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Tabor Asset Management, LP

Q3 2024 · 13F-HR

Tabor Asset Management, LPholdings as filed

Filed 2024-11-14 · accession 0001420506-24-002446

$208.0M
Reported value
43
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
608190104MHKMOHAWK INDS INC$14.1M6.79%87,853CommonSOLE
122017106BURLBURLINGTON STORES INC$11.8M5.66%44,665CommonSOLE
969904101WSMWILLIAMS SONOMA INC$9.8M4.69%62,957CommonSOLE
52466B103LZLEGALZOOM COM INC$9.7M4.65%1,522,726CommonSOLE
70450Y103PYPLPAYPAL HLDGS INC$9.4M4.52%120,367CommonSOLE
17243V102CNKCINEMARK HLDGS INC$9.3M4.47%333,906CommonSOLE
94419L101WWAYFAIR INC$8.8M4.24%156,871CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP$8.5M4.08%47,887CommonSOLE
88023U101SGITEMPUR SEALY INTL INC$8.2M3.95%150,629CommonSOLE
33829M101FIVEFIVE BELOW INC$7.2M3.46%81,481CommonSOLE
565394103CARTMAPLEBEAR INC$7.0M3.38%172,636CommonSOLE
98954M101ZGZILLOW GROUP INC$6.8M3.27%109,843CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC$6.0M2.88%30,874CommonSOLE
00402L107ASOACADEMY SPORTS & OUTDOORS IN$5.9M2.83%100,838CommonSOLE
05329W102ANAUTONATION INC$5.6M2.68%31,177CommonSOLE
55825T103MSGSMADISON SQUARE GRDN SPRT COR$5.6M2.67%26,689CommonSOLE
931142103WMTWALMART INC$5.3M2.54%65,484CommonSOLE
963320106WHRWHIRLPOOL CORP$5.1M2.45%47,691CommonSOLE
143658300CCL1EURCARNIVAL CORP$5.1M2.45%275,925CommonSOLE
917047102URBNURBAN OUTFITTERS INC$4.8M2.33%126,578CommonSOLE
16679L109CHWYCHEWY INC$4.8M2.31%164,309CommonSOLE
918204108VFCV F CORP$4.7M2.27%237,016CommonSOLE
G93A5A101VIKVIKING HOLDINGS LTD$4.2M2.02%120,115CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$4.2M2.01%10,930CommonSOLE
253868103DLRDIGITAL RLTY TR INC$3.6M1.74%22,337CommonSOLE
751212101RLRALPH LAUREN CORP$3.3M1.57%16,792CommonSOLE
92840M102VSTVISTRA CORP$3.1M1.49%26,118CommonSOLE
82452J109FOURSHIFT4 PMTS INC$2.4M1.16%27,129CommonSOLE
253393102DKSDICKS SPORTING GOODS INC$2.3M1.11%11,044CommonSOLE
74164F103PRIMPRIMORIS SVCS CORP$2.2M1.07%38,448CommonSOLE
109641100EATBRINKER INTL INC$2.1M0.99%27,019CommonSOLE
N30577105ZGNERMENEGILDO ZEGNA N V$2.0M0.98%207,713CommonSOLE
134429109CPBCAMPBELL SOUP CO$1.9M0.89%37,818CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$1.8M0.88%433CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$1.5M0.74%8,741CommonSOLE
099406100BOOTBOOT BARN HLDGS INC$1.5M0.74%9,183CommonSOLE
57142B104MQMARQETA INC$1.4M0.67%283,822CommonSOLE
163072101CAKECHEESECAKE FACTORY INC$1.3M0.64%32,732CommonSOLE
77543R102ROKUROKU INC$1.3M0.63%17,550CommonSOLE
36237H101GIIIG III APPAREL GROUP LTD$1.3M0.61%41,229CommonSOLE
47215P106JDJD.COM INC$1.2M0.60%31,123CommonSOLE
91688F104UPWKUPWORK INC$992,5830.48%94,984CommonSOLE
451051106IBTAIBOTTA INC$842,7020.41%13,678CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.