Filed: 10/31/2025ACC: 0001710593-25-000006
📋 What this filing means
SAVOIR FAIRE CAPITAL MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 44 equity positions with a total reported market value of $278.76M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
44
Positions
$278.76M
Total AUM (reported)
4.67M
Total Shares
Allocation by class
COM$216.39M77.6%
SPONSORED ADR$15.29M5.5%
CL A$14.11M5.1%
COMMON STOCK$10.14M3.6%
COM NON VTG$7.92M2.8%
COM NEW$4.78M1.7%
CL A COM STK$4.40M1.6%
Portfolio Concentration
Top 3$42.62M15.3%
4–10$82.00M29.4%
11–25$103.92M37.3%
Rest$50.22M18.0%
Top 3 weight
15.3%
Top 10 weight
44.7%
Voting Authority Distribution
Total shares with voting rights: 4.67M
Sole
Full voting authority
4.67M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole44
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings44
Rows:
PHILIP MORRIS INTL INC
SOLEShares95.48K
TypeSH
Market value$15.49M
5.56%
Sole
95.48K
Shared
0.00
None
0.00
ADVANCE AUTO PARTS INC
SOLEShares226.99K
TypeSH
Market value$13.94M
5.00%
Sole
226.99K
Shared
0.00
None
0.00
BRITISH AMERN TOB PLC
SOLEShares248.68K
TypeSH
Market value$13.20M
4.74%
Sole
248.68K
Shared
0.00
None
0.00
KRAFT HEINZ CO
SOLEShares496.26K
TypeSH
Market value$12.92M
4.64%
Sole
496.26K
Shared
0.00
None
0.00
WALMART INC
SOLEShares120.32K
TypeSH
Market value$12.40M
4.45%
Sole
120.32K
Shared
0.00
None
0.00
COSTCO WHSL CORP NEW
SOLEShares12.83K
TypeSH
Market value$11.87M
4.26%
Sole
12.83K
Shared
0.00
None
0.00
TJX COS INC NEW
SOLEShares81.36K
TypeSH
Market value$11.76M
4.22%
Sole
81.36K
Shared
0.00
None
0.00
COCA COLA CO
SOLEShares177.01K
TypeSH
Market value$11.74M
4.21%
Sole
177.01K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares53.30K
TypeSH
Market value$11.70M
4.20%
Sole
53.30K
Shared
0.00
None
0.00
DOLLAR GEN CORP NEW
SOLEShares92.93K
TypeSH
Market value$9.60M
3.45%
Sole
92.93K
Shared
0.00
None
0.00
CHURCH & DWIGHT CO INC
SOLEShares108.30K
TypeSH
Market value$9.49M
3.40%
Sole
108.30K
Shared
0.00
None
0.00
PERFORMANCE FOOD GROUP CO
SOLEShares88.81K
TypeSH
Market value$9.24M
3.31%
Sole
88.81K
Shared
0.00
None
0.00
CHIPOTLE MEXICAN GRILL INC
SOLEShares216.14K
TypeSH
Market value$8.47M
3.04%
Sole
216.14K
Shared
0.00
None
0.00
BOSTON BEER INC
SOLEShares38.83K
TypeSH
Market value$8.21M
2.94%
Sole
38.83K
Shared
0.00
None
0.00
MCCORMICK & CO INC
SOLEShares118.31K
TypeSH
Market value$7.92M
2.84%
Sole
118.31K
Shared
0.00
None
0.00
WINGSTOP INC
SOLEShares30K
TypeSH
Market value$7.55M
2.71%
Sole
30K
Shared
0.00
None
0.00
US FOODS HLDG CORP
SOLEShares95.34K
TypeSH
Market value$7.31M
2.62%
Sole
95.34K
Shared
0.00
None
0.00
MCDONALDS CORP
SOLEShares23.80K
TypeSH
Market value$7.23M
2.59%
Sole
23.80K
Shared
0.00
None
0.00
ALBERTSONS COS INC
SOLEShares375.65K
TypeSH
Market value$6.58M
2.36%
Sole
375.65K
Shared
0.00
None
0.00
DOLLAR TREE INC
