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

Savoir Faire Capital Management, L.P.

$196 Billion
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Restaurants \| Consumer Cyclical CMG WING YUMC PZZA BROS TXRH QSR 7 stocks	$37.1 Million 19.81% of portfolio	3	4	1	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive FRPT KHC GIS BGS CPB MKC 6 stocks	$25.7 Million 13.74% of portfolio	1	5	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive ELF CLX COTY KMB NWL CL 6 stocks	$20.9 Million 11.18% of portfolio	2	4	-	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical VFC RL LEVI 3 stocks	$12.6 Million 6.75% of portfolio	1	2	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive DG TGT 2 stocks	$12.3 Million 6.58% of portfolio	-	2	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive CELH MNST PEP 3 stocks	$11.5 Million 6.17% of portfolio	1	2	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical RCL TNL CCL 3 stocks	$10.8 Million 5.78% of portfolio	2	1	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ 1 stocks	$7.8 Million 4.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AZO ORLY 2 stocks	$7.24 Million 3.87% of portfolio	-	2	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive BTI 1 stocks	$6.31 Million 3.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive BUD 1 stocks	$6.2 Million 3.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical WH HLT 2 stocks	$6.17 Million 3.29% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$5.58 Million 2.98% of portfolio	1	-	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive HSY 1 stocks	$5.43 Million 2.9% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX BURL 2 stocks	$4.96 Million 2.65% of portfolio	-	2	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical MGM WYNN HGV 3 stocks	$4.31 Million 2.3% of portfolio	1	2	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$2.14 Million 1.14% of portfolio	1	-	-	-	0 Calls 0 Puts

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