Capital Southwest Corp. (cswc 5.125 11/15/29)
13F holders, Q2 2025 (June 30)9holders +2
3new positions
1sold out
$0.98avg. 13F price*
At the end of Q2 2025, 9 institutions reported holding Capital Southwest Corp. (cswc 5.125 11/15/29) in their 13F filings, up 2 from Q1 2025. 3 opened new positions and 1 sold out. The largest holders were Victory Capital Management Inc. ($13.2M), SMH Capital Advisors Inc. ($12.6M) and Income Research & Management ($9.1M).
- 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 3 | $15.8M |
| Exits | 1 | $12K |
All 13F filers, Q1 2025 → Q2 2025: 17,212,947 shares bought and 13,000 shares sold, net +17,199,947 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 9 holders
| Victory Capital Management Inc. | 0.01% | New | 13,400,000 | $13.2M |
| SMH Capital Advisors Inc. | 28.58% | Add +7.3% | 12,811,000 | $12.6M |
| Income Research & Management | 2.43% | Add +2.7% | 9,242,000 | $9.1M |
| Fort Baker Capital Management LP | 0.46% | New | 2,630,000 | $2.6M |
| Catalyst Capital Advisors LLC | 0.03% | No change | 1,387,000 | $1.4M |
| &partners | 0.00% | Add +33.3% | 212,000 | $208K |
| Envestnet Asset Management Inc. | 0.00% | No change | 23,000 | $23K |
| Avantax Advisory Services, Inc. | 0.00% | New | 16,000 | $16K |
| Laffer Tengler Investments, Inc. | 0.00% | Add +37.1% | 3,501 | $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.