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Caitong International Asset Management’s Capital Southwest CSWC Stock Holding History

Caitong International 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
Q2 		$642 Sell
27
-35
-56% -$819 ﹤0.01% 1658
2026
Q1 		$1.37K Sell
62
-35
-36% -$792 ﹤0.01% 1337
2025
Q4 		$2.15K Sell
97
-36
-27% -$760 ﹤0.01% 1312
2025
Q3 		$2.91K Buy
133
+114
+600% +$2.6K ﹤0.01% 1334
2025
Q2 		$419 Buy
+19
New +$391 ﹤0.01% 1719
2025
Q1 		– Sell
-99
Closed -$2.16K – 2235
2024
Q4 		$2.16K Buy
+99
New +$2.33K ﹤0.01% 1163

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
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
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Caitong International Asset Management's CSWC Position: Q2 2026 in Review

Caitong International Asset Management reduced its Capital Southwest (CSWC) stake by 56% in Q2 2026, selling an estimated $819 and leaving 27 shares worth $642. The position accounts for ﹤0.01% of the portfolio, ranked #1658.

Caitong International Asset Management first reported a position in CSWC in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.91K in Q3 2025. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Caitong International Asset Management held 27 shares of Capital Southwest worth $642 as of Q2 2026.
  • Caitong International Asset Management sold 35 Capital Southwest shares in Q2 2026, an estimated $819.
  • Capital Southwest made up ﹤0.01% of Caitong International Asset Management's portfolio in Q2 2026, its #1658 holding.
  • Caitong International Asset Management first reported a position in Capital Southwest in Q4 2024 and has held it in 6 quarters since.
  • Caitong International Asset Management's Capital Southwest position peaked at $2.91K in Q3 2025.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Caitong International Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.