Tabor Asset Management, LP
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Tabor Asset Management, LP reported 39 stock positions worth $248.7 million. Its top holding was Ermenegildo Zegna (ZGN) at 6.0% of the portfolio, followed by Madison Square Garden Sports (MSGS, 6.0%) and Wayfair Class A (W, 5.7%). Compared with Q4 2025, it opened 16 new positions, sold out of 10, added to 8 and reduced 15. The biggest buy was a new position in Chewy Class A (CHWY) and the biggest sale Legalzoomcom (LZ, shares −50%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001834780
- Portfolio Value
- $248.7M (Q1 2026)
- SEC Filing
- 0001420506-26-001024 ↗ filed May 15, 2026
Holdings Value
Holdings 39 stocks · $248.7M
| ZGN Ermenegildo Zegna NV | 6.03% | 1,438,546 | $15.0M | Add +34.7% |
| MSGS Madison Square Garden Sports | 5.96% | 46,152 | $14.8M | Add +5.4% |
| W Wayfair Inc. Class A | 5.74% | 189,891 | $14.3M | Add +12.6% |
| FND Floor & Decor Holdings Inc. Class A | 5.39% | 264,083 | $13.4M | Add +26.1% |
| FIVE Five Below | 5.28% | 57,444 | $13.1M | Reduce -40.0% |
| BURL Burlington Stores Inc. | 4.50% | 34,362 | $11.2M | Reduce -17.7% |
| AMZN Amazon.com Inc. | 4.14% | 49,497 | $10.3M | Add +56.5% |
| CCL Carnival Corp. | 4.06% | 389,838 | $10.1M | Reduce -13.6% |
| CHWY Chewy Inc. Class A | 4.05% | 372,717 | $10.1M | New |
| STZ Constellation Brands Inc. Class A | 3.81% | 63,229 | $9.5M | New |
| MDLZ Mondelez International Inc. Class A | 3.81% | 164,280 | $9.5M | New |
| FWONK Liberty Media Corp. Class C | 3.56% | 104,098 | $8.9M | New |
| NXST Nexstar Media Group Inc. | 3.37% | 46,360 | $8.4M | New |
| AS Amer Sports Inc. | 3.19% | 240,949 | $7.9M | Reduce -11.3% |
| MHK Mohawk Industries Inc. | 3.05% | 76,954 | $7.6M | Reduce -50.1% |
| VIK Viking Holdings Ltd. | 2.78% | 94,117 | $6.9M | Add +2.2% |
| ROST Ross Stores Inc. | 2.32% | 26,615 | $5.8M | New |
| URBN Urban Outfitters Inc. | 2.27% | 89,208 | $5.7M | Reduce -10.2% |
| RCL Royal Caribbean Cruises Ltd. | 2.14% | 19,356 | $5.3M | New |
| LZ Legalzoomcom Inc. | 2.03% | 889,482 | $5.0M | Reduce -49.6% |
| WSM Williams-Sonoma Inc. | 1.96% | 26,779 | $4.9M | Reduce -6.2% |
| MCD McDonald's Corp. | 1.92% | 15,361 | $4.8M | New |
| BOBS Bob's Discount Furniture | 1.77% | 373,791 | $4.4M | New |
| BOOT Boot Barn Holdings Inc. | 1.67% | 28,354 | $4.1M | Add +0.5% |
| SN Sharkninja Inc. | 1.64% | 38,442 | $4.1M | Reduce -51.8% |
| ASO Academy Sports & Outdoors Inc. | 1.35% | 59,460 | $3.4M | New |
| ECHO Echostar Corp. Class A | 1.34% | 28,573 | $3.3M | Reduce -33.7% |
| ULTA Ulta Beauty Inc. | 1.31% | 6,235 | $3.3M | Reduce -16.9% |
| YUM Yum! Brands Inc. | 1.15% | 18,449 | $2.9M | Add +2.6% |
| CART Maplebear Inc. | 1.09% | 72,329 | $2.7M | New |
| RH RH | 1.09% | 19,367 | $2.7M | New |
| BIRK Birkenstock Holding PLC | 0.99% | 68,899 | $2.5M | Reduce -47.3% |
| WIX Wix.com Ltd. | 0.98% | 26,978 | $2.4M | Reduce -36.1% |
| EYE National Vision Holdings Inc. | 0.82% | 78,826 | $2.0M | Reduce -42.8% |
| RL Ralph Lauren Corp. | 0.78% | 5,634 | $1.9M | New |
| VSXY Victoria's Secret & Co. | 0.72% | 38,571 | $1.8M | Reduce -45.7% |
