Holders — by stockHoldings — by fund
Azora Capital LP
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001700272
$2.37B
disclosed book value
47
positions
10%
largest position share
Positions, as of 2026-06-30
top 47 of 47 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | BACBANK OF AMER CORP | 4.2M | $238.3M | 10% |
| 2 | BENFRANKLIN RESOURCES INC | 6.9M | $229.8M | 9.7% |
| 3 | VLYVALLEY NATL BANCORP | 10.2M | $150.1M | 6.3% |
| 4 | LPLALPL FINL HLDGS INC | 525,867 | $148.1M | 6.2% |
| 5 | WTWISDOMTREE INC | 6.2M | $104.7M | 4.4% |
| 6 | SLMSLM CORP | 3.8M | $97.9M | 4.1% |
| 7 | XYZBLOCK INC | 1.1M | $80.5M | 3.4% |
| 8 | STTSTATE STR CORP | 406,286 | $68.9M | 2.9% |
| 9 | IBOCINTERNATIONAL BANCSHARES COR | 885,768 | $67.3M | 2.8% |
| 10 | OMFONEMAIN HLDGS INC | 1.1M | $64.9M | 2.7% |
| 11 | EVREVERCORE INC | 186,028 | $63.5M | 2.7% |
| 12 | HBANHUNTINGTON BANCSHARES INC | 3.6M | $63.3M | 2.7% |
| 13 | HOMBHOME BANCSHARES INC | 2.2M | $62.0M | 2.6% |
| 14 | MKTXMARKETAXESS HLDGS INC | 513,081 | $58.2M | 2.5% |
| 15 | ZIONZIONS BANCORPORATION NATL AS | 754,919 | $52.2M | 2.2% |
| 16 | PJTPJT PARTNERS INC | 322,481 | $48.7M | 2.1% |
| 17 | NPNEPTUNE INS HLDGS INC | 1.5M | $46.2M | 1.9% |
| 18 | FCFSFIRSTCASH HOLDINGS INC | 210,705 | $45.6M | 1.9% |
| 19 | ALLYALLY FINL INC | 926,211 | $42.6M | 1.8% |
| 20 | WEBULL CORP | 6.5M | $42.5M | 1.8% |
| 21 | TCBITEXAS CAP BANCSHARES INC | 407,750 | $42.1M | 1.8% |
| 22 | UMBFUMB FINL CORP | 274,871 | $39.2M | 1.7% |
| 23 | SEICSEI INVTS CO | 443,189 | $38.9M | 1.6% |
| 24 | SYFSYNCHRONY FINANCIAL | 481,469 | $36.6M | 1.5% |
| 25 | ACCELERANT HOLDINGS | 3.0M | $35.7M | 1.5% |
| 26 | AAMIACADIAN ASSET MANAGEMENT INC | 496,005 | $35.5M | 1.5% |
| 27 | CCBCOASTAL FINL CORP WA | 457,333 | $35.4M | 1.5% |
| 28 | COLBCOLUMBIA BKG SYS INC | 1.0M | $33.0M | 1.4% |
| 29 | PRGPROG HOLDINGS INC | 690,331 | $32.2M | 1.4% |
| 30 | PBPROSPERITY BANCSHARES INC | 398,735 | $29.1M | 1.2% |
| 31 | PIPRPIPER SANDLER COMPANIES | 380,367 | $27.5M | 1.2% |
| 32 | BPOPPOPULAR INC | 159,253 | $26.1M | 1.1% |
| 33 | USBUS BANCORP | 419,830 | $25.4M | 1.1% |
| 34 | NU HLDGS LTD | 1.7M | $23.3M | 1% |
| 35 | TRUTRANSUNION | 281,924 | $20.3M | 0.9% |
| 36 | CBCCENTRAL BANCOMPANY | 613,246 | $18.6M | 0.8% |
| 37 | NCNONCINO INC | 1.1M | $18.0M | 0.8% |
| 38 | LCLNLINCOLN INTL INC | 606,033 | $14.5M | 0.6% |
| 39 | JEFJEFFERIES FINANCIAL GROUP IN | 211,758 | $10.6M | 0.4% |
| 40 | AIZASSURANT INC | 38,009 | $10.2M | 0.4% |
| 41 | CIFRCIPHER DIGITAL INC | 394,535 | $9.7M | 0.4% |
| 42 | ANDGANDERSEN GROUP INC | 222,996 | $8.4M | 0.4% |
| 43 | BGCBGC GROUP INC | 746,114 | $8.0M | 0.3% |
| 44 | DBRGDIGITALBRIDGE GROUP INC | 500,720 | $7.9M | 0.3% |
| 45 | ARIAPOLLO COML REAL ESTATE FIN | 629,909 | $6.7M | 0.3% |
| 46 | SFNCSIMMONS FIRST NATL CORP | 226,123 | $5.1M | 0.2% |
| 47 | SLNHSOLUNA HOLDINGS INC | 23,934 | $32,311 | 0% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.