Atom Investors’s Capital Southwest CSWC Stock Holding History

Atom Investors’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
2020 Q2	–	Sell	-200	Closed	-$2K	–	410
2020 Q1	$2K	Buy	+200	New	+$3.62K	﹤0.01%	306

Other funds holding CSWC

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

SMH

Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Atom Investors's CSWC Position: Q1 2026 in Review

Atom Investors sold out of Capital Southwest (CSWC) in Q1 2026, closing a stake of 65,809 shares — an estimated $1.46M sold.

Atom Investors first reported a position in CSWC in Q2 2025 and held it in 2 quarters. The position peaked at $1.46M in Q4 2025. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

Atom Investors reported no remaining Capital Southwest position as of Q1 2026 after selling out during the quarter.
Atom Investors sold 65,809 Capital Southwest shares in Q1 2026, an estimated $1.46M.
Atom Investors first reported a position in Capital Southwest in Q2 2025 and held it in 2 quarters.
Atom Investors's Capital Southwest position peaked at $1.46M in Q4 2025.
168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Atom Investors's 13F filing for Q1 2026, filed 15 May 2026.