Savoir Faire Capital Management, L.P.

CIK

1710593

Location

NORWALK, CT

Portfolio Value

Micro $90,405,067

Diversification

Diversified

Filing Date

Global Rank

#4,624 / 8,586 ▼ 430

Top Industry

Restaurants 15.5%

3Y Alpha vs SPY

-17.0%

Period ended 3 months ago

Filed May 1, 2026 · 46d

11 quarters · since Sep 2023

Clone Performance

Nov 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+18.9%

SPY

+73.8%

Annualised alpha

-16.9%

Max drawdown

−18.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

44 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.2%

−0.5 pts

Top 5

23.8%

−4.6 pts

Top 10

42.7%

−6.2 pts

HHI

315

Diversified−39

Portfolio Trend

11 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Consumer Defensive	54.6%	$90,405,067	21
Consumer Cyclical	45.4%	$75,205,716	23

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

9 positions

Ticker	Company	Δ Shares	Shares	Value
CELH	Celsius Holdings, Inc.	+51,552	115,248	$4,088,999
PZZA	Papa Johns International Inc	+26,647	124,574	$4,037,443
NCLH	Norwegian Cruise Line Holdings Ltd.	+25,881	148,840	$2,783,308
PFGC	Performance Food Group Co	+24,332	79,402	$6,801,575
WING	Wingstop Inc.	+17,882	31,584	$4,894,572
DLTR	Dollar Tree, Inc.	+13,187	62,389	$6,832,219
CL	Colgate Palmolive Co	+11,902	24,688	$2,104,158
DPZ	Dominos Pizza Inc	+1,969	9,638	$3,458,018
MKC	Mccormick & Co Inc	+1,587	62,491	$3,152,046
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAP	Advance Auto Parts Inc	−103,152	104,953	$5,536,270
KO	Coca Cola Co	−92,380	75,888	$5,771,282
ACI	Albertsons Companies, Inc.	−75,778	175,905	$2,997,421
WMT	Walmart Inc.	−66,478	42,881	$5,329,250
CMG	Chipotle Mexican Grill Inc	−61,954	72,309	$2,314,611
VFC	V F Corp	−40,955	76,760	$1,304,152
FUN	Six Flags Entertainment Corporation/NEW	−37,450	79,293	$1,407,450
USFD	US Foods Holding Corp.	−36,578	12,464	$1,149,305
LEVI	Levi Strauss & Co	−33,464	35,216	$651,143
BTI	British American Tobacco p.l.c.	−32,285	124,498	$7,279,398
WH	Wyndham Hotels & Resorts, Inc.	−27,164	27,972	$2,272,165
PM	Philip Morris International Inc.	−26,328	62,120	$10,270,920
CHD	Church & Dwight Co Inc /De/	−25,116	54,327	$5,069,795
BROS	Dutch Bros Inc.	−19,451	97,361	$4,932,308
DG	Dollar General Corp	−17,549	62,125	$7,376,101
TJX	Tjx Companies Inc /De/	−16,909	33,061	$5,279,841
TNL	Travel & Leisure Co.	−10,697	10,767	$744,968
AMZN	Amazon Com Inc	−10,237	28,170	$5,866,965
QSR	Restaurant Brands International Inc.	−8,917	9,146	$675,889
TXRH	Texas Roadhouse, Inc.	−8,589	8,895	$1,468,920
SAM	Boston Beer Co Inc	−6,626	15,137	$3,487,564
RCL	Royal Caribbean Cruises Ltd	−6,350	27,014	$7,433,712
BURL	Burlington Stores, Inc.	−5,756	21,774	$7,084,824
HLT	Hilton Worldwide Holdings Inc.	−5,535	5,746	$1,747,243
MCD	Mcdonalds Corp	−5,158	12,641	$3,928,696
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
STZ	Constellation Brands, Inc.	39,774	$5,966,100
WYNN	Wynn Resorts Ltd	51,970	$5,277,553
ELF	e.l.f. Beauty, Inc.	56,038	$3,396,463
FRPT	Freshpet, Inc.	55,879	$3,294,625
KMB	Kimberly Clark Corp	19,466	$1,877,885
MDLZ	Mondelez International, Inc.	27,079	$1,560,833
MNST	Monster Beverage Corp	18,284	$1,324,858
BGS	B&G Foods, Inc.	264,921	$1,274,270
AZO	Autozone Inc	270	$912,000
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
COST	Costco Wholesale Corp /New	13,037	$11,242,326
KHC	Kraft Heinz Co	199,266	$4,832,200
SMPL	Simply Good Foods Co	96,702	$1,941,776
BUD	Anheuser-Busch InBev SA/NV	29,987	$1,920,367
MGM	MGM Resorts International	36,649	$1,337,322
BRBR	Bellring Brands, Inc.	44,727	$1,195,552
UTZ	Utz Brands, Inc.	49,255	$511,266
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

