Savoir Faire Capital Management, L.P. holds a diversified book of 43 stocks worth $161.0M as of Q2 2026 (disclosed Jul 24, 2026, a ~45-day 13F lag). This quarter they opened Anheuser-Busch Inbev-SPN ADR and trimmed Philip Morris International. Their largest long position is British American Tob-SP ADR at 6% of the equity book. Cloning the disclosed picks since 2025 would be +7% (+10.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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Use Arkolith to show Savoir Faire Capital Management, L.P.'s latest holdings, largest changes, and filing provenance.
Following at the filing date actually beat the quarter-end book by 3.7 points over this window.
Growth of $10,000 cloning Savoir Faire Capital Management, L.P.'s disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | British Amern Tob PLC SPONSORED ADR | $10.0M | 162.7K | 6.2% | ▲+31% Added · +38K sh | |
| 2 | Philip Morris Intl Inc COM | $9.5M | 52.8K | 5.9% | ▼−15% Reduced · −9K sh | |
| 3 | McDonalds Corp COM | $8.4M | 31.2K | 5.2% | ▲+147% Added · +19K sh | |
| 4 | Walmart Inc COM | $8.2M | 72.6K | 5.1% | ▲+69% Added · +30K sh | |
| 5 | Dollar Gen Corp COM | $7.9M | 68.5K | 4.9% | ▲+10% Added · +6K sh | |
| 6 | Coca Cola Co COM | $7.6M | 93.1K | 4.7% | ▲+23% Added · +17K sh | |
| 7 | Performance Food Group Co COM | $7.0M | 62.3K | 4.3% | ▼−22% Reduced · −17K sh | |
| 8 | Royal Caribbean Group COM | $6.5M | 20.6K | 4.1% | ▼−24% Reduced · −6K sh | |
| 9 | Dutch Bros Inc CL A | $6.1M | 85.2K | 3.8% | ▼−12% Reduced · −12K sh | |
| 10 | Dollar Tree Inc COM | $5.9M | 49.0K | 3.7% | ▼−21% Reduced · −13K sh | |
| 11 | Burlington Stores Inc COM | $5.6M | 17.7K | 3.5% | ▼−19% Reduced · −4K sh | |
| 12 | Wingstop Inc COM | $5.3M | 30.3K | 3.3% | ▼−4.0% Reduced · −1K sh | |
| 13 | TJX Cos Inc New COM | $5.0M | 32.9K | 3.1% | ▼−0.5% Reduced · −158 sh | |
| 14 | Constellation Brands Inc CL A | $5.0M | 35.7K | 3.1% | ▼−10% Reduced · −4K sh | |
| 15 | Advance Auto Parts Inc COM | $4.6M | 74.5K | 2.9% | ▼−29% Reduced · −30K sh | |
| 16 | Church & Dwight Co Inc COM | $4.1M | 42.7K | 2.6% | ▼−21% Reduced · −12K sh | |
| 17 | Celsius Hldgs Inc COM NEW | $4.0M | 136.4K | 2.5% | ▲+18% Added · +21K sh | |
| 18 | E L F Beauty Inc COM | $3.8M | 50.9K | 2.3% | ▼−9.2% Reduced · −5K sh | |
| 19 | Papa Johns Intl Inc COM | $3.6M | 97.7K | 2.2% | ▼−22% Reduced · −27K sh | |
| 20 | Amazon Com Inc COM | $3.4M | 14.3K | 2.1% | ▼−49% Reduced · −14K sh | |
| 21 | Freshpet Inc COM | $3.2M | 53.4K | 2.0% | ▼−4.5% Reduced · −2K sh | |
| 22 | Colgate Palmolive Co COM | $3.1M | 33.3K | 1.9% | ▲+35% Added · +9K sh | |
| 23 | Dominos Pizza Inc COM | $2.7M | 9.2K | 1.7% | ▼−4.9% Reduced · −476 sh | |
| 24 | Norwegian Cruise Line Hldgs SHS | $2.5M | 116.9K | 1.5% | ▼−21% Reduced · −32K sh | |
| 25 | Albertsons Companies Inc COMMON STOCK | $2.3M | 168.5K | 1.4% | ▼−4.2% Reduced · −7K sh | |
| 26 | Boston Beer Inc CL A | $2.1M | 11.9K | 1.3% | ▼−21% Reduced · −3K sh | |
| 27 | Monster Beverage Corp New COM | $2.0M | 20.5K | 1.2% | ▲+12% Added · +2K sh | |
| 28 | Chipotle Mexican Grill Inc COM | $1.9M | 56.7K | 1.2% | ▼−22% Reduced · −16K sh | |
| 29 | Wyndham Hotels & Resorts Inc COM | $1.8M | 22.0K | 1.1% | ▼−21% Reduced · −6K sh | |
| 30 | US Foods Hldg Corp COM | $1.8M | 17.7K | 1.1% | ▲+42% Added · +5K sh | |
| 31 | V F Corp COM | $1.7M | 103.3K | 1.1% | ▲+35% Added · +27K sh | |
| 32 | Kimberly-Clark Corp COM | $1.7M | 15.3K | 1.0% | ▼−21% Reduced · −4K sh | |
| 33 | Hilton Worldwide Hldgs Inc COM | $1.5M | 4.5K | 0.9% | ▼−22% Reduced · −1K sh | |
| 34 | Anheuser Busch Inbev Sa NV SPONSORED ADR | $1.5M | 17.7K | 0.9% | ▲New New position | |
| 35 | Six Flags Entertainment Corp COM | $1.3M | 62.2K | 0.8% | ▼−22% Reduced · −17K sh | |
| 36 | Mondelez Intl Inc CL A | $1.2M | 21.3K | 0.8% | ▼−21% Reduced · −6K sh | |
| 37 | Texas Roadhouse Inc COM | $1.2M | 6.3K | 0.8% | ▼−29% Reduced · −3K sh | |
| 38 | Autozone Inc COM | $1.2M | 376 | 0.7% | ▲+39% Added · +106 sh | |
| 39 | McCormick & Co Inc COM NON VTG | $1.1M | 22.4K | 0.7% | ▼−64% Reduced · −40K sh | |
| 40 | B & G Foods Inc COM | $1.0M | 262.2K | 0.6% | ▼−1.0% Reduced · −3K sh | |
| 41 | Choice Hotels Intl Inc COM | $1.0M | 9.1K | 0.6% | ▼−21% Reduced · −2K sh | |
| 42 | Levi Strauss & Co New CL A COM STK | $953K | 38.4K | 0.6% | ▲+9.0% Added · +3K sh | |
| 43 | Travel Plus Leisure Co COM | $648K | 8.5K | 0.4% | ▼−21% Reduced · −2K sh |
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.