Vault-13

Savoir Faire Capital Management, L.P.

NORWALK, CT · CIK 1710593 · 13F filing filed 2026-07-24

SEC-registered investment adviser since 2023 · limited partnership

$161.0m reported value -2.8% vs Q1 2026
43positions
48.0%in top 10
1 new 12 added 30 reduced 2 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 BRITISH AMERN TOB PLC SPONSORED ADR BTI BTI 162,691 $10.0m6.24% 6.24% AddedShares held: Q3 2025 248.7k, Q4 2025 156.8k, Q1 2026 124.5k, Q2 2026 162.7k +38.2k +38,193 30.7%
2 PHILIP MORRIS INTL INC COM PM PM 52,754 $9.5m5.93% 5.93% ReducedShares held: Q3 2025 95.5k, Q4 2025 88.4k, Q1 2026 62.1k, Q2 2026 52.8k -9.4k -9,366 -15.1%
3 MCDONALDS CORP COM MCD MCD 31,188 $8.4m5.24% 5.24% AddedShares held: Q3 2025 23.8k, Q4 2025 17.8k, Q1 2026 12.6k, Q2 2026 31.2k +18.5k +18,547 146.7%
4 WALMART INC COM WMT WMT 72,643 $8.2m5.11% 5.11% AddedShares held: Q3 2025 120.3k, Q4 2025 109.4k, Q1 2026 42.9k, Q2 2026 72.6k +29.8k +29,762 69.4%
5 DOLLAR GEN CORP NEW COM DG DG 68,544 $7.9m4.90% 4.90% AddedShares held: Q3 2025 92.9k, Q4 2025 79.7k, Q1 2026 62.1k, Q2 2026 68.5k +6.4k +6,419 10.3%
6 COCA COLA CO COM KO KO 93,123 $7.6m4.70% 4.70% AddedShares held: Q3 2025 177.0k, Q4 2025 168.3k, Q1 2026 75.9k, Q2 2026 93.1k +17.2k +17,235 22.7%
7 PERFORMANCE FOOD GROUP CO COM PFGC PFGC 62,295 $7.0m4.32% 4.32% ReducedShares held: Q3 2025 88.8k, Q4 2025 55.1k, Q1 2026 79.4k, Q2 2026 62.3k -17.1k -17,107 -21.5%
8 ROYAL CARIBBEAN GROUP COM RCL RCL 20,611 $6.5m4.06% 4.06% ReducedShares held: Q3 2025 0, Q4 2025 33.4k, Q1 2026 27.0k, Q2 2026 20.6k -6.4k -6,403 -23.7%
9 DUTCH BROS INC CL A BROS BROS 85,217 $6.1m3.80% 3.80% ReducedShares held: Q3 2025 112.8k, Q4 2025 116.8k, Q1 2026 97.4k, Q2 2026 85.2k -12.1k -12,144 -12.5%
10 DOLLAR TREE INC COM DLTR DLTR 49,002 $5.9m3.68% 3.68% ReducedShares held: Q3 2025 68.5k, Q4 2025 49.2k, Q1 2026 62.4k, Q2 2026 49.0k -13.4k -13,387 -21.5%
11 BURLINGTON STORES INC COM BURL BURL 17,676 $5.6m3.48% 3.48% ReducedShares held: Q3 2025 11.8k, Q4 2025 27.5k, Q1 2026 21.8k, Q2 2026 17.7k -4.1k -4,098 -18.8%
12 WINGSTOP INC COM WING WING 30,326 $5.3m3.27% 3.27% ReducedShares held: Q3 2025 30.0k, Q4 2025 13.7k, Q1 2026 31.6k, Q2 2026 30.3k -1.3k -1,258 -4.0%
13 TJX COS INC NEW COM TJX TJX 32,903 $5.0m3.10% 3.10% ReducedShares held: Q3 2025 81.4k, Q4 2025 50.0k, Q1 2026 33.1k, Q2 2026 32.9k -158 -158 -0.5%
