Savoir Faire Capital Management, L.P. Historic Quarter Change: USA Stocks, Added

Savoir Faire Capital Management, L.P. historic quarter change: USA Stocks, Added

In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Savoir Faire Capital Management, L.P. opened 56 positions, added to 171, reduced 211 and sold out of 62.

Q2 2026: Stock MCD; Country of operation United States; Class COM; Shares before 12,641.
Q2 2026: Stock WMT; Country of operation United States; Class COM; Shares before 42,881.
Q2 2026: Stock KO; Country of operation United States; Class COM; Shares before 75,888.
Q2 2026: Stock CL; Country of operation United States; Class COM; Shares before 24,688.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1710593), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-01); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-31); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-04); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-05); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-07); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-09). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2023-09-30.

Quarter	Stock	Country of operation	Class	Shares before	Shares after	Share change	Value before	Value after	Value change	Filed
Q2 2026	MCD MCDONALDS CORP	United States	COM	12,641	31,188	+18,547	$3,928,696	$8,430,428	+$4,501,732	2026-07-24
Q2 2026	WMT WALMART INC	United States	COM	42,881	72,643	+29,762	$5,329,251	$8,227,546	+$2,898,295	2026-07-24
Q2 2026	KO COCA COLA CO	United States	COM	75,888	93,123	+17,235	$5,771,282	$7,568,106	+$1,796,824	2026-07-24
Q2 2026	CL COLGATE PALMOLIVE CO	United States	COM	24,688	33,269	+8,581	$2,104,158	$3,050,102	+$945,944	2026-07-24
Q2 2026	USFD US FOODS HLDG CORP	United States	COM	12,464	17,689	+5,225	$1,149,305	$1,808,700	+$659,395	2026-07-24
Q2 2026	MNST MONSTER BEVERAGE CORP NEW	United States	COM	18,284	20,461	+2,177	$1,324,859	$1,966,711	+$641,852	2026-07-24
Q2 2026	DG DOLLAR GEN CORP	United States	COM	62,125	68,544	+6,419	$7,376,101	$7,890,100	+$513,999	2026-07-24
Q2 2026	VFC V F CORP	United States	COM	76,760	103,279	+26,519	$1,304,152	$1,722,694	+$418,542	2026-07-24
Q2 2026	LEVI LEVI STRAUSS & CO NEW	United States	CL A COM STK	35,216	38,376	+3,160	$651,144	$952,876	+$301,732	2026-07-24
Q2 2026	AZO AUTOZONE INC	United States	COM	270	376	+106	$912,001	$1,201,673	+$289,672	2026-07-24
Q2 2026	CELH CELSIUS HLDGS INC	United States	COM NEW	115,248	136,373	+21,125	$4,088,999	$3,993,001	-$95,998	2026-07-24

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