Position in CSWC
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$5,479,888
+$341,965 QoQ
Shares Held
230,538
-0.7% QoQ
Ownership
0.362%
of shares outstanding
% of Portfolio
7.85%
of 13F equity value
Holder Rank
#21
of 190 holders
Holding Since
Dec 2024
7 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, 2026Womack Financial LLC holds $5,730,862 across 2 Asset Management names. CSWC ranks #1 (95.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSWC |
Capital Southwest Corp
This page
|
230,538 | $5,479,888 | |
| 2 | RPC |
Ridgepost Capital, Inc.
|
31,890 | $250,974 |
All Filings in CSWC
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,479,888 | 230,538 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $5,137,923 | 232,275 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,809,318 | 217,125 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,510,898 | 206,354 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $4,393,078 | 199,323 | Shares | Sole | 2026-02-10 | |
| 2025-03-31 | $4,223,234 | 189,213 | Shares | Sole | 2026-02-10 | |
| 2024-12-31 | $4,088,806 | 187,388 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||