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Savoir Faire Capital Management, L.P. Top Holdings and 13F Report (2025)

About Savoir Faire Capital Management, L.P.

Investment Activity

  • Savoir Faire Capital Management, L.P. has $114.20 million in total holdings as of March 31, 2025.
  • Savoir Faire Capital Management, L.P. owns shares of 46 different stocks, but just 25 companies or ETFs make up 80% of its holdings.
  • Approximately 25.82% of the portfolio was purchased this quarter.
  • About 91.59% of the portfolio was sold this quarter.
  • This quarter, Savoir Faire Capital Management, L.P. has purchased 44 new stocks and bought additional shares in 9 stocks.
  • Savoir Faire Capital Management, L.P. sold shares of 27 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Amazon.com
$5,787,899
Dollar General
$5,377,711

Largest New Holdings this Quarter

71377A103 - Performance Food Group
$2,863,705 Holding
256746108 - Dollar Tree
$2,517,848 Holding
98311A105 - Wyndham Hotels & Resorts
$2,407,838 Holding
22160K105 - Costco Wholesale
$2,265,143 Holding
191216100 - Coca-Cola
$2,244,571 Holding

Largest Purchases this Quarter

Amazon.com
15,881 shares (about $3.02M)
Performance Food Group
36,420 shares (about $2.86M)
Dollar Tree
33,540 shares (about $2.52M)
Wyndham Hotels & Resorts
26,603 shares (about $2.41M)
Costco Wholesale
2,395 shares (about $2.27M)

