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Size ($ in 1000's)
At 12/31/2023: $230,216
At 09/30/2023: $180,263
Savoir Faire Capital Management L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Savoir Faire Capital Management L.P. 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Savoir Faire Capital Management L.P. top holdings by largest position size, as per the latest 13f filing made by Savoir Faire Capital Management L.P..
In the Savoir Faire Capital Management L.P.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Savoir Faire Capital Management L.P. in that top holding, then the share count change between reporting periods, and finally the Savoir Faire Capital Management L.P. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| DOLLAR GEN CORP NEW |
78,241 |
+2,641 |
$10,637 | | DG | 78,241 | +2,641 | $10,637 | | PEPSICO INC |
55,007 |
+17,872 |
$9,342 | | PEP | 55,007 | +17,872 | $9,342 | | CLOROX CO DEL |
65,192 |
+24,897 |
$9,296 | | CLX | 65,192 | +24,897 | $9,296 | | TARGET CORP |
63,804 |
+32,194 |
$9,087 | | TGT | 63,804 | +32,194 | $9,087 | | KRAFT HEINZ CO |
234,888 |
+7,849 |
$8,686 | | KHC | 234,888 | +7,849 | $8,686 | | MCDONALDS CORP |
27,533 |
+7,934 |
$8,164 | | MCD | 27,533 | +7,934 | $8,164 | | HERSHEY CO |
43,209 |
+11,847 |
$8,056 | | HSY | 43,209 | +11,847 | $8,056 | | COCA COLA CO |
129,586 |
+16,352 |
$7,637 | | KO | 129,586 | +16,352 | $7,637 | | KELLANOVA |
122,826 |
+68,249 |
$6,867 | | K | 122,826 | +68,249 | $6,867 | | AUTOZONE INC |
2,634 |
+89 |
$6,810 | | AZO | 2,634 | +89 | $6,810 | | COLGATE PALMOLIVE CO |
77,552 |
+2,599 |
$6,182 | | CL | 77,552 | +2,599 | $6,182 | | CONAGRA BRANDS INC |
215,608 |
+5,208 |
$6,179 | | CAG | 215,608 | +5,208 | $6,179 |  BROWN FORMAN CORP |
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$6,094 | | BF.B | 106,722 | +45,470 | $6,094 | | ALTRIA GROUP INC |
145,994 |
+18,107 |
$5,889 | | MO | 145,994 | +18,107 | $5,889 | | ANHEUSER BUSCH INBEV SA NV |
89,620 |
+2,993 |
$5,791 | | BUD | 89,620 | +2,993 | $5,791 | | GENERAL MLS INC |
86,965 |
+2,908 |
$5,665 | | GIS | 86,965 | +2,908 | $5,665 | | MOLSON COORS BEVERAGE CO |
91,154 |
+40,128 |
$5,580 | | TAP | 91,154 | +40,128 | $5,580 | | TEXAS ROADHOUSE INC |
45,162 |
+1,500 |
$5,520 | | TXRH | 45,162 | +1,500 | $5,520 | | HILTON WORLDWIDE HLDGS INC |
29,413 |
+978 |
$5,356 | | HLT | 29,413 | +978 | $5,356 | | CONSTELLATION BRANDS INC |
21,000 |
+21,000 |
$5,077 | | STZ | 21,000 | +21,000 | $5,077 | | DARDEN RESTAURANTS INC |
30,162 |
+1,002 |
$4,956 | | DRI | 30,162 | +1,002 | $4,956 | | V F CORP |
255,001 |
+71,365 |
$4,794 | | VFC | 255,001 | +71,365 | $4,794 | | CHOICE HOTELS INTL INC |
40,939 |
+1,367 |
$4,638 | | CHH | 40,939 | +1,367 | $4,638 | | CAMPBELL SOUP CO |
107,262 |
+3,588 |
$4,637 | | CPB | 107,262 | +3,588 | $4,637 | | COSTCO WHSL CORP NEW |
6,974 |
+232 |
$4,603 | | COST | 6,974 | +232 | $4,603 | | WENDYS CO |
217,810 |
+7,283 |
$4,243 | | WEN | 217,810 | +7,283 | $4,243 | | POST HLDGS INC |
47,990 |
-14,825 |
$4,226 | | POST | 47,990 | -14,825 | $4,226 | | B & G FOODS INC NEW |
386,850 |
+12,948 |
$4,062 | | BGS | 386,850 | +12,948 | $4,062 | | YUM BRANDS INC |
30,978 |
+1,027 |
$4,048 | | YUM | 30,978 | +1,027 | $4,048 | | WYNDHAM HOTELS & RESORTS INC |
49,618 |
+1,659 |
$3,990 | | WH | 49,618 | +1,659 | $3,990 | | POOL CORP |
9,627 |
+321 |
$3,838 | | POOL | 9,627 | +321 | $3,838 | | BJS WHSL CLUB HLDGS INC |
53,952 |
+1,794 |
$3,596 | | BJ | 53,952 | +1,794 | $3,596 | | TJX COS INC NEW |
37,209 |
+1,239 |
$3,491 | | TJX | 37,209 | +1,239 | $3,491 | | OREILLY AUTOMOTIVE INC |
3,574 |
+119 |
$3,396 | | ORLY | 3,574 | +119 | $3,396 | | ULTA BEAUTY INC |
6,833 |
+228 |
$3,348 | | ULTA | 6,833 | +228 | $3,348 | | KIMBERLY CLARK CORP |
27,008 |
+932 |
$3,282 | | KMB | 27,008 | +932 | $3,282 | | YUM CHINA HLDGS INC |
71,000 |
+71,000 |
$3,013 | | YUMC | 71,000 | +71,000 | $3,013 | | MARRIOTT INTL INC NEW |
11,205 |
+372 |
$2,527 | | MAR | 11,205 | +372 | $2,527 | | SIX FLAGS ENTMT CORP NEW |
94,173 |
+3,128 |
$2,362 | | SIX | 94,173 | +3,128 | $2,362 | | PAPA JOHNS INTL INC |
30,129 |
+999 |
$2,297 | | PZZA | 30,129 | +999 | $2,297 | | SHAKE SHACK INC |
27,552 |
+949 |
$2,042 | | SHAK | 27,552 | +949 | $2,042 | | HARLEY DAVIDSON INC |
50,755 |
+1,752 |
$1,870 | | HOG | 50,755 | +1,752 | $1,870 | | WK KELLOGG CO |
132,741 |
+132,741 |
$1,744 | | KLG | 132,741 | +132,741 | $1,744 | | NEWELL BRANDS INC |
179,237 |
+5,995 |
$1,556 | | NWL | 179,237 | +5,995 | $1,556 | | HILTON GRAND VACATIONS INC |
27,197 |
+898 |
$1,093 | | HGV | 27,197 | +898 | $1,093 | | WYNN RESORTS LTD |
11,954 |
+397 |
$1,089 | | WYNN | 11,954 | +397 | $1,089 | | CAESARS ENTERTAINMENT INC NE |
22,266 |
+736 |
$1,044 | | CZR | 22,266 | +736 | $1,044 | | POLARIS INC |
10,587 |
+354 |
$1,003 | | PII | 10,587 | +354 | $1,003 | | VAIL RESORTS INC |
4,465 |
+149 |
$953 | | MTN | 4,465 | +149 | $953 |
See Full List: All Stocks Held By Savoir Faire Capital Management L.P.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Savoir Faire Capital Management L.P.
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