Tabor Asset Management, LP
Net buyer this quarter
$328M
46
+$55M
47.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 ZGN | $21.9M | 6.69% | 0.69% | +17.0% | Q3 2023 |
 W | $20.1M | 6.13% | Not reported | +14.4% | Q1 2021 |
 FND | $17.3M | 5.29% | 0.27% | +10.5% | Q1 2023 |
 FIVE | $17.1M | 5.23% | 0.17% | +66.0% | Q4 2021 |
 MSGS | $15.9M | 4.84% | 0.16% | -14.5% | Q3 2023 |
 MHK | $13.7M | 4.18% | 0.18% | +46.5% | Q1 2024 |
 ABNB | $13.5M | 4.11% | Not reported | +636.2% | Q2 2022 |
 CCL | $13.4M | 4.10% | 0.03% | +20.7% | Q2 2024 |
 BURL | $13.4M | 4.10% | 0.07% | +23.4% | Q4 2023 |
 FWONK | $10.6M | 3.24% | Not reported | +7.1% | Q1 2026 |
 AS | $10.6M | 3.23% | 0.06% | +29.7% | Q4 2024 |
 VSXY | $9.05M | 2.76% | 0.14% | +180.9% | Q3 2025 |
 URBN | $8.95M | 2.73% | 0.15% | +41.6% | Q3 2021 |
 WSM | $8.86M | 2.70% | 0.03% | +41.9% | Q4 2020 |
 SN | $8.79M | 2.68% | 0.04% | +50.2% | Q3 2023 |
 MDLZ | $7.43M | 2.27% | 0.01% | -21.8% | Q1 2026 |
 LZ | $7.35M | 2.24% | 0.72% | +34.8% | Q2 2023 |
 BOOT | $7.27M | 2.22% | 0.15% | +56.2% | Q4 2022 |
 ONON | $7.08M | 2.16% | 0.07% | Not reported | Q1 2024 |
 STZ | $6.16M | 1.88% | Not reported | -29.9% | Q1 2026 |
 CART | $5.54M | 1.69% | 0.05% | +61.9% | Q1 2024 |
 TREX | $5.4M | 1.65% | 0.11% | Not reported | Q2 2023 |
 AAP | $5.36M | 1.64% | 0.14% | New | Q2 2026 |
 SPHR | $4.5M | 1.38% | Not reported | Not reported | Q1 2024 |
 MGM | $4.43M | 1.35% | 0.04% | New | Q2 2026 |
 AMZN | $4.19M | 1.28% | 0.00% | -64.5% | Q4 2020 |
 EAT | $3.99M | 1.22% | 0.06% | Not reported | Q4 2020 |
 RL | $3.72M | 1.13% | Not reported | +64.3% | Q3 2021 |
 BATRK | $3.62M | 1.11% | Not reported | New | Q2 2026 |
 JHX | $3.6M | 1.10% | 0.02% | Not reported | Q2 2025 |
 TPR | $3.6M | 1.10% | 0.01% | Not reported | Q2 2023 |
 RCL | $3.55M | 1.09% | 0.00% | -42.2% | Q3 2022 |
 HLMN | $3.46M | 1.06% | 0.21% | New | Q2 2026 |
 MCD | $3.42M | 1.04% | 0.00% | -17.7% | Q3 2025 |
 PTON | $3.02M | 0.92% | Not reported | +33.1% | Q4 2020 |
 VIK | $2.97M | 0.91% | Not reported | -69.9% | Q2 2024 |
 LEVI | $2.89M | 0.88% | 0.03% | Not reported | Q2 2025 |
 MANU | $2.76M | 0.84% | Not reported | New | Q2 2026 |
 FOXA | $2.76M | 0.84% | 5282200.00% | Not reported | Q3 2021 |
 NXST | $2.74M | 0.84% | 0.05% | -66.9% | Q1 2026 |
 RDDT | $2.68M | 0.82% | Not reported | New | Q2 2026 |
 RKT | $2.31M | 0.70% | Not reported | Not reported | Q4 2025 |
 CHTR | $1.93M | 0.59% | 0.01% | Not reported | Q3 2023 |
 BOBS | $1.86M | 0.57% | 0.09% | -68.6% | Q1 2026 |
 BLDR | $1.81M | 0.55% | 0.02% | +4.6% | Q2 2023 |
 CNK | $1.75M | 0.53% | 0.05% | Not reported | Q2 2024 |
| Q1 2026 | |||||
| ZGN | $15M | 6.03% | 0.59% | +34.7% | Q3 2023 |
| MSGS | $14.8M | 5.96% | 0.19% | +5.4% | Q3 2023 |
| W | $14.3M | 5.74% | Not reported | +12.6% | Q1 2021 |
| FND | $13.4M | 5.39% | 0.24% | +26.1% | Q1 2023 |
