Tabor Asset Management, LP
NEW YORK NY · SEC CIK 0001834780
$2.49亿2026Q1 申报市值
39持仓数
49.0%前十大占比 · 第一大 6.0%
10 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
STZ 新建仓+$948.43万
MDLZ 新建仓+$946.91万
CHWY 重新持有+$912.39万
FWONK 新建仓+$885.04万
NXST 新建仓+$838.33万
2026Q1 卖出最多 按季末市值估算
FIVE 减仓-$876.61万
MHK 减仓-$761.47万
LAD 清仓-$643.22万
SGI 清仓-$548.34万
LZ 减仓-$495.68万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| LAD | LITHIA MTRS INC | $0 | 0.00% | 0 | -19,355 | -100.0% | -$643.22万 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -61,418 | -100.0% | -$548.34万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -19,875 | -100.0% | -$479.31万 | 清仓 |
| EAT | BRINKER INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -26,973 | -100.0% | -$300.51万 | 清仓 |
| GAP | GAP INC | $0 | 0.00% | 0 | -107,679 | -100.0% | -$275.66万 | 清仓 |
| BRBR | BELLRING BRANDS INC | $0 | 0.00% | 0 | -102,733 | -100.0% | -$274.61万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -5,540 | -100.0% | -$233.80万 | 清仓 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -27,512 | -100.0% | -$225.60万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $159.29万 | 0.64% | 19,348 | 5,822 | 43.0% | $47.93万 | 重新持有 |
| ABNB | AIRBNB INC | $161.52万 | 0.65% | 12,791 | 12,791 | — | $161.52万 | 新建仓 |
| PTON | PELOTON INTERACTIVE INC | $164.84万 | 0.66% | 384,231 | 286,463 | 293.0% | $122.89万 | 重新持有 |
| VSXY | VICTORIAS SECRET AND CO | $178.82万 | 0.72% | 38,571 | -32,506 | -45.7% | -$150.70万 | 减仓 |
| RL | RALPH LAUREN CORP | $193.80万 | 0.78% | 5,634 | -3,511 | -38.4% | -$120.77万 | 重新持有 |
| EYE | NATIONAL VISION HLDGS INC | $204.16万 | 0.82% | 78,826 | -59,036 | -42.8% | -$152.90万 | 减仓 |
| WIX | WIX COM LTD | $242.99万 | 0.98% | 26,978 | -15,237 | -36.1% | -$137.24万 | 减仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $246.87万 | 0.99% | 68,899 | -61,784 | -47.3% | -$221.37万 | 减仓 |
| RH | RH | $270.79万 | 1.09% | 19,367 | 19,367 | — | $270.79万 | 新建仓 |
| CART | MAPLEBEAR INC | $270.94万 | 1.09% | 72,329 | 72,329 | — | $270.94万 | 新建仓 |
| YUM | YUM BRANDS INC | $286.85万 | 1.15% | 18,449 | 466 | 2.6% | $7.25万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $325.91万 | 1.31% | 6,235 | -1,264 | -16.9% | -$66.07万 | 减仓 |
| ECHO | ECHOSTAR CORP | $334.50万 | 1.34% | 28,573 | -14,495 | -33.7% | -$169.69万 | 减仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $335.65万 | 1.35% | 59,460 | 32,091 | 117.3% | $181.15万 | 重新持有 |
| SN | SHARKNINJA INC | $407.10万 | 1.64% | 38,442 | -41,352 | -51.8% | -$437.92万 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $414.99万 | 1.67% | 28,354 | 138 | 0.5% | $2.02万 | 加仓 |
| BOBS | BOBS DISC FURNITURE INC | $439.20万 | 1.77% | 373,791 | 373,791 | — | $439.20万 | 新建仓 |
| MCD | MCDONALDS CORP | $477.40万 | 1.92% | 15,361 | 691 | 4.7% | $21.48万 | 重新持有 |
| WSM | WILLIAMS SONOMA INC | $488.26万 | 1.96% | 26,779 | -1,771 | -6.2% | -$32.29万 | 减仓 |
| LZ | LEGALZOOM COM INC | $504.34万 | 2.03% | 889,482 | -874,219 | -49.6% | -$495.68万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $532.64万 | 2.14% | 19,356 | 19,356 | — | $532.64万 | 新建仓 |
| URBN | URBAN OUTFITTERS INC | $565.13万 | 2.27% | 89,208 | -10,081 | -10.2% | -$63.86万 | 减仓 |
| ROST | ROSS STORES INC | $576.56万 | 2.32% | 26,615 | 26,615 | — | $576.56万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $691.57万 | 2.78% | 94,117 | 2,056 | 2.2% | $15.11万 | 加仓 |
| MHK | MOHAWK INDS INC | $757.69万 | 3.05% | 76,954 | -77,338 | -50.1% | -$761.47万 | 减仓 |
| AS | AMER SPORTS INC | $793.20万 | 3.19% | 240,949 | -30,529 | -11.2% | -$100.50万 | 减仓 |
| NXST | NEXSTAR MEDIA GROUP INC | $838.33万 | 3.37% | 46,360 | 46,360 | — | $838.33万 | 新建仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $885.04万 | 3.56% | 104,098 | 104,098 | — | $885.04万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $946.91万 | 3.81% | 164,280 | 164,280 | — | $946.91万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $948.43万 | 3.81% | 63,229 | 63,229 | — | $948.43万 | 新建仓 |
| CHWY | CHEWY INC | $1,006.34万 | 4.05% | 372,717 | 337,924 | 971.2% | $912.39万 | 重新持有 |
| CCL | CARNIVAL CORP | $1,008.90万 | 4.06% | 389,838 | -61,078 | -13.5% | -$158.07万 | 减仓 |
| AMZN | AMAZON COM INC | $1,030.87万 | 4.14% | 49,497 | 17,869 | 56.5% | $372.16万 | 加仓 |
| BURL | BURLINGTON STORES INC | $1,118.07万 | 4.50% | 34,362 | -7,393 | -17.7% | -$240.55万 | 减仓 |
| FIVE | FIVE BELOW INC | $1,312.48万 | 5.28% | 57,444 | -38,367 | -40.0% | -$876.61万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $1,341.54万 | 5.39% | 264,083 | 54,597 | 26.1% | $277.35万 | 加仓 |
| W | WAYFAIR INC | $1,428.17万 | 5.74% | 189,891 | 21,207 | 12.6% | $159.50万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $1,483.33万 | 5.96% | 46,152 | 2,374 | 5.4% | $76.30万 | 加仓 |
| ZGN | ERMENEGILDO ZEGNA N V | $1,498.96万 | 6.03% | 1,438,546 | 370,287 | 34.7% | $385.84万 | 加仓 |