Engineers Gate Manager’s Capital Southwest CSWC Stock Holding History

Engineers Gate Manager’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	$310K	Sell	13,045 -4,552	-26%	-$106K	﹤0.01%	1767
2026 Q1	$389K	Buy	+17,597	New	+$398K	﹤0.01%	1551
2025 Q4	–	Sell	-88,930	Closed	-$1.94M	–	2173
2025 Q3	$1.94M	Buy	88,930 +47,551	+115%	+$1.08M	0.02%	788
2025 Q2	$912K	Buy	41,379 +21,792	+111%	+$449K	0.01%	1167
2025 Q1	$437K	Buy	+19,587	New	+$442K	0.01%	1524

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

Engineers Gate Manager's CSWC Position: Q2 2026 in Review

Engineers Gate Manager reduced its Capital Southwest (CSWC) stake by 26% in Q2 2026, selling an estimated $106K and leaving 13,045 shares worth $310K. The position accounts for ﹤0.01% of the portfolio, ranked #1767.

Engineers Gate Manager first reported a position in CSWC in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.94M in Q3 2025. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

Engineers Gate Manager held 13,045 shares of Capital Southwest worth $310K as of Q2 2026.
Engineers Gate Manager sold 4,552 Capital Southwest shares in Q2 2026, an estimated $106K.
Capital Southwest made up ﹤0.01% of Engineers Gate Manager's portfolio in Q2 2026, its #1767 holding.
Engineers Gate Manager first reported a position in Capital Southwest in Q1 2025 and has held it in 5 quarters since.
Engineers Gate Manager's Capital Southwest position peaked at $1.94M in Q3 2025.
190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Engineers Gate Manager's 13F filing for Q2 2026, filed 14 Aug 2026.