Savoir Faire Capital Management, L.P. 13F 持仓 · 2026年Q2
Savoir Faire Capital Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 43 只证券，申报市值合计 1.61 亿美元。前几大持仓：BTI（6.24%）、PM（5.93%）、MCD（5.24%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | BTI | BRITISH AMERN TOB PLC | $10.0M | 6.24% | 162,691 | 增持 |
| 2 | PM | PHILIP MORRIS INTL INC | $9.5M | 5.93% | 52,754 | 减持 |
| 3 | MCD | MCDONALDS CORP | $8.4M | 5.24% | 31,188 | 增持 |
| 4 | WMT | WALMART INC | $8.2M | 5.11% | 72,643 | 增持 |
| 5 | DG | DOLLAR GEN CORP | $7.9M | 4.90% | 68,544 | 增持 |
| 6 | KO | COCA COLA CO | $7.6M | 4.70% | 93,123 | 增持 |
| 7 | PFGC | PERFORMANCE FOOD GROUP CO | $7.0M | 4.32% | 62,295 | 减持 |
| 8 | RCL | ROYAL CARIBBEAN GROUP | $6.5M | 4.06% | 20,611 | 减持 |
| 9 | BROS | DUTCH BROS INC | $6.1M | 3.80% | 85,217 | 减持 |
| 10 | DLTR | DOLLAR TREE INC | $5.9M | 3.68% | 49,002 | 减持 |
| 11 | BURL | BURLINGTON STORES INC | $5.6M | 3.48% | 17,676 | 减持 |
| 12 | WING | WINGSTOP INC | $5.3M | 3.27% | 30,326 | 减持 |
| 13 | TJX | TJX COS INC NEW | $5.0M | 3.10% | 32,903 | 减持 |
| 14 | STZ | CONSTELLATION BRANDS INC | $5.0M | 3.09% | 35,727 | 减持 |
| 15 | AAP | ADVANCE AUTO PARTS INC | $4.6M | 2.88% | 74,514 | 减持 |
| 16 | CHD | CHURCH & DWIGHT CO INC | $4.1M | 2.57% | 42,689 | 减持 |
| 17 | CELH | CELSIUS HLDGS INC | $4.0M | 2.48% | 136,373 | 增持 |
| 18 | ELF | E L F BEAUTY INC | $3.8M | 2.34% | 50,899 | 减持 |
| 19 | PZZA | PAPA JOHNS INTL INC | $3.6M | 2.23% | 97,735 | 减持 |
| 20 | AMZN | AMAZON COM INC | $3.4M | 2.11% | 14,276 | 减持 |
| 21 | FRPT | FRESHPET INC | $3.2M | 1.96% | 53,385 | 减持 |
| 22 | CL | COLGATE PALMOLIVE CO | $3.1M | 1.89% | 33,269 | 增持 |
| 23 | DPZ | DOMINOS PIZZA INC | $2.7M | 1.68% | 9,162 | 减持 |
| 24 | NCLH | NORWEGIAN CRUISE LINE HLDGS | $2.5M | 1.53% | 116,885 | 减持 |
| 25 | ACI | ALBERTSONS COMPANIES INC | $2.3M | 1.42% | 168,510 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR