Tabor Asset Management, Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Tabor Asset Management, Lp disclosed 43 stock positions valued at approximately $326.30M as of quarter-end June 30, 2026. The largest holdings include WAYFAIR INC, FLOOR & DECOR HLDGS INC, and FIVE BELOW INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 43
- Portfolio Value
- $326.30M
Holdings by Sector
Tabor Asset Management, Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| WAYFAIR INC | W | Consumer Cyclical | 6.15% | 217,280 | +27,389 | +14.42% | $20,081,018 |
| FLOOR & DECOR HLDGS INC | FND | Consumer Cyclical | 5.31% | 291,676 | +27,593 | +10.45% | $17,313,887 |
| FIVE BELOW INC | FIVE | Consumer Cyclical | 5.25% | 95,331 | +37,887 | +65.95% | $17,139,560 |
| MADISON SQUARE GRDN SPRT COR | MSGS | Communication Services | 4.86% | 39,458 | -6,694 | -14.50% | $15,855,803 |
| MOHAWK INDS INC | MHK | Consumer Cyclical | 4.19% | 112,718 | +35,764 | +46.47% | $13,676,075 |
| AIRBNB INC | ABNB | Consumer Cyclical | 4.13% | 94,163 | +81,372 | +636.17% | $13,474,725 |
| BURLINGTON STORES INC | BURL | Consumer Cyclical | 4.12% | 42,404 | +8,042 | +23.40% | $13,433,587 |
| LIBERTY MEDIA CORP DEL | FWONK | Communication Services | 3.25% | 111,507 | +7,409 | +7.12% | $10,608,776 |
| AMER SPORTS INC | AS | Other | 3.24% | 312,459 | +71,510 | +29.68% | $10,573,613 |
| VICTORIAS SECRET AND CO | VSCO | Consumer Cyclical | 2.77% | 108,358 | +69,787 | +180.93% | $9,045,726 |
| URBAN OUTFITTERS INC | URBN | Consumer Cyclical | 2.74% | 126,332 | +37,124 | +41.62% | $8,951,886 |
| WILLIAMS SONOMA INC | WSM | Consumer Cyclical | 2.72% | 38,006 | +11,227 | +41.92% | $8,859,199 |
| SHARKNINJA INC | SN | Other | 2.69% | 57,719 | +19,277 | +50.15% | $8,788,872 |
| MONDELEZ INTL INC | MDLZ | Consumer Defensive | 2.28% | 128,476 | -35,804 | -21.79% | $7,431,052 |
| LEGALZOOM COM INC | LZ | Industrials | 2.25% | 1,199,418 | +309,936 | +34.84% | $7,352,432 |
| BOOT BARN HLDGS INC | BOOT | Consumer Cyclical | 2.23% | 44,279 | +15,925 | +56.16% | $7,273,711 |
| ON HLDG AG | ONON | Other | 2.17% | 199,776 | +199,776 | +100.00% | $7,076,066 |
| CONSTELLATION BRANDS INC | STZ | Consumer Defensive | 1.89% | 44,304 | -18,925 | -29.93% | $6,162,243 |
| MAPLEBEAR INC | CART | Consumer Cyclical | 1.70% | 117,071 | +44,742 | +61.86% | $5,543,312 |
| TREX INC | TREX | Industrials | 1.65% | 107,875 | +107,875 | +100.00% | $5,398,065 |
| ADVANCE AUTO PARTS INC | AAP | Consumer Cyclical | 1.64% | 86,134 | +86,134 | +100.00% | $5,359,257 |
| SPHERE ENTERTAINMENT CO | SPHR | Communication Services | 1.38% | 26,032 | +26,032 | +100.00% | $4,504,317 |
| MGM RESORTS INTERNATIONAL | MGM | Consumer Cyclical | 1.36% | 92,735 | +92,735 | +100.00% | $4,433,660 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.28% | 17,574 | -31,923 | -64.49% | $4,188,587 |
| BRINKER INTL INC | EAT | Consumer Cyclical | 1.22% | 23,762 | -4,998 | -17.38% | $3,992,016 |
| RALPH LAUREN CORP | RL | Consumer Cyclical | 1.14% | 9,255 | +3,621 | +64.27% | $3,715,050 |
| ATLANTA BRAVES HLDGS INC | BATRK | Communication Services | 1.11% | 69,792 | +69,792 | +100.00% | $3,622,205 |
| JAMES HARDIE INDS PLC | JHIUF | Other | 1.10% | 137,467 | +137,467 | +100.00% | $3,598,886 |
| TAPESTRY INC | TPR | Consumer Cyclical | 1.10% | 24,562 | +24,562 | +100.00% | $3,595,386 |
| ROYAL CARIBBEAN GROUP | RCL | Other | 1.09% | 11,194 | -8,162 | -42.17% | $3,554,431 |
Showing 30 of 43 holdings in the latest reporting period.