Tabor Asset Management, LP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Tabor Asset Management, LP reported 38 stock positions worth $124.4 million. Its top holding was Legalzoomcom (LZ) at 6.9% of the portfolio, followed by Azek (AZEK, 6.3%) and Mohawk Industries (MHK, 6.3%). Compared with Q4 2024, it opened 13 new positions, sold out of 14, added to 3 and reduced 22. The biggest buy was a new position in Booking (BKNG) and the biggest sale an exit from Whirlpool (WHR).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001834780
- Portfolio Value
- $124.4M (Q1 2025)
- SEC Filing
- 0001420506-25-000877 ↗ filed May 6, 2025
Holdings Value
Holdings 38 stocks · $124.4M
| LZ Legalzoomcom Inc. | 6.91% | 998,026 | $8.6M | Reduce -10.7% |
| AZEK The Azek Co. Inc. | 6.26% | 159,177 | $7.8M | Add +230.1% |
| MHK Mohawk Industries Inc. | 6.25% | 68,083 | $7.8M | Reduce -43.3% |
| URBN Urban Outfitters Inc. | 5.84% | 138,700 | $7.3M | Reduce -17.0% |
| BKNG Booking Holdings Inc. | 5.51% | 1,487 | $6.9M | New |
| WSM Williams-Sonoma Inc. | 4.98% | 39,195 | $6.2M | Reduce -2.0% |
| HD Home Depot Inc. | 4.73% | 16,061 | $5.9M | New |
| SGI Somnigroup International Inc. | 4.21% | 87,361 | $5.2M | Reduce -33.3% |
| ZGN Ermenegildo Zegna NV | 4.17% | 700,516 | $5.2M | Reduce -27.0% |
| BURL Burlington Stores Inc. | 3.94% | 20,555 | $4.9M | Reduce -31.6% |
| TPR Tapestry Inc. | 3.69% | 65,155 | $4.6M | Reduce -21.8% |
| MSGS Madison Square Garden Sports | 3.46% | 22,105 | $4.3M | Reduce -58.9% |
| CCL Carnival Corp. | 3.22% | 204,795 | $4.0M | Reduce -54.5% |
| DKS Dick's Sporting Goods Inc. | 3.02% | 18,641 | $3.8M | Reduce -50.0% |
| AMT American Tower Corp. | 2.62% | 14,953 | $3.3M | New |
| CNK Cinemark Holdings Inc. | 2.45% | 122,635 | $3.1M | Reduce -58.5% |
| VIK Viking Holdings Ltd. | 2.42% | 75,655 | $3.0M | Reduce -50.7% |
| AS Amer Sports Inc. | 2.35% | 109,152 | $2.9M | Reduce -39.2% |
| SN Sharkninja Inc. | 2.25% | 33,560 | $2.8M | New |
| RL Ralph Lauren Corp. | 2.07% | 11,660 | $2.6M | Reduce -22.8% |
| FIVE Five Below | 1.85% | 30,763 | $2.3M | Reduce -52.5% |
| TSN Tyson Foods Inc. Class A | 1.75% | 34,158 | $2.2M | New |
| RCL Royal Caribbean Cruises Ltd. | 1.68% | 10,187 | $2.1M | New |
| CAKE The Cheesecake Factory Inc. | 1.48% | 37,837 | $1.8M | Add +46.9% |
| CCOI Cogent Communications Holdin | 1.44% | 29,231 | $1.8M | New |
| FOXA Fox Corp. Class A | 1.33% | 29,159 | $1.7M | Add +26.9% |
| CVNA Carvana Co. | 1.22% | 7,272 | $1.5M | New |
| ASO Academy Sports & Outdoors Inc. | 1.19% | 32,441 | $1.5M | Reduce -62.6% |
| TTWO Take-Two Interactive Softwre | 1.12% | 6,698 | $1.4M | Reduce -53.1% |
| COST Costco Wholesale Corp. | 0.94% | 1,242 | $1.2M | New |
| CART Maplebear Inc. | 0.89% | 27,599 | $1.1M | Reduce -59.3% |
| JD Jd.com Inc.-ADR | 0.81% | 24,488 | $1.0M | New |
| W Wayfair Inc. Class A | 0.77% | 30,015 | $961K | Reduce -73.6% |
| CHWY Chewy Inc. Class A | 0.72% | 27,629 | $898K | Reduce -80.7% |
| BLDR Builders Firstsource Inc. | 0.63% | 6,291 | $786K | Reduce -53.5% |
| YUM Yum! Brands Inc. | 0.62% | 4,924 | $775K | New |
| PINS Pinterest Inc. Class A | 0.62% | 24,889 | $772K | New |
