GraniteShares Advisors’s Capital Southwest CSWC Stock Holding History

GraniteShares Advisors’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 Q3	$2.97M	Buy	128,430 +1,986	+2%	+$48K	1.95%	7
2026 Q2	$3.01M	Buy	126,444 +16,550	+15%	+$387K	1.93%	11
2026 Q1	$2.43M	Sell	109,894 -12,578	-10%	-$285K	1.75%	16
2025 Q4	$2.71M	Buy	+122,472	New	+$2.59M	1.65%	19
2023 Q4	–	Sell	-85,178	Closed	-$1.95M	–	97
2023 Q3	$1.95M	Buy	85,178 +3,266	+4%	+$70.7K	1.82%	5
2023 Q2	$1.62M	Sell	81,912 -871	-1%	-$16K	1.46%	8
2023 Q1	$1.47M	Buy	82,783 +47,101	+132%	+$867K	1.3%	14
2022 Q4	$610K	Buy	+35,682	New	+$638K	0.5%	71

Other funds holding CSWC

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Sanders Morris Harris Houston, Texas $755M AUM 11.28% 1-Year Est. Return

Muzinich & Co New York $301M AUM 12.49% 1-Year Est. Return

Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

EPIQ Partners Minneapolis, Minnesota $232M AUM 9.01% 1-Year Est. Return

Union Bancaire Privee Geneva 1, Switzerland $10.3B AUM 29.94% 1-Year Est. Return

Womack Financial Dallas, Texas $152M AUM 18.25% 1-Year Est. Return

GraniteShares Advisors's CSWC Position: Q3 2026 in Review

GraniteShares Advisors increased its Capital Southwest (CSWC) stake by 1.6% in Q3 2026, buying an estimated $48K and bringing the position to 128,430 shares worth $2.97M. The position accounts for 1.95% of the portfolio, ranked #7.

GraniteShares Advisors first reported a position in CSWC in Q4 2022 and has held it in 8 quarters since. The position peaked at $3.01M in Q2 2026. 95 funds tracked by Wall St. Rank hold CSWC as of Q3 2026.

GraniteShares Advisors held 128,430 shares of Capital Southwest worth $2.97M as of Q3 2026.
GraniteShares Advisors bought 1,986 Capital Southwest shares in Q3 2026, an estimated $48K.
Capital Southwest made up 1.95% of GraniteShares Advisors's portfolio in Q3 2026, its #7 holding.
GraniteShares Advisors first reported a position in Capital Southwest in Q4 2022 and has held it in 8 quarters since.
GraniteShares Advisors's Capital Southwest position peaked at $3.01M in Q2 2026.
95 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2026.

Based on GraniteShares Advisors's 13F filing for Q3 2026, filed 29 Oct 2026.