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Greenland Capital Management’s Capital Southwest CSWC Stock Holding History

Greenland 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
2026
Q2 		$689K Buy
29,000
+3,000
+12% +$70.2K 0.08% 178
2026
Q1 		$575K Buy
+26,000
New +$589K 0.07% 184
2024
Q4 		– Sell
-8,200
Closed -$207K – 371
2024
Q3 		$207K Buy
+8,200
New +$208K 0.03% 306

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

Greenland Capital Management's CSWC Position: Q2 2026 in Review

Greenland Capital Management increased its Capital Southwest (CSWC) stake by 12% in Q2 2026, buying an estimated $70.2K and bringing the position to 29,000 shares worth $689K. The position accounts for 0.08% of the portfolio, ranked #178.

Greenland Capital Management first reported a position in CSWC in Q3 2024 and has held it in 3 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Greenland Capital Management held 29,000 shares of Capital Southwest worth $689K as of Q2 2026.
  • Greenland Capital Management bought 3,000 Capital Southwest shares in Q2 2026, an estimated $70.2K.
  • Capital Southwest made up 0.08% of Greenland Capital Management's portfolio in Q2 2026, its #178 holding.
  • Greenland Capital Management first reported a position in Capital Southwest in Q3 2024 and has held it in 3 quarters since.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Greenland Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.