Denali Advisors’s Capital Southwest CSWC Stock Holding History

Denali Advisors’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	$1.71M	Sell	72,014 -3,833	-5%	-$89.7K	0.17%	138
2026 Q1	$1.68M	Sell	75,847 -437	-0.6%	-$9.89K	0.19%	127
2025 Q4	$1.69M	Sell	76,284 -11,522	-13%	-$243K	0.19%	119
2025 Q3	$1.92M	Sell	87,806 -26,044	-23%	-$593K	0.22%	117
2025 Q2	$2.51M	Sell	113,850 -2,554	-2%	-$52.6K	0.26%	105
2025 Q1	$2.6M	Buy	116,404 +11,908	+11%	+$269K	0.3%	104
2024 Q4	$2.28M	Sell	104,496 -20,157	-16%	-$474K	0.24%	119
2024 Q3	$3.15M	Buy	+124,653	New	+$3.16M	0.34%	100

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

Denali Advisors's CSWC Position: Q2 2026 in Review

Denali Advisors reduced its Capital Southwest (CSWC) stake by 5.1% in Q2 2026, selling an estimated $89.7K and leaving 72,014 shares worth $1.71M. The position accounts for 0.17% of the portfolio, ranked #138.

Denali Advisors first reported a position in CSWC in Q3 2024 and has held it in 8 quarters since. The position peaked at $3.15M in Q3 2024. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

Denali Advisors held 72,014 shares of Capital Southwest worth $1.71M as of Q2 2026.
Denali Advisors sold 3,833 Capital Southwest shares in Q2 2026, an estimated $89.7K.
Capital Southwest made up 0.17% of Denali Advisors's portfolio in Q2 2026, its #138 holding.
Denali Advisors first reported a position in Capital Southwest in Q3 2024 and has held it in 8 quarters since.
Denali Advisors's Capital Southwest position peaked at $3.15M in Q3 2024.
190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Denali Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.