Azora Capital LP Q1 2019 Filing

Filed May 15, 2019

Portfolio Value

$611.4B

Holdings

34

Report Date

Q1 2019

Filing Type

13F-HR

All Holdings (34 positions)

#StockSharesValue% PortfolioType
1
DWDMORGAN STANLEY
1,484,971$62.7B10.25%
2
SYU1SYNOVUS FINL CORP
1,599,405$55.0B8.99%
3
STERLING BANCORP DEL
2,595,881$48.4B7.91%
4
SCSANTANDER CONSUMER USA HDG I
1,862,406$39.4B6.44%
5
ETRAE TRADE FINANCIAL CORP
830,010$38.5B6.30%
6
TRVCCITIGROUP INC
581,584$36.2B5.92%
7
TQJSIGNATURE BK NEW YORK N Y
276,556$35.4B5.79%
8
SYFSYNCHRONY FINL
1,031,043$32.9B5.38%
9
RFREGIONS FINL CORP NEW
2,130,411$30.1B4.93%
10
LPLALPL FINL HLDGS INC
429,934$29.9B4.90%
11
CITUSDCIT GROUP INC
431,620$20.7B3.39%
12
VCTRVICTORY CAP HLDGS INC
1,279,224$19.2B3.14%
13
COFCAPITAL ONE FINL CORP
203,865$16.7B2.72%
14
JPMJPMORGAN CHASE & CO
162,168$16.4B2.69%
15
SFSTIFEL FINL CORP
298,548$15.8B2.58%
16
IBOCINTERNATIONAL BANCSHARES COR
325,876$12.4B2.03%
17
CADEEURCADENCE BANCORPORATION
585,049$10.9B1.78%
18
GSGOLDMAN SACHS GROUP INC
46,865$9.0B1.47%
19
FFWMFIRST FNDTN INC
639,881$8.7B1.42%
20
BKUBANKUNITED INC
255,200$8.5B1.39%
21
FBPFIRST BANCORP P R
730,700$8.4B1.37%
22
PACWUSDPACWEST BANCORP DEL
213,100$8.0B1.31%
23
AMALGAMATED BK NEW YORK N Y
459,557$7.2B1.18%
24
ATHENE HLDG LTD
175,938$7.2B1.17%
25
WTWISDOMTREE INVTS INC
984,926$7.0B1.14%
26
EZPWEZCORP INC
635,434$5.9B0.97%
27
CFFNCAPITOL FED FINL INC
365,262$4.9B0.80%
28
CRMTAMERICAS CAR MART INC
44,806$4.1B0.67%
29
FBCUSDFLAGSTAR BANCORP INC
105,793$3.5B0.57%
30
BSVNBANK7 CORP
162,563$2.8B0.46%
31
NAVINAVIENT CORPORATION
197,111$2.3B0.37%
32
ENVAENOVA INTL INC
67,826$1.5B0.25%
33
BBTBERKSHIRE HILLS BANCORP INC
43,906$1.2B0.20%
34
WAFDWASHINGTON FED INC
26,819$775.0M0.13%