Savoir Faire Capital Management, L.P. Q2 2025 Filing
Filed August 4, 2025
Portfolio Value
$206.9B
Holdings
46
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (46 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | AMZNAMAZON COM INC | 55,101 | $12.1B | 5.84% | |
| 2 | BURLBURLINGTON STORES INC | 51,738 | $12.0B | 5.82% | |
| 3 | KOCOCA COLA CO | 144,367 | $10.2B | 4.94% | |
| 4 | BMTABRITISH AMERN TOB PLC | 208,345 | $9.9B | 4.77% | |
| 5 | AWNADVANCE AUTO PARTS INC | 203,818 | $9.5B | 4.58% | |
| 6 | CMGCHIPOTLE MEXICAN GRILL INC | 163,838 | $9.2B | 4.45% | |
| 7 | WINGWINGSTOP INC | 27,272 | $9.2B | 4.44% | |
| 8 | DGDOLLAR GEN CORP NEW | 73,806 | $8.4B | 4.08% | |
| 9 | 4I1PHILIP MORRIS INTL INC | 44,055 | $8.0B | 3.88% | |
| 10 | TJXTJX COS INC NEW | 55,827 | $6.9B | 3.33% | |
| 11 | CHDCHURCH & DWIGHT CO INC | 67,052 | $6.4B | 3.12% | |
| 12 | BROSDUTCH BROS INC | 86,848 | $5.9B | 2.87% | |
| 13 | SAMBOSTON BEER INC | 30,240 | $5.8B | 2.79% | |
| 14 | DLTRDOLLAR TREE INC | 53,758 | $5.3B | 2.57% | |
| 15 | CAGCONAGRA BRANDS INC | 243,422 | $5.0B | 2.41% | |
| 16 | MCXMCCORMICK & CO INC | 62,264 | $4.7B | 2.28% | |
| 17 | STZCONSTELLATION BRANDS INC | 28,725 | $4.7B | 2.26% | |
| 18 | CELHCELSIUS HLDGS INC | 98,878 | $4.6B | 2.22% | |
| 19 | TXRHTEXAS ROADHOUSE INC | 24,160 | $4.5B | 2.19% | |
| 20 | PZZAPAPA JOHNS INTL INC | 91,641 | $4.5B | 2.17% | |
| 21 | COSTCOSTCO WHSL CORP NEW | 4,520 | $4.5B | 2.16% | |
| 22 | PFGCPERFORMANCE FOOD GROUP CO | 50,887 | $4.5B | 2.15% | |
| 23 | WMTWALMART INC | 40,228 | $3.9B | 1.90% | |
| 24 | CLXCLOROX CO DEL | 27,347 | $3.3B | 1.59% | |
| 25 | FRPTFRESHPET INC | 48,184 | $3.3B | 1.58% | |
| 26 | HLTHILTON WORLDWIDE HLDGS INC | 12,210 | $3.3B | 1.57% | |
| 27 | VFCV F CORP | 257,714 | $3.0B | 1.46% | |
| 28 | WHWYNDHAM HOTELS & RESORTS INC | 36,804 | $3.0B | 1.44% | |
| 29 | DYHTARGET CORP | 30,033 | $3.0B | 1.43% | |
| 30 | LEVILEVI STRAUSS & CO NEW | 142,435 | $2.6B | 1.27% | |
| 31 | FUNSIX FLAGS ENTERTAINMENT CORP | 81,488 | $2.5B | 1.20% | |
| 32 | QSRRESTAURANT BRANDS INTL INC | 37,032 | $2.5B | 1.19% | |
| 33 | SMPLSIMPLY GOOD FOODS CO | 74,183 | $2.3B | 1.13% | |
| 34 | BRBRBELLRING BRANDS INC | 40,090 | $2.3B | 1.12% | |
| 35 | ACIALBERTSONS COS INC | 104,033 | $2.2B | 1.08% | |
| 36 | CLCOLGATE PALMOLIVE CO | 24,333 | $2.2B | 1.07% | |
| 37 | CPBTHE CAMPBELLS COMPANY | 55,967 | $1.7B | 0.83% | |
| 38 | MGMMGM RESORTS INTERNATIONAL | 48,708 | $1.7B | 0.81% | |
| 39 | BF/BBROWN FORMAN CORP | 61,650 | $1.7B | 0.80% | |
| 40 | KMBKIMBERLY-CLARK CORP | 10,332 | $1.3B | 0.64% | |
| 41 | CCLCARNIVAL CORP | 42,652 | $1.2B | 0.58% | |
| 42 | USFDUS FOODS HLDG CORP | 14,797 | $1.1B | 0.55% | |
| 43 | CHHCHOICE HOTELS INTL INC | 8,126 | $1.0B | 0.50% | |
| 44 | TNLTRAVEL PLUS LEISURE CO | 17,441 | $900.1M | 0.44% | |
| 45 | NWLNEWELL BRANDS INC | 97,363 | $525.8M | 0.25% | |
| 46 | ELFE L F BEAUTY INC | 3,987 | $496.1M | 0.24% |