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Azora Capital LP: BEN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Azora Capital LP on BEN, newest first. How the timeline and the estimate are built.

Azora Capital LP held 6,908,621 BEN shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,908,621 shares
    Change vs previous 13F +1,808,672 shares

    9.68% of the 13F portfolio, value $229,849,821.

    13F-HR 0001013594-26-000895 filed by Azora Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,099,949 shares
    Change vs previous 13F -696,626 shares

    7.92% of the 13F portfolio, value $120,460,795.

    13F-HR 0001013594-26-000594 filed by Azora Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 5,796,575 shares
    Change vs previous 13F +2,554,105 shares

    8.72% of the 13F portfolio, value $138,480,177.

    13F-HR 0001013594-26-000240 filed by Azora Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,242,470 shares
    Change vs previous 13F +53,741 shares

    3.47% of the 13F portfolio, value $74,998,331.

    13F-HR 0001013594-25-001404 filed by Azora Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 3,188,729 shares
    Change vs previous 13F not available

    3.44% of the 13F portfolio, value $76,051,187.

    13F-HR 0001013594-25-001017 filed by Azora Capital LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).