Largest Sales this Quarter

Celsius
212,040 shares (about $7.55M)
THE CAMPBELLS COMPANY
186,520 shares (about $7.45M)
Dollar General
74,127 shares (about $6.52M)
Constellation Brands
31,284 shares (about $5.74M)
e.l.f. Beauty
81,859 shares (about $5.14M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSavoir Faire Capital Management, L.P.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Burlington Stores, Inc. stock logo
BURL
Burlington Stores
$6,323,133$2,154,265 51.7%26,5315.5%Retail/Wholesale
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$5,793,782$2,169,524 -27.2%115,3915.1%Retail/Wholesale
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,787,899$3,021,519 109.2%30,4215.1%Retail/Wholesale
British American Tobacco p.l.c. stock logo
BTI
British American Tobacco
$5,674,392$3,566,218 -38.6%137,1625.0%Consumer Staples
Dollar General Co. stock logo
DG
Dollar General
$5,377,711$6,517,987 -54.8%61,1594.7%Retail/Wholesale
The Boston Beer Company, Inc. stock logo
SAM
Boston Beer
$4,918,671$1,545,056 45.8%20,5944.3%Consumer Staples
Conagra Brands, Inc. stock logo
CAG
Conagra Brands
$4,428,180$635,733 16.8%166,0363.9%Consumer Staples
Constellation Brands, Inc. stock logo
STZ
Constellation Brands
$4,392,368$5,741,240 -56.7%23,9343.8%Consumer Staples
Wingstop Inc. stock logo
WING
Wingstop
$4,240,002$4,342,641 -50.6%18,7963.7%Retail/Wholesale
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$4,065,806$4,467,624 -52.4%33,3813.6%Retail/Wholesale
Advance Auto Parts, Inc. stock logo
AAP
Advance Auto Parts
$3,972,640$810,981 -17.0%101,3173.5%Retail/Wholesale
Dutch Bros Inc. stock logo
BROS
Dutch Bros
$3,762,621$506,392 15.6%60,9433.3%Retail/Wholesale
Target Co. stock logo
TGT
Target
$3,141,236$3,749,968 -54.4%30,1002.8%Retail/Wholesale
The Clorox Company stock logo
CLX
Clorox
$2,886,395$2,069,452 253.3%19,6022.5%Consumer Staples
Performance Food Group stock logo
PFGC
Performance Food Group
$2,863,705$2,863,705 New Holding36,4202.5%Retail/Wholesale
Freshpet, Inc. stock logo
FRPT
Freshpet
$2,559,889$1,508,704 -37.1%30,7792.2%Consumer Staples
Celsius Holdings, Inc. stock logo
CELH
Celsius
$2,526,064$7,552,866 -74.9%70,9172.2%Consumer Staples
Dollar Tree, Inc. stock logo
DLTR
Dollar Tree
$2,517,848$2,517,848 New Holding33,5402.2%Retail/Wholesale
Wyndham Hotels & Resorts, Inc. stock logo
WH
Wyndham Hotels & Resorts
$2,407,838$2,407,838 New Holding26,6032.1%Consumer Discretionary
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$2,392,916$1,854,197 -43.7%29,0722.1%Consumer Staples
SIX FLAGS ENTERTAINMENT CORP
$2,382,506$2,123,685 -47.1%66,7932.1%COM
Texas Roadhouse, Inc. stock logo
TXRH
Texas Roadhouse
$2,379,143$1,802,103 -43.1%14,2782.1%Retail/Wholesale
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$2,265,143$2,265,143 New Holding2,3952.0%Retail/Wholesale
The Coca-Cola Company stock logo
KO
Coca-Cola
$2,244,571$2,244,571 New Holding31,3402.0%Consumer Staples
Hilton Worldwide Holdings Inc. stock logo
HLT
Hilton Worldwide
$2,215,654$1,167,331 111.4%9,7371.9%Consumer Discretionary
VF Corporation stock logo
VFC
VF
$1,854,609$2,032,841 -52.3%119,4981.6%Consumer Discretionary
The Simply Good Foods Company stock logo
SMPL
Simply Good Foods
$1,837,627$975,377 113.1%53,2801.6%Consumer Staples
Restaurant Brands International Inc. stock logo
QSR
Restaurant Brands International
$1,768,292$2,209,649 -55.5%26,5351.5%Retail/Wholesale
Papa Johns International, Inc. stock logo
PZZA
Papa Johns International
$1,711,352$3,303,983 -65.9%41,6591.5%Retail/Wholesale
THE CAMPBELLS COMPANY
$1,658,157$7,445,878 -81.8%41,5371.5%COM
Walmart Inc. stock logo
WMT
Walmart
$1,445,814$1,445,814 New Holding16,4691.3%Retail/Wholesale
Philip Morris International Inc. stock logo
PM
Philip Morris International
$1,279,523$1,279,523 New Holding8,0611.1%Consumer Staples
Brown-Forman Co. stock logo
BF.B
Brown-Forman
$1,209,452$2,625,157 -68.5%35,6351.1%Consumer Staples
MGM Resorts International stock logo
MGM
MGM Resorts International
$1,069,619$30 0.0%36,0870.9%Consumer Discretionary
e.l.f. Beauty, Inc. stock logo
ELF
e.l.f. Beauty
$1,035,470$5,139,927 -83.2%16,4910.9%Consumer Staples
BellRing Brands, Inc. stock logo
BRBR
BellRing Brands
$946,759$946,759 New Holding12,7150.8%Medical
Levi Strauss & Co. stock logo
LEVI
Levi Strauss & Co.
$930,645$2,011,406 -68.4%59,6950.8%Retail/Wholesale
Newell Brands Inc. stock logo
NWL
Newell Brands
$882,930$903,973 -50.6%142,4080.8%Consumer Staples
Colgate-Palmolive stock logo
CL
Colgate-Palmolive
$805,633$1,376,641 -63.1%8,5980.7%Consumer Staples
Choice Hotels International, Inc. stock logo
CHH
Choice Hotels International
$795,087$795,087 New Holding5,9880.7%Consumer Discretionary
US Foods Holding Corp. stock logo
USFD
US Foods
$719,733$1,595,326 -68.9%10,9950.6%Consumer Staples
B&G Foods, Inc. stock logo
BGS
B&G Foods
$695,938$1,608,783 -69.8%101,3010.6%Consumer Staples
Carnival Co. & plc stock logo
CCL
Carnival Co. &
$617,421$206,686 50.3%31,6140.5%Consumer Discretionary
Travel + Leisure Co. stock logo
TNL
Travel + Leisure
$599,594$1,323,801 -68.8%12,9530.5%Consumer Discretionary
Albertsons Companies, Inc. stock logo
ACI
Albertsons Companies
$440,614$440,614 New Holding20,0370.4%Consumer Staples
Coty Inc. stock logo
COTY
Coty
$378,808$1,188,712 -75.8%69,2520.3%Consumer Staples
DICK'S Sporting Goods, Inc. stock logo
DKS
DICK'S Sporting Goods
$0$6,500,658 -100.0%00.0%Retail/Wholesale
Anheuser-Busch InBev SA/NV stock logo
BUD
Anheuser-Busch InBev SA/NV
$0$5,429,340 -100.0%00.0%Consumer Staples
AutoZone, Inc. stock logo
AZO
AutoZone
$0$4,883,050 -100.0%00.0%Retail/Wholesale
General Mills, Inc. stock logo
GIS
General Mills
$0$3,551,861 -100.0%00.0%Consumer Staples
Royal Caribbean Cruises Ltd. stock logo
RCL
Royal Caribbean Cruises
$0$1,808,610 -100.0%00.0%Consumer Discretionary
The Kraft Heinz Company stock logo
KHC
Kraft Heinz
$0$1,655,300 -100.0%00.0%Consumer Staples
Monster Beverage Co. stock logo
MNST
Monster Beverage
$0$1,405,927 -100.0%00.0%Consumer Staples
Hilton Grand Vacations Inc. stock logo
HGV
Hilton Grand Vacations
$0$390,980 -100.0%00.0%Consumer Discretionary

Showing largest 100 holdings. View all holdings.
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