Investor
Tabor Asset Management, LP
CIK 0001834780 · filed 2026-05-15 · SEC filing
13F book
$248.7M
Positions
39
16 new · 10 sold
Largest name
6.0%
Ermenegildo Zegna N.V. · ZGN
Est. mark
−$11.2M
Price effect on 23 names still held. Flow $12.1M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Ermenegildo Zegna N.V. | ZGN | 1.44M | $15M | 6.0% | $181.6K | Added$4.04M |
| Madison Square Grdn Sprt Cor | — | 46.2K | $14.8M | 6.0% | $2.75M | Added$3.51M |
| Wayfair Inc. | W | 189.9K | $14.3M | 5.7% | −$4.25M | Added−$2.66M |
| Floor & Decor Hldgs Inc | — | 264.1K | $13.4M | 5.4% | −$2.11M | Added$659.8K |
| Five Below, Inc | FIVE | 57.4K | $13.1M | 5.3% | $2.3M | Cut−$4.92M |
| Burlington Stores, Inc. | BURL | 34.4K | $11.2M | 4.5% | $1.26M | Cut−$880.2K |
| Amazon Com Inc | AMZN | 49.5K | $10.3M | 4.1% | −$713.2K | Added$3.01M |
| Carnival Corp Ltd. | CCL | 389.8K | $10.1M | 4.1% | −$1.82M | Cut−$3.68M |
| Chewy, Inc. | CHWY | 372.7K | $10.1M | 4.0% | — | New |
| Constellation Brands, Inc. | STZ | 63.2K | $9.48M | 3.8% | — | New |
| Mondelez Intl Inc | — | 164.3K | $9.47M | 3.8% | — | New |
| Liberty Media Corp Del | — | 104.1K | $8.85M | 3.6% | — | New |
| Nexstar Media Group, Inc. | NXST | 46.4K | $8.38M | 3.4% | — | New |
| Amer Sports, Inc. | AS | 240.9K | $7.93M | 3.2% | −$1.07M | Cut−$2.21M |
| Mohawk Inds Inc | — | 77K | $7.58M | 3.0% | −$834.2K | Cut−$9.29M |
| Viking Holdings Ltd | VIK | 94.1K | $6.92M | 2.8% | $190.6K | Added$341.6K |
| Ross Stores, Inc. | ROST | 26.6K | $5.77M | 2.3% | — | New |
| Urban Outfitters Inc | URBN | 89.2K | $5.65M | 2.3% | −$1.06M | Cut−$1.82M |
| Royal Caribbean Group | — | 19.4K | $5.33M | 2.1% | — | New |
| Legalzoom.Com, Inc. | LZ | 889.5K | $5.04M | 2.0% | −$3.79M | Cut−$12.5M |
| Williams Sonoma Inc | WSM | 26.8K | $4.88M | 2.0% | $100.2K | Cut−$216.1K |
| Mcdonalds Corp | MCD | 15.4K | $4.77M | 1.9% | — | New |
| Bobs Disc Furniture Inc | — | 373.8K | $4.39M | 1.8% | — | New |
| Boot Barn Hldgs Inc | — | 28.4K | $4.15M | 1.7% | −$849.6K | Added−$829.4K |
| SharkNinja, Inc. | SN | 38.4K | $4.07M | 1.6% | −$230.7K | Cut−$4.86M |
| Academy Sports & Outdoors In | — | 59.5K | $3.36M | 1.3% | — | New |
| Echostar Corp | ECHO | 28.6K | $3.35M | 1.3% | $239.2K | Cut−$1.34M |
| Ulta Beauty, Inc. | ULTA | 6.24K | $3.26M | 1.3% | −$513.1K | Cut−$1.28M |
| Yum Brands Inc | YUM | 18.4K | $2.87M | 1.2% | $75.5K | Added$148K |
| Maplebear Inc. | CART | 72.3K | $2.71M | 1.1% | — | New |
| RH | RH | 19.4K | $2.71M | 1.1% | — | New |
| Birkenstock Holding Plc | BIRK | 68.9K | $2.47M | 1.0% | −$349.3K | Cut−$2.88M |
| Wix.com Ltd. | WIX | 27K | $2.43M | 1.0% | −$372.8K | Cut−$1.96M |
| National Vision Hldgs Inc | — | 78.8K | $2.04M | 0.8% | $6.31K | Cut−$1.52M |
| Ralph Lauren Corp | RL | 5.63K | $1.94M | 0.8% | — | New |
| Victorias Secret And Co | — | 38.6K | $1.79M | 0.7% | −$301.2K | Cut−$2.06M |
| Peloton Interactive, Inc. | PTON | 384.2K | $1.65M | 0.7% | — | New |
| Airbnb, Inc. | ABNB | 12.8K | $1.62M | 0.6% | — | New |
| Builders FirstSource, Inc. | BLDR | 19.3K | $1.59M | 0.6% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.