Savoir Faire Capital Management, L.P. Q4 2024 Filing
Filed February 12, 2025
Portfolio Value
$184.9B
Holdings
44
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (44 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | CCLCARNIVAL CORP | 21,031 | $11.8B | 6.40% | |
| 2 | SMPLSIMPLY GOOD FOODS CO | 25,000 | $8.7B | 4.70% | |
| 3 | CLXCLOROX CO DEL | 5,548 | $7.8B | 4.22% | |
| 4 | COTYCOTY INC | 286,567 | $7.7B | 4.14% | |
| 5 | DKSDICKS SPORTING GOODS INC | 28,407 | $7.3B | 3.95% | |
| 6 | CAGCONAGRA BRANDS INC | 142,199 | $6.5B | 3.53% | |
| 7 | DHRB & G FOODS INC NEW | 335,476 | $6.3B | 3.41% | |
| 8 | AMZNAMAZON COM INC | 14,540 | $6.2B | 3.35% | |
| 9 | WINGWINGSTOP INC | 38,047 | $5.9B | 3.20% | |
| 10 | DYHTARGET CORP | 66,033 | $5.8B | 3.13% | |
| 11 | AWNADVANCE AUTO PARTS INC | 122,000 | $5.6B | 3.02% | |
| 12 | BUDANHEUSER BUSCH INBEV SA/NV | 108,435 | $5.5B | 2.95% | |
| 13 | CPBTHE CAMPBELLS COMPANY | 228,057 | $5.4B | 2.94% | |
| 14 | BROSDUTCH BROS INC | 52,741 | $5.4B | 2.94% | |
| 15 | VFCV F CORP | 250,480 | $5.4B | 2.90% | |
| 16 | CELHCELSIUS HLDGS INC | 282,957 | $5.2B | 2.80% | |
| 17 | QSRRESTAURANT BRANDS INTL INC | 59,693 | $4.6B | 2.51% | |
| 18 | NWLNEWELL BRANDS INC | 288,210 | $4.6B | 2.49% | |
| 19 | STZCONSTELLATION BRANDS INC | 55,218 | $4.4B | 2.40% | |
| 20 | FUNSIX FLAGS ENTERTAINMENT CORP | 126,330 | $4.4B | 2.37% | |
| 21 | SAMBOSTON BEER INC | 14,125 | $4.2B | 2.28% | |
| 22 | HGVHILTON GRAND VACATIONS INC | 10,038 | $4.1B | 2.22% | |
| 23 | DGDOLLAR GEN CORP NEW | 135,286 | $3.9B | 2.12% | |
| 24 | AZOAUTOZONE INC | 1,525 | $3.8B | 2.06% | |
| 25 | TJXTJX COS INC NEW | 70,061 | $3.6B | 1.93% | |
| 26 | BF/BBROWN FORMAN CORP | 112,982 | $3.4B | 1.85% | |
| 27 | KHCKRAFT HEINZ CO | 53,901 | $3.2B | 1.71% | |
| 28 | MCXMCCORMICK & CO INC | 51,599 | $3.1B | 1.69% | |
| 29 | TXRHTEXAS ROADHOUSE INC | 25,093 | $3.1B | 1.68% | |
| 30 | PZZAPAPA JOHNS INTL INC | 122,087 | $3.0B | 1.61% | |
| 31 | HLTHILTON WORLDWIDE HLDGS INC | 4,607 | $2.6B | 1.43% | |
| 32 | LEVILEVI STRAUSS & CO NEW | 188,714 | $2.5B | 1.34% | |
| 33 | CLCOLGATE PALMOLIVE CO | 23,290 | $2.4B | 1.29% | |
| 34 | RCLROYAL CARIBBEAN GROUP | 7,840 | $2.3B | 1.24% | |
| 35 | USFDUS FOODS HLDG CORP | 35,366 | $2.1B | 1.16% | |
| 36 | GISGENERAL MLS INC | 55,698 | $2.1B | 1.13% | |
| 37 | MGMMGM RESORTS INTERNATIONAL | 36,088 | $1.9B | 1.05% | |
| 38 | MNSTMONSTER BEVERAGE CORP NEW | 26,749 | $1.8B | 0.96% | |
| 39 | CMGCHIPOTLE MEXICAN GRILL INC | 158,600 | $1.7B | 0.91% | |
| 40 | TNLTRAVEL PLUS LEISURE CO | 41,551 | $1.6B | 0.85% | |
| 41 | FRPTFRESHPET INC | 48,919 | $1.5B | 0.82% | |
| 42 | BMTABRITISH AMERN TOB PLC | 223,365 | $1.4B | 0.76% | |
| 43 | BURLBURLINGTON STORES INC | 17,492 | $554.7M | 0.30% | |
| 44 | ELFE L F BEAUTY INC | 98,350 | $520.4M | 0.28% |