Savoir Faire Capital Management, L.P.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q1 2026 ▲▼ | Q2 2026 ▲▼ | Change ▲▼ | Q1 2026 ▲▼ | Q2 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| MCDONALDS CORP(MCD) | 12,641 | 31,188 | +18,547 | 3,928,696 | 8,430,428 | 5.24% | +4,501,732 |
| WALMART INC(WMT) | 42,881 | 72,643 | +29,762 | 5,329,251 | 8,227,546 | 5.11% | +2,898,295 |
| BRITISH AMERN TOB PLC(BTI) | 124,498 | 162,691 | +38,193 | 7,279,398 | 10,047,796 | 6.24% | +2,768,398 |
| COCA COLA CO(KO) | 75,888 | 93,123 | +17,235 | 5,771,282 | 7,568,106 | 4.70% | +1,796,824 |
| ANHEUSER BUSCH INBEV SA NV(BUD) | 0 | 17,708 | +17,708 | 0 | 1,459,139 | 0.91% | +1,459,139 |
| DUTCH BROS INC(BROS) | 97,361 | 85,217 | -12,144 | 4,932,308 | 6,119,433 | 3.80% | +1,187,125 |
| COLGATE PALMOLIVE CO(CL) | 24,688 | 33,269 | +8,581 | 2,104,158 | 3,050,102 | 1.89% | +945,944 |
| US FOODS HLDG CORP(USFD) | 12,464 | 17,689 | +5,225 | 1,149,305 | 1,808,700 | 1.12% | +659,395 |
| MONSTER BEVERAGE CORP NEW(MNST) | 18,284 | 20,461 | +2,177 | 1,324,859 | 1,966,711 | 1.22% | +641,852 |
| DOLLAR GEN CORP(DG) | 62,125 | 68,544 | +6,419 | 7,376,101 | 7,890,100 | 4.90% | +513,999 |
| V F CORP(VFC) | 76,760 | 103,279 | +26,519 | 1,304,152 | 1,722,694 | 1.07% | +418,542 |
| E L F BEAUTY INC(ELF) | 56,038 | 50,899 | -5,139 | 3,396,463 | 3,766,526 | 2.34% | +370,063 |
| WINGSTOP INC(WING) | 31,584 | 30,326 | -1,258 | 4,894,572 | 5,258,832 | 3.27% | +364,260 |
| LEVI STRAUSS & CO NEW(LEVI) | 35,216 | 38,376 | +3,160 | 651,144 | 952,876 | 0.59% | +301,732 |
| AUTOZONE INC(AZO) | 270 | 376 | +106 | 912,001 | 1,201,673 | 0.75% | +289,672 |
| PERFORMANCE FOOD GROUP CO(PFGC) | 79,402 | 62,295 | -17,107 | 6,801,575 | 6,963,958 | 4.32% | +162,383 |
| SIX FLAGS ENTERTAINMENT CORP(FUN) | 79,293 | 62,210 | -17,083 | 1,407,451 | 1,325,073 | 0.82% | -82,378 |
| CELSIUS HLDGS INC(CELH) | 115,248 | 136,373 | +21,125 | 4,088,999 | 3,993,001 | 2.48% | -95,998 |
| TRAVEL PLUS LEISURE CO(TNL) | 10,767 | 8,474 | -2,293 | 744,969 | 647,668 | 0.40% | -97,301 |
| FRESHPET INC(FRPT) | 55,879 | 53,385 | -2,494 | 3,294,626 | 3,156,121 | 1.96% | -138,505 |
| CHOICE HOTELS INTL INC(CHH) | 11,533 | 9,085 | -2,448 | 1,193,666 | 1,001,803 | 0.62% | -191,863 |
| KIMBERLY-CLARK CORP(KMB) | 19,466 | 15,317 | -4,149 | 1,877,885 | 1,681,347 | 1.04% | -196,538 |
