13F HOLDINGS REPORT
Tabor Asset Management, LP
Quarter ended Q2 2025 · Filed August 6, 2025 · Accession 0001420506-25-001735
Total Value
$146.5M
Positions
40
Other Managers
0
Confidential Omitted
No
Holdings (40)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | LEGALZOOM COM INC | LZ | 1,323,187 | $11.8M | 8.05% |
| 2 | FIVE BELOW INC | FIVE | 55,873 | $7.3M | 5.00% |
| 3 | CARNIVAL CORP | CUKPF | 250,381 | $7.0M | 4.81% |
| 4 | URBAN OUTFITTERS INC | URBN | 89,112 | $6.5M | 4.41% |
| 5 | WILLIAMS SONOMA INC | WSM | 38,584 | $6.3M | 4.30% |
| 6 | ERMENEGILDO ZEGNA N V | ZGN | 699,372 | $6.0M | 4.08% |
| 7 | SHARKNINJA INC | SN | 59,398 | $5.9M | 4.01% |
| 8 | JAMES HARDIE INDS PLC | 47030M106 | 206,091 | $5.5M | 3.78% |
| 9 | BOOKING HOLDINGS INC | BKNG | 924 | $5.3M | 3.65% |
| 10 | MOHAWK INDS INC | 608190104 | 50,980 | $5.3M | 3.65% |
| 11 | WAYFAIR INC | W | 102,391 | $5.2M | 3.57% |
| 12 | AMER SPORTS INC | AS | 132,365 | $5.1M | 3.50% |
| 13 | VIKING HOLDINGS LTD | VIK | 92,361 | $4.9M | 3.36% |
| 14 | CINEMARK HLDGS INC | CNK | 152,197 | $4.6M | 3.14% |
| 15 | TAPESTRY INC | TPR | 49,139 | $4.3M | 2.95% |
| 16 | DOORDASH INC | DASH | 17,247 | $4.3M | 2.90% |
| 17 | HOME DEPOT INC | HD | 10,889 | $4.0M | 2.73% |
| 18 | SOMNIGROUP INTERNATIONAL INC | SGI | 56,784 | $3.9M | 2.64% |
| 19 | LEGALZOOM COM INC | LZ | 405,200 | $3.6M | 2.46% |
| 20 | AMERICAN TOWER CORP NEW | 03027X100 | 15,781 | $3.5M | 2.38% |
| 21 | AT&T INC | T-PC | 119,167 | $3.4M | 2.35% |
| 22 | RALPH LAUREN CORP | RL | 10,251 | $2.8M | 1.92% |
| 23 | DOLLAR GEN CORP NEW | 256677105 | 24,504 | $2.8M | 1.91% |
| 24 | WHIRLPOOL CORP | WHR-PA | 24,399 | $2.5M | 1.69% |
| 25 | BOOT BARN HLDGS INC | BOOT | 15,856 | $2.4M | 1.65% |
| 26 | DOLLAR TREE INC | DLTR | 22,003 | $2.2M | 1.49% |
| 27 | MADISON SQUARE GRDN SPRT COR | 55825T103 | 10,263 | $2.1M | 1.46% |
| 28 | PINTEREST INC | PINS | 49,901 | $1.8M | 1.22% |
| 29 | CARVANA CO | CVNA | 5,061 | $1.7M | 1.16% |
| 30 | CHEESECAKE FACTORY INC | CAKE | 26,245 | $1.6M | 1.12% |
| 31 | CHEWY INC | CHWY | 37,819 | $1.6M | 1.10% |
| 32 | AFFIRM HLDGS INC | AFRM | 22,599 | $1.6M | 1.07% |
| 33 | LEVI STRAUSS & CO NEW | LEVI | 78,878 | $1.5M | 1.00% |
| 34 | BURLINGTON STORES INC | BURL | 6,254 | $1.5M | 0.99% |
| 35 | BUILDERS FIRSTSOURCE INC | BLDR | 12,144 | $1.4M | 0.97% |
| 36 | VISTRA CORP | VST | 6,030 | $1.2M | 0.80% |
| 37 | CONSTELLATION ENERGY CORP | CEG | 3,524 | $1.1M | 0.78% |
| 38 | ACADEMY SPORTS & OUTDOORS IN | ASO | 24,869 | $1.1M | 0.76% |
| 39 | ROKU INC | ROKU | 12,109 | $1.1M | 0.73% |
| 40 | COGENT COMMUNICATIONS HLDGS | CCOI | 13,624 | $656,813 | 0.45% |