StockDriftsStockDriftsTop 43 Savoir Faire Capital Management, L.P. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BTI | BRITISH AMERN TOB PLC | 6.24% | 162.7K | $10.0M | +30.68%(+38.19K) | $44.30(+29.11%) | 2026-06-30 | |
| PM | PHILIP MORRIS INTL INC | 5.93% | 52.8K | $9.5M | -15.08%(-9.37K) | $168.08(+10.66%) | 2026-06-30 | |
| MCD | MCDONALDS CORP | 5.24% | 31.2K | $8.4M | +146.72%(+18.55K) | $288.66(-5.17%) | 2026-06-30 | |
| WMT | WALMART INC | 5.11% | 72.6K | $8.2M | +69.41%(+29.76K) | $105.82(+6.92%) | 2026-06-30 | |
| DG | DOLLAR GEN CORP | 4.9% | 68.5K | $7.9M | +10.33%(+6.42K) | $111.52(+9.45%) | 2026-06-30 | |
| KO | COCA COLA CO | 4.7% | 93.1K | $7.6M | +22.71%(+17.23K) | $69.97(+24.07%) | 2026-06-30 | |
| PFGC | PERFORMANCE FOOD GROUP CO | 4.32% | 62.3K | $7.0M | -21.54%(-17.11K) | $87.78(+29.61%) | 2026-06-30 | |
| RCL | ROYAL CARIBBEAN GROUP | 4.06% | 20.6K | $6.5M | -23.70%(-6.40K) | $265.60(+17.09%) | 2026-06-30 | |
| BROS | DUTCH BROS INC | 3.8% | 85.2K | $6.1M | -12.47%(-12.14K) | $50.50(+1.94%) | 2026-06-30 | |
| DLTR | DOLLAR TREE INC | 3.68% | 49.0K | $5.9M | -21.46%(-13.39K) | $89.94(+43.33%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (11 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +6.60% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.43% |
Savoir Faire Capital Management, L.P. reports $161.03M in US-listed equity holdings across 43 positions in its most recent 13F filing. Its largest disclosed positions are BTI (6.2%), PM (5.9%) and MCD (5.2%). The top 20 holdings account for 75.53% of reported assets. Its disclosed equity book has returned +6.60% cumulatively over 11 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Savoir Faire Capital Management, L.P.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1710593). View Savoir Faire Capital Management, L.P.’s 13F filings on SEC