Balyasny Asset Management
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Balyasny Asset Management’s Capital Southwest CSWC Stock Holding History

Balyasny Asset 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
2026
Q1 		$2.01M Buy
90,908
+77,498
+578% +$1.75M ﹤0.01% 1776
2025
Q4 		$297K Sell
13,410
-14,433
-52% -$305K ﹤0.01% 2729
2025
Q3 		$609K Sell
27,843
-518,437
-95% -$11.8M ﹤0.01% 2309
2025
Q2 		$12M Sell
546,280
-256,856
-32% -$5.29M 0.02% 889
2025
Q1 		$17.9M Sell
803,136
-198,063
-20% -$4.47M 0.03% 649
2024
Q4 		$21.8M Buy
+1,001,199
New +$23.6M 0.03% 618

Other funds holding CSWC

Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VanEck Associates
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Balyasny Asset Management's CSWC Position: Q1 2026 in Review

Balyasny Asset Management increased its Capital Southwest (CSWC) stake by 578% in Q1 2026, buying an estimated $1.75M and bringing the position to 90,908 shares worth $2.01M. The position accounts for ﹤0.01% of the portfolio, ranked #1776.

Balyasny Asset Management first reported a position in CSWC in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.8M in Q4 2024. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Balyasny Asset Management held 90,908 shares of Capital Southwest worth $2.01M as of Q1 2026.
  • Balyasny Asset Management bought 77,498 Capital Southwest shares in Q1 2026, an estimated $1.75M.
  • Capital Southwest made up ﹤0.01% of Balyasny Asset Management's portfolio in Q1 2026, its #1776 holding.
  • Balyasny Asset Management first reported a position in Capital Southwest in Q4 2024 and has held it in 6 quarters since.
  • Balyasny Asset Management's Capital Southwest position peaked at $21.8M in Q4 2024.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Balyasny Asset Management's 13F filing for Q1 2026, filed 15 May 2026.