Savoir Faire Capital Management, L.P. Portfolio Holdings

Savoir Faire Capital Management, L.P.

$279 Billion
Q3 2025

Savoir Faire Capital Management, L.P. has filed its 13F form on October 31, 2025 for Q3 2025 where it was disclosed a total value porftolio of $279 Billion distributed in 44 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Philip Morris International Inc. with a value of $15.5B, Advance Auto Parts Inc with a value of $13.9B, British American Tobacco P.L.C. with a value of $13.2B, Kraft Heinz CO with a value of $12.9B, and Walmart Inc. with a value of $12.4B.

Examining the 13F form we can see an increase of $71.9B in the current position value, from $207B to 279B.

Savoir Faire Capital Management, L.P. is based out at Norwalk, CT

Below you can find more details about Savoir Faire Capital Management, L.P. portfolio as well as his latest detailed transactions.

Portfolio value $279 Billion

Consumer Defensive: $167 Billion

Consumer Cyclical: $110 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
PM Philip Morris International Inc. Consumer Defensive	$237B	$15.5 Billion 5.56% of portfolio	95,476	Q3 2025 Added 116.72%
AAP Advance Auto Parts Inc Consumer Cyclical	$3.01B	$13.9 Billion 5.0% of portfolio	226,990	Q3 2025 Added 11.37%
BTI British American Tobacco P.L.C. Consumer Defensive	$123B	$13.2 Billion 4.74% of portfolio	248,682	Q3 2025 Added 19.36%
KHC Kraft Heinz CO Consumer Defensive	$30.4B	$12.9 Billion 4.64% of portfolio	496,263	Q3 2025 New
WMT Walmart Inc. Consumer Defensive	$279B	$12.4 Billion 4.45% of portfolio	120,320	Q3 2025 Added 199.1%
COST Costco Wholesale Corp Consumer Defensive	$404B	$11.9 Billion 4.26% of portfolio	12,827	Q3 2025 Added 183.78%
TJX Tjx Companies Inc Consumer Cyclical	$170B	$11.8 Billion 4.22% of portfolio	81,361	Q3 2025 Added 45.74%
KO Coca Cola CO Consumer Defensive	$306B	$11.7 Billion 4.21% of portfolio	177,007	Q3 2025 Added 22.61%
AMZN Amazon Com Inc Consumer Cyclical	$2.39T	$11.7 Billion 4.2% of portfolio	53,296	Q3 2025 Reduced 3.28%

DG Dollar General Corp Consumer Defensive	$23.5B	$9.6 Billion 3.45% of portfolio	92,932	Q3 2025 Added 25.91%
CHD Church & Dwight CO Inc Consumer Defensive	$20.4B	$9.49 Billion 3.4% of portfolio	108,298	Q3 2025 Added 61.51%
PFGC Performance Food Group CO Consumer Defensive	$15.3B	$9.24 Billion 3.31% of portfolio	88,807	Q3 2025 Added 74.52%
CMG Chipotle Mexican Grill Inc Consumer Cyclical	$875M	$8.47 Billion 3.04% of portfolio	216,140	Q3 2025 Added 31.92%
SAM Boston Beer CO Inc Consumer Defensive	$2.03B	$8.21 Billion 2.94% of portfolio	38,825	Q3 2025 Added 28.39%
MKC Mccormick & CO Inc Consumer Defensive	$16.4B	$7.92 Billion 2.84% of portfolio	118,313	Q3 2025 Added 90.02%
WING Wingstop Inc. Consumer Cyclical	$6.97B	$7.55 Billion 2.71% of portfolio	30,003	Q3 2025 Added 10.01%
USFD Us Foods Holding Corp. Consumer Defensive	$16.1B	$7.31 Billion 2.62% of portfolio	95,341	Q3 2025 Added 544.33%
MCD Mcdonalds Corp Consumer Cyclical	$224B	$7.23 Billion 2.59% of portfolio	23,800	Q3 2025 New