SOLEShares68.48K
TypeSH
Market value$6.46M
2.32%
Sole
68.48K
Shared
0.00
None
0.00
DUTCH BROS INC
SOLEShares112.78K
TypeSH
Market value$5.90M
2.12%
Sole
112.78K
Shared
0.00
None
0.00
WYNDHAM HOTELS & RESORTS INC
SOLEShares69.89K
TypeSH
Market value$5.58M
2.00%
Sole
69.89K
Shared
0.00
None
0.00
CELSIUS HLDGS INC
SOLEShares83.15K
TypeSH
Market value$4.78M
1.71%
Sole
83.15K
Shared
0.00
None
0.00
TEXAS ROADHOUSE INC
SOLEShares28.08K
TypeSH
Market value$4.67M
1.67%
Sole
28.08K
Shared
0.00
None
0.00
V F CORP
SOLEShares313.87K
TypeSH
Market value$4.53M
1.62%
Sole
313.87K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PHILIP MORRIS INTL INCSOLE | COM | 95.48K | SH | $15.49M 5.56% | 95.48K | 0.00 | 0.00 |
ADVANCE AUTO PARTS INCSOLE | COM | 226.99K | SH | $13.94M 5.00% | 226.99K | 0.00 | 0.00 |
BRITISH AMERN TOB PLCSOLE | SPONSORED ADR | 248.68K | SH | $13.20M 4.74% | 248.68K | 0.00 | 0.00 |
KRAFT HEINZ COSOLE | COM | 496.26K | SH | $12.92M 4.64% | 496.26K | 0.00 | 0.00 |
WALMART INCSOLE | COM | 120.32K | SH | $12.40M 4.45% | 120.32K | 0.00 | 0.00 |
COSTCO WHSL CORP NEWSOLE | COM | 12.83K | SH | $11.87M 4.26% | 12.83K | 0.00 | 0.00 |
TJX COS INC NEWSOLE | COM | 81.36K | SH | $11.76M 4.22% | 81.36K | 0.00 | 0.00 |
COCA COLA COSOLE | COM | 177.01K | SH | $11.74M 4.21% | 177.01K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 53.30K | SH | $11.70M 4.20% | 53.30K | 0.00 | 0.00 |
DOLLAR GEN CORP NEWSOLE | COM | 92.93K | SH | $9.60M 3.45% | 92.93K | 0.00 | 0.00 |
CHURCH & DWIGHT CO INCSOLE | COM | 108.30K | SH | $9.49M 3.40% | 108.30K | 0.00 | 0.00 |
PERFORMANCE FOOD GROUP COSOLE | COM | 88.81K | SH | $9.24M 3.31% | 88.81K | 0.00 | 0.00 |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 216.14K | SH | $8.47M 3.04% | 216.14K | 0.00 | 0.00 |
BOSTON BEER INCSOLE | CL A | 38.83K | SH | $8.21M 2.94% | 38.83K | 0.00 | 0.00 |
MCCORMICK & CO INCSOLE | COM NON VTG | 118.31K | SH | $7.92M 2.84% | 118.31K | 0.00 | 0.00 |
WINGSTOP INCSOLE | COM | 30K | SH | $7.55M 2.71% | 30K | 0.00 | 0.00 |
US FOODS HLDG CORPSOLE | COM | 95.34K | SH | $7.31M 2.62% | 95.34K | 0.00 | 0.00 |
MCDONALDS CORPSOLE | COM | 23.80K | SH | $7.23M 2.59% | 23.80K | 0.00 | 0.00 |
ALBERTSONS COS INCSOLE | COMMON STOCK | 375.65K | SH | $6.58M 2.36% | 375.65K | 0.00 | 0.00 |
DOLLAR TREE INCSOLE | COM | 68.48K | SH | $6.46M 2.32% | 68.48K | 0.00 | 0.00 |
DUTCH BROS INCSOLE | CL A | 112.78K | SH | $5.90M 2.12% | 112.78K | 0.00 | 0.00 |
WYNDHAM HOTELS & RESORTS INCSOLE | COM | 69.89K | SH | $5.58M 2.00% | 69.89K | 0.00 | 0.00 |
CELSIUS HLDGS INCSOLE | COM NEW | 83.15K | SH | $4.78M 1.71% | 83.15K | 0.00 | 0.00 |
TEXAS ROADHOUSE INCSOLE | COM | 28.08K | SH | $4.67M 1.67% | 28.08K | 0.00 | 0.00 |
V F CORPSOLE | COM | 313.87K | SH | $4.53M 1.62% | 313.87K | 0.00 | 0.00 |
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