Zuckerman Investment Group, LLC

Position in CSWC — Capital Southwest Corp

CIK 1423296 CHICAGO, IL

Position in CSWC

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$507,988

+$22,742 QoQ

Shares Held

21,371

-2.6% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#89

of 190 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Zuckerman Investment Group, LLC holds $36,901,153 across 4 Asset Management names. CSWC ranks #2 (1.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KKR	KKR & Co. Inc.	389,370	$35,736,378
2	CSWC	Capital Southwest Corp This page	21,371	$507,988
3	BX	Blackstone Inc.	2,997	$352,656
4	SII	Sprott Inc.	2,707	$304,131

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$507,988	21,371	-2.6%	Shares	Sole	2026-08-14
2026-03-31	$485,246	21,937	-51.2%	Shares	Sole	2026-05-15
2025-12-31	$995,199	44,930	-89.2%	Shares	Sole	2026-02-13
2025-09-30	$9,081,430	415,436	-9.8%	Shares	Sole	2025-11-13
2025-06-30	$10,146,665	460,375	+7.8%	Shares	Sole	2025-08-15
2025-03-31	$9,531,086	427,020	-36.5%	Shares	Sole	2025-05-14
2024-12-31	$14,673,251	672,468	+4.8%	Shares	Sole	2025-02-13
2024-09-30	$16,222,498	641,459	+0.1%	Shares	Sole	2024-11-13
2024-06-30	$16,714,610	640,652	-0.4%	Shares	Sole	2024-08-12
2024-03-31	$16,052,275	643,120	+4.9%	Shares	Sole	2024-05-15
2023-12-31	$14,531,346	613,137	-4.8%	Shares	Sole	2024-02-14
2023-09-30	$14,743,684	643,829	-0.1%	Shares	Sole	2023-11-15
2023-06-30	$12,705,181	644,279	-2.0%	Shares	Sole	2023-08-15
2023-03-31	$11,691,701	657,576	+4.0%	Shares	Sole	2023-05-12
2022-12-31	$10,816,092	632,520	+1.6%	Shares	Sole	2023-02-15
2022-09-30	$10,541,236	622,269	-4.0%	Shares	Sole	2022-11-07
2022-06-30	$11,944,522	648,454	+7.7%	Shares	Sole	2022-08-15
2022-03-31	$14,288,188	602,115	-0.9%	Shares	Sole	2022-05-16
2021-12-31	$15,362,024	607,675	-0.7%	Shares	Sole	2022-02-14
2021-09-30	$15,409,706	611,982	-1.4%	Shares	Sole	2021-11-12
2021-06-30	$14,418,977	620,705	-24.2%	Shares	Sole	2021-08-16
2021-03-31	$18,140,840	818,630	-3.3%	Shares	Sole	2021-05-17
2020-12-31	$15,023,387	846,388	-1.8%	Shares	Sole	2021-02-16
2020-09-30	$12,111,381	862,020	-2.0%	Shares	Sole	2020-11-16
2020-06-30	$11,855,093	879,458	-3.0%	Shares	Sole	2020-08-14
2020-03-31	$10,352,446	906,519	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.