Tabor Asset Management, LP
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CARNIVAL CORP | 0 | 389,838 | +389,838 | 0 | 10,089,007 | 4.06% | +10,089,007 |
| CHEWY INC(CHWY) | 0 | 372,717 | +372,717 | 0 | 10,063,359 | 4.05% | +10,063,359 |
| CONSTELLATION BRANDS INC(STZ) | 0 | 63,229 | +63,229 | 0 | 9,484,350 | 3.81% | +9,484,350 |
| MONDELEZ INTL INC(MDLZ) | 0 | 164,280 | +164,280 | 0 | 9,469,099 | 3.81% | +9,469,099 |
| LIBERTY MEDIA CORP DEL(FWONA) | 0 | 104,098 | +104,098 | 0 | 8,850,412 | 3.56% | +8,850,412 |
| NEXSTAR MEDIA GROUP INC(NXST) | 0 | 46,360 | +46,360 | 0 | 8,383,279 | 3.37% | +8,383,279 |
| ROSS STORES INC(ROST) | 0 | 26,615 | +26,615 | 0 | 5,765,607 | 2.32% | +5,765,607 |
| ROYAL CARIBBEAN GROUP | 0 | 19,356 | +19,356 | 0 | 5,326,384 | 2.14% | +5,326,384 |
| MCDONALDS CORP(MCD) | 0 | 15,361 | +15,361 | 0 | 4,774,045 | 1.92% | +4,774,045 |
| BOBS DISC FURNITURE INC(BOBS) | 0 | 373,791 | +373,791 | 0 | 4,392,044 | 1.77% | +4,392,044 |
| ERMENEGILDO ZEGNA N V | 0 | 1,438,546 | +1,438,546 | 0 | 14,989,649 | 6.03% | +14,989,649 |
| MADISON SQUARE GRDN SPRT COR(MSGS) | 0 | 46,152 | +46,152 | 0 | 14,833,253 | 5.96% | +14,833,253 |
| ACADEMY SPORTS & OUTDOORS IN(ASO) | 0 | 59,460 | +59,460 | 0 | 3,356,517 | 1.35% | +3,356,517 |
| AMAZON COM INC(AMZN) | 0 | 49,497 | +49,497 | 0 | 10,308,740 | 4.14% | +10,308,740 |
| MAPLEBEAR INC(CART) | 0 | 72,329 | +72,329 | 0 | 2,709,444 | 1.09% | +2,709,444 |
| RH(RH) | 0 | 19,367 | +19,367 | 0 | 2,707,894 | 1.09% | +2,707,894 |
| RALPH LAUREN CORP(RL) | 0 | 5,634 | +5,634 | 0 | 1,938,040 | 0.78% | +1,938,040 |
| PELOTON INTERACTIVE INC(PTON) | 0 | 384,231 | +384,231 | 0 | 1,648,351 | 0.66% | +1,648,351 |
| AIRBNB INC | 0 | 12,791 | +12,791 | 0 | 1,615,247 | 0.65% | +1,615,247 |
| BUILDERS FIRSTSOURCE INC(BLDR) | 0 | 19,348 | +19,348 | 0 | 1,592,921 | 0.64% | +1,592,921 |
| FLOOR & DECOR HLDGS INC(FND) | 0 | 264,083 | +264,083 | 0 | 13,415,416 | 5.39% | +13,415,416 |
| VIKING HOLDINGS LTD(VIK) | 0 | 94,117 | +94,117 | 0 | 6,915,717 | 2.78% | +6,915,717 |
| YUM BRANDS INC(YUM) | 0 | 18,449 | +18,449 | 0 | 2,868,451 | 1.15% | +2,868,451 |
| WILLIAMS SONOMA INC(WSM) | 0 | 26,779 | +26,779 | 0 | 4,882,615 | 1.96% | +4,882,615 |
| BOOT BARN HLDGS INC | 0 | 28,354 | +28,354 | 0 | 4,149,891 | 1.67% | +4,149,891 |
| BURLINGTON STORES INC(BURL) | 0 | 34,362 | +34,362 | 0 | 11,180,708 | 4.50% | +11,180,708 |
| ULTA BEAUTY INC(ULTA) | 0 | 6,235 | +6,235 | 0 | 3,259,097 | 1.31% | +3,259,097 |
| ECHOSTAR CORP(SATS) | 0 | 28,573 | +28,573 | 0 | 3,345,041 | 1.34% | +3,345,041 |
| NATIONAL VISION HLDGS INC(EYE) | 0 | 78,826 | +78,826 | 0 | 2,041,593 | 0.82% | +2,041,593 |
| URBAN OUTFITTERS INC(URBN) | 0 | 89,208 | +89,208 | 0 | 5,651,327 | 2.27% | +5,651,327 |
| WIX COM LTD | 0 | 26,978 | +26,978 | 0 | 2,429,908 | 0.98% | +2,429,908 |
| VICTORIAS SECRET AND CO(VSCO) | 0 | 38,571 | +38,571 | 0 | 1,788,152 | 0.72% | +1,788,152 |
| AMER SPORTS INC(AS) | 0 | 240,949 | +240,949 | 0 | 7,932,041 | 3.19% | +7,932,041 |
| HASBRO INC(HAS) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| CARVANA CO(CVNA) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| WAYFAIR INC(W) | 0 | 189,891 | +189,891 | 0 | 14,281,702 | 5.74% | +14,281,702 |
| BELLRING BRANDS INC(BRBR) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| GAP INC(GAP) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| BIRKENSTOCK HOLDING PLC(BIRK) | 0 | 68,899 | +68,899 | 0 | 2,468,651 | 0.99% | +2,468,651 |
| WALMART INC(WMT) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| ROCKET COS INC(RKT) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| BRINKER INTL INC(EAT) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| LOWES COS INC(LOW) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| SHARKNINJA INC(SN) | 0 | 38,442 | +38,442 | 0 | 4,071,008 | 1.64% | +4,071,008 |
| FIVE BELOW INC(FIVE) | 0 | 57,444 | +57,444 | 0 | 13,124,805 | 5.28% | +13,124,805 |
| SOMNIGROUP INTERNATIONAL INC(SGI) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| LITHIA MTRS INC(LAD) | 0 | 0 | 0 | 0 | 0 | — | 0 |
| MOHAWK INDS INC(MHK) | 0 | 76,954 | +76,954 | 0 | 7,576,891 | 3.05% | +7,576,891 |
| LEGALZOOM COM INC(LZ) | 0 | 889,482 | +889,482 | 0 | 5,043,363 | 2.03% | +5,043,363 |
| CARNIVAL CORP | 0 | 0 | 0 | 0 | 0 | — | 0 |