Savoir Faire Capital Management, L.P.
NORWALK CT · SEC CIK 0001710593
$1.61亿2026Q2 申报市值
43持仓数
48.0%前十大占比 · 第一大 6.2%
0 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MCD 加仓+$501.34万
WMT 加仓+$337.08万
BTI 加仓+$235.88万
KO 加仓+$140.07万
CL 加仓+$78.67万
2026Q2 卖出最多 按季末市值估算
WYNN 清仓-$527.76万
AMZN 减仓-$331.15万
RCL 减仓-$203.31万
MKC 减仓-$202.24万
PFGC 减仓-$191.24万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| BTI | BRITISH AMERN TOB PLC | $1,004.78万 | 6.24% | 162,691 | 38,193 | 30.7% | $235.88万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $954.37万 | 5.93% | 52,754 | -9,366 | -15.1% | -$169.44万 | 减仓 |
| MCD | MCDONALDS CORP | $843.04万 | 5.24% | 31,188 | 18,547 | 146.7% | $501.34万 | 加仓 |
| WMT | WALMART INC | $822.75万 | 5.11% | 72,643 | 29,762 | 69.4% | $337.08万 | 加仓 |
| DG | DOLLAR GEN CORP | $789.01万 | 4.90% | 68,544 | 6,419 | 10.3% | $73.89万 | 加仓 |
| KO | COCA COLA CO | $756.81万 | 4.70% | 93,123 | 17,235 | 22.7% | $140.07万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $696.40万 | 4.32% | 62,295 | -17,107 | -21.5% | -$191.24万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $654.46万 | 4.06% | 20,611 | -6,403 | -23.7% | -$203.31万 | 减仓 |
| BROS | DUTCH BROS INC | $611.94万 | 3.80% | 85,217 | -12,144 | -12.5% | -$87.21万 | 减仓 |
| DLTR | DOLLAR TREE INC | $592.68万 | 3.68% | 49,002 | -13,387 | -21.5% | -$161.92万 | 减仓 |
| BURL | BURLINGTON STORES INC | $559.98万 | 3.48% | 17,676 | -4,098 | -18.8% | -$129.82万 | 减仓 |
| WING | WINGSTOP INC | $525.88万 | 3.27% | 30,326 | -1,258 | -4.0% | -$21.81万 | 减仓 |
| TJX | TJX COS INC NEW | $498.48万 | 3.10% | 32,903 | -158 | -0.5% | -$2.39万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $496.93万 | 3.09% | 35,727 | -4,047 | -10.2% | -$56.29万 | 减仓 |
| AAP | ADVANCE AUTO PARTS INC | $463.63万 | 2.88% | 74,514 | -30,439 | -29.0% | -$189.39万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $413.57万 | 2.57% | 42,689 | -11,638 | -21.4% | -$112.75万 | 减仓 |
| CELH | CELSIUS HLDGS INC | $399.30万 | 2.48% | 136,373 | 21,125 | 18.3% | $61.85万 | 加仓 |
| ELF | E L F BEAUTY INC | $376.65万 | 2.34% | 50,899 | -5,139 | -9.2% | -$38.03万 | 减仓 |
| PZZA | PAPA JOHNS INTL INC | $359.37万 | 2.23% | 97,735 | -26,839 | -21.5% | -$98.69万 | 减仓 |
| AMZN | AMAZON COM INC | $340.25万 | 2.11% | 14,276 | -13,894 | -49.3% | -$331.15万 | 减仓 |
| FRPT | FRESHPET INC | $315.61万 | 1.96% | 53,385 | -2,494 | -4.5% | -$14.74万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $305.01万 | 1.89% | 33,269 | 8,581 | 34.8% | $78.67万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $271.23万 | 1.68% | 9,162 | -476 | -4.9% | -$14.09万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $246.74万 | 1.53% | 116,885 | -31,955 | -21.5% | -$67.46万 | 减仓 |
| ACI | ALBERTSONS COMPANIES INC | $227.99万 | 1.42% | 168,510 | -7,395 | -4.2% | -$10.01万 | 减仓 |
| SAM | BOSTON BEER INC | $210.61万 | 1.31% | 11,897 | -3,240 | -21.4% | -$57.36万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $196.67万 | 1.22% | 20,461 | 2,177 | 11.9% | $20.93万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $192.88万 | 1.20% | 56,730 | -15,579 | -21.5% | -$52.97万 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $184.94万 | 1.15% | 21,962 | -6,010 | -21.5% | -$50.61万 | 减仓 |
| USFD | US FOODS HLDG CORP | $180.87万 | 1.12% | 17,689 | 5,225 | 41.9% | $53.43万 | 加仓 |
| VFC | V F CORP | $172.27万 | 1.07% | 103,279 | 26,519 | 34.5% | $44.23万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $168.13万 | 1.04% | 15,317 | -4,149 | -21.3% | -$45.54万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $148.91万 | 0.92% | 4,506 | -1,240 | -21.6% | -$40.98万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $145.91万 | 0.91% | 17,708 | -12,279 | -40.9% | -$101.18万 | 重新持有 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $132.51万 | 0.82% | 62,210 | -17,083 | -21.5% | -$36.39万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $123.10万 | 0.76% | 21,282 | -5,797 | -21.4% | -$33.53万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $121.43万 | 0.75% | 6,284 | -2,611 | -29.4% | -$50.45万 | 减仓 |
| AZO | AUTOZONE INC | $120.17万 | 0.75% | 376 | 106 | 39.3% | $33.88万 | 加仓 |
| MKC | MCCORMICK & CO INC | $112.84万 | 0.70% | 22,380 | -40,111 | -64.2% | -$202.24万 | 减仓 |
| BGS | B & G FOODS INC | $104.35万 | 0.65% | 262,179 | -2,742 | -1.0% | -$1.09万 | 减仓 |
| CHH | CHOICE HOTELS INTL INC | $100.18万 | 0.62% | 9,085 | -2,448 | -21.2% | -$26.99万 | 减仓 |
| LEVI | LEVI STRAUSS & CO NEW | $95.29万 | 0.59% | 38,376 | 3,160 | 9.0% | $7.85万 | 加仓 |
| TNL | TRAVEL PLUS LEISURE CO | $64.77万 | 0.40% | 8,474 | -2,293 | -21.3% | -$17.53万 | 减仓 |
| WYNN | WYNN RESORTS LTD | $0 | 0.00% | 0 | -51,970 | -100.0% | -$527.76万 | 清仓 |
| QSR | RESTAURANT BRANDS INTL INC | $0 | 0.00% | 0 | -9,146 | -100.0% | -$67.59万 | 清仓 |