14 CONSTELLATION BRANDS INC CL A STZ STZ 35,727 $5.0m3.09% 3.09% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 39.8k, Q2 2026 35.7k -4.0k -4,047 -10.2%
15 ADVANCE AUTO PARTS INC COM AAP AAP 74,514 $4.6m2.88% 2.88% ReducedShares held: Q3 2025 227.0k, Q4 2025 208.1k, Q1 2026 105.0k, Q2 2026 74.5k -30.4k -30,439 -29.0%
16 CHURCH & DWIGHT CO INC COM CHD CHD 42,689 $4.1m2.57% 2.57% ReducedShares held: Q3 2025 108.3k, Q4 2025 79.4k, Q1 2026 54.3k, Q2 2026 42.7k -11.6k -11,638 -21.4%
17 CELSIUS HLDGS INC COM NEW CELH CELH 136,373 $4.0m2.48% 2.48% AddedShares held: Q3 2025 83.1k, Q4 2025 63.7k, Q1 2026 115.2k, Q2 2026 136.4k +21.1k +21,125 18.3%
18 E L F BEAUTY INC COM ELF ELF 50,899 $3.8m2.34% 2.34% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 56.0k, Q2 2026 50.9k -5.1k -5,139 -9.2%
19 PAPA JOHNS INTL INC COM PZZA PZZA 97,735 $3.6m2.23% 2.23% ReducedShares held: Q3 2025 77.5k, Q4 2025 97.9k, Q1 2026 124.6k, Q2 2026 97.7k -26.8k -26,839 -21.5%
20 AMAZON COM INC COM AMZN AMZN 14,276 $3.4m2.11% 2.11% ReducedShares held: Q3 2025 53.3k, Q4 2025 38.4k, Q1 2026 28.2k, Q2 2026 14.3k -13.9k -13,894 -49.3%
21 FRESHPET INC COM FRPT FRPT 53,385 $3.2m1.96% 1.96% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 55.9k, Q2 2026 53.4k -2.5k -2,494 -4.5%
22 COLGATE PALMOLIVE CO COM CL CL 33,269 $3.1m1.89% 1.89% AddedShares held: Q3 2025 24.8k, Q4 2025 12.8k, Q1 2026 24.7k, Q2 2026 33.3k +8.6k +8,581 34.8%
23 DOMINOS PIZZA INC COM DPZ DPZ 9,162 $2.7m1.68% 1.68% ReducedShares held: Q3 2025 8.8k, Q4 2025 7.7k, Q1 2026 9.6k, Q2 2026 9.2k -476 -476 -4.9%
24 NORWEGIAN CRUISE LINE HLDG L SHS NCLH NCLH 116,885 $2.5m1.53% 1.53% ReducedShares held: Q3 2025 100.0k, Q4 2025 123.0k, Q1 2026 148.8k, Q2 2026 116.9k -32.0k -31,955 -21.5%
25 ALBERTSONS COS INC COMMON STOCK ACI ACI 168,510 $2.3m1.42% 1.42% ReducedShares held: Q3 2025 375.7k, Q4 2025 251.7k, Q1 2026 175.9k, Q2 2026 168.5k -7.4k -7,395 -4.2%
26 BOSTON BEER INC CL A SAM SAM 11,897 $2.1m1.31% 1.31% ReducedShares held: Q3 2025 38.8k, Q4 2025 21.8k, Q1 2026 15.1k, Q2 2026 11.9k -3.2k -3,240 -21.4%
27 MONSTER BEVERAGE CORP NEW COM MNST MNST 20,461 $2.0m1.22% 1.22% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 18.3k, Q2 2026 20.5k +2.2k +2,177 11.9%
28 CHIPOTLE MEXICAN GRILL INC COM CMG CMG 56,730 $1.9m1.20% 1.20% ReducedShares held: Q3 2025 216.1k, Q4 2025 134.3k, Q1 2026 72.3k, Q2 2026 56.7k -15.6k -15,579 -21.6%
29 WYNDHAM HOTELS & RESORTS INC COM WH WH 21,962 $1.8m1.15% 1.15% ReducedShares held: Q3 2025 69.9k, Q4 2025 55.1k, Q1 2026 28.0k, Q2 2026 22.0k -6.0k -6,010 -21.5%
