CWM, LLC

Position in CSWC — Capital Southwest Corp

CIK 1535847 OMAHA, NE

Position in CSWC

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$478,256

+$217,617 QoQ

Shares Held

21,621

+83.7% QoQ

Ownership

0.034%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

CWM, LLC holds $147,406,470 across 277 Asset Management names. CSWC ranks #45 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TROW	Price T Rowe Group Inc	161,324	$14,541,745
2	AMP	Ameriprise Financial Inc	31,625	$14,054,150
3	BLK	BlackRock, Inc.	13,303	$12,793,628
4	KKR	KKR & Co. Inc.	121,243	$11,214,977
5	BX	Blackstone Inc.	89,727	$10,317,707
6	NTRS	Northern Trust Corp	66,054	$9,219,156
7	IVZ	Invesco Ltd.	296,702	$7,206,891
8	PFG	Principal Financial Group Inc	46,458	$4,186,330

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$478,256	21,621	+83.7%	Shares	Sole	2026-05-14
2025-12-31	$260,639	11,767	+1.0%	Shares	Sole	2026-01-26
2025-09-30	$254,712	11,652	+297.7%	Shares	Sole	2025-10-15
2025-06-30	$64,577	2,930	+26.6%	Shares	Sole	2025-07-25
2025-03-31	$51,670	2,315	+12.1%	Shares	Sole	2025-05-01
2024-12-31	$45,058	2,065	+101.5%	Shares	Sole	2025-02-04
2024-09-30	$25,922	1,025	+0.1%	Shares	Sole	2024-10-08
2024-06-30	$26,716	1,024	-5.5%	Shares	Sole	2024-07-10
2024-03-31	$27,056	1,084	+6.0%	Shares	Sole	2024-04-05
2023-12-31	$24,245	1,023	+0.1%	Shares	Sole	2024-02-01
2023-09-30	$23,403	1,022	0.0%	Shares	Sole	2023-10-11
2023-06-30	$20,153	1,022	+4545.5%	Shares	Sole	2023-08-03
2023-03-31	$391	22	—	Shares	Sole	2023-05-01
No filing history on record for this holder in this stock.