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 COM | 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 ORD SHS | 1,068,259 | 1,438,546 | +370,287 | 10,949,655 | 14,989,649 | 6.03% | +4,039,994 |
| MADISON SQUARE GRDN SPRT COR(MSGS) | 43,778 | 46,152 | +2,374 | 11,323,180 | 14,833,253 | 5.96% | +3,510,073 |
| ACADEMY SPORTS & OUTDOORS IN(ASO) | 0 | 59,460 | +59,460 | 0 | 3,356,517 | 1.35% | +3,356,517 |
| AMAZON COM INC(AMZN) | 31,628 | 49,497 | +17,869 | 7,300,375 | 10,308,740 | 4.14% | +3,008,365 |
| 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) | 209,486 | 264,083 | +54,597 | 12,755,603 | 13,415,416 | 5.39% | +659,813 |
| VIKING HOLDINGS LTD(VIK) | 92,061 | 94,117 | +2,056 | 6,574,076 | 6,915,717 | 2.78% | +341,641 |
| YUM BRANDS INC(YUM) | 17,983 | 18,449 | +466 | 2,720,468 | 2,868,451 | 1.15% | +147,983 |
| WILLIAMS SONOMA INC(WSM) | 28,550 | 26,779 | -1,771 | 5,098,745 | 4,882,615 | 1.96% | -216,130 |
| BOOT BARN HLDGS INC | 28,216 | 28,354 | +138 | 4,979,278 | 4,149,891 | 1.67% | -829,387 |
| BURLINGTON STORES INC(BURL) | 41,755 | 34,362 | -7,393 | 12,060,932 | 11,180,708 | 4.50% | -880,224 |
| ULTA BEAUTY INC(ULTA) | 7,499 | 6,235 | -1,264 | 4,536,970 | 3,259,097 | 1.31% | -1,277,873 |
| ECHOSTAR CORP(ECHO) | 43,068 | 28,573 | -14,495 | 4,681,492 | 3,345,041 | 1.34% | -1,336,451 |
| NATIONAL VISION HLDGS INC(EYE) | 137,862 | 78,826 | -59,036 | 3,559,597 | 2,041,593 | 0.82% | -1,518,004 |
| URBAN OUTFITTERS INC(URBN) | 99,289 | 89,208 | -10,081 | 7,472,490 | 5,651,327 | 2.27% | -1,821,163 |
| WIX COM LTD SHS | 42,215 | 26,978 | -15,237 | 4,385,716 | 2,429,908 | 0.98% | -1,955,808 |
| VICTORIAS SECRET AND CO(VSXY) | 71,077 | 38,571 | -32,506 | 3,850,241 | 1,788,152 | 0.72% | -2,062,089 |
| AMER SPORTS INC(AS) | 271,478 | 240,949 | -30,529 | 10,139,703 | 7,932,041 | 3.19% | -2,207,662 |
| HASBRO INC(HAS) | 27,512 | 0 | -27,512 | 2,255,984 | 0 | — | -2,255,984 |
| CARVANA CO(CVNA) | 5,540 | 0 | -5,540 | 2,337,991 | 0 | — | -2,337,991 |
| WAYFAIR INC(W) | 168,684 | 189,891 | +21,207 | 16,937,560 | 14,281,702 | 5.74% | -2,655,858 |
| BELLRING BRANDS INC(BRBR) | 102,733 | 0 | -102,733 | 2,746,053 | 0 | — | -2,746,053 |
| GAP INC(GAP) | 107,679 | 0 | -107,679 | 2,756,582 | 0 | — | -2,756,582 |
| BIRKENSTOCK HOLDING PLC(BIRK) | 130,683 | 68,899 | -61,784 | 5,344,935 | 2,468,651 | 0.99% | -2,876,284 |
| WALMART INC(WMT) | 26,973 | 0 | -26,973 | 3,005,062 | 0 | — | -3,005,062 |
| ROCKET COS INC(RKT) | 209,662 | 0 | -209,662 | 4,059,056 | 0 | — | -4,059,056 |
| BRINKER INTL INC(EAT) | 28,760 | 0 | -28,760 | 4,127,635 | 0 | — | -4,127,635 |
| LOWES COS INC(LOW) | 19,875 | 0 | -19,875 | 4,793,055 | 0 | — | -4,793,055 |
| SHARKNINJA INC(SN) | 79,794 | 38,442 | -41,352 | 8,928,949 | 4,071,008 | 1.64% | -4,857,941 |
| FIVE BELOW INC(FIVE) | 95,811 | 57,444 | -38,367 | 18,046,960 | 13,124,805 | 5.28% | -4,922,155 |
| SOMNIGROUP INTERNATIONAL INC(SGI) | 61,418 | 0 | -61,418 | 5,483,399 | 0 | — | -5,483,399 |
| LITHIA MTRS INC(LAD) | 19,355 | 0 | -19,355 | 6,432,247 | 0 | — | -6,432,247 |
| MOHAWK INDS INC(MHK) | 154,292 | 76,954 | -77,338 | 16,864,116 | 7,576,891 | 3.05% | -9,287,225 |
| LEGALZOOM COM INC(LZ) | 1,763,701 | 889,482 | -874,219 | 17,513,551 | 5,043,363 | 2.03% | -12,470,188 |
| CARNIVAL CORP | 450,916 | 0 | -450,916 | 13,770,975 | 0 | — | -13,770,975 |