Savoir Faire Capital Management, L.P.: 13F holdings
CIK 17105932026Q2
| Positions | 43 |
|---|
| Reported value | $161.0m |
|---|
| Filed | 2026-07-24 |
|---|
Change since last quarter
| Positions | 43 (-1 vs prior quarter) |
|---|
| Reported value | $161.0m (-2.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| BTI BRITISH AMERN TOB PLC | 162,691 | $10.0m | 6.2% |
| PM PHILIP MORRIS INTL INC | 52,754 | $9.5m | 5.9% |
| MCD MCDONALDS CORP | 31,188 | $8.4m | 5.2% |
| WMT WALMART INC | 72,643 | $8.2m | 5.1% |
| DG DOLLAR GEN CORP | 68,544 | $7.9m | 4.9% |
| KO COCA COLA CO | 93,123 | $7.6m | 4.7% |
| PFGC PERFORMANCE FOOD GROUP CO | 62,295 | $7.0m | 4.3% |
| ROYAL CARIBBEAN GROUP | 20,611 | $6.5m | 4.1% |
| BROS DUTCH BROS INC | 85,217 | $6.1m | 3.8% |
| DLTR DOLLAR TREE INC | 49,002 | $5.9m | 3.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1710593")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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