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Evergreen Capital Management’s Capital Southwest CSWC Stock Holding History

Evergreen Capital 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
-9,750
Closed -$218K – 1163
2025
Q1 		$218K Hold
9,750
– – 0.01% 944
2024
Q4 		$213K Sell
9,750
-116
-1% -$2.73K 0.01% 952
2024
Q3 		$250K Hold
9,866
– – 0.01% 811
2024
Q2 		$257K Hold
9,866
– – 0.01% 723
2024
Q1 		$246K Hold
9,866
– – 0.01% 714
2023
Q4 		$234K Buy
+9,866
New +$220K 0.01% 702

Other funds holding CSWC

UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return

Evergreen Capital Management's CSWC Position: Q2 2025 in Review

Evergreen Capital Management sold out of Capital Southwest (CSWC) in Q2 2025, closing a stake of 9,750 shares — an estimated $218K sold.

Evergreen Capital Management first reported a position in CSWC in Q4 2023 and held it in 6 quarters. The position peaked at $257K in Q2 2024. 177 funds tracked by Wall St. Rank hold CSWC as of Q2 2025.

  • Evergreen Capital Management reported no remaining Capital Southwest position as of Q2 2025 after selling out during the quarter.
  • Evergreen Capital Management sold 9,750 Capital Southwest shares in Q2 2025, an estimated $218K.
  • Evergreen Capital Management first reported a position in Capital Southwest in Q4 2023 and held it in 6 quarters.
  • Evergreen Capital Management's Capital Southwest position peaked at $257K in Q2 2024.
  • 177 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2025.

Based on Evergreen Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.