ACI Albertsons Companies, Inc. Consumer Defensive	$9.74B	$6.58 Billion 2.36% of portfolio	375,653	Q3 2025 Added 261.09%
DLTR Dollar Tree, Inc. Consumer Defensive	$23.5B	$6.46 Billion 2.32% of portfolio	68,481	Q3 2025 Added 27.39%
BROS Dutch Bros Inc. Consumer Cyclical	$2.12B	$5.9 Billion 2.12% of portfolio	112,783	Q3 2025 Added 29.86%
WH Wyndham Hotels & Resorts, Inc. Consumer Cyclical	$6.37B	$5.58 Billion 2.0% of portfolio	69,885	Q3 2025 Added 89.88%
CELH Celsius Holdings, Inc. Consumer Defensive	$3.24B	$4.78 Billion 1.71% of portfolio	83,148	Q3 2025 Reduced 15.91%
TXRH Texas Roadhouse, Inc. Consumer Cyclical	$11.2B	$4.67 Billion 1.67% of portfolio	28,083	Q3 2025 Added 16.24%
VFC V F Corp Consumer Cyclical	$5.82B	$4.53 Billion 1.62% of portfolio	313,868	Q3 2025 Added 21.79%
LEVI Levi Strauss & CO Consumer Cyclical	$2.07B	$4.4 Billion 1.58% of portfolio	188,718	Q3 2025 Added 32.49%
DPZ Dominos Pizza Inc Consumer Cyclical	$14.5B	$3.81 Billion 1.37% of portfolio	8,826	Q3 2025 New
PZZA Papa Johns International Inc Consumer Cyclical	$1.45B	$3.73 Billion 1.34% of portfolio	77,523	Q3 2025 Reduced 15.41%
SMPL Simply Good Foods CO Consumer Defensive	$1.96B	$3.62 Billion 1.3% of portfolio	145,956	Q3 2025 Added 96.75%
BRBR Bellring Brands, Inc. Consumer Defensive	$3.65B	$3.56 Billion 1.28% of portfolio	97,969	Q3 2025 Added 144.37%
UTZ Utz Brands, Inc. Consumer Defensive	$850M	$3.27 Billion 1.17% of portfolio	269,468	Q3 2025 New
HLT Hilton Worldwide Holdings Inc. Consumer Cyclical	$72.9B	$3.23 Billion 1.16% of portfolio	12,466	Q3 2025 Added 2.1%
BURL Burlington Stores, Inc. Consumer Cyclical	$18.3B	$3.01 Billion 1.08% of portfolio	11,829	Q3 2025 Reduced 77.14%
TGT Target Corp Consumer Defensive	$41.4B	$2.54 Billion 0.91% of portfolio	28,350	Q3 2025 Reduced 5.6%
MGM Mgm Resorts International Consumer Cyclical	$12.8B	$2.47 Billion 0.89% of portfolio	71,368	Q3 2025 Added 46.52%
NCLH Norwegian Cruise Line Holdings Ltd. Consumer Cyclical	$7.39B	$2.46 Billion 0.88% of portfolio	100,000	Q3 2025 New
QSR Restaurant Brands International Inc. Consumer Cyclical	$21B	$2.25 Billion 0.81% of portfolio	35,122	Q3 2025 Reduced 5.16%
BUD Anheuser Busch In Bev Sa Consumer Defensive	$125B	$2.09 Billion 0.75% of portfolio	35,000	Q3 2025 New
Six Flags Entertainment Corp	-	$2.07 Billion 0.74% of portfolio	-	Q3 2025 Added 11.68%
CHH Choice Hotels International Inc Consumer Cyclical	$5.3B	$2.02 Billion 0.73% of portfolio	18,939	Q3 2025 Added 133.07%
CL Colgate Palmolive CO Consumer Defensive	$65.7B	$1.98 Billion 0.71% of portfolio	24,772	Q3 2025 Added 1.8%
CPB Campbell Soup CO Consumer Defensive	$9.38B	$1.67 Billion 0.6% of portfolio	52,951	Q3 2025 Reduced 5.39%
KMB Kimberly Clark Corp Consumer Defensive	$35.1B	$1.23 Billion 0.44% of portfolio	9,859	Q3 2025 Reduced 4.58%
TNL Travel & Leisure Co. Consumer Cyclical	$5.12B	$785 Million 0.28% of portfolio	13,199	Q3 2025 Reduced 24.32%

Summary

Portfolio
No. of Stocks 44
Current Value $279 Billion
Prior Value $207 Billion
Filing
Period Q3 2025
Filing Date October 31, 2025
Form Type 13F-HR
Activity in Q3 2025
New Purchases 6 stocks
Additional Purchases 29 stocks
Sold out of 0 stocks
Reduced holdings in 9 stocks

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Savoir Faire Capital Management, L.P. Portfolio Holdings