Position in CSWC
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$18,065,009
-$6,514,137 QoQ
Shares Held
759,992
-31.6% QoQ
Ownership
1.19%
of shares outstanding
% of Portfolio
11.29%
of 13F equity value
Holder Rank
#5
of 190 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CSWC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SANDERS MORRIS HARRIS LLC holds $69,965,455 across 7 Asset Management names. CSWC ranks #2 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSIF |
Msc Income Fund, Inc.
|
2,263,426 | $26,187,838 | |
| 2 | CSWC |
Capital Southwest Corp
This page
|
759,992 | $18,065,009 | |
| 3 | BX |
Blackstone Inc.
|
121,948 | $14,349,621 | |
| 4 | MAIN |
Main Street Capital CORP
|
199,559 | $10,353,120 | |
| 5 | BLK |
BlackRock, Inc.
|
806 | $775,017 | |
| 6 | SCM |
Stellus Capital Investment Corp
|
13,948 | $117,442 | |
| 7 | NMFC |
New Mountain Finance Corp
|
16,375 | $117,408 |
All Filings in CSWC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,065,009 | 759,992 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $24,579,146 | 1,111,173 | Shares | Sole | 2026-04-09 | |
| 2025-09-30 | $29,917,749 | 1,368,607 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $30,643,071 | 1,390,339 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $31,985,988 | 1,433,064 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $17,774,222 | 814,584 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $16,088,587 | 636,164 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $16,735,926 | 641,469 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $16,079,381 | 644,206 | Shares | Sole | 2024-04-11 | |
| 2023-09-30 | $15,324,428 | 669,189 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $13,805,952 | 700,099 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $12,856,522 | 723,089 | Shares | Sole | 2023-04-07 | |
| 2022-12-31 | $12,276,329 | 717,914 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $12,131,394 | 716,139 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $13,174,702 | 715,239 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $17,504,648 | 737,659 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $18,742,819 | 741,409 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $18,754,164 | 744,804 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $17,486,545 | 752,757 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $18,249,136 | 823,517 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $15,366,476 | 865,717 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $11,817,005 | 841,068 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $11,890,829 | 882,109 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $9,386,691 | 821,952 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||