DAM
CSWC icon

DLD Asset Management’s Capital Southwest CSWC Stock Holding History

DLD 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
2025
Q2 		– Sell
-222,800
Closed -$4.97M – 269
2025
Q1 		$4.97M Buy
222,800
+147,800
+197% +$3.34M 0.38% 42
2024
Q4 		$1.64M Buy
+75,000
New +$1.77M 0.2% 55

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SMH
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VanEck Associates
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Two Sigma Advisers
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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 $2.24B AUM 8.38% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return