Savoir Faire Capital Management, L.P. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SF Savoir Faire Capital Management, L.P. | Institutional Filer | ▼ 21.52% | $165.6M | 44 |
Current Portfolio Holdings
Showing all 44 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | PM | Philip Morris International Inc. | Consumer Defensive | 62K | $10.3M | 6.20% |
| 2 | RCL | Royal Caribbean Cruises Ltd. | Consumer Cyclical | 27K | $7.4M | 4.49% |
| 3 | DG | Dollar General Corporation | Consumer Defensive | 62K | $7.4M | 4.45% |
| 4 | BTI | British American Tobacco p.l.c. | Consumer Defensive | 124K | $7.3M | 4.40% |
| 5 | BURL | Burlington Stores, Inc. | Consumer Cyclical | 22K | $7.1M | 4.28% |
| 6 | DLTR | Dollar Tree, Inc. | Consumer Defensive | 62K | $6.8M | 4.13% |
| 7 | PFGC | Performance Food Group Company | Consumer Defensive | 79K | $6.8M | 4.11% |
| 8 | STZ | Constellation Brands, Inc. | Consumer Defensive | 40K | $6.0M | 3.60% |
| 9 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 28K | $5.9M | 3.54% |
| 10 | KO | The Coca-Cola Company | Consumer Defensive | 76K | $5.8M | 3.48% |
| 11 | AAP | Advance Auto Parts, Inc. | Consumer Cyclical | 105K | $5.5M | 3.34% |
| 12 | WMT | Walmart Inc. | Consumer Defensive | 43K | $5.3M | 3.22% |
| 13 | TJX | The TJX Companies, Inc. | Consumer Cyclical | 33K | $5.3M | 3.19% |
| 14 | WYNN | Wynn Resorts, Limited | Consumer Cyclical | 52K | $5.3M | 3.19% |
| 15 | CHD | Church & Dwight Co., Inc. | Consumer Defensive | 54K | $5.1M | 3.06% |
Showing 1 to 15 of 44 holdings