Tabor Asset Management, LP — 13F Holdings & Portfolio
CIK 1834780 · latest 13F-HR filed 2026-11-13
Tabor Asset Management, LP manages $269.1M in 13F-reported U.S. long-equity assets across 37 reported positions as of its 2026-09-30 13F-HR filing. Its largest disclosed positions are ABNB (8.00%), W (6.88%), FIVE (5.91%). Quarter over quarter (versus its 2026-06-30 filing) the fund opened 11 new positions and exited 21; 8 existing positions rose in reported value and 16 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-11-13
vs 2026-06-30
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q3 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q2 26 → Q3 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
5 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 52.7%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Mar 24, 2026.
SUITE 901
NEW YORK, NY 10017
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| ASKENAZI, TAL Control | CCO / CFO since Aug 2024 | Less than 5% | Individual |
| JACOBY, JONATHAN Control | PARTNER / CIO since Jul 2018 | 75% or more | Individual |
| JAIN, ANKUR Control | PARTNER/PRESIDENT/COO since Nov 2019 | Less than 5% | Individual |
| TABOR GP, LLC Control | GENERAL PARTNER since Jul 2018 | Less than 5% | Domestic Entity |
| JACOBY, JONATHAN Control Indirect owner via TABOR GP, LLC | OWNER since Jul 2018 | 75% or more | Individual |
Ownership & leadership changes · 6 filings with changes since Jul 15, 2019
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedCHAPPLE, CHRISTOPHER, KEITH · PARTNER / SECTOR HEAD · Less than 5% · listed since Jul 2018
- AddedASKENAZI, TAL · CCO / CFO · Less than 5% · control person
- ChangedJAIN, ANKUR · title PARTNER/PRESIDENT/COO/CCO → PARTNER/PRESIDENT/COO
- ChangedJAIN, ANKUR · title CCO / PARTNER / COO / HEAD OF BUSINESS DEVELOPMENT → PARTNER/PRESIDENT/COO/CCO
- No longer listedCONSTANTINO, JEFFREY, ALAN · PARTNER · Less than 5% · listed since Jul 2018
- ChangedCHAPPLE, CHRISTOPHER, KEITH · no longer a control person
- AddedJAIN, ANKUR · CCO / PARTNER / COO / HEAD OF BUSINESS DEVELOPMENT · Less than 5% · control person
- ChangedCHAPPLE, CHRISTOPHER, KEITH · title CCO → PARTNER / SECTOR HEAD
- ListedCHAPPLE, CHRISTOPHER, KEITH · CCO · Less than 5% · control person
- ListedCONSTANTINO, JEFFREY, ALAN · PARTNER · Less than 5%
- ListedJACOBY, JONATHAN · PARTNER / CIO · 75% or more · control person
- ListedJACOBY, JONATHAN · OWNER · 75% or more · indirect via TABOR GP, LLC · control person
- ListedTABOR GP, LLC · GENERAL PARTNER · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- AIRBNB INC$8.1M +59.8%
- MAPLEBEAR INC$7.6M +136.7%
- ROYAL CARIBBEAN GROUP$4.8M +136.3%
- AMER SPORTS INC$4.3M +40.8%
- TAPESTRY INC$2.2M +60.1%
Top Trims
- CARNIVAL CORP LTD-$9.6M -71.4%
- ERMENEGILDO ZEGNA N V-$9.1M -41.4%
- FLOOR & DECOR HLDGS INC-$6.8M -39.0%
- SHARKNINJA INC-$6.8M -76.9%
- MADISON SQUARE GRDN SPRT COR-$4.6M -29.3%
New Positions
- ULTA BEAUTY INC$10.3M
- KROGER CO$7.5M
- YUM BRANDS INC$7.4M
- SYSCO CORP$5.8M
- JERSEY MIKES SUBS INC$5.0M
Exited Positions
- LEGALZOOM COM INC$7.4M
- BOOT BARN HLDGS INC$7.3M
- ON HLDG AG$7.1M
- CONSTELLATION BRANDS INC$6.2M
- ADVANCE AUTO PARTS INC$5.4M
