13F HOLDINGS REPORT
Savoir Faire Capital Management, L.P.
Quarter ended Q4 2025 · Filed February 2, 2026 · Accession 0001710593-26-000001
Total Value
$211.0M
Positions
42
Other Managers
0
Confidential Omitted
No
Holdings (42)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PHILIP MORRIS INTL INC | 718172109 | 88,448 | $14.2M | 6.72% |
| 2 | WALMART INC | WMT | 109,359 | $12.2M | 5.77% |
| 3 | COCA COLA CO | KO | 168,268 | $11.8M | 5.57% |
| 4 | COSTCO WHSL CORP NEW | 22160K105 | 13,037 | $11.2M | 5.33% |
| 5 | DOLLAR GEN CORP NEW | 256677105 | 79,674 | $10.6M | 5.01% |
| 6 | ROYAL CARIBBEAN GROUP | V7780T103 | 33,364 | $9.3M | 4.41% |
| 7 | BRITISH AMERN TOB PLC | 110448107 | 156,783 | $8.9M | 4.21% |
| 8 | AMAZON COM INC | AMZN | 38,407 | $8.9M | 4.20% |
| 9 | ADVANCE AUTO PARTS INC | AAP | 208,105 | $8.2M | 3.88% |
| 10 | BURLINGTON STORES INC | BURL | 27,530 | $8.0M | 3.77% |
| 11 | TJX COS INC NEW | 872540109 | 49,970 | $7.7M | 3.64% |
| 12 | DUTCH BROS INC | BROS | 116,812 | $7.2M | 3.39% |
| 13 | CHURCH & DWIGHT CO INC | CHD | 79,443 | $6.7M | 3.16% |
| 14 | DOLLAR TREE INC | DLTR | 49,202 | $6.1M | 2.87% |
| 15 | MCDONALDS CORP | MCD | 17,799 | $5.4M | 2.58% |
| 16 | CHIPOTLE MEXICAN GRILL INC | CMG | 134,263 | $5.0M | 2.35% |
| 17 | PERFORMANCE FOOD GROUP CO | PFGC | 55,070 | $5.0M | 2.35% |
| 18 | KRAFT HEINZ CO | KHC | 199,266 | $4.8M | 2.29% |
| 19 | ALBERTSONS COS INC | 013091103 | 251,683 | $4.3M | 2.05% |
| 20 | BOSTON BEER INC | SAM | 21,763 | $4.2M | 2.01% |
| 21 | WYNDHAM HOTELS & RESORTS INC | WH | 55,136 | $4.2M | 1.97% |
| 22 | MCCORMICK & CO INC | MKC-V | 60,904 | $4.1M | 1.97% |
| 23 | PAPA JOHNS INTL INC | 698813102 | 97,927 | $3.8M | 1.79% |
| 24 | US FOODS HLDG CORP | USFD | 49,042 | $3.7M | 1.75% |
| 25 | WINGSTOP INC | WING | 13,702 | $3.3M | 1.55% |
| 26 | HILTON WORLDWIDE HLDGS INC | HLT | 11,281 | $3.2M | 1.54% |
| 27 | DOMINOS PIZZA INC | DPZ | 7,669 | $3.2M | 1.51% |
| 28 | CELSIUS HLDGS INC | CELH | 63,696 | $2.9M | 1.38% |
| 29 | TEXAS ROADHOUSE INC | TXRH | 17,484 | $2.9M | 1.38% |
| 30 | NORWEGIAN CRUISE LINE HLDG L | NCLH | 122,959 | $2.7M | 1.30% |
| 31 | V F CORP | VFC | 117,715 | $2.1M | 1.01% |
| 32 | SIMPLY GOOD FOODS CO | SMPL | 96,702 | $1.9M | 0.92% |
| 33 | ANHEUSER BUSCH INBEV SA/NV | BUDFF | 29,987 | $1.9M | 0.91% |
| 34 | SIX FLAGS ENTERTAINMENT CORP | FUN | 116,743 | $1.8M | 0.85% |
| 35 | CHOICE HOTELS INTL INC | 169905106 | 16,147 | $1.5M | 0.73% |
| 36 | TRAVEL PLUS LEISURE CO | 894164102 | 21,464 | $1.5M | 0.72% |
| 37 | LEVI STRAUSS & CO NEW | LEVI | 68,680 | $1.4M | 0.68% |
| 38 | MGM RESORTS INTERNATIONAL | MGM | 36,649 | $1.3M | 0.63% |
| 39 | RESTAURANT BRANDS INTL INC | 76131D103 | 18,063 | $1.2M | 0.58% |
| 40 | BELLRING BRANDS INC | BRBR | 44,727 | $1.2M | 0.57% |
| 41 | COLGATE PALMOLIVE CO | CL | 12,786 | $1.0M | 0.48% |
| 42 | UTZ BRANDS INC | UTZ | 49,255 | $511,267 | 0.24% |