| FIVE | $13.1M | 5.28% | 0.10% | -40.0% | Q4 2021 |
| BURL | $11.2M | 4.50% | 0.05% | -17.7% | Q4 2023 |
| AMZN | $10.3M | 4.14% | 0.00% | +56.5% | Q4 2020 |
| CCL | $10.1M | 4.06% | 0.03% | -13.6% | Q2 2024 |
 CHWY | $10.1M | 4.05% | 372717.00% | Not reported | Q2 2024 |
| STZ | $9.48M | 3.81% | Not reported | New | Q1 2026 |
| MDLZ | $9.47M | 3.81% | 0.01% | New | Q1 2026 |
| FWONK | $8.85M | 3.56% | Not reported | New | Q1 2026 |
| NXST | $8.38M | 3.37% | 0.15% | New | Q1 2026 |
| AS | $7.93M | 3.19% | 0.04% | -11.3% | Q4 2024 |
| MHK | $7.58M | 3.05% | 0.13% | -50.1% | Q1 2024 |
| VIK | $6.92M | 2.78% | Not reported | +2.2% | Q2 2024 |
 ROST | $5.77M | 2.32% | 0.01% | New | Q1 2026 |
| URBN | $5.65M | 2.27% | 0.10% | -10.2% | Q3 2021 |
| RCL | $5.33M | 2.14% | 0.01% | Not reported | Q3 2022 |
| LZ | $5.04M | 2.03% | 0.51% | -49.6% | Q2 2023 |
| WSM | $4.88M | 1.96% | 0.02% | -6.2% | Q4 2020 |
| MCD | $4.77M | 1.92% | 0.00% | Not reported | Q3 2025 |
| BOBS | $4.39M | 1.77% | 0.29% | New | Q1 2026 |
| BOOT | $4.15M | 1.67% | 0.09% | +0.5% | Q4 2022 |
| SN | $4.07M | 1.64% | 0.03% | -51.8% | Q3 2023 |
 ASO | $3.36M | 1.35% | 0.09% | Not reported | Q4 2020 |
 ECHO | $3.35M | 1.34% | 0.06% | -33.7% | Q4 2020 |
 ULTA | $3.26M | 1.31% | 0.01% | -16.9% | Q4 2025 |
 YUM | $2.87M | 1.15% | 0.01% | +2.6% | Q1 2025 |
| CART | $2.71M | 1.09% | 0.03% | Not reported | Q1 2024 |
 RH | $2.71M | 1.09% | 0.10% | Not reported | Q4 2020 |
 BIRK | $2.47M | 0.99% | 0.04% | -47.3% | Q3 2025 |
 WIX | $2.43M | 0.98% | 0.05% | -36.1% | Q4 2025 |
 EYE | $2.04M | 0.82% | 0.10% | -42.8% | Q4 2025 |
| RL | $1.94M | 0.78% | Not reported | Not reported | Q3 2021 |
| VSXY | $1.79M | 0.72% | 0.05% | -45.7% | Q3 2025 |
| PTON | $1.65M | 0.66% | Not reported | Not reported | Q4 2020 |
| ABNB | $1.62M | 0.65% | Not reported | Not reported | Q2 2022 |
| BLDR | $1.59M | 0.64% | 0.02% | Not reported | Q2 2023 |
| Q4 2025 | |||||
| FIVE | $18M | 7.28% | 0.17% | +38.4% | Q4 2021 |
| LZ | $17.5M | 7.07% | 0.99% | +42.8% | Q2 2023 |
| W | $16.9M | 6.84% | Not reported | +67.3% | Q1 2021 |
| MHK | $16.9M | 6.81% | 0.25% | +123.4% | Q1 2024 |
| CCL | $13.8M | 5.56% | 0.04% | +67.8% | Q2 2024 |
| FND | $12.8M | 5.15% | 0.19% | +800.3% | Q1 2023 |
| BURL | $12.1M | 4.87% | 0.07% | +79.4% | Q4 2023 |
| MSGS | $11.3M | 4.57% | 0.18% | +217.4% | Q3 2023 |
| ZGN | $10.9M | 4.42% | 0.44% | +66.9% | Q3 2023 |
| AS | $10.1M | 4.09% | 0.05% | +78.2% | Q4 2024 |
| SN | $8.93M | 3.60% | 0.06% | +103.2% | Q3 2023 |
| URBN | $7.47M | 3.02% | 0.11% | +37.1% | Q3 2021 |
| AMZN | $7.3M | 2.95% | 0.00% | Not reported | Q4 2020 |
| VIK | $6.57M | 2.65% | Not reported | -5.4% | Q2 2024 |
 LAD | $6.43M | 2.60% | 0.08% | +255.2% | Q4 2024 |
 SGI | $5.48M | 2.21% | 0.03% | -14.0% | Q4 2022 |
| BIRK | $5.34M | 2.16% | 0.07% | +154.1% | Q3 2025 |
| WSM | $5.1M | 2.06% | 0.02% | -0.1% | Q4 2020 |
