Burk Holdings’s Capital Southwest CSWC Stock Holding History

Burk Holdings’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 Q2	$72.9K	Hold	3,068	–	–	0.03%	121
2026 Q1	$67.9K	Buy	+3,068	New	+$69.4K	0.03%	132

Other funds holding CSWC

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

SIS

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

SMH

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

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Burk Holdings's CSWC Position: Q2 2026 in Review

Burk Holdings held its Capital Southwest (CSWC) position steady in Q2 2026 at 3,068 shares worth $72.9K. The position accounts for 0.03% of the portfolio, ranked #121.

Burk Holdings first reported a position in CSWC in Q1 2026 and has held it in 2 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

Burk Holdings held 3,068 shares of Capital Southwest worth $72.9K as of Q2 2026.
Burk Holdings left its Capital Southwest share count unchanged in Q2 2026.
Capital Southwest made up 0.03% of Burk Holdings's portfolio in Q2 2026, its #121 holding.
Burk Holdings first reported a position in Capital Southwest in Q1 2026 and has held it in 2 quarters since.
190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.