Savoir Faire Capital Management, L.P. Portfolio Holdings

Savoir Faire Capital Management, L.P.

$207 Billion
Q2 2025

Savoir Faire Capital Management, L.P. has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $207 Billion distributed in 46 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $12.1B, Burlington Stores, Inc. with a value of $12B, Coca Cola CO with a value of $10.2B, British American Tobacco P.L.C. with a value of $9.86B, and Advance Auto Parts Inc with a value of $9.48B.

Examining the 13F form we can see an increase of $92.7B in the current position value, from $114B to 207B.

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 $207 Billion

Consumer Defensive: $110 Billion

Consumer Cyclical: $93 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
AMZN Amazon Com Inc Consumer Cyclical	$2.26T	$12.1 Billion 5.84% of portfolio	55,101	Q2 2025 Added 81.13%
BURL Burlington Stores, Inc. Consumer Cyclical	$18.3B	$12 Billion 5.82% of portfolio	51,738	Q2 2025 Added 95.01%
KO Coca Cola CO Consumer Defensive	$306B	$10.2 Billion 4.94% of portfolio	144,367	Q2 2025 Added 360.65%
BTI British American Tobacco P.L.C. Consumer Defensive	$130B	$9.86 Billion 4.77% of portfolio	208,345	Q2 2025 Added 51.9%
AAP Advance Auto Parts Inc Consumer Cyclical	$3.55B	$9.48 Billion 4.58% of portfolio	203,818	Q2 2025 Added 101.17%
CMG Chipotle Mexican Grill Inc Consumer Cyclical	$1.19B	$9.2 Billion 4.45% of portfolio	163,838	Q2 2025 Added 41.99%
WING Wingstop Inc. Consumer Cyclical	$10.2B	$9.18 Billion 4.44% of portfolio	27,272	Q2 2025 Added 45.09%
DG Dollar General Corp Consumer Defensive	$26B	$8.44 Billion 4.08% of portfolio	73,806	Q2 2025 Added 20.68%
PM Philip Morris International Inc. Consumer Defensive	$261B	$8.02 Billion 3.88% of portfolio	44,055	Q2 2025 Added 446.52%
TJX Tjx Companies Inc Consumer Cyclical	$155B	$6.89 Billion 3.33% of portfolio	55,827	Q2 2025 Added 67.24%
CHD Church & Dwight CO Inc Consumer Defensive	$22.4B	$6.44 Billion 3.12% of portfolio	67,052	Q2 2025 New
BROS Dutch Bros Inc. Consumer Cyclical	$2.72B	$5.94 Billion 2.87% of portfolio	86,848	Q2 2025 Added 42.51%
SAM Boston Beer CO Inc Consumer Defensive	$2.26B	$5.77 Billion 2.79% of portfolio	30,240	Q2 2025 Added 46.84%
DLTR Dollar Tree, Inc. Consumer Defensive	$25.5B	$5.32 Billion 2.57% of portfolio	53,758	Q2 2025 Added 60.28%
CAG Conagra Brands Inc. Consumer Defensive	$9.35B	$4.98 Billion 2.41% of portfolio	243,422	Q2 2025 Added 46.61%
MKC Mccormick & CO Inc Consumer Defensive	$17.3B	$4.72 Billion 2.28% of portfolio	62,264	Q2 2025 Added 114.17%
STZ Constellation Brands, Inc. Consumer Defensive	$27.4B	$4.67 Billion 2.26% of portfolio	28,725	Q2 2025 Added 20.02%
CELH Celsius Holdings, Inc. Consumer Defensive	$4.09B	$4.59 Billion 2.22% of portfolio	98,878	Q2 2025 Added 39.43%
TXRH Texas Roadhouse, Inc. Consumer Cyclical	$11.8B	$4.53 Billion 2.19% of portfolio	24,160	Q2 2025 Added 69.21%
PZZA Papa Johns International Inc Consumer Cyclical	$1.63B	$4.48 Billion 2.17% of portfolio	91,641	Q2 2025 Added 119.98%
COST Costco Wholesale Corp Consumer Defensive	$439B	$4.47 Billion 2.16% of portfolio	4,520	Q2 2025 Added 88.73%
