13F HOLDINGS REPORT
Azora Capital LP
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001013594-25-001404
Total Value
$2.16B
Positions
63
Other Managers
0
Confidential Omitted
No
Holdings (63)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | BANK AMERICA CORP | 060505104 | 2,799,458 | $144.4M | 6.69% |
| 2 | LPL FINL HLDGS INC | 50212V100 | 353,356 | $117.6M | 5.45% |
| 3 | TRUIST FINL CORP | 89832Q109 | 2,524,440 | $115.4M | 5.35% |
| 4 | VALLEY NATL BANCORP | 919794107 | 9,728,285 | $103.1M | 4.78% |
| 5 | TEXAS CAP BANCSHARES INC | 88224Q107 | 1,036,613 | $87.6M | 4.06% |
| 6 | WEBSTER FINL CORP | 947890109 | 1,415,461 | $84.1M | 3.90% |
| 7 | WISDOMTREE INC | WT | 5,628,932 | $78.2M | 3.62% |
| 8 | INTERNATIONAL BANCSHARES COR | INTR | 1,128,361 | $77.6M | 3.59% |
| 9 | FRANKLIN RESOURCES INC | BEN | 3,242,470 | $75.0M | 3.47% |
| 10 | CARLYLE GROUP INC | CGABL | 1,076,083 | $67.5M | 3.13% |
| 11 | COMERICA INC | 200340107 | 950,917 | $65.2M | 3.02% |
| 12 | COASTAL FINL CORP WA | 19046P209 | 591,020 | $63.9M | 2.96% |
| 13 | FIRST HORIZON CORPORATION | FHN-PH | 2,668,701 | $60.3M | 2.80% |
| 14 | CITIGROUP INC | C-PR | 512,774 | $52.0M | 2.41% |
| 15 | WEBULL CORP | BULLW | 3,289,043 | $48.6M | 2.25% |
| 16 | EASTERN BANKSHARES INC | EBC | 2,597,878 | $47.2M | 2.18% |
| 17 | EVERCORE INC | EVR | 128,954 | $43.5M | 2.01% |
| 18 | DIGITALBRIDGE GROUP INC | DBRG-PJ | 3,703,734 | $43.3M | 2.01% |
| 19 | NU HLDGS LTD | NU | 2,607,082 | $41.7M | 1.93% |
| 20 | FIRST INTST BANCSYSTEM INC | 32055Y201 | 1,275,693 | $40.7M | 1.88% |
| 21 | KLARNA GROUP PLC | KLAR | 1,100,782 | $40.3M | 1.87% |
| 22 | PJT PARTNERS INC | PJT | 225,404 | $40.1M | 1.86% |
| 23 | SOFI TECHNOLOGIES INC | SOFI | 1,405,152 | $37.1M | 1.72% |
| 24 | LENDINGCLUB CORP | LC | 2,391,190 | $36.3M | 1.68% |
| 25 | MORGAN STANLEY | MS-PQ | 205,630 | $32.7M | 1.51% |
| 26 | REMITLY GLOBAL INC | RELY | 1,914,912 | $31.2M | 1.45% |
| 27 | NCINO INC | NCNO | 1,144,472 | $31.0M | 1.44% |
| 28 | STONECO LTD | STNE | 1,525,339 | $28.8M | 1.34% |
| 29 | DAVE INC | 23834J201 | 133,242 | $26.6M | 1.23% |
| 30 | TPG INC | TPGXL | 435,100 | $25.0M | 1.16% |
| 31 | ONEMAIN HLDGS INC | OMF | 438,632 | $24.8M | 1.15% |
| 32 | RIOT PLATFORMS INC | RIOT | 1,254,927 | $23.9M | 1.11% |
| 33 | BITDEER TECHNOLOGIES GROUP | BTDR | 1,393,623 | $23.8M | 1.10% |
| 34 | BGC GROUP INC | BGC | 2,265,066 | $21.4M | 0.99% |
| 35 | UWM HOLDINGS CORPORATION | UWMC | 3,414,467 | $20.8M | 0.96% |
| 36 | WINTRUST FINL CORP | 97650W108 | 152,737 | $20.2M | 0.94% |
| 37 | BLUE RIDGE BANKSHARES INC VA | BRBS | 4,468,657 | $18.9M | 0.88% |
| 38 | PIPER SANDLER COMPANIES | PIPR | 49,507 | $17.2M | 0.80% |
| 39 | CARMAX INC | KMX | 364,571 | $16.4M | 0.76% |
| 40 | MOELIS & CO | MC | 223,470 | $15.9M | 0.74% |
| 41 | CLEANSPARK INC | CLSKW | 1,055,201 | $15.3M | 0.71% |
| 42 | JANUS HENDERSON GROUP PLC | JHG | 306,838 | $13.7M | 0.63% |
| 43 | UNITED CMNTY BKS BLAIRSVLE G | UNTCW | 428,164 | $13.4M | 0.62% |
| 44 | BEACON FINANCIAL CORP. | BBT | 564,977 | $13.4M | 0.62% |
| 45 | SIMMONS 1ST NATL CORP | 828730200 | 687,380 | $13.2M | 0.61% |
| 46 | TERAWULF INC | WULF | 1,041,154 | $11.9M | 0.55% |
| 47 | BITFARMS LTD | BITF | 4,094,118 | $11.5M | 0.53% |
| 48 | SYNCHRONY FINANCIAL | SYF-PB | 136,497 | $9.7M | 0.45% |
| 49 | ACCELERANT HOLDINGS | ARX | 627,118 | $9.3M | 0.43% |
| 50 | KEYCORP | 493267108 | 485,316 | $9.1M | 0.42% |
| 51 | COASTALSOUTH BANCSHARES INC | COSO | 399,064 | $8.7M | 0.40% |
| 52 | HUT 8 CORP | HUT | 245,543 | $8.5M | 0.40% |
| 53 | ARBOR REALTY TRUST INC | ABR-PF | 646,728 | $7.9M | 0.37% |
| 54 | CORE SCIENTIFIC INC NEW | 21874A106 | 412,402 | $7.4M | 0.34% |
| 55 | PAYONEER GLOBAL INC | PAYO | 1,195,140 | $7.2M | 0.33% |
| 56 | APPLIED DIGITAL CORP | APLD | 130,777 | $3.0M | 0.14% |
| 57 | ATLANTIC UN BANKSHARES CORP | 04911A107 | 71,211 | $2.5M | 0.12% |
| 58 | ORANGE CNTY BANCORP INC | ORANY | 50,000 | $1.3M | 0.06% |
| 59 | FIRSTSUN CAP BANCORP | 33767U107 | 29,719 | $1.2M | 0.05% |
| 60 | ORIGIN BANCORP INC | OBK | 16,353 | $564,506 | 0.03% |
| 61 | PEAPACK-GLADSTONE FINL CORP | 704699107 | 10,627 | $293,305 | 0.01% |
| 62 | YORKVILLE ACQUISITION CORP. | MCGAW | 12,493 | $133,175 | 0.01% |
| 63 | SOLUNA HOLDINGS INC | SLNHP | 14,856 | $34,912 | 0.00% |