Savoir Faire Capital Management, L.P.
NORWALK CT · SEC CIK 0001710593
$1.66亿2026Q1 申报市值
44持仓数
42.7%前十大占比 · 第一大 6.2%
8 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
STZ 新建仓+$596.61万
WYNN 新建仓+$527.76万
ELF 新建仓+$339.65万
FRPT 新建仓+$329.46万
WING 加仓+$277.12万
2026Q1 卖出最多 按季末市值估算
COST 清仓-$1,124.23万
WMT 减仓-$826.19万
KO 减仓-$702.55万
AAP 减仓-$544.13万
KHC 清仓-$483.22万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | $1,027.09万 | 6.20% | 62,120 | -26,328 | -29.8% | -$435.31万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $743.37万 | 4.49% | 27,014 | -6,350 | -19.0% | -$174.74万 | 减仓 |
| DG | DOLLAR GEN CORP | $737.61万 | 4.45% | 62,125 | -17,549 | -22.0% | -$208.36万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $727.94万 | 4.40% | 124,498 | -32,285 | -20.6% | -$188.77万 | 减仓 |
| BURL | BURLINGTON STORES INC | $708.48万 | 4.28% | 21,774 | -5,756 | -20.9% | -$187.29万 | 减仓 |
| DLTR | DOLLAR TREE INC | $683.22万 | 4.13% | 62,389 | 13,187 | 26.8% | $144.41万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $680.16万 | 4.11% | 79,402 | 24,332 | 44.2% | $208.43万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $596.61万 | 3.60% | 39,774 | 39,774 | — | $596.61万 | 新建仓 |
| AMZN | AMAZON COM INC | $586.70万 | 3.54% | 28,170 | -10,237 | -26.7% | -$213.21万 | 减仓 |
| KO | COCA COLA CO | $577.13万 | 3.48% | 75,888 | -92,380 | -54.9% | -$702.55万 | 减仓 |
| AAP | ADVANCE AUTO PARTS INC | $553.63万 | 3.34% | 104,953 | -103,152 | -49.6% | -$544.13万 | 减仓 |
| WMT | WALMART INC | $532.93万 | 3.22% | 42,881 | -66,478 | -60.8% | -$826.19万 | 减仓 |
| TJX | TJX COS INC NEW | $527.98万 | 3.19% | 33,061 | -16,909 | -33.8% | -$270.04万 | 减仓 |
| WYNN | WYNN RESORTS LTD | $527.76万 | 3.19% | 51,970 | 51,970 | — | $527.76万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $506.98万 | 3.06% | 54,327 | -25,116 | -31.6% | -$234.38万 | 减仓 |
| BROS | DUTCH BROS INC | $493.23万 | 2.98% | 97,361 | -19,451 | -16.7% | -$98.54万 | 减仓 |
| WING | WINGSTOP INC | $489.46万 | 2.96% | 31,584 | 17,882 | 130.5% | $277.12万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $408.90万 | 2.47% | 115,248 | 51,552 | 80.9% | $182.91万 | 加仓 |
| PZZA | PAPA JOHNS INTL INC | $403.74万 | 2.44% | 124,574 | 26,647 | 27.2% | $86.36万 | 加仓 |
| MCD | MCDONALDS CORP | $392.87万 | 2.37% | 12,641 | -5,158 | -29.0% | -$160.31万 | 减仓 |
| SAM | BOSTON BEER INC | $348.76万 | 2.11% | 15,137 | -6,626 | -30.4% | -$152.66万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $345.80万 | 2.09% | 9,638 | 1,969 | 25.7% | $70.65万 | 加仓 |
| ELF | E L F BEAUTY INC | $339.65万 | 2.05% | 56,038 | 56,038 | — | $339.65万 | 新建仓 |
| FRPT | FRESHPET INC | $329.46万 | 1.99% | 55,879 | 55,879 | — | $329.46万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $315.20万 | 1.90% | 62,491 | 1,587 | 2.6% | $8.00万 | 加仓 |
| ACI | ALBERTSONS COS INC | $299.74万 | 1.81% | 175,905 | -75,778 | -30.1% | -$129.13万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $278.33万 | 1.68% | 148,840 | 25,881 | 21.0% | $48.40万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $231.46万 | 1.40% | 72,309 | -61,954 | -46.1% | -$198.31万 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $227.22万 | 1.37% | 27,972 | -27,164 | -49.3% | -$220.65万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $210.42万 | 1.27% | 24,688 | 11,902 | 93.1% | $101.44万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $187.79万 | 1.13% | 19,466 | 9,607 | 97.4% | $92.68万 | 重新持有 |
| HLT | HILTON WORLDWIDE HLDGS INC | $174.72万 | 1.06% | 5,746 | -5,535 | -49.1% | -$168.31万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $156.08万 | 0.94% | 27,079 | 27,079 | — | $156.08万 | 新建仓 |
| TXRH | TEXAS ROADHOUSE INC | $146.89万 | 0.89% | 8,895 | -8,589 | -49.1% | -$141.84万 | 减仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $140.75万 | 0.85% | 79,293 | -37,450 | -32.1% | -$66.47万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $132.49万 | 0.80% | 18,284 | 18,284 | — | $132.49万 | 新建仓 |
| VFC | V F CORP | $130.42万 | 0.79% | 76,760 | -40,955 | -34.8% | -$69.58万 | 减仓 |
| BGS | B & G FOODS INC | $127.43万 | 0.77% | 264,921 | 264,921 | — | $127.43万 | 新建仓 |
| CHH | CHOICE HOTELS INTL INC | $119.37万 | 0.72% | 11,533 | -4,614 | -28.6% | -$47.75万 | 减仓 |
| USFD | US FOODS HLDG CORP | $114.93万 | 0.69% | 12,464 | -36,578 | -74.6% | -$337.29万 | 减仓 |
| AZO | AUTOZONE INC | $91.20万 | 0.55% | 270 | 270 | — | $91.20万 | 新建仓 |
| TNL | TRAVEL PLUS LEISURE CO | $74.50万 | 0.45% | 10,767 | -10,697 | -49.8% | -$74.01万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $67.59万 | 0.41% | 9,146 | -8,917 | -49.4% | -$65.90万 | 减仓 |
| LEVI | LEVI STRAUSS & CO NEW | $65.11万 | 0.39% | 35,216 | -33,464 | -48.7% | -$61.87万 | 减仓 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | -13,037 | -100.0% | -$1,124.23万 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -199,266 | -100.0% | -$483.22万 | 清仓 |
| SMPL | SIMPLY GOOD FOODS CO | $0 | 0.00% | 0 | -96,702 | -100.0% | -$194.18万 | 清仓 |
| BUD | ANHEUSER BUSCH INBEV SA/NV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MGM | MGM RESORTS INTERNATIONAL | $0 | 0.00% | 0 | -36,649 | -100.0% | -$133.73万 | 清仓 |
| BRBR | BELLRING BRANDS INC | $0 | 0.00% | 0 | -44,727 | -100.0% | -$119.56万 | 清仓 |
| UTZ | UTZ BRANDS INC | $0 | 0.00% | 0 | -49,255 | -100.0% | -$51.13万 | 清仓 |