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

$161Million | No. of Holdings #43

Savoir Faire Capital Management, L.P. Performance

2026 Q2+4.28%
YTD+3.36%
2025-7.50%

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

On 2026-07-24, the fund reported it's updated stock portfolio. In the 13F Holdings report, Savoir Faire Capital Management, L.P. reported an equity portfolio of $161 Millions as of 30 Jun, 2026. <br><br> The top stock holdings of Savoir Faire Capital Management, L.P. are BTI, PM, MCD. The fund has invested 6.2% of it's portfolio in BRITISH AMERN TOB PLC and 5.9% of portfolio in PHILIP MORRIS INTL INC. <br><br> The fund managers got completely rid off WYNN RESORTS LTD (WYNN) and RESTAURANT BRANDS INTL INC (QSR) stocks. They significantly reduced their stock positions in MCCORMICK & CO INC (MKC), AMAZON COM INC (AMZN) and TEXAS ROADHOUSE INC (TXRH). Savoir Faire Capital Management, L.P. opened new stock positions in ANHEUSER BUSCH INBEV SA NV (BUD). The fund showed a lot of confidence in some stocks as they added substantially to MCDONALDS CORP (MCD), WALMART INC (WMT) and US FOODS HLDG CORP (USFD).
Savoir Faire Capital Management, L.P. Equity Portfolio Value
Last Reported on: 24 Jul, 2026
$161Million
  as of Jul 24, 2026

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 4.28% in the last quarter. In trailing 12 months, it's portfolio return was -0.03%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
anheuser busch inbev sa nv1,459,140
New stocks bought by Savoir Faire Capital Management, L.P.

Additions

Ticker% Inc.
mcdonalds corp146
walmart inc69.41
us foods hldg corp41.92
autozone inc39.26
colgate palmolive co34.76
v f corp34.55
british amern tob plc30.68
coca cola co22.71
Additions to existing portfolio by Savoir Faire Capital Management, L.P.

Reductions

Ticker% Reduced
mccormick & co inc-64.19
amazon com inc-49.32
texas roadhouse inc-29.35
advance auto parts inc-29.00
royal caribbean group-23.7
hilton worldwide hldgs inc-21.58
chipotle mexican grill inc-21.55
performance food group co-21.54
Savoir Faire Capital Management, L.P. reduced stake in above stock

Sold off

Ticker$ Sold
wynn resorts ltd-5,277,550
restaurant brands intl inc-675,889
Savoir Faire Capital Management, L.P. got rid off the above stocks

Sector Distribution

Savoir Faire Capital Management, L.P. has about 51.2% of it's holdings in Consumer Defensive sector.

  • Consumer Defensive
  • Consumer Cyclical
  • Others
Sector%
Consumer Defensive51.2
Consumer Cyclical40.8
Others8

Market Cap. Distribution

Savoir Faire Capital Management, L.P. has about 66.8% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
  • UNALLOCATED
  • SMALL-CAP
Category%
LARGE-CAP43.7
MEGA-CAP23.1
MID-CAP22.3
UNALLOCATED8
SMALL-CAP2.9

Stocks belong to which Index?

About 62.5% of the stocks held by Savoir Faire Capital Management, L.P. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50057.3
Others37.5
RUSSELL 20005.2
Top 5 Winners (%)%
BROS
dutch bros inc
39.1 %
LEVI
levi strauss & co new
32.4 %
MNST
monster beverage corp new
30.4 %
PFGC
performance food group co
27.2 %
ELF
e l f beauty inc
21.1 %
Top 5 Winners ($)$
BROS
dutch bros inc
1.9 M
PFGC
performance food group co
1.9 M
RCL
royal caribbean group
1.0 M
PM
philip morris intl inc
0.9 M
AAP
advance auto parts inc
0.8 M
Top 5 Losers (%)%
SAM
boston beer inc
-20.7 %
ACI
albertsons companies inc
-20.2 %
BGS
b & g foods inc
-17.2 %
DPZ
dominos pizza inc
-17.1 %
CELH
celsius hldgs inc
-16.3 %
Top 5 Losers ($)$
MCD
mcdonalds corp
-0.9 M
CELH
celsius hldgs inc
-0.8 M
SAM
boston beer inc
-0.7 M
WMT
walmart inc
-0.6 M
ACI
albertsons companies inc
-0.6 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 43 stocks in it's portfolio. About 48% of the portfolio is in top 10 stocks. MCD proved to be the most loss making stock for the portfolio. BROS was the most profitable stock for Savoir Faire Capital Management, L.P. last quarter.

$161.03MTotal Value
45.00Positions
24 Jul, 2026Last Reported
Current holdings of Current Stock Holdings of Savoir Faire Capital Management, L.P., last reported on 24 Jul, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change
BTI
British Amern Tob Plc

British Amern Tob Plc

BTI
Savoir Faire Capital Management, L.P.'s holding in British Amern Tob Plc over time
6.24%162,691
$10.05M
6.24%
increased 30.68 percentadded
BUD
Anheuser Busch Inbev Sa Nv

Anheuser Busch Inbev Sa Nv

BUD
Savoir Faire Capital Management, L.P.'s holding in Anheuser Busch Inbev Sa Nv over time
0.91%17,708
$1.46M
0.91%
new position