Savoir Faire Capital Management, L.P. — 13F holdings

Savoir Faire Capital Management, L.P. reported 43 holdings worth $161M in its 13F filing for Q2 2026, filed July 24, 2026.

Largest positions

1. BTI BRITISH AMERN TOB PLC — $10.0M (6.2%)
2. PM PHILIP MORRIS INTL INC — $9.54M (5.9%)
3. MCD MCDONALDS CORP — $8.43M (5.2%)
4. WMT WALMART INC — $8.23M (5.1%)
5. DG DOLLAR GEN CORP NEW — $7.89M (4.9%)
6. KO COCA COLA CO — $7.57M (4.7%)
7. PFGC PERFORMANCE FOOD GROUP CO — $6.96M (4.3%)
8. RCL ROYAL CARIBBEAN GROUP — $6.54M (4.1%)
9. BROS DUTCH BROS INC — $6.12M (3.8%)
10. DLTR DOLLAR TREE INC — $5.93M (3.7%)