Tabor Asset Management, LP
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Tabor Asset Management, LP reported 46 stock positions worth $326.3 million. Its top holding was Ermenegildo Zegna (ZGN) at 6.7% of the portfolio, followed by Wayfair Class A (W, 6.2%) and Floor & Decor Class A (FND, 5.3%). Compared with Q1 2026, it opened 17 new positions, sold out of 10, added to 20 and reduced 9. The biggest buy was Airbnb Class A (ABNB, shares +636%) and the biggest sale an exit from Chewy Class A (CHWY).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001834780
- Portfolio Value
- $326.3M (Q2 2026)
- SEC Filing
- 0001420506-26-001677 ↗ filed Aug 14, 2026
Holdings Value
Holdings 46 stocks · $326.3M
| ZGN Ermenegildo Zegna NV | 6.71% | 1,682,838 | $21.9M | Add +17.0% |
| W Wayfair Inc. Class A | 6.15% | 217,280 | $20.1M | Add +14.4% |
| FND Floor & Decor Holdings Inc. Class A | 5.31% | 291,676 | $17.3M | Add +10.4% |
| FIVE Five Below | 5.25% | 95,331 | $17.1M | Add +66.0% |
| MSGS Madison Square Garden Sports | 4.86% | 39,458 | $15.9M | Reduce -14.5% |
| MHK Mohawk Industries Inc. | 4.19% | 112,718 | $13.7M | Add +46.5% |
| ABNB Airbnb Inc. Class A | 4.13% | 94,163 | $13.5M | Add +636.2% |
| CCL Carnival Corp. Ltd. | 4.12% | 470,510 | $13.4M | Add +20.7% |
| BURL Burlington Stores Inc. | 4.12% | 42,404 | $13.4M | Add +23.4% |
| FWONK Liberty Media Corp. Class C | 3.25% | 111,507 | $10.6M | Add +7.1% |
| AS Amer Sports Inc. | 3.24% | 312,459 | $10.6M | Add +29.7% |
| VSXY Victoria's Secret & Co. | 2.77% | 108,358 | $9.0M | Add +180.9% |
| URBN Urban Outfitters Inc. | 2.74% | 126,332 | $9.0M | Add +41.6% |
| WSM Williams-Sonoma Inc. | 2.72% | 38,006 | $8.9M | Add +41.9% |
| SN Sharkninja Inc. | 2.69% | 57,719 | $8.8M | Add +50.1% |
| MDLZ Mondelez International Inc. Class A | 2.28% | 128,476 | $7.4M | Reduce -21.8% |
| LZ Legalzoomcom Inc. | 2.25% | 1,199,418 | $7.4M | Add +34.8% |
| BOOT Boot Barn Holdings Inc. | 2.23% | 44,279 | $7.3M | Add +56.2% |
| ONON On Holding AG Class A filed as ON HLDG AG | 2.17% | 199,776 | $7.1M | New |
| STZ Constellation Brands Inc. Class A | 1.89% | 44,304 | $6.2M | Reduce -29.9% |
| CART Maplebear Inc. | 1.70% | 117,071 | $5.5M | Add +61.9% |
| TREX Trex Company Inc. filed as TREX INC | 1.65% | 107,875 | $5.4M | New |
| AAP Advance Auto Parts Inc. | 1.64% | 86,134 | $5.4M | New |
| SPHR Sphere Entertainment Co. | 1.38% | 26,032 | $4.5M | New |
| MGM MGM Resorts International | 1.36% | 92,735 | $4.4M | New |
| AMZN Amazon.com Inc. | 1.28% | 17,574 | $4.2M | Reduce -64.5% |
| EAT Brinker International Inc. | 1.22% | 23,762 | $4.0M | New |
| RL Ralph Lauren Corp. | 1.14% | 9,255 | $3.7M | Add +64.3% |
