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SFCM

Savoir Faire Capital Management Portfolio holdings

AUM $161M
1-Year Est. Return 3.8%
This Fund
S&P 500
This Quarter Est. Return
-0.73%
1 Year Est. Return
+3.8%
3 Year Est. Return
+1.22%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$279M
AUM Growth
+$71.9M
Cap. Flow
+$79.4M
Cap. Flow %
28.48%
Top 10 Hldgs %
44.71%
Holding
52
New
6
Increased
29
Reduced
9
Closed
8

Top Buys

Rank Stock Value
1
KHC icon
Kraft Heinz
KHC
+$13.5M
2
PM icon
Philip Morris
PM
+$8.65M
3
WMT icon
Walmart Inc
WMT
+$7.97M
4
COST icon
Costco
COST
+$7.96M
5
MCD icon
McDonald's
MCD
+$7.24M

Top Sells

Rank Stock Value
1
BURL icon
Burlington
BURL
+$10.8M
2
CAG icon
Conagra Brands
CAG
+$4.98M
3
STZ icon
Constellation Brands
STZ
+$4.67M
4
CLX icon
Clorox
CLX
+$3.28M
5
FRPT icon
Freshpet
FRPT
+$3.27M

Sector Composition

Rank Sector Weight
1 Consumer Staples 59.97%
2 Consumer Discretionary 40.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NWL icon
51
Newell Brands
NWL
$2.62B
– –
-97,363
Closed -$526K
STZ icon
52
Constellation Brands
STZ
$22.9B
– –
-28,725
Closed -$4.67M
1 2
3

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Savoir Faire Capital Management's Q3 2025 Portfolio in Review

As of Q3 2025, Savoir Faire Capital Management held 52 positions worth $279M, up 35% from $207M the previous quarter. Its ten largest holdings account for 45% of the portfolio.

Savoir Faire Capital Management deployed $79.4M of net new capital in Q3 2025, opening 6 new positions and adding to 29 existing holdings. Its largest new stake was Kraft Heinz: 496,263 shares worth $12.9M.

By sector, the portfolio is most concentrated in Consumer Staples at 60% of assets, up from 54% a quarter earlier, followed by Consumer Discretionary.

On the sell side, the largest reduction was Burlington, an estimated $10.8M trimmed.

  • Savoir Faire Capital Management's largest Q3 2025 buy was Kraft Heinz: 496,263 shares worth $12.9M.
  • Savoir Faire Capital Management added most to Philip Morris in Q3 2025, an estimated $8.65M increase.
  • Savoir Faire Capital Management's biggest Q3 2025 reduction was Burlington, cutting an estimated $10.8M.
  • Savoir Faire Capital Management fully exited Conagra Brands in Q3 2025, selling an estimated $4.98M.
  • Savoir Faire Capital Management's ten largest holdings make up 45% of its $279M portfolio in Q3 2025.
  • Savoir Faire Capital Management opened 6 new positions and closed 8 in Q3 2025.
  • Savoir Faire Capital Management's portfolio value rose 35% quarter-over-quarter to $279M.

Based on Savoir Faire Capital Management's 13F filing for Q3 2025, filed 31 Oct 2025.