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

Savoir Faire Capital Management, L.P.

$114 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Restaurants \| Consumer Cyclical CMG WING BROS TXRH QSR PZZA 6 stocks	$19.7 Million 17.77% of portfolio	1	5	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive DG TGT DLTR COST WMT 5 stocks	$14.7 Million 13.33% of portfolio	3	2	3	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive CAG FRPT MKC SMPL CPB BRBR BGS 7 stocks	$14.5 Million 13.13% of portfolio	3	4	1	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical BURL TJX 2 stocks	$10.4 Million 9.39% of portfolio	1	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive BTI PM 2 stocks	$6.95 Million 6.29% of portfolio	1	1	1	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive CLX ELF NWL CL COTY 5 stocks	$5.99 Million 5.41% of portfolio	1	4	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$5.79 Million 5.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical WH HLT CHH 3 stocks	$5.42 Million 4.9% of portfolio	3	-	2	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive SAM 1 stocks	$4.92 Million 4.45% of portfolio	1	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive CELH KO 2 stocks	$4.77 Million 4.31% of portfolio	1	1	1	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ 1 stocks	$4.39 Million 3.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical AAP 1 stocks	$3.97 Million 3.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive PFGC USFD 2 stocks	$3.58 Million 3.24% of portfolio	1	1	1	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical VFC LEVI 2 stocks	$2.79 Million 2.52% of portfolio	-	2	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical CCL TNL 2 stocks	$1.22 Million 1.1% of portfolio	1	1	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical MGM 1 stocks	$1.07 Million 0.97% of portfolio	-	1	-	-	0 Calls 0 Puts
Grocery Stores \| Consumer Defensive ACI 1 stocks	$440,614 0.4% of portfolio	1	-	1	-	0 Calls 0 Puts

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