Arkolith/Funds/Tabor Asset Management, LP

Tabor Asset Management, LP

CIK 1834780
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Tabor Asset Management, LP holds a diversified book of 39 stocks worth $248.7M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Chewy Inc - Class A and trimmed Five Below. Their largest long position is Ermenegildo Zegna NV at 6% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
16
new positions
Added to
8
existing
Trimmed
15
reduced
Sold out
10
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
49%
Top 20 holdings
77%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

96% mapped to company sectors

Consumer Discretionary
67%
Communication Services
8%
Consumer Staples
8%
Industrials
7%
Information Technology
5%
ETF / fund or unclassified
4%
Materials
1%
Health Care
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

39 positions
#SecurityValueShares% PortLast moveHistory
1Ermenegildo Zegna N V
ORD SHS
$15.0M1.44M
6.0%
+35%
Added · +370K sh
2Madison Square GRDN SPRT Cor
CL A
$14.8M46.2K
6.0%
+5.4%
Added · +2K sh
3Wayfair Inc
CL A
$14.3M189.9K
5.7%
+13%
Added · +21K sh
4Floor & Decor Hldgs Inc
CL A
$13.4M264.1K
5.4%
+26%
Added · +55K sh
5Five Below Inc
COM
$13.1M57.4K
5.3%
−40%
Reduced · −38K sh
6Burlington Stores Inc
COM
$11.2M34.4K
4.5%
−18%
Reduced · −7K sh
7Amazon Com Inc
COM
$10.3M49.5K
4.1%
+56%
Added · +18K sh
8Carnival Corp
COMMON STOCK
$10.1M389.8K
4.1%
−14%
Reduced · −61K sh
9Chewy Inc
CL A
$10.1M372.7K
4.0%
New
New position
10Constellation Brands Inc
CL A
$9.5M63.2K
3.8%
New
New position
11Mondelez Intl Inc
CL A
$9.5M164.3K
3.8%
New
New position
12Liberty Media Corp Del
COM LBTY ONE S C
$8.9M104.1K
3.6%
New
New position
13Nexstar Media Group Inc
COMMON STOCK
$8.4M46.4K
3.4%
New
New position
14Amer Sports Inc
COM SHS
$7.9M240.9K
3.2%
−11%
Reduced · −31K sh
15Mohawk Inds Inc
COM
$7.6M77.0K
3.0%
−50%
Reduced · −77K sh
16Viking Holdings Ltd
ORD SHS
$6.9M94.1K
2.8%
+2.2%
Added · +2K sh
17Ross Stores Inc
COM
$5.8M26.6K
2.3%
New
New position
18Urban Outfitters Inc
COM
$5.7M89.2K
2.3%
−10%
Reduced · −10K sh
19Royal Caribbean Group
COM
$5.3M19.4K
2.1%
New
New position
20Legalzoom Com Inc
COM
$5.0M889.5K
2.0%
−50%
Reduced · −874K sh
21Williams Sonoma Inc
COM
$4.9M26.8K
2.0%
−6.2%
Reduced · −2K sh
22McDonalds Corp
COM
$4.8M15.4K
1.9%
New
New position
23Bobs Disc Furniture Inc
COM SHS
$4.4M373.8K
1.8%
New
New position
24Boot Barn Hldgs Inc
COM
$4.1M28.4K
1.7%
+0.5%
Added · +138 sh
25Sharkninja Inc
COM SHS
$4.1M38.4K
1.6%
−52%
Reduced · −41K sh
26Academy Sports & Outdoors In
COM
$3.4M59.5K
1.3%
New
New position
27Echostar Corp
CL A
$3.3M28.6K
1.3%
−34%
Reduced · −14K sh
28Ulta Beauty Inc
COM
$3.3M6.2K
1.3%
−17%
Reduced · −1K sh
29Yum Brands Inc
COM
$2.9M18.4K
1.2%
+2.6%
Added · +466 sh
30Maplebear Inc
COM
$2.7M72.3K
1.1%
New
New position
31RH
COM
$2.7M19.4K
1.1%
New
New position
32Birkenstock Holding PLC
COM SHS
$2.5M68.9K
1.0%
−47%
Reduced · −62K sh
33Wix Com Ltd
SHS
$2.4M27.0K
1.0%
−36%
Reduced · −15K sh
34National Vision Hldgs Inc
COM
$2.0M78.8K
0.8%
−43%
Reduced · −59K sh
35Ralph Lauren Corp
CL A
$1.9M5.6K
0.8%
New
New position
36Victorias Secret And Co
COMMON STOCK
$1.8M38.6K
0.7%
−46%
Reduced · −33K sh
37Peloton Interactive Inc
CL A COM
$1.6M384.2K
0.7%
New
New position
38Airbnb Inc
COM CL A
$1.6M12.8K
0.6%
New
New position
39Builders Firstsource Inc
COM
$1.6M19.3K
0.6%
New
New position
Showing all 39 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202639$248.7M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202633$247.8M13F-HR
Q3 2025Sep 30, 2025Nov 13, 202540$165.8M13F-HR
Q2 2025Jun 30, 2025Aug 6, 202540$146.5M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.