Azora Capital LP UWMC UWM HOLDINGS CORPORATION

Ownership history in Azora Capital LP  ·  7 quarters on record

AI Ownership Summary

Azora Capital LP reported UWM HOLDINGS CORPORATION (UWMC) in 7 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.12% in 2025 Q4. The latest visible filing shows UWMC at 3.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UWMC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Azora Capital LP's position in UWM HOLDINGS CORPORATION, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

UWMC was reported at 3.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.12% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Azora Capital LP held UWMC — position size vs. price
% of Fund (quarterly)    UWMC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 11,296,053 +7,881,586 +230.8% 3.12% $49.5M 2026-02-14 (Est.) $4.76
2025 Q3 ADDED 3,414,467 +1,232,892 +56.5% 0.96% $20.8M 2025-11-14 $4.86
2025 Q2 ADDED 2,181,575 +1,986,267 +1017.0% 0.41% $9.0M 2025-08-14 $5.14
2024 Q1 REDUCED 79.2% -5.8% 195,308 -742,460 -79.2% 0.10% $1.4M 2024-05-15 $6.36
2023 Q4 ADDED 937,768 +160,287 +20.6% 0.58% $6.7M 2024-02-14 $5.83
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Azora Capital LP and UWMC

These are the practical questions this page is built to answer before you even open the full history table.

How long has Azora Capital LP reported owning UWMC?

Azora Capital LP reported UWMC across 5 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported UWMC position in Azora Capital LP's portfolio?

The largest reported portfolio weight for UWMC was 3.12% in 2025 Q4.

What is the latest reported UWMC position on this page?

The most recent filing on this page is 2025 Q4, when Azora Capital LP reported 11,296,053 shares, equal to 3.12% of portfolio, with an estimated market value of $49.5M.

What does the chart on this UWMC ownership page compare?

The chart compares Azora Capital LP's quarterly UWMC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Azora Capital LP time their UWMC position?

Based on 13F filing dates vs. subsequent UWMC price moves, Azora Capital LP correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on UWMC relative to SPY over the holding period was +1.2%.

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