Tabor Asset Management, LP In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 6, 2025), Tabor Asset Management, LP reported 39 stock positions worth $142.9 million . Its top holding was Legalzoomcom (LZ) at 8.3% of the portfolio, followed by Five Below (FIVE, 5.1% ) and Carnival (CCL, 4.9% ). Compared with Q1 2025, it opened 12 new positions, sold out of 11, added to 12 and reduced 15. The biggest buy was a new position in James Hardie Ord (JHX) and the biggest sale an exit from Azek (AZEK).
Location NEW YORK, NY
CIK 0001834780
Portfolio Value $142.9M (Q2 2025) Holdings 39 stocks · $142.9M Holdings quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock % Of Portfolio ▼ Shares Held Total Value Change vs Q1 2025 LZ Legalzoomcom Inc. 1,323,187 $11.8M Add +32.6% FIVE Five Below 55,873 $7.3M Add +81.6% CCL Carnival Corp. 250,381 $7.0M Add +22.3% URBN Urban Outfitters Inc. 89,112 $6.5M Reduce -35.8% WSM Williams-Sonoma Inc. 38,584 $6.3M Reduce -1.6% ZGN Ermenegildo Zegna NV 699,372 $6.0M Reduce -0.2% SN Sharkninja Inc. 59,398 $5.9M Add +77.0% JHX James Hardie Ord 206,091 $5.5M New BKNG Booking Holdings Inc. 924 $5.3M Reduce -37.9% MHK Mohawk Industries Inc. 50,980 $5.3M Reduce -25.1% W Wayfair Inc. Class A 102,391 $5.2M Add +241.1% AS Amer Sports Inc. 132,365 $5.1M Add +21.3% VIK Viking Holdings Ltd. 92,361 $4.9M Add +22.1% CNK Cinemark Holdings Inc. 152,197 $4.6M Add +24.1% TPR Tapestry Inc. 49,139 $4.3M Reduce -24.6% DASH DoorDash Inc. Class A 17,247 $4.3M New HD Home Depot Inc. 10,889 $4.0M Reduce -32.2% SGI Somnigroup International Inc. 56,784 $3.9M Reduce -35.0% AMT American Tower Corp. 15,781 $3.5M Add +5.5% T AT&T Inc. 119,167 $3.4M New RL Ralph Lauren Corp. 10,251 $2.8M Reduce -12.1% DG Dollar General Corp. 24,504 $2.8M New WHR Whirlpool Corp. 24,399 $2.5M New BOOT Boot Barn Holdings Inc. 15,856 $2.4M New DLTR Dollar Tree Inc. 22,003 $2.2M New MSGS Madison Square Garden Sports 10,263 $2.1M Reduce -53.6% PINS Pinterest Inc. Class A 49,901 $1.8M Add +100.5% CVNA Carvana Co. 5,061 $1.7M Reduce -30.4% CAKE The Cheesecake Factory Inc. 26,245 $1.6M Reduce -30.6% CHWY Chewy Inc. Class A 37,819 $1.6M Add +36.9% AFRM Affirm Holdings Inc. 22,599 $1.6M New LEVI Levi Strauss & Co. Class A 78,878 $1.5M New BURL Burlington Stores Inc. 6,254 $1.5M Reduce -69.6% BLDR Builders Firstsource Inc. 12,144 $1.4M Add +93.0% VST Vistra Corp. 6,030 $1.2M New CEG Constellation Energy 3,524 $1.1M New ASO Academy Sports & Outdoors Inc. 24,869 $1.1M Reduce -23.3% ROKU Roku Inc. 12,109 $1.1M New CCOI Cogent Communications Holdin 13,624 $657K Reduce -53.4%
Options reported separately and not counted above: LEGALZOOM COM INC calls ($3.6M).
