GSA Capital Partners’s Capital Southwest CSWC Stock Holding History

GSA Capital 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	$518K	Buy	+21,812	New	+$510K	0.03%	980
2026 Q1	–	Sell	-22,564	Closed	-$500K	–	1804
2025 Q4	$500K	Sell	22,564 -5,745	-20%	-$121K	0.04%	811
2025 Q3	$619K	Buy	28,309 +10,435	+58%	+$238K	0.05%	703
2025 Q2	$394K	Buy	+17,874	New	+$368K	0.03%	1087
2025 Q1	–	Sell	-10,880	Closed	-$237K	–	1732
2024 Q4	$237K	Buy	+10,880	New	+$256K	0.02%	1333
2023 Q2	–	Sell	-10,201	Closed	-$181K	–	1581
2023 Q1	$181K	Sell	10,201 -22,576	-69%	-$416K	0.02%	1274
2022 Q4	$560K	Buy	+32,777	New	+$586K	0.07%	534
2022 Q3	–	Sell	-16,866	Closed	-$311K	–	1574
2022 Q2	$311K	Buy	+16,866	New	+$371K	0.05%	798
2021 Q3	–	Sell	-11,144	Closed	-$259K	–	1496
2021 Q2	$259K	Buy	+11,144	New	+$276K	0.03%	1036
2017 Q1	–	Sell	-12,837	Closed	-$207K	–	1776
2016 Q4	$207K	Sell	12,837 -3,402	-21%	-$50.6K	0.01%	1579
2016 Q3	$239K	Sell	16,239 -20,975	-56%	-$305K	0.01%	1504
2016 Q2	$509K	Sell	37,214 -89,160	-71%	-$1.24M	0.03%	1061
2016 Q1	$1.75M	Hold	126,374	–	–	0.11%	236
2015 Q4	$1.75M	Buy	126,374 +24,014	+23%	+$352K	0.09%	312
2015 Q3	$654K	Buy	102,360 +3,776	+4%	+$66.5K	0.03%	949
2015 Q2	$1.81M	Sell	98,584 -4,895	-5%	-$88.2K	0.07%	439
2015 Q1	$1.76M	Buy	+103,479	New	+$1.72M	0.07%	426

Other funds holding CSWC

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

GSA Capital Partners's CSWC Position: Q2 2026 in Review

GSA Capital Partners opened a new position in Capital Southwest (CSWC) in Q2 2026: 21,812 shares worth $518K. The stake represents 0.03% of the portfolio and ranks #980 among its holdings. This is a return to the name: GSA Capital Partners previously reported a position in CSWC as recently as Q4 2025.

GSA Capital Partners first reported a position in CSWC in Q1 2015 and has held it in 17 quarters since. The position peaked at $1.81M in Q2 2015. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

GSA Capital Partners held 21,812 shares of Capital Southwest worth $518K as of Q2 2026.
Capital Southwest was a new GSA Capital Partners position in Q2 2026.
Capital Southwest made up 0.03% of GSA Capital Partners's portfolio in Q2 2026, its #980 holding.
GSA Capital Partners first reported a position in Capital Southwest in Q1 2015 and has held it in 17 quarters since.
GSA Capital Partners's Capital Southwest position peaked at $1.81M in Q2 2015.
190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on GSA Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.