| BOOT | $4.98M | 2.01% | 0.09% | +81.9% | Q4 2022 |
 LOW | $4.79M | 1.93% | 0.00% | Not reported | Q4 2020 |
| ECHO | $4.68M | 1.89% | 0.09% | +4.8% | Q4 2020 |
| ULTA | $4.54M | 1.83% | 0.02% | New | Q4 2025 |
| WIX | $4.39M | 1.77% | 0.08% | New | Q4 2025 |
| EAT | $4.13M | 1.67% | 0.07% | Not reported | Q4 2020 |
| RKT | $4.06M | 1.64% | Not reported | New | Q4 2025 |
| VSXY | $3.85M | 1.55% | 0.09% | +112.7% | Q3 2025 |
| EYE | $3.56M | 1.44% | 0.17% | New | Q4 2025 |
 WMT | $3.01M | 1.21% | 0.00% | +90.7% | Q3 2023 |
 GAP | $2.76M | 1.11% | 0.03% | New | Q4 2025 |
 BRBR | $2.75M | 1.11% | 0.09% | +176.9% | Q3 2025 |
| YUM | $2.72M | 1.10% | 0.01% | Not reported | Q1 2025 |
 CVNA | $2.34M | 0.94% | Not reported | +4.6% | Q1 2025 |
 HAS | $2.26M | 0.91% | 0.02% | New | Q4 2025 |
| Q3 2025 | |||||
| LZ | $12.8M | 7.73% | 0.69% | -6.7% | Q2 2023 |
| FIVE | $10.7M | 6.46% | 0.13% | +23.9% | Q4 2021 |
| W | $9.01M | 5.43% | Not reported | -1.5% | Q1 2021 |
| MHK | $8.9M | 5.37% | 0.11% | +35.5% | Q1 2024 |
| CCL | $7.77M | 4.69% | 0.02% | +7.4% | Q2 2024 |
 T | $6.38M | 3.85% | 0.00% | +89.6% | Q4 2021 |
| ZGN | $6.05M | 3.65% | 0.26% | -8.5% | Q3 2023 |
| VIK | $6.05M | 3.65% | Not reported | +5.3% | Q2 2024 |
| SGI | $6.02M | 3.63% | 0.03% | +25.7% | Q4 2022 |
| BURL | $5.92M | 3.57% | 0.04% | +272.2% | Q4 2023 |
 HD | $5.7M | 3.44% | 0.00% | +29.1% | Q1 2025 |
| WSM | $5.59M | 3.37% | 0.02% | -25.9% | Q4 2020 |
| AS | $5.29M | 3.19% | 0.03% | +15.1% | Q4 2024 |
| URBN | $5.17M | 3.12% | 0.08% | -18.8% | Q3 2021 |
 GOOGL | $4.61M | 2.78% | 0.00% | Not reported | Q3 2021 |
| MCD | $4.46M | 2.69% | 0.00% | New | Q3 2025 |
| TPR | $4.2M | 2.53% | 0.02% | -24.6% | Q2 2023 |
| SN | $4.05M | 2.44% | 0.03% | -33.9% | Q3 2023 |
 DLTR | $3.88M | 2.34% | 0.02% | +86.7% | Q2 2025 |
| ECHO | $3.14M | 1.89% | 0.09% | Not reported | Q4 2020 |
| MSGS | $3.13M | 1.89% | 0.06% | +34.4% | Q3 2023 |
| RL | $2.87M | 1.73% | Not reported | -10.8% | Q3 2021 |
| BOOT | $2.57M | 1.55% | 0.05% | -2.2% | Q4 2022 |
| LEVI | $2.43M | 1.47% | 0.03% | +32.3% | Q2 2025 |
 ZG | $2.43M | 1.46% | Not reported | Not reported | Q4 2020 |
| BIRK | $2.33M | 1.40% | 0.03% | New | Q3 2025 |
| CVNA | $2M | 1.20% | Not reported | +4.6% | Q1 2025 |
 RBLX | $1.76M | 1.06% | 0.00% | Not reported | Q1 2025 |
| LAD | $1.72M | 1.04% | 0.02% | Not reported | Q4 2024 |
| FND | $1.71M | 1.03% | 0.02% | Not reported | Q1 2023 |
| BLDR | $1.64M | 0.99% | 0.01% | +11.4% | Q2 2023 |
| WMT | $1.46M | 0.88% | 0.00% | Not reported | Q3 2023 |
| CHWY | $1.41M | 0.85% | 34793.00% | -8.0% | Q2 2024 |
| ASO | $1.37M | 0.83% | 0.04% | +10.1% | Q4 2020 |
| BRBR | $1.35M | 0.81% | 0.03% | New | Q3 2025 |
 JBS | $1.3M | 0.78% | Not reported | New | Q3 2025 |
| VSXY | $907K | 0.55% | 0.04% | New | Q3 2025 |
| PTON | $880K | 0.53% | Not reported | Not reported | Q4 2020 |