Savoir Faire Capital Management, L.P. Portfolio Holdings
Q3 2025•44 long positions•$278.8M portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding52 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Tobacco Consumer Defensive | $15.5M 5.56% | +$8.3M Bought | 0.006% 95.5K shares | 44.1K → 95.5K +$8.3M | +116.72% | $252.48B Mega Cap | Q1 2025 Held for 8 months | |
Specialty Retail Consumer Cyclical | $13.9M 5.0% | +$1.4M Bought | 0.378% 227.0K shares | 203.8K → 227.0K +$1.4M | +11.37% | $3.7B Mid Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $13.2M 4.74% | +$2.1M Bought | — 248.7K shares | 208.3K → 248.7K +$2.1M | +19.36% | — — | Q2 2024 Held for 1y 5m | |
Packaged Foods Consumer Defensive | $12.9M 4.64% | +$12.9M Bought | 0.042% 496.3K shares | — | — | $30.8B Large Cap | Q3 2025 Held for 2 months | |
Discount Stores Consumer Defensive | $12.4M 4.45% | +$8.3M Bought | 0.002% 120.3K shares | 40.2K → 120.3K +$8.3M | +199.1% | $821.68B Mega Cap | Q1 2025 Held for 8 months | |
Discount Stores Consumer Defensive | $11.9M 4.26% | +$7.7M Bought | 0.003% 12.8K shares | 4.5K → 12.8K +$7.7M | +183.78% | $410.27B Mega Cap | Q1 2025 Held for 8 months | |
Apparel - Retail Consumer Cyclical | $11.8M 4.22% | +$3.7M Bought | 0.007% 81.4K shares | 55.8K → 81.4K +$3.7M | +45.74% | $160.86B Large Cap | Q3 2023 Held for 2y 2m | |
Beverages - Non-Alcoholic Consumer Defensive | $11.7M 4.21% | +$2.2M Bought | 0.004% 177.0K shares | 144.4K → 177.0K +$2.2M | +22.61% | $285.42B Mega Cap | Q1 2025 Held for 8 months | |
Specialty Retail Consumer Cyclical | $11.7M 4.2% | -$396.3K Sold | 0.0% 53.3K shares | 55.1K → 53.3K −$396.3K | -3.28% | $2.34T Mega Cap | Q1 2024 Held for 1y 8m | |
Discount Stores Consumer Defensive | $9.6M 3.45% | +$2.0M Bought | 0.042% 92.9K shares | 73.8K → 92.9K +$2.0M | +25.91% | $22.7B Large Cap | Q3 2023 Held for 2y 2m | |
Household & Personal Products Consumer Defensive | $9.5M 3.4% | +$3.6M Bought | 0.044% 108.3K shares | 67.1K → 108.3K +$3.6M | +61.51% | $21.3B Large Cap | Q2 2025 Held for 5 months | |
Food Distribution Consumer Defensive | $9.2M 3.31% | +$3.9M Bought | 0.057% 88.8K shares | 50.9K → 88.8K +$3.9M | +74.52% | $16.3B Large Cap | Q1 2025 Held for 8 months | |
Restaurants Consumer Cyclical | $8.5M 3.04% | +$2.0M Bought | 0.016% 216.1K shares | 163.8K → 216.1K +$2.0M | +31.92% | $52.5B Large Cap | Q2 2024 Held for 1y 5m | |
Beverages - Alcoholic Consumer Defensive | $8.2M 2.94% | +$1.8M Bought | 0.357% 38.8K shares | 30.2K → 38.8K +$1.8M | +28.39% | $2.3B Mid Cap | Q4 2024 Held for 11 months | |
Packaged Foods Consumer Defensive | $7.9M 2.84% | +$3.8M Bought | 0.044% 118.3K shares | 62.3K → 118.3K +$3.8M | +90.02% | $18.0B Large Cap | Q2 2024 Held for 1y 5m | |
