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Autumn Glory Partners’s Capital Southwest CSWC Stock Holding History

Autumn Glory Partners’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
-26,000
Closed -$573K – 197
2025
Q2 		$573K Hold
26,000
– – 0.27% 104
2025
Q1 		$580K Buy
26,000
+6,000
+30% +$135K 0.29% 97
2024
Q4 		$436K Buy
20,000
+7,000
+54% +$165K 0.21% 107
2024
Q3 		$329K Buy
13,000
+5,000
+63% +$127K 0.13% 159
2024
Q2 		$209K Buy
+8,000
New +$205K 0.11% 164

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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 $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

Autumn Glory Partners's CSWC Position: Q3 2025 in Review

Autumn Glory Partners sold out of Capital Southwest (CSWC) in Q3 2025, closing a stake of 26,000 shares — an estimated $573K sold.

Autumn Glory Partners first reported a position in CSWC in Q2 2024 and held it in 5 quarters. The position peaked at $580K in Q1 2025. 164 funds tracked by Wall St. Rank hold CSWC as of Q3 2025.

  • Autumn Glory Partners reported no remaining Capital Southwest position as of Q3 2025 after selling out during the quarter.
  • Autumn Glory Partners sold 26,000 Capital Southwest shares in Q3 2025, an estimated $573K.
  • Autumn Glory Partners first reported a position in Capital Southwest in Q2 2024 and held it in 5 quarters.
  • Autumn Glory Partners's Capital Southwest position peaked at $580K in Q1 2025.
  • 164 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2025.

Based on Autumn Glory Partners's 13F filing for Q3 2025, filed 22 Oct 2025.