Savoir Faire Capital Management, L.P.

Hedge Fund • Long/Short

Savoir Faire Capital Management, L.P. is a Long/Short Hedge Fund based in Farmington Hills, MI led by Brian Michael Crombie, reporting $398.7M in AUM as of Q3 2025 with 55% Consumer Defensive concentration.

Managing PartnerBrian Michael Crombie

Portfolio Value: $278.8M
Positions: 44
Top Holding: PM at 5.56%
Last Reported: Q3 2025

Address39395 W. 12 Mile Road, Suite 102, Farmington Hills, MI, 48331, United States

Top Holdings

Largest long holdings in Savoir Faire Capital Management, L.P.'s portfolio (44.7% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Philip Morris International PM	Tobacco Consumer Defensive	$15.5M	5.56%	+$8.3M Bought	0.01% 95.5K shares	Q1 2025 Held for 8 months
2 Advance Auto Parts AAP	Specialty Retail Consumer Cyclical	$13.9M	5.00%	+$1.4M Bought	0.38% 227.0K shares	Q4 2024 Held for 11 months
3 BTI British American Tobacco BTI	Unknown Unknown	$13.2M	4.74%	+$2.1M Bought	— 248.7K shares	Q2 2024 Held for 1y 5m
4 The Kraft Heinz Company KHC	Packaged Foods Consumer Defensive	$12.9M	4.64%	+$12.9M Bought	0.04% 496.3K shares	Q3 2025 Held for 2 months
5 Walmart WMT	Discount Stores Consumer Defensive	$12.4M	4.45%	+$8.3M Bought	0.00% 120.3K shares	Q1 2025 Held for 8 months
6 Costco Wholesale COST	Discount Stores Consumer Defensive	$11.9M	4.26%	+$7.7M Bought	0.00% 12.8K shares	Q1 2025 Held for 8 months
7 TJX Companies TJX	Apparel - Retail Consumer Cyclical	$11.8M	4.22%	+$3.7M Bought	0.01% 81.4K shares	Q3 2023 Held for 2y 2m
8 Coca-Cola KO	Beverages - Non-Alcoholic Consumer Defensive	$11.7M	4.21%	+$2.2M Bought	0.00% 177.0K shares	Q1 2025 Held for 8 months
9 Amazon AMZN	Specialty Retail Consumer Cyclical	$11.7M	4.20%	-$396.3K Sold	0.00% 53.3K shares	Q1 2024 Held for 1y 8m
10 Dollar General DG	Discount Stores Consumer Defensive	$9.6M	3.45%	+$2.0M Bought	0.04% 92.9K shares	Q3 2023 Held for 2y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Savoir Faire Capital Management, L.P.'s latest filing

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Market Value

$278.8M

Prior: $206.9M

Q/Q Change

+34.75%

+$71.9M

Net Flows % of MV

+19.08%

Turnover Ratio

25.33%

New Purchases

3 stocks

$9.5M

Added To

29 stocks

+$76.5M

Sold Out Of

8 stocks

$20.1M

Reduced Holdings

9 stocks

-$12.8M

Increased Positions

Position	Shares Δ	Change
1 Domino's Pizza DPZ	New	0 → 8.8K +$3.8M
2 Utz Brands UTZ	New	0 → 269.5K +$3.3M
3 Norwegian Cruise Line Holdings Ltd. NCLH	New	0 → 100.0K +$2.5M
4 US Foods USFD	+544.33%	14.8K → 95.3K +$6.2M
5 Albertsons Companies ACI	+261.09%	104.0K → 375.7K +$4.8M

Decreased Positions

Position	Shares Δ	Change
1 Conagra Brands CAG	Sold	243.4K → 0 −$5.0M
2 Constellation Brands STZ	Sold	28.7K → 0 −$4.7M
3 Clorox CLX	Sold	27.3K → 0 −$3.3M
4 Freshpet FRPT	Sold	48.2K → 0 −$3.3M
5 Brown-Forman Corporation BF.B	Sold	61.7K → 0 −$1.7M