CM
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Columbus Macro’s Capital Southwest CSWC Stock Holding History

Columbus Macro’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 		$8.91M Buy
374,871
+17,090
+5% +$400K 0.87% 41
2026
Q1 		$7.91M Buy
357,781
+12,261
+4% +$278K 0.85% 49
2025
Q4 		$7.65M Buy
345,520
+26,633
+8% +$562K 0.84% 48
2025
Q3 		$6.97M Buy
318,887
+28,183
+10% +$642K 0.79% 49
2025
Q2 		$6.41M Buy
+290,704
New +$5.99M 0.78% 51

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

Columbus Macro's CSWC Position: Q2 2026 in Review

Columbus Macro increased its Capital Southwest (CSWC) stake by 4.8% in Q2 2026, buying an estimated $400K and bringing the position to 374,871 shares worth $8.91M. The position accounts for 0.87% of the portfolio, ranked #41.

Columbus Macro first reported a position in CSWC in Q2 2025 and has held it in 5 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Columbus Macro held 374,871 shares of Capital Southwest worth $8.91M as of Q2 2026.
  • Columbus Macro bought 17,090 Capital Southwest shares in Q2 2026, an estimated $400K.
  • Capital Southwest made up 0.87% of Columbus Macro's portfolio in Q2 2026, its #41 holding.
  • Columbus Macro first reported a position in Capital Southwest in Q2 2025 and has held it in 5 quarters since.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Columbus Macro's 13F filing for Q2 2026, filed 22 Jul 2026.