Data as of Q4 2025 (Dec 31, 2025)

Savoir Faire Capital Management, L.P.

โ€ขCIK: 1710593โ€ขFiling: Q4 2025

**Savoir Faire Capital Management, L.P.** is a multi-strategy hedge fund managing $211M across 42 distinct positions. The firm exhibits a concentrated approach, with its top holdings including 4I1 at $14.2M and WMT at $12.2M. Significant allocations are also maintained in KO ($11.8M), COST ($11.2M), and DG ($10.6M). This portfolio structure suggests a focus on established, large-cap value names.

Total AUM
$211.0M
QoQ Performance
-24.3%
Positions
42
Top 10 Concentration
48.9%
Latest Filing
Q4 2025

Top Holdings Allocation

4I1
WMT
KO
COST
DG
4I16.7%
WMT5.8%
KO5.6%
COST5.3%
DG5.0%
RCL4.4%
BMTA4.2%
AMZN4.2%

๐Ÿ“ˆ Biggest Buys

RCL
ROYAL CARIBBEAN GROUP
NEW
4.4% of portfolio
BURL
BURLINGTON STORES INC
+132.7%
3.8% of portfolio
PZZA
PAPA JOHNS INTL INC
+26.3%
1.8% of portfolio
WD5A
TRAVEL PLUS LEISURE CO
+62.6%
0.7% of portfolio
NCLH
NORWEGIAN CRUISE LINE HLDG L
+23.0%
1.3% of portfolio

๐Ÿ“‰ Biggest Sells

KHC
KRAFT HEINZ CO
-59.8%
2.3% of portfolio
BMTA
BRITISH AMERN TOB PLC
-37.0%
4.2% of portfolio
TJX
TJX COS INC NEW
-38.6%
3.6% of portfolio
MCX
MCCORMICK & CO INC
-48.5%
2.0% of portfolio
WING
WINGSTOP INC
-54.3%
1.5% of portfolio

Sector Breakdown

Other63.9%
Consumer28.3%
Consumer Staples7.9%

๐Ÿšช Exited Positionssold since Q3 2025

DYH
TARGET CORP
SOLD
$2.5M
CPB
THE CAMPBELLS COMPANY
SOLD
$1.7M
KMB
KIMBERLY-CLARK CORP
SOLD
$1.2M

Changes from Q3 2025

NEW1 new position
โ†‘7 increased
โ†“34 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023