Tabor Asset Management, LP In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 13, 2025), Tabor Asset Management, LP reported 38 stock positions worth $159.0 million . Its top holding was Legalzoomcom (LZ) at 8.1% of the portfolio, followed by Five Below (FIVE, 6.7% ) and Wayfair Class A (W, 5.7% ). Compared with Q2 2025, it opened 13 new positions, sold out of 14, added to 15 and reduced 10. The biggest buy was a new position in Alphabet Class A (GOOGL) and the biggest sale an exit from James Hardie Ord (JHX).
Location NEW YORK, NY
CIK 0001834780
Portfolio Value $159.0M (Q3 2025) Holdings 38 stocks · $159.0M 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 Q2 2025 LZ Legalzoomcom Inc. 1,235,013 $12.8M Reduce -6.7% FIVE Five Below 69,237 $10.7M Add +23.9% W Wayfair Inc. Class A 100,835 $9.0M Reduce -1.5% MHK Mohawk Industries Inc. 69,068 $8.9M Add +35.5% CCL Carnival Corp. 268,782 $7.8M Add +7.3% T AT&T Inc. 225,971 $6.4M Add +89.6% ZGN Ermenegildo Zegna NV 640,199 $6.0M Reduce -8.5% VIK Viking Holdings Ltd. 97,262 $6.0M Add +5.3% SGI Somnigroup International Inc. 71,382 $6.0M Add +25.7% BURL Burlington Stores Inc. 23,277 $5.9M Add +272.2% HD Home Depot Inc. 14,061 $5.7M Add +29.1% WSM Williams-Sonoma Inc. 28,577 $5.6M Reduce -25.9% AS Amer Sports Inc. 152,359 $5.3M Add +15.1% URBN Urban Outfitters Inc. 72,398 $5.2M Reduce -18.8% GOOGL Alphabet Inc. Class A 18,976 $4.6M New MCD McDonald's Corp. 14,670 $4.5M New TPR Tapestry Inc. 37,058 $4.2M Reduce -24.6% SN Sharkninja Inc. 39,279 $4.1M Reduce -33.9% DLTR Dollar Tree Inc. 41,080 $3.9M Add +86.7% ECHO Echostar Corp. Class A 41,098 $3.1M New MSGS Madison Square Garden Sports 13,793 $3.1M Add +34.4% RL Ralph Lauren Corp. 9,145 $2.9M Reduce -10.8% BOOT Boot Barn Holdings Inc. 15,512 $2.6M Reduce -2.2% LEVI Levi Strauss & Co. Class A 104,334 $2.4M Add +32.3% ZG Zillow Group Inc. Class A 32,617 $2.4M New BIRK Birkenstock Holding PLC 51,422 $2.3M New CVNA Carvana Co. 5,295 $2.0M Add +4.6% RBLX Roblox Corp. Class A 12,671 $1.8M New LAD Lithia Motors Inc. 5,449 $1.7M New FND Floor & Decor Holdings Inc. Class A 23,268 $1.7M New BLDR Builders Firstsource Inc. 13,526 $1.6M Add +11.4% WMT Walmart Inc. 14,144 $1.5M New CHWY Chewy Inc. Class A 34,793 $1.4M Reduce -8.0% ASO Academy Sports & Outdoors Inc. 27,369 $1.4M Add +10.1% BRBR Bellring Brands Inc. 37,105 $1.3M New JBS JBS NV-A 87,137 $1.3M New VSXY Victoria's Secret & Co. 33,416 $907K New PTON Peloton Interactive Inc. Class A 97,768 $880K New
Options reported separately and not counted above: LEGALZOOM COM INC puts ($4.3M), WARNER BROS DISCOVERY INC calls ($2.5M).