Portfolio Sells Q1 2025 → Q2 2025 Portfolio Sells quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▲ AZEK The Azek Co. Inc. Sold out 0.00% −6.26 DKS Dick's Sporting Goods Inc. Sold out 0.00% −3.02 BURL Burlington Stores Inc. Reduce -69.6% 1.02% −2.92 MHK Mohawk Industries Inc. Reduce -25.1% 3.74% −2.51 MSGS Madison Square Garden Sports Reduce -53.6% 1.50% −1.96 HD Home Depot Inc. Reduce -32.2% 2.79% −1.94 BKNG Booking Holdings Inc. Reduce -37.9% 3.74% −1.76 TSN Tyson Foods Inc. Class A Sold out 0.00% −1.75 RCL Royal Caribbean Cruises Ltd. Sold out 0.00% −1.68 SGI Somnigroup International Inc. Reduce -35.0% 2.70% −1.50 FOXA Fox Corp. Class A Sold out 0.00% −1.33 URBN Urban Outfitters Inc. Reduce -35.8% 4.52% −1.32 TTWO Take-Two Interactive Softwre Sold out 0.00% −1.12 CCOI Cogent Communications Holdin Reduce -53.4% 0.46% −0.98 COST Costco Wholesale Corp. Sold out 0.00% −0.94 CART Maplebear Inc. Sold out 0.00% −0.89 JD Jd.com Inc.-ADR Sold out 0.00% −0.81 TPR Tapestry Inc. Reduce -24.6% 3.02% −0.67 YUM Yum! Brands Inc. Sold out 0.00% −0.62 RBLX Roblox Corp. Class A Sold out 0.00% −0.58 WSM Williams-Sonoma Inc. Reduce -1.6% 4.41% −0.57 ASO Academy Sports & Outdoors Inc. Reduce -23.3% 0.78% −0.41 CAKE The Cheesecake Factory Inc. Reduce -30.6% 1.15% −0.33 RL Ralph Lauren Corp. Reduce -12.1% 1.97% −0.10 CVNA Carvana Co. Reduce -30.4% 1.19% −0.03 ZGN Ermenegildo Zegna NV Reduce -0.2% 4.19% +0.02
Portfolio Buys Q1 2025 → Q2 2025 Portfolio Buys quarter Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q2 2024 Q1 2024
Stock Change vs Q1 2025 % Of Portfolio Change To Portfolio ▼ JHX James Hardie Ord New 3.88% +3.88 FIVE Five Below Add +81.6% 5.13% +3.28 DASH DoorDash Inc. Class A New 2.98% +2.98 W Wayfair Inc. Class A Add +241.1% 3.67% +2.89 T AT&T Inc. New 2.41% +2.41 DG Dollar General Corp. New 1.96% +1.96 SN Sharkninja Inc. Add +77.0% 4.12% +1.86 WHR Whirlpool Corp. New 1.73% +1.73 CCL Carnival Corp. Add +22.3% 4.93% +1.71 BOOT Boot Barn Holdings Inc. New 1.69% +1.69 DLTR Dollar Tree Inc. New 1.53% +1.53 LZ Legalzoomcom Inc. Add +32.6% 8.25% +1.34 AS Amer Sports Inc. Add +21.3% 3.59% +1.24 AFRM Affirm Holdings Inc. New 1.09% +1.09 VIK Viking Holdings Ltd. Add +22.1% 3.44% +1.03 LEVI Levi Strauss & Co. Class A New 1.02% +1.02 VST Vistra Corp. New 0.82% +0.82 CEG Constellation Energy New 0.80% +0.80 CNK Cinemark Holdings Inc. Add +24.1% 3.21% +0.76 ROKU Roku Inc. New 0.74% +0.74 PINS Pinterest Inc. Class A Add +100.5% 1.25% +0.63 CHWY Chewy Inc. Class A Add +36.9% 1.13% +0.41 BLDR Builders Firstsource Inc. Add +93.0% 0.99% +0.36 AMT American Tower Corp. Add +5.5% 2.44% −0.18
Options Activity Q1 2025 → Q2 2025 Security Type Change vs Q1 2025 Underlying Shares Value ▼ LEGALZOOM COM INC call New 405,200 $3.6M
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 2025 Amended 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