Savoir Faire Capital Management, L.P.

CIK

1710593

Location

NORWALK, CT

Portfolio Value

Small $161,027,003

Diversification

Diversified

Filing Date

Global Rank

#5,017 / 8,633 ▼ 183

Top Industry

Restaurants 18.2%

3Y Alpha vs SPY

-18.3%

Period ended 51 days ago

Filed Jul 24, 2026 · 27d

12 quarters · since Sep 2023

Clone Performance

Nov 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+11.0%

SPY

+71.4%

Annualised alpha

-17.7%

Max drawdown

−19.1%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 12 quarters. Past performance does not predict future results.

Portfolio Concentration

43 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

6.2%

+0.0 pts

Top 5

27.4%

+3.6 pts

Top 10

48.0%

+5.3 pts

HHI

345

Diversified+30

Portfolio Trend

12 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Consumer Defensive	58.3%	$93,943,532	22
Consumer Cyclical	41.7%	$67,083,471	21

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

12 positions

Ticker	Company	Δ Shares	Shares	Value
BTI	British American Tobacco p.l.c.	+38,193	162,691	$10,047,796
WMT	Walmart Inc.	+29,762	72,643	$8,227,546
VFC	V F Corp	+26,519	103,279	$1,722,693
CELH	Celsius Holdings, Inc.	+21,125	136,373	$3,993,001
MCD	Mcdonalds Corp	+18,547	31,188	$8,430,428
KO	Coca Cola Co	+17,235	93,123	$7,568,106
CL	Colgate Palmolive Co	+8,581	33,269	$3,050,101
DG	Dollar General Corp	+6,419	68,544	$7,890,099
USFD	US Foods Holding Corp.	+5,225	17,689	$1,808,700
LEVI	Levi Strauss & Co	+3,160	38,376	$952,876
MNST	Monster Beverage Corp	+2,177	20,461	$1,966,711
AZO	Autozone Inc	+106	376	$1,201,673
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MKC	Mccormick & Co Inc	−40,111	22,380	$1,128,399
NCLH	Norwegian Cruise Line Holdings Ltd.	−31,955	116,885	$2,467,442
AAP	Advance Auto Parts Inc	−30,439	74,514	$4,636,261
PZZA	Papa Johns International Inc	−26,839	97,735	$3,593,715
PFGC	Performance Food Group Co	−17,107	62,295	$6,963,958
FUN	Six Flags Entertainment Corporation/NEW	−17,083	62,210	$1,325,073
CMG	Chipotle Mexican Grill Inc	−15,579	56,730	$1,928,820
AMZN	Amazon Com Inc	−13,894	14,276	$3,402,541
DLTR	Dollar Tree, Inc.	−13,387	49,002	$5,926,791
BROS	Dutch Bros Inc.	−12,144	85,217	$6,119,432
CHD	Church & Dwight Co Inc /De/	−11,638	42,689	$4,135,710
PM	Philip Morris International Inc.	−9,366	52,754	$9,543,726
ACI	Albertsons Companies, Inc.	−7,395	168,510	$2,279,940
RCL	Royal Caribbean Cruises Ltd	−6,403	20,611	$6,544,610
WH	Wyndham Hotels & Resorts, Inc.	−6,010	21,962	$1,849,420
MDLZ	Mondelez International, Inc.	−5,797	21,282	$1,230,950
ELF	e.l.f. Beauty, Inc.	−5,139	50,899	$3,766,526
KMB	Kimberly Clark Corp	−4,149	15,317	$1,681,347
BURL	Burlington Stores, Inc.	−4,098	17,676	$5,599,756
STZ	Constellation Brands, Inc.	−4,047	35,727	$4,969,268
SAM	Boston Beer Co Inc	−3,240	11,897	$2,106,125
BGS	B&G Foods, Inc.	−2,742	262,179	$1,043,472
TXRH	Texas Roadhouse, Inc.	−2,611	6,284	$1,214,257
FRPT	Freshpet, Inc.	−2,494	53,385	$3,156,121
CHH	Choice Hotels International Inc /De	−2,448	9,085	$1,001,802
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
BUD	Anheuser-Busch InBev SA/NV	17,708	$1,459,139
No positions match the current search.

Sold Out

Positions the filer fully exited

2 positions

Ticker	Company	Shares	Value
WYNN	Wynn Resorts Ltd	51,970	$5,277,553
QSR	Restaurant Brands International Inc.	9,146	$675,889
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