Tabor Asset Management, LP Holdings (2026-09-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | AIRBNB INC | ABNB | 009066101 | $21.5M | 8.00% | 134,053 | SH |
| 2 | WAYFAIR INC | W | 94419L101 | $18.5M | 6.88% | 180,383 | SH |
| 3 | FIVE BELOW INC | FIVE | 33829M101 | $15.9M | 5.91% | 72,440 | SH |
| 4 | AMER SPORTS INC | AS | G0260P102 | $14.9M | 5.53% | 545,550 | SH |
| 5 | MAPLEBEAR INC | CART | 565394103 | $13.1M | 4.88% | 304,303 | SH |
| 6 | ERMENEGILDO ZEGNA N V | ZGN | N30577105 | $12.8M | 4.77% | 1,026,954 | SH |
| 7 | MOHAWK INDS INC | MHK | 608190104 | $12.6M | 4.67% | 100,670 | SH |
| 8 | MADISON SQUARE GRDN SPRT COR | MSGS | 55825T103 | $11.2M | 4.17% | 27,664 | SH |
| 9 | FLOOR & DECOR HLDGS INC | FND | 339750101 | $10.6M | 3.92% | 230,387 | SH |
| 10 | ULTA BEAUTY INC | ULTA | 90384S303 | $10.3M | 3.84% | 18,933 | SH |
| 11 | URBAN OUTFITTERS INC | URBN | 917047102 | $9.1M | 3.40% | 119,673 | SH |
| 12 | BURLINGTON STORES INC | BURL | 122017106 | $9.1M | 3.37% | 33,890 | SH |
| 13 | ROYAL CARIBBEAN GROUP | RCL | V7780T103 | $8.4M | 3.12% | 31,586 | SH |
| 14 | KROGER CO | KR | 501044101 | $7.5M | 2.79% | 127,945 | SH |
| 15 | VICTORIAS SECRET AND CO | VSXY | 926400102 | $7.5M | 2.78% | 84,602 | SH |
| 16 | TREX INC | TREX | 89531P105 | $7.4M | 2.76% | 170,448 | SH |
| 17 | YUM BRANDS INC | YUM | 988498101 | $7.4M | 2.74% | 54,059 | SH |
| 18 | LIBERTY MEDIA CORP DEL | FWONK | 531229755 | $6.0M | 2.25% | 65,470 | SH |
| 19 | SYSCO CORP | SYY | 871829107 | $5.8M | 2.16% | 74,679 | SH |
| 20 | TAPESTRY INC | TPR | 876030107 | $5.8M | 2.14% | 50,041 | SH |
| 21 | MONDELEZ INTL INC | MDLZ | 609207105 | $5.4M | 2.01% | 93,358 | SH |
| 22 | WILLIAMS SONOMA INC | WSM | 969904101 | $5.1M | 1.89% | 22,290 | SH |
| 23 | JERSEY MIKES SUBS INC | JMKE | 47668J102 | $5.0M | 1.86% | 297,134 | SH |
| 24 | NETFLIX INC. | NFLX | 64110L106 | $5.0M | 1.85% | 71,412 | SH |
| 25 | FOX CORP | FOXA | 35137L105 | $4.5M | 1.66% | 71,381 | SH |
| 26 | JAMES HARDIE INDS PLC | JHX | G4253H101 | $4.3M | 1.61% | 171,185 | SH |
| 27 | CARNIVAL CORP LTD | CCL | G2004J103 | $3.9M | 1.43% | 156,898 | SH |
| 28 | TAKE-TWO INTERACTIVE SOFTWAR | TTWO | 874054109 | $3.8M | 1.41% | 18,286 | SH |
| 29 | HOME DEPOT INC | HD | 437076102 | $3.6M | 1.34% | 12,637 | SH |
| 30 | ATLANTA BRAVES HLDGS INC | BATRK | 047726302 | $2.7M | 0.99% | 50,524 | SH |
| 31 | SHARKNINJA INC | SN | G8068L108 | $2.0M | 0.75% | 11,273 | SH |
| 32 | BIRKENSTOCK HOLDING PLC | BIRK | M2029K104 | $1.9M | 0.71% | 59,208 | SH |
| 33 | COUPANG INC | CPNG | 22266T109 | $1.7M | 0.64% | 124,997 | SH |
| 34 | SHOPIFY INC | SHOP | 82509L107 | $1.5M | 0.57% | 10,335 | SH |
| 35 | REDDIT INC | RDDT | 75734B100 | $1.4M | 0.52% | 9,872 | SH |
| 36 | BOBS DISC FURNITURE INC | BOBS | 09681N106 | $1.4M | 0.51% | 99,093 | SH |
| 37 | ERMENEGILDO ZEGNA N V Put | ZGN | N30577955 | $443.8K | 0.16% | 35,500 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-09-30 | 2026-11-13 | $269.1M | 37 | 0001420506-26-002660 |
| 2026-06-30 | 2026-08-14 | $327.5M | 47 | 0001420506-26-001677 |
| 2026-03-31 | 2026-05-15 | $248.7M | 39 | 0001420506-26-001024 |
| 2025-12-31 | 2026-02-17 | $247.8M | 33 | 0001420506-26-000476 |
| 2025-09-30 | 2025-11-13 | $165.8M | 40 | 0001420506-25-003175 |
SUITE 901
NEW YORK, NY 10017