2026 Q2 Portfolio Activity
In 2026 Q2, Savoir Faire Capital Management, L.P. maintained a portfolio of 45 distinct positions. The most significant new addition was ANHEUSER BUSCH INBEV SA NV, now representing 0.91% of the total fund value. They heavily accumulated shares in MCDONALDS CORP, increasing the position by 146.7%. Conversely, Savoir Faire Capital Management, L.P. completely exited their position in WYNN RESORTS LTD.
Position History
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Total Positions
45
Quarter
2026 Q2
Top Holding
BTI (6.2%)
Top 10 Concentration
48.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-45 of 45
Savoir Faire Capital Management, L.P. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
BTI
BRITISH AMERN T...
|
Consumer Defensive | 6.24% | 4.40% |
#1
3
Prev: #4
|
7.0 |
—
|
38,193 | 30.7% |
P
S
|
162,691 | $10,047,796 |
$39.11
+41.9%
|
2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | ||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 5.93% | 6.20% |
#2
1
Prev: #1
|
4.4 |
—
|
-9,366 | -15.1% |
P
S
|
52,754 | $9,543,726 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 5.24% | 2.37% |
#3
17
Prev: #20
|
6.1 |
—
|
18,547 | 146.7% |
P
S
|
31,188 | $8,430,428 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
WMT
WALMART INC
|
Consumer Defensive | 5.11% | 3.22% |
#4
8
Prev: #12
|
5.5 |
—
|
29,762 | 69.4% |
P
S
|
72,643 | $8,227,546 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
DG
DOLLAR GEN CORP
|
Consumer Defensive | 4.90% | 4.45% |
#5
2
Prev: #3
|
4.5 |
—
|
6,419 | 10.3% |
P
S
|
68,544 | $7,890,100 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
KO
COCA COLA CO
|
Consumer Defensive | 4.70% | 3.48% |
#6
4
Prev: #10
|
4.4 |
—
|
17,235 | 22.7% |
P
S
|
93,123 | $7,568,106 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
PFGC
PERFORMANCE FOO...
|
Consumer Defensive | 4.32% | 4.11% |
#7
Prev: #7
|
1.7 |
—
|
-17,107 | -21.5% |
P
S
|
62,295 | $6,963,958 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
RCL
ROYAL CARIBBEAN...
|
Consumer Cyclical | 4.06% | 4.49% |
#8
6
Prev: #2
|
1.6 |
—
|
-6,403 | -23.7% |
P
S
|
20,611 | $6,544,611 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
BROS
DUTCH BROS INC
|
Consumer Cyclical | 3.80% | 2.98% |
#9
7
Prev: #16
|
2.0 |
—
|
-12,144 | -12.5% |
P
S
|
85,217 | $6,119,433 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
DLTR
DOLLAR TREE INC
|
Consumer Defensive | 3.68% | 4.13% |
#10
4
Prev: #6
|
1.5 |
—
|
-13,387 | -21.5% |
P
S
|
49,002 | $5,926,792 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
BURL
BURLINGTON STOR...
|
Consumer Cyclical | 3.48% | 4.28% |
#11
6
Prev: #5
|
1.9 |
—
|
-4,098 | -18.8% |
P
S
|
17,676 | $5,599,757 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
WING
WINGSTOP INC
|
Consumer Cyclical | 3.27% | 2.96% |
#12
5
Prev: #17
|
1.8 |
—
|
-1,258 | -4.0% |
P
S
|
30,326 | $5,258,832 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 3.10% | 3.19% |
#13
Prev: #13
|
1.7 |
—
|
-158 | -0.5% |
P
S
|
32,903 | $4,984,805 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
STZ
CONSTELLATION B...
|
Consumer Defensive | 3.09% | 3.60% |
#14
6
Prev: #8
|
1.7 |
—
|
-4,047 | -10.2% |
P
S
|
35,727 | $4,969,268 | 2023 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AAP
ADVANCE AUTO PA...
|
Consumer Cyclical | 2.88% | 3.34% |
#15
4
Prev: #11
|
1.2 |
—
|
-30,439 | -29.0% |
P
S
|
74,514 | $4,636,261 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CHD
CHURCH & DWIGHT...
|
Consumer Defensive | 2.57% | 3.06% |
#16
1
Prev: #15
|
1.0 |
—
|
-11,638 | -21.4% |
P
S
|
42,689 | $4,135,710 | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CELH
CELSIUS HLDGS I...
|
Consumer Defensive | 2.48% | 2.47% |
#17
1
Prev: #18
|
3.0 |
—
|
21,125 | 18.3% |
P
S
|
136,373 | $3,993,001 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
ELF
E L F BEAUTY IN...
|
Consumer Defensive | 2.34% | 2.05% |
#18
5
Prev: #23
|
1.4 |
—
|
-5,139 | -9.2% |
P
S
|
50,899 | $3,766,526 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
PZZA
PAPA JOHNS INTL...
|
Consumer Cyclical | 2.23% | 2.44% |
#19
Prev: #19
|
0.9 |
—
|
-26,839 | -21.5% |
P
S
|
97,735 | $3,593,716 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 2.11% | 3.54% |
#20
11
Prev: #9
|
0.8 |
—
|
-13,894 | -49.3% |
P
S
|
14,276 | $3,402,542 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
FRPT
FRESHPET INC
|
Consumer Defensive | 1.96% | 1.99% |
#21
3
Prev: #24
|
1.3 |
—
|
-2,494 | -4.5% |
P
S
|
53,385 | $3,156,121 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CL
COLGATE PALMOLI...
|
Consumer Defensive | 1.89% | 1.27% |
#22
8
Prev: #30
|
3.3 |
—
|
8,581 | 34.8% |
P
S
|
33,269 | $3,050,102 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
DPZ
DOMINOS PIZZA I...
