TA
| |
Tabor Asset Management, LP13F | |
| Tabor Asset Management, LP | |
| Last update 2025-05-06 | 38 Stocks (13 new) |
| Value $124.00 Mil | Turnover 30 % |
Tabor Asset Management, LP Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
LZ | LegalZoom.com Inc | 998,026 | 8,593.0 | -10.71% | 6.910 | -0.43% | 0.550 | +32.05% | +19.04% | 1,619.8 | Business Services | |
AZEK | The AZEK Co Inc | 159,177 | 7,782.2 | +230.06% | 6.260 | +4.36% | 0.110 | +11.17% | +14.49% | 7,818.5 | Construction | |
MHK | Mohawk Industries Inc | 68,083 | 7,773.7 | -43.25% | 6.250 | -2.95% | 0.110 | +10.50% | -3.38% | 7,196.6 | Furnishings, Fixtures & Appliances | |
URBN | Urban Outfitters Inc | 138,700 | 7,267.9 | -17.02% | 5.840 | -0.74% | 0.150 | +49.92% | +36.59% | 6,719.6 | Retail - Cyclical | |
BKNG | Booking Holdings Inc | 1,487 | 6,850.5 | New Holding | 5.510 | +5.51% | 0.000 | +25.82% | +16.68% | 187,937.7 | Travel & Leisure | |
WSM | Williams-Sonoma Inc | 39,195 | 6,196.7 | -2.05% | 4.980 | -0.07% | 0.030 | +26.33% | -2.43% | 21,968.7 | Retail - Cyclical | |
HD | The Home Depot Inc | 16,061 | 5,886.2 | New Holding | 4.730 | +4.73% | 0.000 | +5.33% | -3.42% | 369,128.2 | Retail - Cyclical | |
SGI | Somnigroup International Inc | 87,361 | 5,231.2 | -33.33% | 4.210 | -1.18% | 0.040 | +23.23% | +32.59% | 15,604.2 | Furnishings, Fixtures & Appliances | |
ZGN | Ermenegildo Zegna NV | 700,516 | 5,183.8 | -27.00% | 4.170 | -1.02% | 0.280 | +29.91% | +11.98% | 2,301.0 |
Manufacturing - Apparel & Accessories
Manufacturing - Apparel & Accessories
| |
BURL | Burlington Stores Inc | 20,555 | 4,898.9 | -31.60% | 3.940 | -1.29% | 0.030 | +27.65% | -3.37% | 17,376.6 | Retail - Cyclical |
Tabor Asset Management, LP's Historical Top Holdings Breakdowns
Tabor Asset Management, LP's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BKNG | Booking Holdings Inc | 2025-03-31 | New Buy New Buy | +5.51% | 4295.4 ($4781.72) 5141.88 | $5,775.53 | 20.78% | New holding | 1,487 | 1,487 | |
HD | The Home Depot Inc | 2025-03-31 | New Buy New Buy | +4.73% | 347.25 ($389.72) 424.87 | $371.01 | -4.80% | New holding | 16,061 | 16,061 | |
| AZEK Unlock Delisted | The AZEK Co Inc | 2025-03-31 | Add Add | +4.36% | 39.61 ($47.36) 52 | $54.35 | 14.76% | Add 230.06% | 159,177 | 110,950 | |
WHR | Whirlpool Corp | 2025-03-31 | Sold Out Sold Out | -3.85% | 88.58 ($106.04) 133.14 | $96.52 | -8.98% | Sold Out | 0 | -70,473 | |
MSGS | Madison Square Garden Sports Corp | 2025-03-31 | Reduce Reduce | -3.40% | 185.75 ($206.57) 223.33 | $204.94 | -0.79% | Reduce -58.85% | 22,105 | -31,616 | |
AMZN | Amazon.com Inc | 2025-03-31 | Sold Out Sold Out | -3.15% | 190.26 ($217) 242.06 | $227.47 | 4.82% | Sold Out | 0 | -30,071 | |
MHK | Mohawk Industries Inc | 2025-03-31 | Reduce Reduce | -2.95% | 110.92 ($119.22) 130.83 | $115.10 | -3.46% | Reduce -43.25% | 68,083 | -51,894 | |
CCL | Carnival Corp | 2025-03-31 | Reduce Reduce | -2.92% | 19.08 ($23.78) 28.49 | $29.89 | 25.69% | Reduce -54.55% | 204,795 | -245,753 | |
AMT | American Tower Corp | 2025-03-31 | New Buy New Buy | +2.62% | 173.46 ($196.17) 217.6 | $232.35 | 18.44% | New holding | 14,953 | 14,953 | |
CNK | Cinemark Holdings Inc | 2025-03-31 | Reduce Reduce | -2.55% | 23.74 ($27.84) 33.06 | $30.07 | 8.01% | Reduce -58.48% | 122,635 | -172,744 |
Tabor Asset Management, LP Total Holding History ($B)
Tabor Asset Management, LP's Asset Allocation
Tabor Asset Management, LP Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
Tabor Asset Management, LP's Hypothetical Growth since 2025-03-31
Tabor Asset Management, LP's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Tabor Asset Management, LP's Holdings Heat Map
Size field:
Tabor Asset Management, LP's Holdings Bubble Chart
Tabor Asset Management, LP News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers