DA
CSWC icon

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
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

Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Denali Advisors's CSWC Position: Q1 2026 in Review

Denali Advisors reduced its Capital Southwest (CSWC) stake by 0.57% in Q1 2026, selling an estimated $9.89K and leaving 75,847 shares worth $1.68M. The position accounts for 0.19% of the portfolio, ranked #127.

Denali Advisors first reported a position in CSWC in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.15M in Q3 2024. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Denali Advisors held 75,847 shares of Capital Southwest worth $1.68M as of Q1 2026.
  • Denali Advisors sold 437 Capital Southwest shares in Q1 2026, an estimated $9.89K.
  • Capital Southwest made up 0.19% of Denali Advisors's portfolio in Q1 2026, its #127 holding.
  • Denali Advisors first reported a position in Capital Southwest in Q3 2024 and has held it in 7 quarters since.
  • Denali Advisors's Capital Southwest position peaked at $3.15M in Q3 2024.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.