Azora Capital LP
Annual return '25
+20.3%
SPY '25
+17.7%
Alpha
+2.6ptsvs SPY
Invested
$1.5B
Holdings
45
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$LPLA
LPL FINL HLDGS INC
Q3 2025: Sold 25.2% (472.4k → 353.4k shares)
8.5%
02
$BEN
FRANKLIN RESOURCES INC
Q3 2025: Increased +1.7% (3.19M → 3.24M shares)
7.9%
03
$VLY
VALLEY NATL BANCORP
Q3 2025: New position (9.73M shares)
7.2%
04
$BBT
BEACON FINANCIAL CORP.
Q3 2025: New position (565.0k shares)
6.2%
05
$IBOC
INTERNATIONAL BANCSHARES COR
Q3 2025: Increased +3.5% (1.09M → 1.13M shares)
5.8%
06
$WT
WISDOMTREE INC
Q3 2025: Sold 20.4% (7.07M → 5.63M shares)
5.7%
07
$VIRT
VIRTU FINL INC
Held since at least Q1 2024
5.4%
08
$SLM
SLM CORP
Held since at least Q1 2024
4.5%
09
$PB
PROSPERITY BANCSHARES INC
Held since at least Q1 2024
4.1%
10
$SCHW
SCHWAB CHARLES CORP
Q3 2025: Exited (was 507.2k shares)
3.6%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 10:39 UTC.