Algebris (uk) Ltd.
Annual return '25
+19.1%
SPY '25
+17.7%
Alpha
+1.4ptsvs SPY
Invested
$1.4B
Holdings
70
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 93%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$BAC
BANK AMERICA CORP
Q4 2025: Exited (was 549.0k shares)
6.0%
02
$EQH
EQUITABLE HLDGS INC
Q1 2026: Exited (was 1.29M shares)
5.5%
03
$UNM
UNUM GROUP
Q1 2026: Exited (was 699.8k shares)
5.0%
04
$KKR
KKR & CO INC
Q1 2026: Exited (was 157.1k shares)
4.8%
05
$PB
PROSPERITY BANCSHARES INC
Q1 2026: Exited (was 892.5k shares)
4.5%
06
$CG
CARLYLE GROUP INC
Q1 2026: Exited (was 853.3k shares)
4.5%
07
$CFG
CITIZENS FINL GROUP INC
Q1 2026: Exited (was 505.4k shares)
4.0%
08
$VOYA
VOYA FINANCIAL INC
Q1 2026: Exited (was 660.7k shares)
3.7%
09
$SSB
SOUTHSTATE BK CORP
Q1 2026: Exited (was 522.6k shares)
3.6%
10
$ALKT
ALKAMI TECHNOLOGY INC
Q1 2026: Exited (was 1.23M shares)
3.5%
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 12:20 UTC.