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Brown Brothers Harriman & Co’s Capital Southwest CSWC Stock Holding History

Brown Brothers Harriman & Co’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
Q1 		– Sell
-2,683
Closed -$58.5K – 1339
2024
Q4 		$58.5K Buy
+2,683
New +$63.2K ﹤0.01% 849

Other funds holding CSWC

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

Brown Brothers Harriman & Co's CSWC Position: Q1 2025 in Review

Brown Brothers Harriman & Co sold out of Capital Southwest (CSWC) in Q1 2025, closing a stake of 2,683 shares — an estimated $58.5K sold.

Brown Brothers Harriman & Co first reported a position in CSWC in Q4 2024 and held it in 1 quarter. The position peaked at $58.5K in Q4 2024. 174 funds tracked by Wall St. Rank hold CSWC as of Q1 2025.

  • Brown Brothers Harriman & Co reported no remaining Capital Southwest position as of Q1 2025 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 2,683 Capital Southwest shares in Q1 2025, an estimated $58.5K.
  • Brown Brothers Harriman & Co first reported a position in Capital Southwest in Q4 2024 and held it in 1 quarter.
  • Brown Brothers Harriman & Co's Capital Southwest position peaked at $58.5K in Q4 2024.
  • 174 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2025.

Based on Brown Brothers Harriman & Co's 13F filing for Q1 2025, filed 14 May 2025.