capital Management, L.P. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

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

Savoir Faire Capital Management, L.P. has 44 stocks in it's portfolio. About 42.7% of the portfolio is in top 10 stocks. WING proved to be the most loss making stock for the portfolio. AAP was the most profitable stock for Savoir Faire Capital Management, L.P. last quarter.

Last Reported on: 01 May, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAP	advance auto parts inc	3.34	104,953	5,536,270	reduced	-49.57

ACI	albertsons cos inc	1.81	175,905	2,997,420	reduced	-30.11

AMZN	amazon com inc	3.54	28,170	5,866,970	reduced	-26.65

AZO	autozone inc	0.55	270	912,001	new

BGS	b & g foods inc	0.77	264,921	1,274,270	new

BRBR	bellring brands inc	0.00	0.00	0.00	sold off	-100

BROS	dutch bros inc	2.98	97,361	4,932,310	reduced	-16.65

BTI	british amern tob plc	4.39	124,498	7,279,400	reduced	-20.59

BUD	anheuser busch inbev sa/nv	0.00	0.00	0.00	sold off	-100

BURL	burlington stores inc	4.28	21,774	7,084,820	reduced	-20.91

CELH	celsius hldgs inc	2.47	115,248	4,089,000	added	80.93

CHD	church & dwight co inc	3.06	54,327	5,069,800	reduced	-31.62

CHH	choice hotels intl inc	0.72	11,533	1,193,670	reduced	-28.57

CL	colgate palmolive co	1.27	24,688	2,104,160	added	93.09

CMG	chipotle mexican grill inc	1.40	72,309	2,314,610	reduced	-46.14

COST	costco whsl corp new	0.00	0.00	0.00	sold off	-100

DG	dollar gen corp	4.45	62,125	7,376,100	reduced	-22.03

DLTR	dollar tree inc	4.12	62,389	6,832,220	added	26.8

DPZ	dominos pizza inc	2.09	9,638	3,458,020	added	25.67

ELF	e l f beauty inc	2.05	56,038	3,396,460	new