Vault-13

Tabor Asset Management, LP

NEW YORK, NY · CIK 1834780 · 13F filing filed 2026-08-14

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$326.3m reported value +31.2% vs Q1 2026
46positions
48.1%in top 10
18 new 19 added 9 reduced 11 sold out vs Q1 2026

Options: 1 call positions ($1.2m notional), 0 put positions (— notional) – listed below, not included above.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 ERMENEGILDO ZEGNA N V ORD SHS ZGN ZGN 1,682,838 $21.9m6.71% 6.71% AddedShares held: Q3 2025 640.2k, Q4 2025 1.1m, Q1 2026 1.4m, Q2 2026 1.7m +244.3k +244,292 17.0%
2 WAYFAIR INC CL A W W 217,280 $20.1m6.15% 6.15% AddedShares held: Q3 2025 100.8k, Q4 2025 168.7k, Q1 2026 189.9k, Q2 2026 217.3k +27.4k +27,389 14.4%
3 FLOOR & DECOR HLDGS INC CL A FND FND 291,676 $17.3m5.31% 5.31% AddedShares held: Q3 2025 23.3k, Q4 2025 209.5k, Q1 2026 264.1k, Q2 2026 291.7k +27.6k +27,593 10.4%
4 FIVE BELOW INC COM FIVE FIVE 95,331 $17.1m5.25% 5.25% AddedShares held: Q3 2025 69.2k, Q4 2025 95.8k, Q1 2026 57.4k, Q2 2026 95.3k +37.9k +37,887 66.0%
5 MADISON SQUARE GRDN SPRT COR CL A MSGS MSGS 39,458 $15.9m4.86% 4.86% ReducedShares held: Q3 2025 13.8k, Q4 2025 43.8k, Q1 2026 46.2k, Q2 2026 39.5k -6.7k -6,694 -14.5%
6 MOHAWK INDS INC COM MHK MHK 112,718 $13.7m4.19% 4.19% AddedShares held: Q3 2025 69.1k, Q4 2025 154.3k, Q1 2026 77.0k, Q2 2026 112.7k +35.8k +35,764 46.5%
7 AIRBNB INC COM CL A ABNB ABNB 94,163 $13.5m4.13% 4.13% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 12.8k, Q2 2026 94.2k +81.4k +81,372 636.2%
8 CARNIVAL CORP LTD COMMON SHARES CCL CCL 470,510 $13.4m4.12% 4.12% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 470.5k
9 BURLINGTON STORES INC COM BURL BURL 42,404 $13.4m4.12% 4.12% AddedShares held: Q3 2025 23.3k, Q4 2025 41.8k, Q1 2026 34.4k, Q2 2026 42.4k +8.0k +8,042 23.4%
10 LIBERTY MEDIA CORP DEL COM LBTY ONE S C FWONK FWONK 111,507 $10.6m3.25% 3.25% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 104.1k, Q2 2026 111.5k +7.4k +7,409 7.1%
11 AMER SPORTS INC COM SHS AS AS 312,459 $10.6m3.24% 3.24% AddedShares held: Q3 2025 152.4k, Q4 2025 271.5k, Q1 2026 240.9k, Q2 2026 312.5k +71.5k +71,510 29.7%
12 VICTORIAS SECRET AND CO COMMON STOCK VSXY VSXY 108,358 $9.0m2.77% 2.77% AddedShares held: Q3 2025 33.4k, Q4 2025 71.1k, Q1 2026 38.6k, Q2 2026 108.4k +69.8k +69,787 180.9%
13 URBAN OUTFITTERS INC COM URBN URBN 126,332 $9.0m2.74% 2.74% AddedShares held: Q3 2025 72.4k, Q4 2025 99.3k, Q1 2026 89.2k, Q2 2026 126.3k +37.1k +37,124 41.6%
14 WILLIAMS SONOMA INC COM WSM WSM 38,006 $8.9m2.72% 2.72% AddedShares held: Q3 2025 28.6k, Q4 2025 28.6k, Q1 2026 26.8k, Q2 2026 38.0k +11.2k +11,227 41.9%
15 SHARKNINJA INC COM SHS SN SN 57,719 $8.8m2.69% 2.69% AddedShares held: Q3 2025 39.3k, Q4 2025 79.8k, Q1 2026 38.4k, Q2 2026 57.7k +19.3k +19,277 50.1%
16 MONDELEZ INTL INC CL A MDLZ MDLZ 128,476 $7.4m2.28% 2.28% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 164.3k, Q2 2026 128.5k -35.8k -35,804 -21.8%
17 LEGALZOOM COM INC COM LZ LZ 1,199,418 $7.4m2.25% 2.25% AddedShares held: Q3 2025 1.2m, Q4 2025 1.8m, Q1 2026 889.5k, Q2 2026 1.2m +309.9k +309,936 34.8%
18 BOOT BARN HLDGS INC COM BOOT BOOT 44,279 $7.3m2.23% 2.23% AddedShares held: Q3 2025 15.5k, Q4 2025 28.2k, Q1 2026 28.4k, Q2 2026 44.3k +15.9k +15,925 56.2%
19 ON HLDG AG NAMEN AKT A ONON ONON 199,776 $7.1m2.17% 2.17% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 199.8k
20 CONSTELLATION BRANDS INC CL A STZ STZ 44,304 $6.2m1.89% 1.89% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 63.2k, Q2 2026 44.3k -18.9k -18,925 -29.9%
21 MAPLEBEAR INC COM CART CART 117,071 $5.5m1.70% 1.70% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 72.3k, Q2 2026 117.1k +44.7k +44,742 61.9%
22 TREX CO INC COM TREX TREX 107,875 $5.4m1.65% 1.65% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 107.9k
23 ADVANCE AUTO PARTS INC COM AAP AAP 86,134 $5.4m1.64% 1.64% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 86.1k
