Savoir Faire Capital Management, L.P. Portfolio Holdings by Sector

Savoir Faire Capital Management, L.P.

$185 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Packaged Foods \| Consumer Defensive SMPL CAG BGS CPB KHC MKC GIS FRPT 8 stocks	$36.9 Million 20.82% of portfolio	5	3	2	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical WING BROS QSR TXRH PZZA CMG 6 stocks	$23.7 Million 13.4% of portfolio	4	2	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive CLX COTY NWL CL ELF 5 stocks	$23 Million 12.97% of portfolio	4	1	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical DKS AAP AZO 3 stocks	$16.7 Million 9.43% of portfolio	2	1	2	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical CCL RCL TNL 3 stocks	$15.7 Million 8.86% of portfolio	1	2	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive TGT DG 2 stocks	$9.69 Million 5.47% of portfolio	2	-	-	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive BUD SAM 2 stocks	$9.67 Million 5.46% of portfolio	2	-	1	-	0 Calls 0 Puts
Apparel Manufacturing \| Consumer Cyclical VFC LEVI 2 stocks	$7.82 Million 4.42% of portfolio	1	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive CELH MNST 2 stocks	$6.96 Million 3.93% of portfolio	1	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$6.2 Million 3.5% of portfolio	-	1	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical HGV MGM 2 stocks	$6.05 Million 3.42% of portfolio	-	2	-	-	0 Calls 0 Puts
Beverages—Wineries & Distilleries \| Consumer Defensive STZ 1 stocks	$4.44 Million 2.51% of portfolio	1	-	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX BURL 2 stocks	$4.11 Million 2.32% of portfolio	2	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical HLT 1 stocks	$2.64 Million 1.49% of portfolio	-	1	-	-	0 Calls 0 Puts
Food Distribution \| Consumer Defensive USFD 1 stocks	$2.14 Million 1.21% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive BTI 1 stocks	$1.4 Million 0.79% of portfolio	1	-	-	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Savoir Faire Capital Management, L.P., based on Form 13F filings with the SEC.

News

Stay updated on Savoir Faire Capital Management, L.P. with notifications on news.