Position in CSWC
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,218,402
+$512,885 QoQ
Shares Held
51,258
+60.7% QoQ
Ownership
0.080%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#61
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, 2026Mariner, LLC holds $1,160,071,100 across 185 Asset Management names. CSWC ranks #50 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | APO |
Apollo Global Management, Inc.
|
4,681,672 | $553,888,614 | |
| 2 | BLK |
BlackRock, Inc.
|
140,121 | $134,734,747 | |
| 3 | NTRS |
Northern Trust Corp
|
337,956 | $58,750,270 | |
| 4 | KKR |
KKR & Co. Inc.
|
597,195 | $54,810,556 | |
| 5 | BX |
Blackstone Inc.
|
316,672 | $37,262,793 | |
| 6 | PSBD |
Palmer Square Capital BDC Inc.
|
3,160,003 | $32,927,231 | |
| 7 | VCTR |
Victory Capital Holdings, Inc.
|
304,855 | $25,626,111 | |
| 8 | AMP |
Ameriprise Financial Inc
|
55,156 | $25,303,366 |
All Filings in CSWC
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,218,402 | 51,258 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $705,517 | 31,895 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $444,240 | 20,056 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $674,053 | 30,835 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $624,040 | 28,314 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $439,637 | 19,697 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $325,423 | 14,914 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $391,666 | 15,487 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $433,146 | 16,602 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $402,629 | 16,131 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $374,957 | 15,821 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $282,769 | 12,348 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $249,753 | 12,665 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $226,872 | 12,760 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $202,122 | 11,820 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $200,925 | 11,861 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $217,705 | 11,819 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $280,464 | 11,819 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $298,784 | 11,819 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $302,160 | 12,000 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $278,760 | 12,000 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $265,920 | 12,000 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $213,000 | 12,000 | Shares | Sole | 2021-02-16 | |
| 2020-03-31 | $192,666 | 16,871 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||