Sunbelt Securities, Inc.
Broker-DealerPosition in CSWC — Capital Southwest Corp
CIK 1632932
HOUSTON, TX
Position in CSWC
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$819,103
+$32,778 QoQ
Shares Held
37,030
+4.3% QoQ
Ownership
0.058%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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 Mar 31, 2026Sunbelt Securities, Inc. holds $48,748,752 across 112 Asset Management names. CSWC ranks #10 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BPRE |
Bluerock Private Real Estate Fund
|
1,186,168 | $19,702,250 | |
| 2 | ARCC |
Ares Capital Corp
|
228,982 | $4,126,255 | |
| 3 | BX |
Blackstone Inc.
|
28,647 | $3,294,118 | |
| 4 | SLRC |
SLR Investment Corp.
|
131,347 | $1,879,575 | |
| 5 | SCM |
Stellus Capital Investment Corp
|
203,190 | $1,871,379 | |
| 6 | BXSL |
Blackstone Secured Lending Fund
|
65,438 | $1,550,226 | |
| 7 | EOS |
Eaton Vance Enhanced Equity Income Fund II
|
69,019 | $1,412,128 | |
| 8 | PNNT |
Pennantpark Investment Corp
|
298,217 | $1,338,994 |
All Filings in CSWC
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $819,103 | 37,030 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $786,325 | 35,500 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $985,886 | 45,100 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $820,527 | 37,229 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $875,591 | 39,229 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $812,031 | 37,215 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $617,404 | 24,413 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $636,622 | 24,401 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $608,749 | 24,389 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $460,514 | 19,431 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $444,695 | 19,419 | Shares | Sole | 2023-12-11 | |
| 2023-06-30 | $382,725 | 19,408 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $313,319 | 17,622 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $317,393 | 18,561 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $275,037 | 16,236 | Shares | Sole | 2022-11-21 | |
| 2022-06-30 | $202,380 | 10,987 | Shares | Sole | 2022-10-03 | |
| 2022-03-31 | $262,382 | 11,057 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $228,960 | 9,057 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||