Portfolio (Quarterly) Guide ↗

Savoir Faire Capital Management, L.P.

· CIK 0001710593

13F Portfolio $161M AUM 43 positions Filed Jul 24, 2026 EDGAR ↗ ← All Funds

Q2 2026 Q4 2025 · All 8 New 7 Added 26 Reduced 7 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	COST	COSTCO WHSL CORP NEW	Consumer Defensive	13,037	$11.2M	5.33%	SOLD
2	KHC	KRAFT HEINZ CO	Consumer Defensive	199,266	$4.8M	2.29%	SOLD
3	SMPL	SIMPLY GOOD FOODS CO	Consumer Defensive	96,702	$1.9M	0.92%	SOLD
4	MGM	MGM RESORTS INTERNATIONAL	Consumer Cyclical	36,649	$1.3M	0.63%	SOLD
5	QSR	RESTAURANT BRANDS INTL INC	Consumer Cyclical	18,063	$1.2M	0.58%	SOLD
6	BRBR	BELLRING BRANDS INC	Consumer Defensive	44,727	$1.2M	0.57%	SOLD
7	UTZ	UTZ BRANDS INC	Consumer Defensive	49,255	$511K	0.24%	SOLD

Sector Allocation

Consumer Defensive 58.8%

Consumer Cyclical 41.2%