24 SPHERE ENTERTAINMENT CO CL A SPHR SPHR 26,032 $4.5m1.38% 1.38% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 26.0k
25 MGM RESORTS INTERNATIONAL COM MGM MGM 92,735 $4.4m1.36% 1.36% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 92.7k
26 AMAZON COM INC COM AMZN AMZN 17,574 $4.2m1.28% 1.28% ReducedShares held: Q3 2025 0, Q4 2025 31.6k, Q1 2026 49.5k, Q2 2026 17.6k -31.9k -31,923 -64.5%
27 BRINKER INTL INC COM EAT EAT 23,762 $4.0m1.22% 1.22% NewShares held: Q3 2025 0, Q4 2025 28.8k, Q1 2026 0, Q2 2026 23.8k
28 RALPH LAUREN CORP CL A RL RL 9,255 $3.7m1.14% 1.14% AddedShares held: Q3 2025 9.1k, Q4 2025 0, Q1 2026 5.6k, Q2 2026 9.3k +3.6k +3,621 64.3%
29 ATLANTA BRAVES HLDGS INC COM SER C BATRK BATRK 69,792 $3.6m1.11% 1.11% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 69.8k
30 JAMES HARDIE INDS PLC ORD SHS JHX JHX 137,467 $3.6m1.10% 1.10% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 137.5k
31 TAPESTRY INC COM TPR TPR 24,562 $3.6m1.10% 1.10% NewShares held: Q3 2025 37.1k, Q4 2025 0, Q1 2026 0, Q2 2026 24.6k
32 ROYAL CARIBBEAN GROUP COM RCL RCL 11,194 $3.6m1.09% 1.09% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 19.4k, Q2 2026 11.2k -8.2k -8,162 -42.2%
33 HILLMAN SOLUTIONS CORP COM HLMN HLMN 410,479 $3.5m1.06% 1.06% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 410.5k
34 MCDONALDS CORP COM MCD MCD 12,638 $3.4m1.05% 1.05% ReducedShares held: Q3 2025 14.7k, Q4 2025 0, Q1 2026 15.4k, Q2 2026 12.6k -2.7k -2,723 -17.7%
35 PELOTON INTERACTIVE INC CL A COM PTON PTON 511,532 $3.0m0.93% 0.93% AddedShares held: Q3 2025 97.8k, Q4 2025 0, Q1 2026 384.2k, Q2 2026 511.5k +127.3k +127,301 33.1%
36 VIKING HOLDINGS LTD ORD SHS VIK VIK 28,330 $3.0m0.91% 0.91% ReducedShares held: Q3 2025 97.3k, Q4 2025 92.1k, Q1 2026 94.1k, Q2 2026 28.3k -65.8k -65,787 -69.9%
37 LEVI STRAUSS & CO NEW CL A COM STK LEVI LEVI 116,264 $2.9m0.88% 0.88% NewShares held: Q3 2025 104.3k, Q4 2025 0, Q1 2026 0, Q2 2026 116.3k
38 MANCHESTER UTD PLC NEW ORD CL A MANU MANU 120,344 $2.8m0.85% 0.85% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 120.3k
39 FOX CORP CL A COM FOXA FOXA 52,822 $2.8m0.84% 0.84% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 52.8k
40 NEXSTAR MEDIA GROUP INC COMMON STOCK NXST NXST 15,343 $2.7m0.84% 0.84% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 46.4k, Q2 2026 15.3k -31.0k -31,017 -66.9%
41 REDDIT INC CL A RDDT RDDT 15,423 $2.7m0.82% 0.82% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 15.4k
42 ROCKET COS INC COM CL A RKT RKT 146,563 $2.3m0.71% 0.71% NewShares held: Q3 2025 0, Q4 2025 209.7k, Q1 2026 0, Q2 2026 146.6k
43 CHARTER COMMUNICATIONS INC N CL A CHTR CHTR 13,568 $1.9m0.59% 0.59% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 13.6k
44 BOBS DISC FURNITURE INC COM SHS BOBS BOBS 117,399 $1.9m0.57% 0.57% ReducedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 373.8k, Q2 2026 117.4k -256.4k -256,392 -68.6%
45 BUILDERS FIRSTSOURCE INC COM BLDR BLDR 20,245 $1.8m0.56% 0.56% AddedShares held: Q3 2025 13.5k, Q4 2025 0, Q1 2026 19.3k, Q2 2026 20.2k +897 +897 4.6%
46 CINEMARK HLDGS INC COM CNK CNK 55,021 $1.7m0.54% 0.54% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 55.0k

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
CARNIVAL CORP 389,838 $10.1m389.8k shares
CHEWY INC CHWY CHWY 372,717 $10.1m372.7k shares
ROSS STORES INC ROST ROST 26,615 $5.8m26.6k shares
ACADEMY SPORTS & OUTDOORS IN ASO ASO 59,460 $3.4m59.5k shares
ECHOSTAR CORP ECHO ECHO 28,573 $3.3m28.6k shares
ULTA BEAUTY INC ULTA ULTA 6,235 $3.3m6.2k shares
YUM BRANDS INC YUM YUM 18,449 $2.9m18.4k shares
RH RH RH 19,367 $2.7m19.4k shares
BIRKENSTOCK HOLDING PLC BIRK BIRK 68,899 $2.5m68.9k shares
WIX COM LTD WIX WIX 26,978 $2.4m27.0k shares
NATIONAL VISION HLDGS INC EYE EYE 78,826 $2.0m78.8k shares

Options (notional value)

UnderlyingTickerTypeShares controlled NotionalChange
LEGALZOOM COM INC LZ · Call LZCall 200,000 $1.2m200.0k shares New