Position in CSWC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$12,491,135
-$1,198,180 QoQ
Shares Held
525,500
-15.1% QoQ
Ownership
0.825%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#7
of 190 holders
Holding Since
Mar 2026
2 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, 2026Empirical Finance, LLC holds $26,074,956 across 10 Asset Management names. CSWC ranks #1 (47.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSWC |
Capital Southwest Corp
This page
|
525,500 | $12,491,135 | |
| 2 | BLK |
BlackRock, Inc.
|
5,024 | $4,830,877 | |
| 3 | STT |
State Street Corp
|
11,307 | $1,917,667 | |
| 4 | AMP |
Ameriprise Financial Inc
|
3,632 | $1,666,216 | |
| 5 | NTRS |
Northern Trust Corp
|
7,285 | $1,266,424 | |
| 6 | RJF |
Raymond James Financial Inc
|
6,417 | $975,576 | |
| 7 | TROW |
Price T Rowe Group Inc
|
7,956 | $904,517 | |
| 8 | PFG |
Principal Financial Group Inc
|
8,037 | $866,227 |
All Filings in CSWC
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,491,135 | 525,500 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $13,689,315 | 618,866 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||