Savoir Faire Capital Management, L.P. holds a diversified book of 43 reported positions worth $161.0M as of Q2 2026 (disclosed Jul 24, 2026, a ~24-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 reported non-option book. Cloning the disclosed picks since 2025 would be -1% (-0.7%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 2.3 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 each quarter's actual reporting lag, ~24 days for the latest filing, with 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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Savoir Faire Capital Management, L.P.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| New World Advisors LLC | 6 / 43 | $424.1M |
| Gallagher Fiduciary Advisors, LLC | 5 / 43 | $1.2B |
| Reik & Co., LLC | 5 / 43 | $141.7M |
| Hexagon Capital Partners LLC | 10 / 43 | $254.0M |
| Hook Mill Capital Partners, LP | 8 / 43 | $310.8M |
| Kennon-Green & Company, LLC | 11 / 43 | $36.9M |
| MW Advisory, LLC | 9 / 43 | $68.8M |
| Infusive Asset Management Inc. | 5 / 43 | $50.2M |
Ranked by the share of each fund's own book sitting in the names it shares with Savoir Faire Capital Management, L.P.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position'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 |
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As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. 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.