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Savoir Faire Capital Management, L.P.13F | |
Savoir Faire Capital Management, L.P. | |
Last update 2025-05-05 | 46 Stocks (10 new) |
Value $114.00 Mil | Turnover 26 % |
Savoir Faire Capital Managemen... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
BURL | Burlington Stores Inc | 26,531 | 6,323.1 | +51.68% | 5.540 | +1.89% | 0.040 | -4.51% | -13.70% | 15,520.6 | Retail - Cyclical | |
CMG | Chipotle Mexican Grill Inc | 115,391 | 5,793.8 | -27.24% | 5.070 | -1.24% | 0.010 | +2.00% | -12.94% | 70,736.6 | Restaurants | |
AMZN | Amazon.com Inc | 30,421 | 5,787.9 | +109.22% | 5.070 | +2.65% | 0.000 | +6.41% | -2.65% | 2,267,334.4 | Retail - Cyclical | |
BTI | British American Tobacco PLC | 137,162 | 5,674.4 | -38.59% | 4.970 | -1.49% | 0.010 | +21.20% | +34.02% | 104,667.7 | Tobacco Products | |
DG | Dollar General Corp | 61,159 | 5,377.7 | -54.79% | 4.710 | -2.67% | 0.030 | +49.81% | +51.82% | 24,973.6 | Retail - Defensive | |
SAM | Boston Beer Co Inc | 20,594 | 4,918.7 | +45.80% | 4.310 | +1.35% | 0.180 | -5.02% | -26.16% | 2,468.8 | Beverages - Alcoholic | |
CAG | Conagra Brands Inc | 166,036 | 4,428.2 | +16.76% | 3.880 | +0.56% | 0.030 | -12.57% | -17.02% | 10,688.1 | Consumer Packaged Goods | |
STZ | Constellation Brands Inc | 23,934 | 4,392.4 | -56.66% | 3.850 | -3.29% | 0.010 | -3.39% | -21.31% | 30,607.0 | Beverages - Alcoholic | |
WING | Wingstop Inc | 18,796 | 4,240.0 | -50.60% | 3.710 | -2.60% | 0.070 | +72.08% | +32.17% | 10,458.6 | Restaurants | |
TJX | TJX Companies Inc | 33,381 | 4,065.8 | -52.35% | 3.560 | -2.10% | 0.000 | +6.81% | +6.99% | 143,300.8 | Retail - Cyclical |
Savoir Faire Capital Management, L.P.'s Historical Top Holdings Breakdowns
Savoir Faire Capital Management, L.P.'s Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
ELF | e.l.f. Beauty Inc | 2025-03-31 | Reduce | -4.89% | 62.41 ($87.09) 133.91 | $117.66 | 35.10% | Reduce -83.23% | 16,491 | -81,859 | |
CPB | The Campbell's Co | 2025-03-31 | Reduce | -3.71% | 37.29 ($39.2) 42.04 | $34.48 | -12.04% | Reduce -81.79% | 41,537 | -186,520 | |
STZ | Constellation Brands Inc | 2025-03-31 | Reduce | -3.29% | 161.05 ($181.67) 222.93 | $171.93 | -5.36% | Reduce -56.66% | 23,934 | -31,284 | |
DKS | Dick's Sporting Goods Inc | 2025-03-31 | Sold Out | -3.09% | 186.55 ($223.24) 250.04 | $180.75 | -19.03% | Sold Out | 0 | -28,407 | |
DG | Dollar General Corp | 2025-03-31 | Reduce | -2.67% | 68.44 ($75.71) 87.93 | $113.48 | 49.89% | Reduce -54.79% | 61,159 | -74,127 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add | +2.65% | 190.26 ($217) 242.06 | $213.57 | -1.58% | Add 109.22% | 30,421 | 15,881 | |
CELH | Celsius Holdings Inc | 2025-03-31 | Reduce | -2.65% | 21.28 ($27.25) 35.62 | $40.60 | 48.99% | Reduce -74.94% | 70,917 | -212,040 | |
WING | Wingstop Inc | 2025-03-31 | Reduce | -2.60% | 207 ($260.1) 311.93 | $374.82 | 44.11% | Reduce -50.6% | 18,796 | -19,251 | |
BUD | Anheuser-Busch InBev SA/NV | 2025-03-31 | Sold Out | -2.58% | 46.15 ($54.7) 63.53 | $71.01 | 29.82% | Sold Out | 0 | -108,435 | |
PFGC | Performance Food Group Co | 2025-03-31 | New Buy | +2.51% | 74.86 ($83.46) 90.93 | $88.29 | 5.79% | New holding | 36,420 | 36,420 |
Savoir Faire Capital Management, L.P. Total Holding History ($B)
Savoir Faire Capital Management, L.P.'s Asset Allocation
Savoir Faire Capital Management, L.P. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Savoir Faire Capital Management, L.P.'s Hypothetical Growth since 2025-03-31
Savoir Faire Capital Management, L.P.'s Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Savoir Faire Capital Management, L.P.'s Holdings Heat Map
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Savoir Faire Capital Management, L.P.'s Holdings Bubble Chart
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