Restaurants Consumer Cyclical | $7.6M 2.71% | +$687.3K Bought | 0.107% 30.0K shares | 27.3K → 30.0K +$687.3K | +10.01% | $7.0B Mid Cap | Q3 2024 Held for 1y 2m | |
Food Distribution Consumer Defensive | $7.3M 2.62% | +$6.2M Bought | 0.042% 95.3K shares | 14.8K → 95.3K +$6.2M | +544.33% | $17.3B Large Cap | Q2 2024 Held for 1y 5m | |
Restaurants Consumer Cyclical | $7.2M 2.59% | +$7.2M Bought | 0.003% 23.8K shares | — | — | $216.86B Mega Cap | Q3 2025 Held for 2 months | |
Grocery Stores Consumer Defensive | $6.6M 2.36% | +$4.8M Bought | 0.067% 375.7K shares | 104.0K → 375.7K +$4.8M | +261.09% | $9.8B Mid Cap | Q1 2025 Held for 8 months | |
Discount Stores Consumer Defensive | $6.5M 2.32% | +$1.4M Bought | 0.034% 68.5K shares | 53.8K → 68.5K +$1.4M | +27.39% | $19.2B Large Cap | Q1 2025 Held for 8 months | |
Restaurants Consumer Cyclical | $5.9M 2.12% | +$1.4M Bought | 0.089% 112.8K shares | 86.8K → 112.8K +$1.4M | +29.86% | $6.6B Mid Cap | Q2 2024 Held for 1y 5m | |
Travel Lodging Consumer Cyclical | $5.6M 2.0% | +$2.6M Bought | 0.092% 69.9K shares | 36.8K → 69.9K +$2.6M | +89.88% | $6.1B Mid Cap | Q3 2023 Held for 2y 2m | |
Beverages - Non-Alcoholic Consumer Defensive | $4.8M 1.71% | -$904.3K Sold | 0.032% 83.1K shares | 98.9K → 83.1K −$904.3K | -15.91% | $14.8B Large Cap | Q1 2024 Held for 1y 8m | |
Restaurants Consumer Cyclical | $4.7M 1.67% | +$651.8K Bought | 0.042% 28.1K shares | 24.2K → 28.1K +$651.8K | +16.24% | $11.0B Large Cap | Q3 2023 Held for 2y 2m | |
Apparel - Manufacturers Consumer Cyclical | $4.5M 1.62% | +$810.3K Bought | 0.08% 313.9K shares | 257.7K → 313.9K +$810.3K | +21.79% | $5.6B Mid Cap | Q3 2023 Held for 2y 2m | |
Apparel - Manufacturers Consumer Cyclical | $4.4M 1.58% | +$1.1M Bought | 0.048% 188.7K shares | 142.4K → 188.7K +$1.1M | +32.49% | $9.2B Mid Cap | Q2 2024 Held for 1y 5m | |
Restaurants Consumer Cyclical | $3.8M 1.37% | +$3.8M New | 0.026% 8.8K shares | 0 → 8.8K +$3.8M | New | $14.7B Large Cap | Q3 2025 Held for 2 months | |
Restaurants Consumer Cyclical | $3.7M 1.34% | -$679.8K Sold | 0.237% 77.5K shares | 91.6K → 77.5K −$679.8K | -15.41% | $1.6B Small Cap | Q3 2023 Held for 2y 2m | |
Packaged Foods Consumer Defensive | $3.6M 1.3% | +$1.8M Bought | 0.145% 146.0K shares | 74.2K → 146.0K +$1.8M | +96.75% | $2.5B Mid Cap | Q4 2024 Held for 11 months | |
Packaged Foods Consumer Defensive | $3.6M 1.28% | +$2.1M Bought | — 98.0K shares | 40.1K → 98.0K +$2.1M | +144.37% | — — | Q1 2025 Held for 8 months | |
Packaged Foods Consumer Defensive | $3.3M 1.17% | +$3.3M New | 0.313% 269.5K shares | 0 → 269.5K +$3.3M | New | $1.0B Small Cap | Q3 2025 Held for 2 months | |
Travel Lodging Consumer Cyclical | $3.2M 1.16% | +$66.4K Bought | 0.005% 12.5K shares | 12.2K → 12.5K +$66.4K | +2.1% | $61.0B Large Cap | Q3 2023 Held for 2y 2m | |
