Savoir Faire Capital Management, L.P. Portfolio Holdings by Sector
Savoir Faire Capital Management, L.P.
- $217 Billion
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Packaged Foods | Consumer Defensive
GIS KHC K BGS CPB CAG LW FRPT 8 stocks |
$32.4 Million
15.23% of portfolio
|
  3  
|
  5  
|
  2  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
DG TGT BJ COST 4 stocks |
$31.6 Million
14.81% of portfolio
|
  2  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
YUMC SBUX DRI TXRH MCD PZZA WEN SHAK 8 stocks |
$25.4 Million
11.92% of portfolio
|
  3  
|
  5  
|
  1  
|
- |
0
Calls
0
Puts
|
Household & Personal Products | Consumer Defensive
CLX CL COTY ELF KMB EL NWL 7 stocks |
$25.1 Million
11.8% of portfolio
|
  3  
|
  4  
|
  3  
|
- |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO CELH MNST 4 stocks |
$18.2 Million
8.54% of portfolio
|
  2  
|
  2  
|
  2  
|
- |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
HLT WH CHH MAR 4 stocks |
$15.2 Million
7.15% of portfolio
|
- |
  4  
|
- | - |
0
Calls
0
Puts
|
Specialty Retail | Consumer Cyclical
AZO ORLY ULTA 3 stocks |
$14.7 Million
6.92% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Confectioners | Consumer Defensive
HSY 1 stocks |
$10.4 Million
4.87% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
TJX BURL 2 stocks |
$6.43 Million
3.02% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Industrial Distribution | Industrials
POOL 1 stocks |
$5.67 Million
2.66% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
$5.66 Million
2.66% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Brewers | Consumer Defensive
BUD 1 stocks |
$4.17 Million
1.96% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Apparel Manufacturing | Consumer Cyclical
VFC 1 stocks |
$4.16 Million
1.95% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3.67 Million
1.72% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Tobacco | Consumer Defensive
MO 1 stocks |
$3.58 Million
1.68% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Leisure | Consumer Cyclical
SIX 1 stocks |
$3.21 Million
1.51% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Resorts & Casinos | Consumer Cyclical
HGV WYNN CZR 3 stocks |
$2.98 Million
1.4% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Travel Services | Consumer Cyclical
CCL 1 stocks |
$422,569
0.2% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|