Tabor Asset Management’s Wayfair W Stock Holding History

Tabor Asset Management’s Portfolio W Stock Details W Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.3M	Buy	189,891 +21,207	+13%	+$1.92M	5.74%	3
2025 Q4	$16.9M	Buy	168,684 +67,849	+67%	+$6.52M	6.84%	3
2025 Q3	$9.01M	Sell	100,835 -1,556	-2%	-$114K	5.43%	3
2025 Q2	$5.24M	Buy	102,391 +72,376	+241%	+$2.7M	3.57%	11
2025 Q1	$961K	Sell	30,015 -83,550	-74%	-$3.47M	0.77%	33
2024 Q4	$5.03M	Sell	113,565 -43,306	-28%	-$2.04M	2.4%	18
2024 Q3	$8.81M	Buy	156,871 +15,932	+11%	+$767K	4.24%	7
2024 Q2	$7.67M	Buy	140,939 +35,242	+33%	+$2.09M	4.1%	7
2024 Q1	$7.17M	Buy	105,697 +41,053	+64%	+$2.32M	2.99%	14
2023 Q4	$3.99M	Buy	64,644 +25,285	+64%	+$1.32M	1.87%	27
2023 Q3	$2.38M	Buy	+39,359	New	+$2.74M	1.25%	33
2021 Q2	–	Sell	-15,816	Closed	-$4.98M	–	41
2021 Q1	$4.98M	Buy	+15,816	New	+$4.67M	3.56%	11

Other funds holding W

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

GHP

Great Hill Partners Boston, Massachusetts $210M AUM 134.81% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Tabor Asset Management's W Position: Q1 2026 in Review

Tabor Asset Management increased its Wayfair (W) stake by 13% in Q1 2026, buying an estimated $1.92M and bringing the position to 189,891 shares worth $14.3M. The position accounts for 5.74% of the portfolio, ranked #3.

Tabor Asset Management first reported a position in W in Q1 2021 and has held it in 12 quarters since. The position peaked at $16.9M in Q4 2025. 443 funds tracked by Wall St. Rank hold W as of Q1 2026.

Tabor Asset Management held 189,891 shares of Wayfair worth $14.3M as of Q1 2026.
Tabor Asset Management bought 21,207 Wayfair shares in Q1 2026, an estimated $1.92M.
Wayfair made up 5.74% of Tabor Asset Management's portfolio in Q1 2026, its #3 holding.
Tabor Asset Management first reported a position in Wayfair in Q1 2021 and has held it in 12 quarters since.
Tabor Asset Management's Wayfair position peaked at $16.9M in Q4 2025.
443 funds tracked by Wall St. Rank held Wayfair as of Q1 2026.

Based on Tabor Asset Management's 13F filing for Q1 2026, filed 15 May 2026.