Azora Capital LP Q4 2025 Filing

Filed February 17, 2026

Portfolio Value

$1.6B

Holdings

47

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (47 positions)

#StockSharesValue% PortfolioType
1
LPLALPL FINL HLDGS INC
448,189$160.1M10.08%
2
BENFRANKLIN RESOURCES INC
5,796,575$138.5M8.72%
3
IBOCINTERNATIONAL BANCSHARES COR
1,524,345$101.3M6.38%
4
TRVCCITIGROUP INC
802,268$93.6M5.90%
5
OMFONEMAIN HLDGS INC
1,362,934$92.1M5.80%
6
VLYVALLEY NATL BANCORP
7,798,088$91.1M5.74%
7
BBTBEACON FINANCIAL CORP.
3,133,051$82.6M5.20%
8
WTWISDOMTREE INC
6,150,111$75.0M4.72%
9
CCBCOASTAL FINL CORP WA
618,244$70.8M4.46%
10
TCBITEXAS CAP BANCSHARES INC
675,833$61.2M3.85%
11
SYFSYNCHRONY FINANCIAL
667,070$55.7M3.50%
12
UWMCUWM HOLDINGS CORPORATION
11,296,053$49.5M3.12%
13
WBSWEBSTER FINL CORP
764,322$48.1M3.03%
14
EVREVERCORE INC
118,110$40.2M2.53%
15
ARXACCELERANT HOLDINGS
2,439,094$39.9M2.51%
16
RELYREMITLY GLOBAL INC
2,879,568$39.7M2.50%
17
UPSTUPSTART HLDGS INC
882,231$38.6M2.43%
18
HUTHUT 8 CORP
690,492$31.7M2.00%
19
SCHWSCHWAB CHARLES CORP
267,195$26.7M1.68%
20
DLODLOCAL LTD
1,547,965$21.9M1.38%
21
NPNEPTUNE INS HLDGS INC
743,987$21.7M1.37%
22
BRBSBLUE RIDGE BANKSHARES INC VA
4,937,973$21.1M1.33%
23
EWBCEAST WEST BANCORP INC
172,673$19.4M1.22%
24
SLMSLM CORP
665,688$18.0M1.13%
25
SEICSEI INVTS CO
216,465$17.8M1.12%
26
INDBINDEPENDENT BK CORP MASS
221,838$16.2M1.02%
27
CBCCENTRAL BANCOMPANY
581,710$14.0M0.88%
28
BULLWEBULL CORP
1,800,423$14.0M0.88%
29
DAVEDAVE INC
62,501$13.8M0.87%
30
CIFRCIPHER MINING INC
890,561$13.1M0.83%
31
LCLENDINGCLUB CORP
536,577$10.2M0.64%
32
BTDRBITDEER TECHNOLOGIES GROUP
782,038$8.8M0.55%
33
DBRGDIGITALBRIDGE GROUP INC
500,720$7.7M0.48%
34
COSOCOASTALSOUTH BANCSHARES INC
308,940$7.2M0.45%
35
BITFBITFARMS LTD
2,637,772$6.2M0.39%
36
WLTHWEALTHFRONT CORP
300,518$4.1M0.26%
37
COLBCOLUMBIA BKG SYS INC
121,708$3.4M0.21%
38
RIOTRIOT PLATFORMS INC
261,233$3.3M0.21%
39
PFBCPREFERRED BK LOS ANGELES CA
32,882$3.1M0.20%
40
WAFDWAFD INC
75,357$2.4M0.15%
41
OBTORANGE CNTY BANCORP INC
53,679$1.5M0.10%
42
SFSTSOUTHERN FIRST BANCSHARES
12,526$645K0.04%
43
OBKORIGIN BANCORP INC
17,012$639K0.04%
44
RBBRBB BANCORP
30,913$638K0.04%
45
DCOMDIME CMNTY BANCSHARES INC
18,669$561K0.04%
46
PGCPEAPACK-GLADSTONE FINL CORP
11,058$307K0.02%
47
SLNHSOLUNA HOLDINGS INC
29,369$34K0.00%