| BATRK Atlanta Braves Holdings in-C | 1.11% | 69,792 | $3.6M | New |
| JHX James Hardie Ind PLC | 1.10% | 137,467 | $3.6M | New |
| TPR Tapestry Inc. | 1.10% | 24,562 | $3.6M | New |
| RCL Royal Caribbean Cruises Ltd. | 1.09% | 11,194 | $3.6M | Reduce -42.2% |
| HLMN Hillman Solutions Corp. | 1.06% | 410,479 | $3.5M | New |
| MCD McDonald's Corp. | 1.05% | 12,638 | $3.4M | Reduce -17.7% |
| PTON Peloton Interactive Inc. Class A | 0.93% | 511,532 | $3.0M | Add +33.1% |
| VIK Viking Holdings Ltd. | 0.91% | 28,330 | $3.0M | Reduce -69.9% |
| LEVI Levi Strauss & Co. Class A | 0.88% | 116,264 | $2.9M | New |
| MANU Manchester United PLC Class A | 0.85% | 120,344 | $2.8M | New |
| FOXA Fox Corp. Class A | 0.84% | 52,822 | $2.8M | New |
| NXST Nexstar Media Group Inc. | 0.84% | 15,343 | $2.7M | Reduce -66.9% |
| RDDT Reddit Inc. Class A | 0.82% | 15,423 | $2.7M | New |
| RKT Rocket Cos Inc. Class A | 0.71% | 146,563 | $2.3M | New |
| CHTR Charter Communications Inc. Class A | 0.59% | 13,568 | $1.9M | New |
| BOBS Bob's Discount Furniture | 0.57% | 117,399 | $1.9M | Reduce -68.6% |
| BLDR Builders Firstsource Inc. | 0.56% | 20,245 | $1.8M | Add +4.6% |
| CNK Cinemark Holdings Inc. | 0.54% | 55,021 | $1.7M | New |
Options reported separately and not counted above: LEGALZOOM COM INC calls ($1.2M).
Portfolio Sells Q1 2026 → Q2 2026
| CHWY Chewy Inc. Class A | Sold out | 0.00% | −4.05 |
| AMZN Amazon.com Inc. | Reduce -64.5% | 1.28% | −2.86 |
| NXST Nexstar Media Group Inc. | Reduce -66.9% | 0.84% | −2.53 |
| ROST Ross Stores Inc. | Sold out | 0.00% | −2.32 |
| STZ Constellation Brands Inc. Class A | Reduce -29.9% | 1.89% | −1.92 |
| VIK Viking Holdings Ltd. | Reduce -69.9% | 0.91% | −1.87 |
| MDLZ Mondelez International Inc. Class A | Reduce -21.8% | 2.28% | −1.53 |
| ASO Academy Sports & Outdoors Inc. | Sold out | 0.00% | −1.35 |
| ECHO Echostar Corp. Class A | Sold out | 0.00% | −1.34 |
| ULTA Ulta Beauty Inc. | Sold out | 0.00% | −1.31 |
| BOBS Bob's Discount Furniture | Reduce -68.6% | 0.57% | −1.20 |
| YUM Yum! Brands Inc. | Sold out | 0.00% | −1.15 |
| MSGS Madison Square Garden Sports | Reduce -14.5% | 4.86% | −1.10 |
| RH RH | Sold out | 0.00% | −1.09 |
| RCL Royal Caribbean Cruises Ltd. | Reduce -42.2% | 1.09% | −1.05 |
| BIRK Birkenstock Holding PLC | Sold out | 0.00% | −0.99 |
| WIX Wix.com Ltd. | Sold out | 0.00% | −0.98 |
| MCD McDonald's Corp. | Reduce -17.7% | 1.05% | −0.87 |
| EYE National Vision Holdings Inc. | Sold out | 0.00% | −0.82 |
Portfolio Buys Q1 2026 → Q2 2026
| ABNB Airbnb Inc. Class A | Add +636.2% | 4.13% | +3.48 |
| ONON On Holding AG Class A | New | 2.17% | +2.17 |
| VSXY Victoria's Secret & Co. | Add +180.9% | 2.77% | +2.05 |