Apparel - Retail Consumer Cyclical | $3.0M 1.08% | -$10.2M Sold | 0.019% 11.8K shares | 51.7K → 11.8K −$10.2M | -77.14% | $16.0B Large Cap | Q1 2024 Held for 1y 8m | |
Discount Stores Consumer Defensive | $2.5M 0.912% | -$151.0K Sold | 0.006% 28.4K shares | 30.0K → 28.4K −$151.0K | -5.6% | $40.8B Large Cap | Q3 2023 Held for 2y 2m | |
Gambling, Resorts & Casinos Consumer Cyclical | $2.5M 0.887% | +$785.4K Bought | 0.026% 71.4K shares | 48.7K → 71.4K +$785.4K | +46.52% | $9.4B Mid Cap | Q2 2024 Held for 1y 5m | |
Travel Services Consumer Cyclical | $2.5M 0.884% | +$2.5M New | 0.022% 100.0K shares | 0 → 100.0K +$2.5M | New | $11.2B Large Cap | Q3 2025 Held for 2 months | |
Restaurants Consumer Cyclical | $2.3M 0.808% | -$122.5K Sold | 0.011% 35.1K shares | 37.0K → 35.1K −$122.5K | -5.16% | $21.0B Large Cap | Q2 2024 Held for 1y 5m | |
Unknown Unknown | $2.1M 0.748% | +$2.1M Bought | — 35.0K shares | — | — | — — | Q3 2025 Held for 2 months | |
Leisure Consumer Cyclical | $2.1M 0.742% | +$216.2K Bought | 0.09% 91.0K shares | 81.5K → 91.0K +$216.2K | +11.68% | $2.3B Mid Cap | Q3 2024 Held for 1y 2m | |
Travel Lodging Consumer Cyclical | $2.0M 0.726% | +$1.2M Bought | 0.041% 18.9K shares | 8.1K → 18.9K +$1.2M | +133.07% | $4.9B Mid Cap | Q1 2025 Held for 8 months | |
Household & Personal Products Consumer Defensive | $2.0M 0.71% | +$35.1K Bought | 0.003% 24.8K shares | 24.3K → 24.8K +$35.1K | +1.8% | $64.6B Large Cap | Q3 2023 Held for 2y 2m | |
Packaged Foods Consumer Defensive | $1.7M 0.6% | -$95.2K Sold | 0.018% 53.0K shares | 56.0K → 53.0K −$95.2K | -5.39% | $9.4B Mid Cap | Q3 2023 Held for 2y 2m | |
Household & Personal Products Consumer Defensive | $1.2M 0.44% | -$58.8K Sold | 0.003% 9.9K shares | 10.3K → 9.9K −$58.8K | -4.58% | $41.3B Large Cap | Q2 2025 Held for 5 months | |
Travel Services Consumer Cyclical | $785.2K 0.282% | -$252.4K Sold | 0.02% 13.2K shares | 17.4K → 13.2K −$252.4K | -24.32% | $3.9B Mid Cap | Q2 2024 Held for 1y 5m | |
Beverages - Wineries & Distilleries Consumer Defensive | - — | -$4.7M Sold | — - shares | 28.7K → 0 −$4.7M | Sold | $29.3B Large Cap | Q4 2023 Held for 1y 11m | |
Household & Personal Products Consumer Defensive | - — | -$525.8K Sold | — - shares | 97.4K → 0 −$525.8K | Sold | $2.2B Mid Cap | Q3 2023 Held for 2y 2m | |
Packaged Foods Consumer Defensive | - — | -$5.0M Sold | — - shares | 243.4K → 0 −$5.0M | Sold | $10.2B Large Cap | Q3 2023 Held for 2y 2m | |
Household & Personal Products Consumer Defensive | - — | -$3.3M Sold | — - shares | 27.3K → 0 −$3.3M | Sold | $15.0B Large Cap | Q3 2023 Held for 2y 2m | |
Household & Personal Products Consumer Defensive | - — | -$496.1K Sold | — - shares | 4.0K → 0 −$496.1K | Sold | $6.9B Mid Cap | Q1 2024 Held for 1y 8m | |
Leisure Consumer Cyclical | - — | -$1.2M Sold | — - shares | 42.7K → 0 −$1.2M | Sold | $34.8B Large Cap | Q3 2023 Held for 2y 2m |