Portfolio Sells Q2 2025 → Q3 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 Q2 2025 % Of Portfolio Change To Portfolio ▲ JHX James Hardie Ord Sold out 0.00% −3.88 BKNG Booking Holdings Inc. Sold out 0.00% −3.74 CNK Cinemark Holdings Inc. Sold out 0.00% −3.21 DASH DoorDash Inc. Class A Sold out 0.00% −2.98 AMT American Tower Corp. Sold out 0.00% −2.44 DG Dollar General Corp. Sold out 0.00% −1.96 WHR Whirlpool Corp. Sold out 0.00% −1.73 SN Sharkninja Inc. Reduce -33.9% 2.55% −1.57 URBN Urban Outfitters Inc. Reduce -18.8% 3.25% −1.27 PINS Pinterest Inc. Class A Sold out 0.00% −1.25 CAKE The Cheesecake Factory Inc. Sold out 0.00% −1.15 AFRM Affirm Holdings Inc. Sold out 0.00% −1.09 WSM Williams-Sonoma Inc. Reduce -25.9% 3.51% −0.90 VST Vistra Corp. Sold out 0.00% −0.82 CEG Constellation Energy Sold out 0.00% −0.80 ROKU Roku Inc. Sold out 0.00% −0.74 CCOI Cogent Communications Holdin Sold out 0.00% −0.46 TPR Tapestry Inc. Reduce -24.6% 2.64% −0.38 ZGN Ermenegildo Zegna NV Reduce -8.5% 3.81% −0.38 CHWY Chewy Inc. Class A Reduce -8.0% 0.89% −0.24 LZ Legalzoomcom Inc. Reduce -6.7% 8.06% −0.19 RL Ralph Lauren Corp. Reduce -10.8% 1.80% −0.16 BOOT Boot Barn Holdings Inc. Reduce -2.2% 1.62% −0.07 W Wayfair Inc. Class A Reduce -1.5% 5.67% +2.00
Portfolio Buys Q2 2025 → Q3 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 Q2 2025 % Of Portfolio Change To Portfolio ▼ GOOGL Alphabet Inc. Class A New 2.90% +2.90 MCD McDonald's Corp. New 2.80% +2.80 BURL Burlington Stores Inc. Add +272.2% 3.73% +2.71 ECHO Echostar Corp. Class A New 1.97% +1.97 MHK Mohawk Industries Inc. Add +35.5% 5.60% +1.86 FIVE Five Below Add +23.9% 6.74% +1.61 T AT&T Inc. Add +89.6% 4.01% +1.60 ZG Zillow Group Inc. Class A New 1.53% +1.53 BIRK Birkenstock Holding PLC New 1.46% +1.46 RBLX Roblox Corp. Class A New 1.10% +1.10 LAD Lithia Motors Inc. New 1.08% +1.08 SGI Somnigroup International Inc. Add +25.7% 3.79% +1.08 FND Floor & Decor Holdings Inc. Class A New 1.08% +1.08 WMT Walmart Inc. New 0.92% +0.92 DLTR Dollar Tree Inc. Add +86.7% 2.44% +0.91 BRBR Bellring Brands Inc. New 0.85% +0.85 JBS JBS NV-A New 0.82% +0.82 HD Home Depot Inc. Add +29.1% 3.58% +0.79 VSXY Victoria's Secret & Co. New 0.57% +0.57 PTON Peloton Interactive Inc. Class A New 0.55% +0.55 LEVI Levi Strauss & Co. Class A Add +32.3% 1.53% +0.51 MSGS Madison Square Garden Sports Add +34.4% 1.97% +0.47 VIK Viking Holdings Ltd. Add +5.3% 3.80% +0.36 ASO Academy Sports & Outdoors Inc. Add +10.1% 0.86% +0.08 CVNA Carvana Co. Add +4.6% 1.26% +0.06 BLDR Builders Firstsource Inc. Add +11.4% 1.03% +0.04 CCL Carnival Corp. Add +7.3% 4.89% −0.04 AS Amer Sports Inc. Add +15.1% 3.33% −0.26
Options Activity Q2 2025 → Q3 2025 Security Type Change vs Q2 2025 Underlying Shares Value ▼ LEGALZOOM COM INC put New 411,700 $4.3M LEGALZOOM COM INC call Sold out 405,200 $3.6Mbefore exit WARNER BROS DISCOVERY INC call New 129,200 $2.5M
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