30 US FOODS HLDG CORP COM USFD USFD 17,689 $1.8m1.12% 1.12% AddedShares held: Q3 2025 95.3k, Q4 2025 49.0k, Q1 2026 12.5k, Q2 2026 17.7k +5.2k +5,225 41.9%
31 V F CORP COM VFC VFC 103,279 $1.7m1.07% 1.07% AddedShares held: Q3 2025 313.9k, Q4 2025 117.7k, Q1 2026 76.8k, Q2 2026 103.3k +26.5k +26,519 34.5%
32 KIMBERLY-CLARK CORP COM KMB KMB 15,317 $1.7m1.04% 1.04% ReducedShares held: Q3 2025 9.9k, Q4 2025 0, Q1 2026 19.5k, Q2 2026 15.3k -4.1k -4,149 -21.3%
33 HILTON WORLDWIDE HLDGS INC COM HLT HLT 4,506 $1.5m0.92% 0.92% ReducedShares held: Q3 2025 12.5k, Q4 2025 11.3k, Q1 2026 5.7k, Q2 2026 4.5k -1.2k -1,240 -21.6%
34 ANHEUSER BUSCH INBEV SA/NV SPONSORED ADR BUD BUD 17,708 $1.5m0.91% 0.91% NewShares held: Q3 2025 35.0k, Q4 2025 30.0k, Q1 2026 0, Q2 2026 17.7k
35 SIX FLAGS ENTERTAINMENT CORP COM FUN FUN 62,210 $1.3m0.82% 0.82% ReducedShares held: Q3 2025 91.0k, Q4 2025 116.7k, Q1 2026 79.3k, Q2 2026 62.2k -17.1k -17,083 -21.5%
36 MONDELEZ INTL INC CL A MDLZ MDLZ 21,282 $1.2m0.76% 0.76% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 27.1k, Q2 2026 21.3k -5.8k -5,797 -21.4%
37 TEXAS ROADHOUSE INC COM TXRH TXRH 6,284 $1.2m0.75% 0.75% ReducedShares held: Q3 2025 28.1k, Q4 2025 17.5k, Q1 2026 8.9k, Q2 2026 6.3k -2.6k -2,611 -29.4%
38 AUTOZONE INC COM AZO AZO 376 $1.2m0.75% 0.75% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 270, Q2 2026 376 +106 +106 39.3%
39 MCCORMICK & CO INC COM NON VTG MKC MKC 22,380 $1.1m0.70% 0.70% ReducedShares held: Q3 2025 118.3k, Q4 2025 60.9k, Q1 2026 62.5k, Q2 2026 22.4k -40.1k -40,111 -64.2%
40 B & G FOODS INC NEW COM BGS BGS 262,179 $1.0m0.65% 0.65% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 264.9k, Q2 2026 262.2k -2.7k -2,742 -1.0%
41 CHOICE HOTELS INTL INC COM CHH CHH 9,085 $1.0m0.62% 0.62% ReducedShares held: Q3 2025 18.9k, Q4 2025 16.1k, Q1 2026 11.5k, Q2 2026 9.1k -2.4k -2,448 -21.2%
42 LEVI STRAUSS & CO NEW CL A COM STK LEVI LEVI 38,376 $952.9k0.59% 0.59% AddedShares held: Q3 2025 188.7k, Q4 2025 68.7k, Q1 2026 35.2k, Q2 2026 38.4k +3.2k +3,160 9.0%
43 TRAVEL PLUS LEISURE CO COM TNL TNL 8,474 $647.7k0.40% 0.40% ReducedShares held: Q3 2025 13.2k, Q4 2025 21.5k, Q1 2026 10.8k, Q2 2026 8.5k -2.3k -2,293 -21.3%

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
WYNN RESORTS LTD WYNN WYNN 51,970 $5.3m52.0k shares
RESTAURANT BRANDS INTL INC QSR QSR 9,146 $675.9k9.1k shares