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CSWC icon

Golden Green’s Capital Southwest CSWC Stock Holding History

Golden Green’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
2023
Q3 		$2.8M Buy
122,481
+1,317
+1% +$28.5K 2.88% 8
2023
Q2 		$2.39M Buy
121,164
+22,751
+23% +$419K 2.58% 8
2023
Q1 		$1.75M Buy
+98,413
New +$1.81M 2.05% 13

Other funds holding CSWC

PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 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
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Golden Green's CSWC Position: Q3 2023 in Review

Golden Green increased its Capital Southwest (CSWC) stake by 1.1% in Q3 2023, buying an estimated $28.5K and bringing the position to 122,481 shares worth $2.8M. The position accounts for 2.88% of the portfolio, ranked #8.

Golden Green first reported a position in CSWC in Q1 2023 and has held it in 3 quarters since. 114 funds tracked by Wall St. Rank hold CSWC as of Q3 2023.

  • Golden Green held 122,481 shares of Capital Southwest worth $2.8M as of Q3 2023.
  • Golden Green bought 1,317 Capital Southwest shares in Q3 2023, an estimated $28.5K.
  • Capital Southwest made up 2.88% of Golden Green's portfolio in Q3 2023, its #8 holding.
  • Golden Green first reported a position in Capital Southwest in Q1 2023 and has held it in 3 quarters since.
  • 114 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2023.

Based on Golden Green's 13F filing for Q3 2023, filed 31 Oct 2023.