Savoir Faire Capital Management, L.P. Portfolio Holdings by Sector

Savoir Faire Capital Management, L.P.

$207 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Restaurants \| Consumer Cyclical CMG WING BROS TXRH PZZA QSR 6 stocks	$35.8 Million 17.65% of portfolio	6	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive DG DLTR COST WMT TGT 5 stocks	$25.1 Million 12.4% of portfolio	4	1	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive CAG MKC FRPT SMPL BRBR CPB 6 stocks	$19.4 Million 9.55% of portfolio	6	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical BURL TJX 2 stocks	$18.9 Million 9.34% of portfolio	2	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive BTI PM 2 stocks	$17.9 Million 8.82% of portfolio	2	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO CELH 2 stocks	$14.8 Million 7.3% of portfolio	2	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive CHD CLX CL KMB NWL ELF 6 stocks	$14.3 Million 7.05% of portfolio	4	2	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$12.1 Million 5.96% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AAP 1 stocks	$9.48 Million 4.67% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT WH CHH 3 stocks	$7.27 Million 3.59% of portfolio	3	-	-	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive SAM 1 stocks	$5.77 Million 2.85% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical VFC LEVI 2 stocks	$5.66 Million 2.79% of portfolio	2	-	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive PFGC USFD 2 stocks	$5.59 Million 2.76% of portfolio	2	-	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ 1 stocks	$4.67 Million 2.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive ACI 1 stocks	$2.24 Million 1.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical CCL TNL 2 stocks	$2.1 Million 1.04% of portfolio	2	-	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical MGM 1 stocks	$1.68 Million 0.83% of portfolio	1	-	-	-	0 Calls 0 Puts

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