Savoir Faire Capital Management, L.P.
CIK: 0001710593SEC EDGAR →
Portfolio Value
$211.0B
Holdings
42
As of
Q4 2025
New Positions
42
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | PHILIP MORRIS INTL INC | 88,448 | $14.2B | 6.72% |
| 2 | WALMART INC | 109,359 | $12.2B | 5.77% |
| 3 | COCA COLA CO | 168,268 | $11.8B | 5.57% |
| 4 | COSTCO WHSL CORP NEW | 13,037 | $11.2B | 5.33% |
| 5 | DOLLAR GEN CORP NEW | 79,674 | $10.6B | 5.01% |
| 6 | ROYAL CARIBBEAN GROUP | 33,364 | $9.3B | 4.41% |
| 7 | BRITISH AMERN TOB PLC | 156,783 | $8.9B | 4.21% |
| 8 | AMAZON COM INC | 38,407 | $8.9B | 4.20% |
| 9 | ADVANCE AUTO PARTS INC | 208,105 | $8.2B | 3.88% |
| 10 | BURLINGTON STORES INC | 27,530 | $8.0B | 3.77% |
Quarterly Changes
New Positions (42)
$14.2B · 88K shares
$12.2B · 109K shares
$11.8B · 168K shares
$11.2B · 13K shares
$10.6B · 80K shares
$9.3B · 33K shares
$8.9B · 157K shares
$8.9B · 38K shares
$8.2B · 208K shares
$8.0B · 28K shares
$7.7B · 50K shares
$7.2B · 117K shares
$6.7B · 79K shares
$6.1B · 49K shares
$5.4B · 18K shares
$5.0B · 134K shares
$5.0B · 55K shares
$4.8B · 199K shares
$4.3B · 252K shares
$4.2B · 22K shares
$4.2B · 55K shares
$4.1B · 61K shares
$3.8B · 98K shares
$3.7B · 49K shares
$3.3B · 14K shares
$3.2B · 11K shares
$3.2B · 8K shares
$2.9B · 64K shares
$2.9B · 17K shares
$2.7B · 123K shares
$2.1B · 118K shares
$1.9B · 97K shares
$1.9B · 30K shares
$1.8B · 117K shares
$1.5B · 16K shares
$1.5B · 21K shares
$1.4B · 69K shares
$1.3B · 37K shares
$1.2B · 18K shares
$1.2B · 45K shares
$1.0B · 13K shares
$511.0M · 49K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Consumer Defensive | 17 | $90.0B | 42.7% |
| Consumer Cyclical | 21 | $85.6B | 40.6% |
| Unknown | 3 | $31.2B | 14.8% |
| Financial Services | 1 | $4.1B | 2.0% |