AIM
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Aigen Investment Management’s Capital Southwest CSWC Stock Holding History

Aigen Investment Management’s Portfolio CSWC Stock Details CSWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-11,822
Closed -$261K – 849
2025
Q2 		$261K Buy
+11,822
New +$243K 0.04% 577
2021
Q1 		– Sell
-11,396
Closed -$202K – 666
2020
Q4 		$202K Buy
11,396
+775
+7% +$12.2K 0.03% 678
2020
Q3 		$149K Sell
10,621
-5,644
-35% -$79.3K 0.02% 687
2020
Q2 		$219K Buy
+16,265
New +$210K 0.03% 688

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return

Aigen Investment Management's CSWC Position: Q3 2025 in Review

Aigen Investment Management sold out of Capital Southwest (CSWC) in Q3 2025, closing a stake of 11,822 shares — an estimated $261K sold.

Aigen Investment Management first reported a position in CSWC in Q2 2020 and held it in 4 quarters. The position peaked at $261K in Q2 2025. 164 funds tracked by Wall St. Rank hold CSWC as of Q3 2025.

  • Aigen Investment Management reported no remaining Capital Southwest position as of Q3 2025 after selling out during the quarter.
  • Aigen Investment Management sold 11,822 Capital Southwest shares in Q3 2025, an estimated $261K.
  • Aigen Investment Management first reported a position in Capital Southwest in Q2 2020 and held it in 4 quarters.
  • Aigen Investment Management's Capital Southwest position peaked at $261K in Q2 2025.
  • 164 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2025.

Based on Aigen Investment Management's 13F filing for Q3 2025, filed 14 Nov 2025.