Position in CSWC
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,986,989
+$1,231,501 QoQ
Shares Held
167,732
+34.6% QoQ
Ownership
0.263%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#25
of 190 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in CSWC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Naviter Wealth, LLC holds $60,931,389 across 23 Asset Management names. CSWC ranks #3 (6.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
712,665 | $13,205,682 | |
| 2 | MAIN |
Main Street Capital CORP
|
100,862 | $5,232,720 | |
| 3 | CSWC |
Capital Southwest Corp
This page
|
167,732 | $3,986,989 | |
| 4 | BXSL |
Blackstone Secured Lending Fund
|
160,290 | $3,800,475 | |
| 5 | OBDC |
Blue Owl Capital Corp
|
344,956 | $3,749,671 | |
| 6 | GBDC |
GOLUB CAPITAL BDC, Inc.
|
267,898 | $3,450,526 | |
| 7 | HTGC |
Hercules Capital, Inc.
|
217,666 | $3,432,592 | |
| 8 | TRIN |
Trinity Capital Inc.
|
161,870 | $2,895,854 |
All Filings in CSWC
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,986,989 | 167,732 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,755,488 | 124,570 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $2,198,276 | 99,245 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $2,246,268 | 102,757 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $2,206,314 | 100,105 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,824,726 | 81,753 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $1,822,646 | 83,531 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||