| PTON Peloton Interactive Inc. Class A | 0.66% | 384,231 | $1.6M | New |
| ABNB Airbnb Inc. Class A | 0.65% | 12,791 | $1.6M | New |
| BLDR Builders Firstsource Inc. | 0.64% | 19,348 | $1.6M | New |
Portfolio Sells Q4 2025 → Q1 2026
| LZ Legalzoomcom Inc. | Reduce -49.6% | 2.03% | −5.04 |
| MHK Mohawk Industries Inc. | Reduce -50.1% | 3.05% | −3.76 |
| LAD Lithia Motors Inc. | Sold out | 0.00% | −2.60 |
| SGI Somnigroup International Inc. | Sold out | 0.00% | −2.21 |
| FIVE Five Below | Reduce -40.0% | 5.28% | −2.01 |
| SN Sharkninja Inc. | Reduce -51.8% | 1.64% | −1.97 |
| LOW Lowe's Cos Inc. | Sold out | 0.00% | −1.93 |
| EAT Brinker International Inc. | Sold out | 0.00% | −1.67 |
| RKT Rocket Cos Inc. Class A | Sold out | 0.00% | −1.64 |
| CCL Carnival Corp. | Reduce -13.6% | 4.06% | −1.50 |
| WMT Walmart Inc. | Sold out | 0.00% | −1.21 |
| BIRK Birkenstock Holding PLC | Reduce -47.3% | 0.99% | −1.16 |
| GAP The Gap Inc. | Sold out | 0.00% | −1.11 |
| BRBR Bellring Brands Inc. | Sold out | 0.00% | −1.11 |
| CVNA Carvana Co. | Sold out | 0.00% | −0.94 |
| HAS Hasbro Inc. | Sold out | 0.00% | −0.91 |
| AS Amer Sports Inc. | Reduce -11.3% | 3.19% | −0.90 |
| VSXY Victoria's Secret & Co. | Reduce -45.7% | 0.72% | −0.83 |
| WIX Wix.com Ltd. | Reduce -36.1% | 0.98% | −0.79 |
| URBN Urban Outfitters Inc. | Reduce -10.2% | 2.27% | −0.74 |
| EYE National Vision Holdings Inc. | Reduce -42.8% | 0.82% | −0.62 |
| ECHO Echostar Corp. Class A | Reduce -33.7% | 1.34% | −0.54 |
| ULTA Ulta Beauty Inc. | Reduce -16.9% | 1.31% | −0.52 |
| BURL Burlington Stores Inc. | Reduce -17.7% | 4.50% | −0.37 |
| WSM Williams-Sonoma Inc. | Reduce -6.2% | 1.96% | −0.09 |
Portfolio Buys Q4 2025 → Q1 2026
| CHWY Chewy Inc. Class A | New | 4.05% | +4.05 |
| STZ Constellation Brands Inc. Class A | New | 3.81% | +3.81 |
| MDLZ Mondelez International Inc. Class A | New | 3.81% | +3.81 |
| FWONK Liberty Media Corp. Class C | New | 3.56% | +3.56 |
| NXST Nexstar Media Group Inc. | New | 3.37% | +3.37 |
| ROST Ross Stores Inc. | New | 2.32% | +2.32 |
| RCL Royal Caribbean Cruises Ltd. | New | 2.14% | +2.14 |
| MCD McDonald's Corp. | New | 1.92% | +1.92 |
| BOBS Bob's Discount Furniture | New | 1.77% | +1.77 |
| ZGN Ermenegildo Zegna NV | Add +34.7% | 6.03% | +1.61 |
| MSGS Madison Square Garden Sports | Add +5.4% | 5.96% | +1.39 |
| ASO Academy Sports & Outdoors Inc. | New | 1.35% | +1.35 |
| AMZN Amazon.com Inc. | Add +56.5% | 4.14% | +1.20 |
| CART Maplebear Inc. | New | 1.09% | +1.09 |
| RH RH | New | 1.09% | +1.09 |
| RL Ralph Lauren Corp. | New | 0.78% | +0.78 |
| PTON Peloton Interactive Inc. Class A | New | 0.66% | +0.66 |
| ABNB Airbnb Inc. Class A | New | 0.65% | +0.65 |
| BLDR Builders Firstsource Inc. | New | 0.64% | +0.64 |
| FND Floor & Decor Holdings Inc. Class A | Add +26.1% | 5.39% | +0.25 |
| VIK Viking Holdings Ltd. | Add +2.2% | 2.78% | +0.13 |
| YUM Yum! Brands Inc. | Add +2.6% | 1.15% | +0.06 |
| BOOT Boot Barn Holdings Inc. | Add +0.5% | 1.67% | −0.34 |
| W Wayfair Inc. Class A | Add +12.6% | 5.74% | −1.09 |
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 |