Q2 2026 13F · SEC CIK 1710593

Savoir Faire Capital Management, L.P.

Hedge fundFiled 2026-07-24 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $161.0M
Reported positions: 43
Top holdings a year, 3 yrs: +2.8%
Average holding period: 1.6 yrs

Savoir Faire Capital Management, L.P. is a hedge fund that reported 43 positions worth $161.0M in its Q2 2026 13F, filed 2026-07-24. Its largest holdings were British Amern Tob PLC (BTI, 6.2%), Philip Morris Intl Inc (PM, 5.9%), Mcdonalds Corp (MCD, 5.2%). A portfolio copying its top holdings returned 2.8% a year over the last 3 years, against 18.8% for the S&P 500.

Savoir Faire Capital Management, L.P. holdings all 43 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Savoir Faire Capital Management, L.P. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
BTIBritish Amern Tob PLC	6.2%	4.4%	162,691	+30.7%	$10.0M
PMPhilip Morris Intl Inc	5.9%	6.2%	52,754	-15.1%	$9.5M
MCDMcdonalds Corp	5.2%	2.4%	31,188	+146.7%	$8.4M
WMTWalmart Inc	5.1%	3.2%	72,643	+69.4%	$8.2M
DGDollar Gen Corp	4.9%	4.5%	68,544	+10.3%	$7.9M
KOCoca Cola Co	4.7%	3.5%	93,123	+22.7%	$7.6M
PFGCPerformance Food Group Co	4.3%	4.1%	62,295	-21.5%	$7.0M
RCLRoyal Caribbean Group	4.1%	4.5%	20,611	-23.7%	$6.5M
BROSDutch Bros Inc Class A	3.8%	3.0%	85,217	-12.5%	$6.1M
DLTRDollar Tree Inc	3.7%	4.1%	49,002	-21.5%	$5.9M
BURLBurlington Stores	3.5%	4.3%	17,676	-18.8%	$5.6M
WINGWingstop Inc	3.3%	3.0%	30,326	-4.0%	$5.3M
TJXTjx Cos Inc New	3.1%	3.2%	32,903	-0.5%	$5.0M
STZConstellation Brands Inc	3.1%	3.6%	35,727	-10.2%	$5.0M
AAPAdvance Auto Parts Inc	2.9%	3.3%	74,514	-29.0%	$4.6M
CHDChurch & Dwight Co Inc	2.6%	3.1%	42,689	-21.4%	$4.1M
CELHCelsius Holding Inc.	2.5%	2.5%	136,373	+18.3%	$4.0M
ELFE.L.F. Beauty, Inc.	2.3%	2.1%	50,899	-9.2%	$3.8M
PZZAPapa Johns Intl Inc	2.2%	2.4%	97,735	-21.5%	$3.6M
AMZNAmazon Com Inc	2.1%	3.5%	14,276	-49.3%	$3.4M
FRPTFreshpet Inc	2.0%	2.0%	53,385	-4.5%	$3.2M
CLColgate Palmolive Co	1.9%	1.3%	33,269	+34.8%	$3.1M
DPZDominos Pizza Inc	1.7%	2.1%	9,162	-4.9%	$2.7M
NCLHNorwegian Cruise Line Hldgs	1.5%	1.7%	116,885	-21.5%	$2.5M
ACIAlbertsons Cos Inc	1.4%	1.8%	168,510	-4.2%	$2.3M
SAMBoston Beer Inc	1.3%	2.1%	11,897	-21.4%	$2.1M
MNSTMonster Beverage Corp New	1.2%	0.8%	20,461	+11.9%	$2.0M
CMGChipotle Mexican Grill Inc	1.2%	1.4%	56,730	-21.5%	$1.9M
WHWyndham Hotels & Resorts Inc	1.1%	1.4%	21,962	-21.5%	$1.8M
USFDUS Foods Hldg Corp	1.1%	0.7%	17,689	+41.9%	$1.8M
VFCV F Corp	1.1%	0.8%	103,279	+34.5%	$1.7M
KMBKimberly-Clark Corp	1.0%	1.1%	15,317	-21.3%	$1.7M
HLTHilton Worldwide Hldgs Inc	0.9%	1.1%	4,506	-21.6%	$1.5M
BUDAnheuser Busch Inbev SA NV	0.9%	New	17,708	—	$1.5M
FUNSix Flags Entertainment Corp	0.8%	0.8%	62,210	-21.5%	$1.3M
MDLZMondelez International	0.8%	0.9%	21,282	-21.4%	$1.2M
TXRHTexas Roadhouse Inc	0.8%	0.9%	6,284	-29.4%	$1.2M
AZOAutozone Inc	0.7%	0.6%	376	+39.3%	$1.2M
MKCMccormick & Co Inc	0.7%	1.9%	22,380	-64.2%	$1.1M
BGSB & G Foods Inc New	0.6%	0.8%	262,179	-1.0%	$1.0M
CHHChoice Hotels Intl Inc	0.6%	0.7%	9,085	-21.2%	$1.0M
LEVILevi Strauss & Co New	0.6%	0.4%	38,376	+9.0%	$953K
TNLTravel Plus Leisure Co	0.4%	0.5%	8,474	-21.3%	$648K

What Savoir Faire Capital Management, L.P. bought and sold in Q2 2026, against Q1 2026.

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +0.9% /yr; S&P 500 +20.1%
3 years: +2.8% /yr; S&P 500 +18.8%
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$161.0M	43
Q1 2026	$165.6M	44
Q4 2025	$211.0M	42
Q3 2025	$278.8M	44
Q2 2025	$206.9M	46
Q1 2025	$114.2M	46
Q4 2024	$210.4M	44
Q3 2024	$195.7M	47
Q2 2024	$257.3M	53
Q1 2024	$217.1M	53
Q4 2023	$230.2M	50
Q3 2023	$180.3M	48

Questions about Savoir Faire Capital Management, L.P.'s portfolio

What stocks does Savoir Faire Capital Management, L.P. own?

Savoir Faire Capital Management, L.P.'s latest 13F, for Q2 2026 and filed Jul 24, 2026, lists 43 positions worth $161.0M. The largest are British Amern Tob PLC (BTI) at 6.2%, Philip Morris Intl Inc (PM) at 5.9%, Mcdonalds Corp (MCD) at 5.2%, Walmart Inc (WMT) at 5.1% and Dollar Gen Corp (DG) at 4.9%.

What did Savoir Faire Capital Management, L.P. buy last quarter?

In Q2 2026, Savoir Faire Capital Management, L.P. added a new position in Anheuser Busch Inbev SA NV (BUD), Mcdonalds Corp (MCD) (+146.7% shares), Walmart Inc (WMT) (+69.4% shares) and US Foods Hldg Corp (USFD) (+41.9% shares), compared with its Q1 2026 filing.

What did Savoir Faire Capital Management, L.P. sell last quarter?

In Q2 2026, Savoir Faire Capital Management, L.P. sold all of Wynn Resorts Ltd (WYNN), sold all of Restaurant Brands Intl Inc (QSR), Mccormick & Co Inc (MKC) (-64.2% shares), Amazon Com Inc (AMZN) (-49.3% shares) and Texas Roadhouse Inc (TXRH) (-29.4% shares), compared with its Q1 2026 filing.

How has Savoir Faire Capital Management, L.P.'s portfolio performed?

A portfolio copying Savoir Faire Capital Management, L.P.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +2.8% a year over the last 3 years, against +18.8% for the S&P 500. Over 1 year: +0.9% against +20.1%.

When is Savoir Faire Capital Management, L.P.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Savoir Faire Capital Management, L.P.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.