13F Insight
DOSSIER · 13F-HR · Q3 2026

Tabor Asset Management, LP

$269M in tracked AUM across 37 positions as of Q3 2026.

TA
CIK 0001834780 · last filed Sep 30, 2026
Total AUM
$269M
as of Q3 2026
Holdings
37
−10 QoQ
positions
Whale Score
59
59
tracked
Activity
59
+12 new, −22 sold
changes this Q
AI Analysis · Q3 2026

Tabor Asset Management, LP filed its latest 13F-HR for Q3 2026. 59 position changes this quarter — 12 new, 22 exited, 8 added, 17 trimmed.

Quarter at a glance — Q3 2026

59 material changes this filing.

NEW
ULTAULTA BEAUTY INC
+19K sh
+$10M
3.8%
TRIM
G2004J103CARNIVAL CORP LTD
-314K sh
$-10M
1.4%
TRIM
N30577105ERMENEGILDO ZEGNA N V
-656K sh
$-9M
4.8%
ADD
ABNBAIRBNB INC
+40K sh
+$8M
8.0%
ADD
CARTMAPLEBEAR INC
+187K sh
+$8M
4.9%
NEW
KRKROGER CO
+128K sh
+$8M
2.8%
NEW
YUMYUM BRANDS INC
+54K sh
+$7M
2.7%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
ABNB
AIRBNB INC
$22M134K8.0%02
W
WAYFAIR INC
$19M180K6.9%03
FIVE
FIVE BELOW INC
$16M72K5.9%04
G0260P102
AMER SPORTS INC
$15M546K5.5%05
CART
MAPLEBEAR INC
$13M304K4.9%06
N30577105
ERMENEGILDO ZEGNA N V
$13M1.0M4.8%07
MHK
MOHAWK INDS INC
$13M101K4.7%08
MSGS
MADISON SQUARE GRDN SPRT COR
$11M28K4.2%09
FND
FLOOR & DECOR HLDGS INC
$11M230K3.9%10
ULTA
ULTA BEAUTY INC
$10M19K3.8%

Filing history

2026Q3Sep 30
$269M▼ 17.9%
37 positionsView →2026Q2Jun 30
$328M▲ 31.7%
47 positionsView →2026Q1Mar 31
$249M▲ 0.4%
39 positionsView →2025Q4Dec 31
$248M▲ 49.5%
33 positionsView →2025Q3Sep 30
$166M▲ 13.2%
40 positionsLocked2025Q2Jun 30
$146M▼ 26.6%
40 positionsLocked2025Q1Mar 31
$200M▼ 4.8%
165 positionsLocked2024Q4Dec 31
$210M▲ 0.8%
39 positionsLocked2024Q3Sep 30
$208M▲ 11.1%
43 positionsLocked2024Q2Jun 30
$187M▼ 22.1%
40 positionsLocked2024Q1Mar 31
$240M▲ 12.5%
39 positionsLocked2023Q4Dec 31
$213M▲ 12.0%
40 positionsLocked
Showing 12 of 24