Capital Southwest Corp. (cswc 5.125 11/15/29)
13F holders, Q4 2024 (December 31)8holders
$0.96avg. 13F price*
At the end of Q4 2024, 8 institutions reported holding Capital Southwest Corp. (cswc 5.125 11/15/29) in their 13F filings. The largest holders were Income Research & Management ($8.6M), SMH Capital Advisors Inc. ($7.9M) and Victory Capital Management Inc. ($6.2M).
- Company
- Capital Southwest Corp. (cswc 5.125 11/15/29)
- CUSIP
- 140501AE7
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $25.2M |
| Exits | 0 | $0 |
Ownership 8 holders
| Income Research & Management | 4.12% | New | 9,000,000 | $8.6M |
| SMH Capital Advisors Inc. | 19.04% | New | 8,224,000 | $7.9M |
| Victory Capital Management Inc. | 0.01% | New | 6,400,000 | $6.2M |
| Catalyst Capital Advisors LLC | 0.03% | New | 1,387,000 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | New | 1,000,000 | $960K |
| &partners | 0.00% | New | 136,000 | $132K |
| Envestnet Asset Management Inc. | 0.00% | New | 23,000 | $22K |
| Laffer Tengler Investments, Inc. | 0.00% | New | 2,544 | $3K |
"% of holder's portfolio" is CAPITAL SOUTHWEST CORP (CSWC 5.125 11/15/29)'s weight in each manager's 13F, not the share of Capital Southwest Corp. (cswc 5.125 11/15/29) the manager owns.