Position in CSWC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,903,311
+$169,900 QoQ
Shares Held
80,072
+2.2% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
9.00%
of 13F equity value
Holder Rank
#42
of 188 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSWC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026SMH CAPITAL ADVISORS INC holds $15,267,500 across 37 Asset Management names. CSWC ranks #2 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRIN |
Trinity Capital Inc.
|
170,293 | $3,046,541 | |
| 2 | CSWC |
Capital Southwest Corp
This page
|
80,072 | $1,903,311 | |
| 3 | MAIN |
Main Street Capital CORP
|
21,907 | $1,136,535 | |
| 4 | HTGC |
Hercules Capital, Inc.
|
59,466 | $937,778 | |
| 5 | OWL |
Blue Owl Capital Inc.
|
102,489 | $896,778 | |
| 6 | CG |
Carlyle Group Inc.
|
18,627 | $784,382 | |
| 7 | ARCC |
Ares Capital Corp
|
25,003 | $463,305 | |
| 8 | WT |
WisdomTree, Inc.
|
21,888 | $370,782 |
All Filings in CSWC
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,903,311 | 80,072 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,733,411 | 78,364 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $1,736,648 | 78,404 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,672,486 | 76,509 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $996,538 | 45,215 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,026,295 | 45,981 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,026,478 | 47,043 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $403,274 | 15,946 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $421,170 | 16,143 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $433,006 | 17,348 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $401,572 | 16,944 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $389,826 | 17,023 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $324,019 | 16,431 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $306,118 | 17,217 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $306,688 | 17,935 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||