| B & G FOODS INC | 264,921 | 262,179 | -2,742 | 1,274,270 | 1,043,472 | 0.65% | -230,798 |
| TEXAS ROADHOUSE INC(TXRH) | 8,895 | 6,284 | -2,611 | 1,468,920 | 1,214,257 | 0.75% | -254,663 |
| HILTON WORLDWIDE HLDGS INC(HLT) | 5,746 | 4,506 | -1,240 | 1,747,244 | 1,489,053 | 0.92% | -258,191 |
| TJX COS INC NEW(TJX) | 33,061 | 32,903 | -158 | 5,279,842 | 4,984,805 | 3.10% | -295,037 |
| NORWEGIAN CRUISE LINE HLDGS | 148,840 | 116,885 | -31,955 | 2,783,308 | 2,467,442 | 1.53% | -315,866 |
| MONDELEZ INTL INC(MDLZ) | 27,079 | 21,282 | -5,797 | 1,560,834 | 1,230,951 | 0.76% | -329,883 |
| CHIPOTLE MEXICAN GRILL INC(CMG) | 72,309 | 56,730 | -15,579 | 2,314,611 | 1,928,820 | 1.20% | -385,791 |
| WYNDHAM HOTELS & RESORTS INC(WH) | 27,972 | 21,962 | -6,010 | 2,272,166 | 1,849,420 | 1.15% | -422,746 |
| PAPA JOHNS INTL INC(PZZA) | 124,574 | 97,735 | -26,839 | 4,037,443 | 3,593,716 | 2.23% | -443,727 |
| RESTAURANT BRANDS INTL INC(QSR) | 9,146 | 0 | -9,146 | 675,889 | 0 | — | -675,889 |
| ALBERTSONS COMPANIES INC | 175,905 | 168,510 | -7,395 | 2,997,421 | 2,279,940 | 1.42% | -717,481 |
| PHILIP MORRIS INTL INC(PM) | 62,120 | 52,754 | -9,366 | 10,270,921 | 9,543,726 | 5.93% | -727,195 |
| DOMINOS PIZZA INC(DPZ) | 9,638 | 9,162 | -476 | 3,458,018 | 2,712,318 | 1.68% | -745,700 |
| ROYAL CARIBBEAN GROUP | 27,014 | 20,611 | -6,403 | 7,433,713 | 6,544,611 | 4.06% | -889,102 |
| ADVANCE AUTO PARTS INC(AAP) | 104,953 | 74,514 | -30,439 | 5,536,271 | 4,636,261 | 2.88% | -900,010 |
| DOLLAR TREE INC(DLTR) | 62,389 | 49,002 | -13,387 | 6,832,219 | 5,926,792 | 3.68% | -905,427 |
| CHURCH & DWIGHT CO INC(CHD) | 54,327 | 42,689 | -11,638 | 5,069,796 | 4,135,710 | 2.57% | -934,086 |
| CONSTELLATION BRANDS INC(STZ) | 39,774 | 35,727 | -4,047 | 5,966,100 | 4,969,268 | 3.09% | -996,832 |
| BOSTON BEER INC(SAM) | 15,137 | 11,897 | -3,240 | 3,487,565 | 2,106,126 | 1.31% | -1,381,439 |
| BURLINGTON STORES INC(BURL) | 21,774 | 17,676 | -4,098 | 7,084,824 | 5,599,757 | 3.48% | -1,485,067 |
| MCCORMICK & CO INC(MKC) | 62,491 | 22,380 | -40,111 | 3,152,046 | 1,128,400 | 0.70% | -2,023,646 |
| AMAZON COM INC(AMZN) | 28,170 | 14,276 | -13,894 | 5,866,966 | 3,402,542 | 2.11% | -2,464,424 |
| WYNN RESORTS LTD(WYNN) | 51,970 | 0 | -51,970 | 5,277,554 | 0 | — | -5,277,554 |