PFGC Performance Food Group CO Consumer Defensive	$15.3B	$4.45 Billion 2.15% of portfolio	50,887	Q2 2025 Added 39.72%
WMT Walmart Inc. Consumer Defensive	$281B	$3.93 Billion 1.9% of portfolio	40,228	Q2 2025 Added 144.26%
CLX Clorox CO Consumer Defensive	$15.2B	$3.28 Billion 1.59% of portfolio	27,347	Q2 2025 Added 39.51%
FRPT Freshpet, Inc. Consumer Defensive	$3B	$3.27 Billion 1.58% of portfolio	48,184	Q2 2025 Added 56.55%
HLT Hilton Worldwide Holdings Inc. Consumer Cyclical	$72.7B	$3.25 Billion 1.57% of portfolio	12,210	Q2 2025 Added 25.4%
VFC V F Corp Consumer Cyclical	$4.74B	$3.03 Billion 1.46% of portfolio	257,714	Q2 2025 Added 115.66%
WH Wyndham Hotels & Resorts, Inc. Consumer Cyclical	$7.73B	$2.99 Billion 1.44% of portfolio	36,804	Q2 2025 Added 38.35%
TGT Target Corp Consumer Defensive	$48.9B	$2.96 Billion 1.43% of portfolio	30,033	Q2 2025 Reduced 0.22%
LEVI Levi Strauss & CO Consumer Cyclical	$1.98B	$2.63 Billion 1.27% of portfolio	142,435	Q2 2025 Added 138.6%
Six Flags Entertainment Corp	-	$2.48 Billion 1.2% of portfolio	-	Q2 2025 Added 22.0%
QSR Restaurant Brands International Inc. Consumer Cyclical	$19.8B	$2.45 Billion 1.19% of portfolio	37,032	Q2 2025 Added 39.56%
SMPL Simply Good Foods CO Consumer Defensive	$2.88B	$2.34 Billion 1.13% of portfolio	74,183	Q2 2025 Added 39.23%
BRBR Bellring Brands, Inc. Consumer Defensive	$5.25B	$2.32 Billion 1.12% of portfolio	40,090	Q2 2025 Added 215.3%
ACI Albertsons Companies, Inc. Consumer Defensive	$10.4B	$2.24 Billion 1.08% of portfolio	104,033	Q2 2025 Added 419.2%
CL Colgate Palmolive CO Consumer Defensive	$70.9B	$2.21 Billion 1.07% of portfolio	24,333	Q2 2025 Added 183.01%
CPB Campbell Soup CO Consumer Defensive	$9.62B	$1.72 Billion 0.83% of portfolio	55,967	Q2 2025 Added 34.74%
MGM Mgm Resorts International Consumer Cyclical	$13.9B	$1.68 Billion 0.81% of portfolio	48,708	Q2 2025 Added 34.97%
BFB Brown Forman Corp Cl B	-	$1.66 Billion 0.8% of portfolio	-	Q2 2025 Added 73.0%
KMB Kimberly Clark Corp Consumer Defensive	$45.1B	$1.33 Billion 0.64% of portfolio	10,332	Q2 2025 New
CCL Carnival Corp Consumer Cyclical	$33B	$1.2 Billion 0.58% of portfolio	42,652	Q2 2025 Added 34.91%
USFD Us Foods Holding Corp. Consumer Defensive	$17.7B	$1.14 Billion 0.55% of portfolio	14,797	Q2 2025 Added 34.58%
CHH Choice Hotels International Inc Consumer Cyclical	$6.81B	$1.03 Billion 0.5% of portfolio	8,126	Q2 2025 Added 35.7%
TNL Travel & Leisure Co. Consumer Cyclical	$4.92B	$900 Million 0.44% of portfolio	17,441	Q2 2025 Added 34.65%
NWL Newell Brands Inc. Consumer Defensive	$2.04B	$526 Million 0.25% of portfolio	97,363	Q2 2025 Reduced 31.63%
ELF E.L.F. Beauty, Inc. Consumer Defensive	$6.12B	$496 Million 0.24% of portfolio	3,987	Q2 2025 Reduced 75.82%

Summary

Portfolio
No. of Stocks 46
Current Value $207 Billion
Prior Value $114 Billion
Filing
Period Q2 2025
Filing Date August 04, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 2 stocks
Additional Purchases 41 stocks
Sold out of 0 stocks
Reduced holdings in 3 stocks

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Savoir Faire Capital Management, L.P. Portfolio Holdings