| RBLX Roblox Corp. Class A | 0.58% | 12,393 | $722K | New |
Portfolio Sells Q4 2024 → Q1 2025
| WHR Whirlpool Corp. | Sold out | 0.00% | −3.85 |
| AMZN Amazon.com Inc. | Sold out | 0.00% | −3.15 |
| RH RH | Sold out | 0.00% | −2.46 |
| MSGS Madison Square Garden Sports | Reduce -58.9% | 3.46% | −2.32 |
| VFC VF Corp. | Sold out | 0.00% | −2.28 |
| DLR Digital Realty Trust Inc. | Sold out | 0.00% | −2.15 |
| CCL Carnival Corp. | Reduce -54.5% | 3.22% | −2.14 |
| PRIM Primoris Services Corp. | Sold out | 0.00% | −2.05 |
| CNK Cinemark Holdings Inc. | Reduce -58.5% | 2.45% | −1.91 |
| W Wayfair Inc. Class A | Reduce -73.6% | 0.77% | −1.63 |
| CHWY Chewy Inc. Class A | Reduce -80.7% | 0.72% | −1.56 |
| FIVE Five Below | Reduce -52.5% | 1.85% | −1.39 |
| GPI Group 1 Automotive Inc. | Sold out | 0.00% | −1.34 |
| ZG Zillow Group Inc. Class A | Sold out | 0.00% | −1.32 |
| AFRM Affirm Holdings Inc. | Sold out | 0.00% | −1.31 |
| LAD Lithia Motors Inc. | Sold out | 0.00% | −1.22 |
| ASO Academy Sports & Outdoors Inc. | Reduce -62.6% | 1.19% | −1.19 |
| AN Autonation Inc. | Sold out | 0.00% | −1.07 |
| DKS Dick's Sporting Goods Inc. | Reduce -50.0% | 3.02% | −1.04 |
| VIK Viking Holdings Ltd. | Reduce -50.7% | 2.42% | −0.81 |
| EAT Brinker International Inc. | Sold out | 0.00% | −0.80 |
| VST Vistra Corp. | Sold out | 0.00% | −0.74 |
| XYZ Block Inc. | Sold out | 0.00% | −0.68 |
| MHK Mohawk Industries Inc. | Reduce -43.3% | 6.25% | −0.56 |
| CART Maplebear Inc. | Reduce -59.3% | 0.89% | −0.45 |
| BLDR Builders Firstsource Inc. | Reduce -53.5% | 0.63% | −0.29 |
| BURL Burlington Stores Inc. | Reduce -31.6% | 3.94% | −0.14 |
| TTWO Take-Two Interactive Softwre | Reduce -53.1% | 1.12% | −0.14 |
| AS Amer Sports Inc. | Reduce -39.2% | 2.35% | −0.05 |
| ZGN Ermenegildo Zegna NV | Reduce -27.0% | 4.17% | +0.39 |
| RL Ralph Lauren Corp. | Reduce -22.8% | 2.07% | +0.41 |
| SGI Somnigroup International Inc. | Reduce -33.3% | 4.21% | +0.66 |
| TPR Tapestry Inc. | Reduce -21.8% | 3.69% | +1.09 |
| WSM Williams-Sonoma Inc. | Reduce -2.0% | 4.98% | +1.45 |
| URBN Urban Outfitters Inc. | Reduce -17.0% | 5.84% | +1.47 |
| LZ Legalzoomcom Inc. | Reduce -10.7% | 6.91% | +2.91 |
Portfolio Buys Q4 2024 → Q1 2025
| BKNG Booking Holdings Inc. | New | 5.51% | +5.51 |
| AZEK The Azek Co. Inc. | Add +230.1% | 6.26% | +5.17 |
| HD Home Depot Inc. | New | 4.73% | +4.73 |
| AMT American Tower Corp. | New | 2.62% | +2.62 |
| SN Sharkninja Inc. | New | 2.25% | +2.25 |
| TSN Tyson Foods Inc. Class A | New | 1.75% | +1.75 |
| RCL Royal Caribbean Cruises Ltd. | New | 1.68% | +1.68 |
| CCOI Cogent Communications Holdin | New | 1.44% | +1.44 |
| CVNA Carvana Co. | New | 1.22% | +1.22 |
| COST Costco Wholesale Corp. | New | 0.94% | +0.94 |
| CAKE The Cheesecake Factory Inc. | Add +46.9% | 1.48% | +0.90 |
| JD Jd.com Inc.-ADR | New | 0.81% | +0.81 |
| FOXA Fox Corp. Class A | Add +26.9% | 1.33% | +0.80 |
| YUM Yum! Brands Inc. | New | 0.62% | +0.62 |
| PINS Pinterest Inc. Class A | New | 0.62% | +0.62 |
| RBLX Roblox Corp. Class A | New | 0.58% | +0.58 |
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 |