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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
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SIX FLAGS ENTERTAINMENT CORP 62,210.0 $1.3M 0.82% -55K -46.7% $21.30
22 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 6,284.0 $1.2M 0.75% -11K -64.1% $193.23 +3.0%
23 MKC MCCORMICK & CO INC Consumer Defensive 22,380.0 $1.1M 0.70% -39K -63.2% $50.42 +9.7%
24 CHH CHOICE HOTELS INTL INC Consumer Cyclical 9,085.0 $1.0M 0.62% -7K -43.7% $110.27 -1.3%
25 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 38,376.0 $953K 0.59% -30K -44.1% $24.83 -14.3%
26 TNL TRAVEL PLUS LEISURE CO Consumer Cyclical 8,474.0 $648K 0.40% -13K -60.5% $76.43 -6.8%
Page 2 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Consumer Defensive 58.8%
Consumer Cyclical 41.2%