Savoir Faire Capital Management, L.P.
Top Portfolio Positions
44 positions ·
$165,610,783 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PM |
Philip Morris International Inc.
Consumer Defensive
|
62,120 | $10,270,920 | 6.20% | |
| RCL |
Royal Caribbean Cruises Ltd
Consumer Cyclical
|
27,014 | $7,433,712 | 4.49% | |
| DG |
Dollar General Corp
Consumer Defensive
|
62,125 | $7,376,101 | 4.45% | |
| BTI |
British American Tobacco p.l.c.
Consumer Defensive
|
124,498 | $7,279,398 | 4.40% | |
| BURL |
Burlington Stores, Inc.
Consumer Cyclical
|
21,774 | $7,084,824 | 4.28% | |
| DLTR |
Dollar Tree, Inc.
Consumer Defensive
|
62,389 | $6,832,219 | 4.13% | |
| PFGC |
Performance Food Group Co
Consumer Defensive
|
79,402 | $6,801,575 | 4.11% | |
| STZ |
Constellation Brands, Inc.
Consumer Defensive
|
39,774 | $5,966,100 | 3.60% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
28,170 | $5,866,965 | 3.54% | |
| KO |
Coca Cola Co
Consumer Defensive
|
75,888 | $5,771,282 | 3.48% |
Portfolio Trend
11 quarters · across all stocks
Holdings in SAM
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,487,564 | 15,137 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,246,614 | 21,763 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $8,208,381 | 38,825 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,770,094 | 30,240 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $4,918,670 | 20,594 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $4,237,217 | 14,125 | Shares | Sole | 2025-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||