StockDriftsStockDriftsTop 44 Savoir Faire Capital Management, L.P. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | 6.2% | 62.1K | $10.3M | -29.77%(-26.33K) | $168.08(+11.80%) | 2026-03-31 | |
| RCL | ROYAL CARIBBEAN GROUP | 4.49% | 27.0K | $7.4M | -19.03%(-6.35K) | $265.60(-0.53%) | 2026-03-31 | |
| DG | DOLLAR GEN CORP | 4.45% | 62.1K | $7.4M | -22.03%(-17.55K) | $111.00(-8.34%) | 2026-03-31 | |
| BTI | BRITISH AMERN TOB PLC | 4.4% | 124.5K | $7.3M | -20.59%(-32.28K) | $39.48(+65.51%) | 2026-03-31 | |
| BURL | BURLINGTON STORES INC | 4.28% | 21.8K | $7.1M | -20.91%(-5.76K) | $260.97(+9.69%) | 2026-03-31 | |
| DLTR | DOLLAR TREE INC | 4.13% | 62.4K | $6.8M | +26.80%(+13.19K) | $89.94(-3.49%) | 2026-03-31 | |
| PFGC | PERFORMANCE FOOD GROUP CO | 4.11% | 79.4K | $6.8M | +44.18%(+24.33K) | $87.78(+9.17%) | 2026-03-31 | |
| STZ | CONSTELLATION BRANDS INC | 3.6% | 39.8K | $6.0M | new | $209.07(-32.79%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 3.54% | 28.2K | $5.9M | -26.65%(-10.24K) | $198.00(+36.43%) | 2026-03-31 | |
| KO | COCA COLA CO | 3.48% | 75.9K | $5.8M | -54.90%(-92.38K) | $67.97(+18.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +0.17% | +0.50% |
| Top 20 Holdings Unweighted | +1.95% | +5.97% |
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