21 positions · $90,405,067 total · Consumer Defensive only · as of Mar 31, 2026

All sectors Consumer Cyclical Consumer Defensive

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PM	Philip Morris International Inc. Consumer Defensive	Reduced	62,120	-26,328	$10,270,920	−27.6%	11.36%
DG	Dollar General Corp Consumer Defensive	Reduced	62,125	-17,549	$7,376,101	−30.3%	8.16%
BTI	British American Tobacco p.l.c. Consumer Defensive	Reduced	124,498	-32,285	$7,279,398	−18.0%	8.05%
DLTR	Dollar Tree, Inc. Consumer Defensive	Added	62,389	+13,187	$6,832,219	+12.9%	7.56%
PFGC	Performance Food Group Co Consumer Defensive	Added	79,402	+24,332	$6,801,575	+37.4%	7.52%
STZ	Constellation Brands, Inc. Consumer Defensive	NEW	39,774	NEW	$5,966,100	NEW	6.60%
KO	Coca Cola Co Consumer Defensive	Reduced	75,888	-92,380	$5,771,282	−50.9%	6.38%
WMT	Walmart Inc. Consumer Defensive	Reduced	42,881	-66,478	$5,329,250	−56.3%	5.89%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	54,327	-25,116	$5,069,795	−23.9%	5.61%
CELH	Celsius Holdings, Inc. Consumer Defensive	Added	115,248	+51,552	$4,088,999	+40.3%	4.52%
SAM	Boston Beer Co Inc Consumer Defensive	Reduced	15,137	-6,626	$3,487,564	−17.9%	3.86%
ELF	e.l.f. Beauty, Inc. Consumer Defensive	NEW	56,038	NEW	$3,396,463	NEW	3.76%
FRPT	Freshpet, Inc. Consumer Defensive	NEW	55,879	NEW	$3,294,625	NEW	3.64%
MKC	Mccormick & Co Inc Consumer Defensive	Added	62,491	+1,587	$3,152,046	−24.0%	3.49%
ACI	Albertsons Companies, Inc. Consumer Defensive	Reduced	175,905	-75,778	$2,997,421	−30.6%	3.32%
CL	Colgate Palmolive Co Consumer Defensive	Added	24,688	+11,902	$2,104,158	+108.3%	2.33%
KMB	Kimberly Clark Corp Consumer Defensive	NEW	19,466	NEW	$1,877,885	NEW	2.08%
MDLZ	Mondelez International, Inc. Consumer Defensive	NEW	27,079	NEW	$1,560,833	NEW	1.73%
MNST	Monster Beverage Corp Consumer Defensive	NEW	18,284	NEW	$1,324,858	NEW	1.47%
BGS	B&G Foods, Inc. Consumer Defensive	NEW	264,921	NEW	$1,274,270	NEW	1.41%
USFD	US Foods Holding Corp. Consumer Defensive	Reduced	12,464	-36,578	$1,149,305	−68.9%	1.27%