Campbell & Co Investment Adviser’s Capital Southwest CSWC Stock Holding History

Campbell & Co Investment Adviser’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 Q4	–	Sell	-12,513	Closed	-$274K	–	1175
2025 Q3	$274K	Sell	12,513 -8,360	-40%	-$190K	0.02%	932
2025 Q2	$460K	Sell	20,873 -489	-2%	-$10.1K	0.03%	816
2025 Q1	$477K	Sell	21,362 -13,738	-39%	-$310K	0.04%	697
2024 Q4	$766K	Buy	+35,100	New	+$826K	0.06%	502
2024 Q2	–	Sell	-10,695	Closed	-$267K	–	1091
2024 Q1	$267K	Buy	10,695 +248	+2%	+$6.05K	0.02%	947
2023 Q4	$248K	Buy	+10,447	New	+$233K	0.02%	976

Other funds holding CSWC

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

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Muzinich & Co New York $286M AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Campbell & Co Investment Adviser's CSWC Position: Q4 2025 in Review

Campbell & Co Investment Adviser sold out of Capital Southwest (CSWC) in Q4 2025, closing a stake of 12,513 shares — an estimated $274K sold.

Campbell & Co Investment Adviser first reported a position in CSWC in Q4 2023 and held it in 6 quarters. The position peaked at $766K in Q4 2024. 162 funds tracked by Wall St. Rank hold CSWC as of Q4 2025.

Campbell & Co Investment Adviser reported no remaining Capital Southwest position as of Q4 2025 after selling out during the quarter.
Campbell & Co Investment Adviser sold 12,513 Capital Southwest shares in Q4 2025, an estimated $274K.
Campbell & Co Investment Adviser first reported a position in Capital Southwest in Q4 2023 and held it in 6 quarters.
Campbell & Co Investment Adviser's Capital Southwest position peaked at $766K in Q4 2024.
162 funds tracked by Wall St. Rank held Capital Southwest as of Q4 2025.

Based on Campbell & Co Investment Adviser's 13F filing for Q4 2025, filed 12 Feb 2026.