43 tracked positions · $161,027,003 total · as of Jun 30, 2026

All sectors Consumer Cyclical Consumer Defensive

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
BTI	British American Tobacco p.l.c. Consumer Defensive	Added	162,691	+38,193	$10,047,796	+38.0%	6.24%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	52,754	-9,366	$9,543,726	−7.1%	5.93%
MCD	Mcdonalds Corp Consumer Cyclical	Added	31,188	+18,547	$8,430,428	+114.6%	5.24%
WMT	Walmart Inc. Consumer Defensive	Added	72,643	+29,762	$8,227,546	+54.4%	5.11%
DG	Dollar General Corp Consumer Defensive	Added	68,544	+6,419	$7,890,099	+7.0%	4.90%
KO	Coca Cola Co Consumer Defensive	Added	93,123	+17,235	$7,568,106	+31.1%	4.70%
PFGC	Performance Food Group Co Consumer Defensive	Reduced	62,295	-17,107	$6,963,958	+2.4%	4.32%
RCL	Royal Caribbean Cruises Ltd Consumer Cyclical	Reduced	20,611	-6,403	$6,544,610	−12.0%	4.06%
BROS	Dutch Bros Inc. Consumer Cyclical	Reduced	85,217	-12,144	$6,119,432	+24.1%	3.80%
DLTR	Dollar Tree, Inc. Consumer Defensive	Reduced	49,002	-13,387	$5,926,791	−13.3%	3.68%
BURL	Burlington Stores, Inc. Consumer Cyclical	Reduced	17,676	-4,098	$5,599,756	−21.0%	3.48%
WING	Wingstop Inc. Consumer Cyclical	Reduced	30,326	-1,258	$5,258,831	+7.4%	3.27%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	32,903	-158	$4,984,804	−5.6%	3.10%
STZ	Constellation Brands, Inc. Consumer Defensive	Reduced	35,727	-4,047	$4,969,268	−16.7%	3.09%
AAP	Advance Auto Parts Inc Consumer Cyclical	Reduced	74,514	-30,439	$4,636,261	−16.3%	2.88%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	42,689	-11,638	$4,135,710	−18.4%	2.57%
CELH	Celsius Holdings, Inc. Consumer Defensive	Added	136,373	+21,125	$3,993,001	−2.3%	2.48%
ELF	e.l.f. Beauty, Inc. Consumer Defensive	Reduced	50,899	-5,139	$3,766,526	+10.9%	2.34%
PZZA	Papa Johns International Inc Consumer Cyclical	Reduced	97,735	-26,839	$3,593,715	−11.0%	2.23%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	14,276	-13,894	$3,402,541	−42.0%	2.11%
FRPT	Freshpet, Inc. Consumer Defensive	Reduced	53,385	-2,494	$3,156,121	−4.2%	1.96%
CL	Colgate Palmolive Co Consumer Defensive	Added	33,269	+8,581	$3,050,101	+45.0%	1.89%
DPZ	Dominos Pizza Inc Consumer Cyclical	Reduced	9,162	-476	$2,712,318	−21.6%	1.68%
NCLH	Norwegian Cruise Line Holdings Ltd. Consumer Cyclical	Reduced	116,885	-31,955	$2,467,442	−11.3%	1.53%
ACI	Albertsons Companies, Inc. Consumer Defensive	Reduced	168,510	-7,395	$2,279,940	−23.9%	1.42%
SAM	Boston Beer Co Inc Consumer Defensive	Reduced	11,897	-3,240	$2,106,125	−39.6%	1.31%
MNST	Monster Beverage Corp Consumer Defensive	Added	20,461	+2,177	$1,966,711	+48.4%	1.22%
CMG	Chipotle Mexican Grill Inc Consumer Cyclical	Reduced	56,730	-15,579	$1,928,820	−16.7%	1.20%
WH	Wyndham Hotels & Resorts, Inc. Consumer Cyclical	Reduced	21,962	-6,010	$1,849,420	−18.6%	1.15%
USFD	US Foods Holding Corp. Consumer Defensive	Added	17,689	+5,225	$1,808,700	+57.4%	1.12%
VFC	V F Corp Consumer Cyclical	Added	103,279	+26,519	$1,722,693	+32.1%	1.07%
KMB	Kimberly Clark Corp Consumer Defensive	Reduced	15,317	-4,149	$1,681,347	−10.5%	1.04%
HLT	Hilton Worldwide Holdings Inc. Consumer Cyclical	Reduced	4,506	-1,240	$1,489,052	−14.8%	0.92%
BUD	Anheuser-Busch InBev SA/NV Consumer Defensive	NEW	17,708	NEW	$1,459,139	NEW	0.91%
FUN	Six Flags Entertainment Corporation/NEW Consumer Cyclical	Reduced	62,210	-17,083	$1,325,073	−5.9%	0.82%
MDLZ	Mondelez International, Inc. Consumer Defensive	Reduced	21,282	-5,797	$1,230,950	−21.1%	0.76%
TXRH	Texas Roadhouse, Inc. Consumer Cyclical	Reduced	6,284	-2,611	$1,214,257	−17.3%	0.75%
AZO	Autozone Inc Consumer Cyclical	Added	376	+106	$1,201,673	+31.8%	0.75%
MKC	Mccormick & Co Inc Consumer Defensive	Reduced	22,380	-40,111	$1,128,399	−64.2%	0.70%
BGS	B&G Foods, Inc. Consumer Defensive	Reduced	262,179	-2,742	$1,043,472	−18.1%	0.65%
CHH	Choice Hotels International Inc /De Consumer Cyclical	Reduced	9,085	-2,448	$1,001,802	−16.1%	0.62%
LEVI	Levi Strauss & Co Consumer Cyclical	Added	38,376	+3,160	$952,876	+46.3%	0.59%
TNL	Travel & Leisure Co. Consumer Cyclical	Reduced	8,474	-2,293	$647,667	−13.1%	0.40%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.