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EPIQ Partners’s Capital Southwest CSWC Stock Holding History

EPIQ Partners’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 		$6.99M Sell
294,003
-18,323
-6% -$429K 2.96% 9
2026
Q1 		$6.91M Buy
312,326
+1,361
+0.4% +$30.8K 3.23% 9
2025
Q4 		$6.89M Buy
310,965
+15,536
+5% +$328K 3.21% 10
2025
Q3 		$6.46M Buy
295,429
+28,629
+11% +$652K 3.05% 10
2025
Q2 		$5.88M Buy
266,800
+11,400
+4% +$235K 3% 11
2025
Q1 		$5.7M Buy
+255,400
New +$5.77M 3.01% 10

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

EPIQ Partners's CSWC Position: Q2 2026 in Review

EPIQ Partners reduced its Capital Southwest (CSWC) stake by 5.9% in Q2 2026, selling an estimated $429K and leaving 294,003 shares worth $6.99M. The position accounts for 2.96% of the portfolio, ranked #9.

EPIQ Partners first reported a position in CSWC in Q1 2025 and has held it in 6 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • EPIQ Partners held 294,003 shares of Capital Southwest worth $6.99M as of Q2 2026.
  • EPIQ Partners sold 18,323 Capital Southwest shares in Q2 2026, an estimated $429K.
  • Capital Southwest made up 2.96% of EPIQ Partners's portfolio in Q2 2026, its #9 holding.
  • EPIQ Partners first reported a position in Capital Southwest in Q1 2025 and has held it in 6 quarters since.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on EPIQ Partners's 13F filing for Q2 2026, filed 7 Jul 2026.