| TREX Trex Company Inc. | New | 1.65% | +1.65 |
| AAP Advance Auto Parts Inc. | New | 1.64% | +1.64 |
| SPHR Sphere Entertainment Co. | New | 1.38% | +1.38 |
| MGM MGM Resorts International | New | 1.36% | +1.36 |
| EAT Brinker International Inc. | New | 1.22% | +1.22 |
| MHK Mohawk Industries Inc. | Add +46.5% | 4.19% | +1.15 |
| BATRK Atlanta Braves Holdings in-C | New | 1.11% | +1.11 |
| JHX James Hardie Ind PLC | New | 1.10% | +1.10 |
| TPR Tapestry Inc. | New | 1.10% | +1.10 |
| HLMN Hillman Solutions Corp. | New | 1.06% | +1.06 |
| SN Sharkninja Inc. | Add +50.1% | 2.69% | +1.06 |
| LEVI Levi Strauss & Co. Class A | New | 0.88% | +0.88 |
| MANU Manchester United PLC Class A | New | 0.85% | +0.85 |
| FOXA Fox Corp. Class A | New | 0.84% | +0.84 |
| RDDT Reddit Inc. Class A | New | 0.82% | +0.82 |
| WSM Williams-Sonoma Inc. | Add +41.9% | 2.72% | +0.75 |
| RKT Rocket Cos Inc. Class A | New | 0.71% | +0.71 |
| ZGN Ermenegildo Zegna NV | Add +17.0% | 6.71% | +0.69 |
| CART Maplebear Inc. | Add +61.9% | 1.70% | +0.61 |
| CHTR Charter Communications Inc. Class A | New | 0.59% | +0.59 |
| BOOT Boot Barn Holdings Inc. | Add +56.2% | 2.23% | +0.56 |
| CNK Cinemark Holdings Inc. | New | 0.54% | +0.54 |
| URBN Urban Outfitters Inc. | Add +41.6% | 2.74% | +0.47 |
| W Wayfair Inc. Class A | Add +14.4% | 6.15% | +0.41 |
| RL Ralph Lauren Corp. | Add +64.3% | 1.14% | +0.36 |
| PTON Peloton Interactive Inc. Class A | Add +33.1% | 0.93% | +0.26 |
| LZ Legalzoomcom Inc. | Add +34.8% | 2.25% | +0.23 |
| CCL Carnival Corp. Ltd. | Add +20.7% | 4.12% | +0.06 |
| AS Amer Sports Inc. | Add +29.7% | 3.24% | +0.05 |
| FIVE Five Below | Add +66.0% | 5.25% | −0.02 |
| BLDR Builders Firstsource Inc. | Add +4.6% | 0.56% | −0.09 |
| FND Floor & Decor Holdings Inc. Class A | Add +10.4% | 5.31% | −0.09 |
| FWONK Liberty Media Corp. Class C | Add +7.1% | 3.25% | −0.31 |
| BURL Burlington Stores Inc. | Add +23.4% | 4.12% | −0.38 |
Options Activity Q1 2026 → Q2 2026
| LEGALZOOM COM INC | call | New | 200,000 | $1.2M |
Calls and puts are listed by the shares they cover; their value is not part of the stock holdings above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 46 | $326.3M | ZGN, W, FND, FIVE, MSGS |
| Q1 2026 | 39 | $248.7M | ZGN, MSGS, W, FND, FIVE |
| Q4 2025 | 33 | $247.8M | FIVE, LZ, W, MHK, CCL |
| Q3 2025 | 38 | $159.0M | LZ, FIVE, W, MHK, CCL |
| Q2 2025 | 39 | $142.9M | LZ, FIVE, CCL, URBN, WSM |
| Q1 2025Amended | 38 | $124.4M | LZ, AZEK, MHK, URBN, BKNG |
| Q4 2024 | 39 | $209.7M | MHK, MSGS, CCL, URBN, CNK |
| Q3 2024 | 43 | $208.0M | MHK, BURL, WSM, LZ, PYPL |
| Q2 2024 | 39 | $186.3M | BURL, MHK, VIK, RCL, LZ |
| Q1 2024 | 39 | $240.2M | BURL, LZ, RH, SGI, ZGN |