|
Consumer Cyclical | 1.68% | 2.09% |
#23
1
Prev: #22
|
1.2 |
—
|
-476 | -4.9% |
P
S
|
9,162 | $2,712,318 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
NCLH
NORWEGIAN CRUIS...
|
Consumer Cyclical | 1.53% | 1.68% |
#24
3
Prev: #27
|
0.6 |
—
|
-31,955 | -21.5% |
P
S
|
116,885 | $2,467,442 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
ACI
ALBERTSONS COMP...
|
Consumer Defensive | 1.42% | 1.81% |
#25
1
Prev: #26
|
1.1 |
—
|
-7,395 | -4.2% |
P
S
|
168,510 | $2,279,940 | 2025 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
SAM
BOSTON BEER INC
|
Consumer Defensive | 1.31% | 2.11% |
#26
5
Prev: #21
|
0.5 |
—
|
-3,240 | -21.4% |
P
S
|
11,897 | $2,106,126 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MNST
MONSTER BEVERAG...
|
Consumer Defensive | 1.22% | 0.80% |
#27
9
Prev: #36
|
2.5 |
—
|
2,177 | 11.9% |
P
S
|
20,461 | $1,966,711 | 2024 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CMG
CHIPOTLE MEXICA...
|
Consumer Cyclical | 1.20% | 1.40% |
#28
Prev: #28
|
0.5 |
—
|
-15,579 | -21.5% |
P
S
|
56,730 | $1,928,820 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
WH
WYNDHAM HOTELS ...
|
Consumer Cyclical | 1.15% | 1.37% |
#29
Prev: #29
|
0.5 |
—
|
-6,010 | -21.5% |
P
S
|
21,962 | $1,849,420 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
USFD
US FOODS HLDG C...
|
Consumer Defensive | 1.12% | 0.69% |
#30
10
Prev: #40
|
2.9 |
—
|
5,225 | 41.9% |
P
S
|
17,689 | $1,808,700 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
VFC
V F CORP
|
Consumer Cyclical | 1.07% | 0.79% |
#31
6
Prev: #37
|
2.9 |
—
|
26,519 | 34.5% |
P
S
|
103,279 | $1,722,694 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
KMB
KIMBERLY-CLARK ...
|
Consumer Defensive | 1.04% | 1.13% |
#32
1
Prev: #31
|
0.4 |
—
|
-4,149 | -21.3% |
P
S
|
15,317 | $1,681,347 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
HLT
HILTON WORLDWID...
|
Consumer Cyclical | 0.92% | 1.06% |
#33
1
Prev: #32
|
0.4 |
—
|
-1,240 | -21.6% |
P
S
|
4,506 | $1,489,053 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
BUD
ANHEUSER BUSCH ...
|
Consumer Defensive | 0.91% | — |
#34
Prev: #—
|
3.9 |
—
|
17,708 | — |
NEW
|
17,708 | $1,459,139 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
FUN
SIX FLAGS ENTER...
|
Consumer Cyclical | 0.82% | 0.85% |
#35
Prev: #35
|
0.3 |
—
|
-17,083 | -21.5% |
P
S
|
62,210 | $1,325,073 | 2024 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MDLZ
MONDELEZ INTL I...
|
Consumer Defensive | 0.76% | 0.94% |
#36
3
Prev: #33
|
0.3 |
—
|
-5,797 | -21.4% |
P
S
|
21,282 | $1,230,951 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
TXRH
TEXAS ROADHOUSE...
|
Consumer Cyclical | 0.75% | 0.89% |
#37
3
Prev: #34
|
0.3 |
—
|
-2,611 | -29.4% |
P
S
|
6,284 | $1,214,257 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
AZO
AUTOZONE INC
|
Consumer Cyclical | 0.75% | 0.55% |
#38
3
Prev: #41
|
2.8 |
—
|
106 | 39.3% |
P
S
|
376 | $1,201,673 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
MKC
MCCORMICK & CO ...
|
Consumer Defensive | 0.70% | 1.90% |
#39
14
Prev: #25
|
0.3 |
—
|
-40,111 | -64.2% |
P
S
|
22,380 | $1,128,400 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
BGS
B & G FOODS INC
|
Consumer Defensive | 0.65% | 0.77% |
#40
2
Prev: #38
|
0.8 |
—
|
-2,742 | -1.0% |
P
S
|
262,179 | $1,043,472 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
CHH
CHOICE HOTELS I...
|
Consumer Cyclical | 0.62% | 0.72% |
#41
2
Prev: #39
|
0.2 |
—
|
-2,448 | -21.2% |
P
S
|
9,085 | $1,001,803 | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
LEVI
LEVI STRAUSS & ...
|
Consumer Cyclical | 0.59% | 0.39% |
#42
2
Prev: #44
|
2.2 |
—
|
3,160 | 9.0% |
P
S
|
38,376 | $952,876 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
TNL
TRAVEL PLUS LEI...
|
Consumer Cyclical | 0.40% | 0.45% |
#43
1
Prev: #42
|
0.2 |
—
|
-2,293 | -21.3% |
P
S
|
8,474 | $647,668 | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
QSR
RESTAURANT BRAN...
|
Consumer Cyclical | 0.00% | 0.41% |
Sold All 😨
(Was: #43) |
0.0 |
—
|
-9,146 | -100.0% |
CLOSED
|
— | $— | 2024 Q2 | 13F Filing | 2026-06-30 | 2026-07-24 | |||
|
WYNN
WYNN RESORTS LT...
|
Consumer Cyclical | 0.00% | 3.19% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-51,970 | -100.0% |
CLOSED
|
— | $— | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-07-24 |
Showing 1-45 of 45 holdings