§ FINANCIAL SERVICES
USD · Financial ServicesCSWC
CAPITAL SOUTHWEST CORP
USDSector · Financial ServicesBeta · 0.71
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
113 increased/new, 55 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/E | 13.9 | P/B | 1.32 |
| EPS (TTM) | 1.64 | Dividend | 10.71% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| TWO SIGMA INVESTMENTS, LP | 2.3M | 0.0% | +124% |
| SANDERS MORRIS HARRIS LLC | 1.1M | 3.9% | n/a |
| Sound Income Strategies, LLC | 903K | 1.0% | +2% |
| UBS Group AG | 854K | 0.0% | +5% |
| Empowered Funds, LLC | 619K | n/a | n/a |
| Empirical Finance, LLC | 619K | n/a | n/a |
◇ AC INTELLIGENCE
Top institutional owners for CSWC as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER68.8% · 0 holders
OTHER24.8% · 134 holders
DEALER / BANK2.3% · 16 holders
QUALITY / COMPOUNDER1.4% · 5 holders
PASSIVE / INDEX1.3% · 5 holders
TACTICAL / MACRO0.6% · 3 holders
SYSTEMATIC / QUANT0.4% · 6 holders
DEEP VALUE0.3% · 1 holder
INCOME / DEFENSIVE0.1% · 2 holders
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for CSWC in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention CSWC yet.