Savoir Faire Capital Management, L.P. Portfolio Holdings by Sector
Savoir Faire Capital Management, L.P.
- $279 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Restaurants | Consumer Cyclical
CMG WING MCD BROS TXRH DPZ PZZA QSR 8 stocks |
$43.6 Million
15.76% of portfolio
|
6
|
2
|
2
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST DG DLTR TGT 5 stocks |
$42.9 Million
15.5% of portfolio
|
4
|
1
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
KHC MKC SMPL BRBR UTZ CPB 6 stocks |
$33 Million
11.92% of portfolio
|
5
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM BTI 2 stocks |
$28.7 Million
10.37% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
PFGC USFD 2 stocks |
$16.5 Million
5.98% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO CELH 2 stocks |
$16.5 Million
5.97% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX BURL 2 stocks |
$14.8 Million
5.34% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
AAP 1 stocks |
$13.9 Million
5.04% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
CHD CL KMB 3 stocks |
$12.7 Million
4.59% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$11.7 Million
4.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
WH HLT CHH 3 stocks |
$10.8 Million
3.92% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
SAM BUD 2 stocks |
$10.3 Million
3.72% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Manufacturing | Consumer Cyclical
VFC LEVI 2 stocks |
$8.93 Million
3.23% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
ACI 1 stocks |
$6.58 Million
2.38% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
NCLH TNL 2 stocks |
$3.25 Million
1.17% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Resorts & Casinos | Consumer Cyclical
MGM 1 stocks |
$2.47 Million
0.89% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|