EPIQ PARTNERS, LLC

Position in CSWC — Capital Southwest Corp

CIK 1799435 MINNEAPOLIS, MN

Position in CSWC

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$6,988,451

+$79,800 QoQ

Shares Held

294,003

-5.9% QoQ

Ownership

0.461%

of shares outstanding

% of Portfolio

6.37%

of 13F equity value

Holder Rank

#18

of 190 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Financial Services · as of Jun 30, 2026

EPIQ PARTNERS, LLC holds $21,061,402 across 4 Asset Management names. CSWC ranks #1 (33.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSWC	Capital Southwest Corp This page	294,003	$6,988,451
2	OBDC	Blue Owl Capital Corp	537,635	$5,844,092
3	SLRC	SLR Investment Corp.	349,772	$4,326,679
4	BN	BROOKFIELD Corp /ON/	91,622	$3,902,180

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,988,451	294,003	-5.9%	Shares	Sole	2026-07-07
2026-03-31	$6,908,651	312,326	+0.4%	Shares	Sole	2026-04-09
2025-12-31	$6,887,874	310,965	+5.3%	Shares	Sole	2026-01-07
2025-09-30	$6,458,077	295,429	+10.7%	Shares	Sole	2025-11-12
2025-06-30	$5,880,272	266,800	+4.5%	Shares	Sole	2025-07-09
2025-03-31	$5,700,528	255,400	—	Shares	Sole	2025-04-11
No filing history on record for this holder in this stock.