Savoir Faire Capital Management, L.P.
Savoir Faire Capital Management, L.P. reported 43 US-listed holdings worth $161.0 million in its 13F for the quarter ended 30 June 2026, filed 24 July 2026. Its largest: British American Tobacco p.l.c. (6.2%), Philip Morris International Inc. (5.9%) and McDonald's Corp. (5.2%). Against the quarter before, it opened 1 position, added to 12, trimmed 30 and sold out of 2.
The 14 largest of its 43 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned -3.2% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 1
- Anheuser-Busch InBev SA/NV BUD$1.5 million
Added to 12
- McDonald's Corp. MCD+18,547 shares · +147%
- Walmart Inc. WMT+29,762 shares · +69%
- British American Tobacco p.l.c. BTI+38,193 shares · +31%
- Coca-Cola Co. KO+17,235 shares · +23%
- Colgate-Palmolive Co. CL+8,581 shares · +35%
- Dollar General Corp. DG+6,419 shares · +10%
- Celsius Holdings, Inc. CELH+21,125 shares · +18%
- US Foods Holding Corp. USFD+5,225 shares · +42%
and 4 more in the table below
Trimmed 30
- Amazon.com Inc. AMZN-13,894 shares · -49%
- Royal Caribbean Cruises Ltd. RCL-6,403 shares · -24%
- McCormick & Co. Inc. MKC-40,111 shares · -64%
- Performance Food Group Co. PFGC-17,107 shares · -22%
- Advance Auto Parts Inc. AAP-30,439 shares · -29%
- Philip Morris International Inc. PM-9,366 shares · -15%
- Dollar Tree, Inc. DLTR-13,387 shares · -21%
- Burlington Stores, Inc. BURL-4,098 shares · -19%
and 22 more in the table below
Sold out of 2
- Wynn Resorts Ltd. WYNN$5.3 million last quarter
- Restaurant Brands International Inc. QSR$675,889 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| British American Tobacco p.l.c. BTI | 162.7K | $10.0 million | 6.24% | +38.2K |
| Philip Morris International Inc. PM | 52.8K | $9.5 million | 5.93% | -9.4K |
| McDonald's Corp. MCD | 31.2K | $8.4 million | 5.24% | +18.5K |
| Walmart Inc. WMT | 72.6K | $8.2 million | 5.11% | +29.8K |
| Dollar General Corp. DG | 68.5K | $7.9 million | 4.90% | +6.4K |
| Coca-Cola Co. KO | 93.1K | $7.6 million | 4.70% | +17.2K |
| Performance Food Group Co. PFGC | 62.3K | $7.0 million | 4.32% | -17.1K |
| Royal Caribbean Cruises Ltd. RCL | 20.6K | $6.5 million | 4.06% | -6.4K |
| Dutch Bros Inc. BROS | 85.2K | $6.1 million | 3.80% | -12.1K |
| Dollar Tree, Inc. DLTR | 49.0K | $5.9 million | 3.68% | -13.4K |
| Burlington Stores, Inc. BURL | 17.7K | $5.6 million | 3.48% | -4.1K |
| Wingstop Inc. WING | 30.3K | $5.3 million | 3.27% | -1.3K |
| TJX Companies Inc. TJX | 32.9K | $5.0 million | 3.10% | -158 |
| Constellation Brands, Inc. STZ | 35.7K | $5.0 million | 3.09% | -4.0K |
| Advance Auto Parts Inc. AAP | 74.5K | $4.6 million | 2.88% | -30.4K |
| Church & Dwight Co. Inc. CHD | 42.7K | $4.1 million | 2.57% | -11.6K |
| Celsius Holdings, Inc. CELH | 136.4K | $4.0 million | 2.48% | +21.1K |
| e.l.f. Beauty, Inc. ELF | 50.9K | $3.8 million | 2.34% | -5.1K |
| Papa John's International, Inc. PZZA | 97.7K | $3.6 million | 2.23% | -26.8K |
| Amazon.com Inc. AMZN | 14.3K | $3.4 million | 2.11% | -13.9K |
| Freshpet, Inc. FRPT | 53.4K | $3.2 million | 1.96% | -2.5K |
| Colgate-Palmolive Co. CL | 33.3K | $3.1 million | 1.89% | +8.6K |
| Domino's Pizza, Inc. DPZ | 9.2K | $2.7 million | 1.68% | -476 |
| Norwegian Cruise Line Holdings Ltd. NCLH | 116.9K | $2.5 million | 1.53% | -32.0K |
| Albertsons Companies, Inc. ACI | 168.5K | $2.3 million | 1.42% | -7.4K |
| Boston Beer Co. Inc. SAM | 11.9K | $2.1 million | 1.31% | -3.2K |
| Monster Beverage Corp. MNST | 20.5K | $2.0 million | 1.22% | +2.2K |
| Chipotle Mexican Grill Inc. CMG | 56.7K | $1.9 million | 1.20% | -15.6K |
| Wyndham Hotels & Resorts, Inc. WH | 22.0K | $1.8 million | 1.15% | -6.0K |
| US Foods Holding Corp. USFD | 17.7K | $1.8 million | 1.12% | +5.2K |
| V F Corp. VFC | 103.3K | $1.7 million | 1.07% | +26.5K |
| Kimberly Clark Corp. KMB | 15.3K | $1.7 million | 1.04% | -4.1K |
| Hilton Worldwide Holdings Inc. HLT | 4.5K | $1.5 million | 0.92% | -1.2K |
| Anheuser-Busch InBev SA/NV BUD | 17.7K | $1.5 million | 0.91% | new |
| Six Flags Entertainment Corporation FUN | 62.2K | $1.3 million | 0.82% | -17.1K |
| Mondelez International, Inc. MDLZ | 21.3K | $1.2 million | 0.76% | -5.8K |
| Texas Roadhouse, Inc. TXRH | 6.3K | $1.2 million | 0.75% | -2.6K |
| Autozone Inc. AZO | 376 | $1.2 million | 0.75% | +106 |
| McCormick & Co. Inc. MKC | 22.4K | $1.1 million | 0.70% | -40.1K |
| B&G Foods Inc BGS | 262.2K | $1.0 million | 0.65% | -2.7K |
| Choice Hotels International Inc. CHH | 9.1K | $1.0 million | 0.62% | -2.4K |
| Levi Strauss & Co. LEVI | 38.4K | $952,876 | 0.59% | +3.2K |
| Travel & Leisure Co. TNL | 8.5K | $647,668 | 0.40% | -2.3K |