Portfolio (Quarterly)
Guide ↗
Savoir Faire Capital Management, L.P.
· CIK 0001710593| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | CL | COLGATE PALMOLIVE CO | Consumer Defensive | 24,772.0 | $2.0M | 0.71% | NEW | — | $79.94 | +14.2% |
| 42 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 52,951.0 | $1.7M | 0.60% | NEW | — | $31.58 | -35.1% |
| 43 | KMB | KIMBERLY-CLARK CORP | Consumer Defensive | 9,859.0 | $1.2M | 0.44% | NEW | — | $124.34 | -19.4% |
| 44 | TNL | TRAVEL PLUS LEISURE CO | Consumer Cyclical | 13,199.0 | $785K | 0.28% | NEW | — | $59.49 | +15.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Consumer Defensive
60.4%
Consumer Cyclical
39.6%