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Hodges Capital Management’s Capital Southwest CSWC Stock Holding History

Hodges 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 		$2.67M Buy
112,283
+2,008
+2% +$47K 0.18% 120
2026
Q1 		$2.44M Buy
110,275
+1,813
+2% +$41K 0.2% 113
2025
Q4 		$2.4M Buy
108,462
+6,821
+7% +$144K 0.21% 114
2025
Q3 		$2.22M Sell
101,641
-4,404
-4% -$100K 0.19% 111
2025
Q2 		$2.34M Buy
106,045
+14,285
+16% +$294K 0.22% 104
2025
Q1 		$2.05M Buy
91,760
+7
+0% +$158 0.2% 122
2024
Q4 		$2M Buy
91,753
+13,448
+17% +$317K 0.12% 134
2024
Q3 		$1.98M Buy
78,305
+5,679
+8% +$144K 0.13% 140
2024
Q2 		$1.89M Buy
72,626
+250
+0.3% +$6.42K 0.13% 139
2024
Q1 		$1.81M Buy
72,376
+4,813
+7% +$117K 0.11% 141
2023
Q4 		$1.6M Buy
67,563
+4,159
+7% +$92.8K 0.08% 145
2023
Q3 		$1.45M Buy
+63,404
New +$1.37M 0.17% 133
2023
Q2 		– Sell
-20,371
Closed -$375K – 185
2023
Q1 		$356K Buy
20,371
+4,751
+30% +$87.4K 0.03% 188
2022
Q4 		$267K Buy
+15,620
New +$279K 0.02% 191
2015
Q1 		– Sell
-34,050
Closed -$474K – 296
2014
Q4 		$474K Buy
34,050
+17,706
+108% +$241K 0.02% 210
2014
Q3 		$215K Buy
+16,344
New +$223K 0.01% 267

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

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

Hodges Capital Management increased its Capital Southwest (CSWC) stake by 1.8% in Q2 2026, buying an estimated $47K and bringing the position to 112,283 shares worth $2.67M. The position accounts for 0.18% of the portfolio, ranked #120.

Hodges Capital Management first reported a position in CSWC in Q3 2014 and has held it in 16 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Hodges Capital Management held 112,283 shares of Capital Southwest worth $2.67M as of Q2 2026.
  • Hodges Capital Management bought 2,008 Capital Southwest shares in Q2 2026, an estimated $47K.
  • Capital Southwest made up 0.18% of Hodges Capital Management's portfolio in Q2 2026, its #120 holding.
  • Hodges Capital Management first reported a position in Capital Southwest in Q3 2014 and has held it in 16 quarters since.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Hodges Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.