Lido Advisors
CSWC icon

Lido Advisors’s Capital Southwest CSWC Stock Holding History

Lido 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
2025
Q1 		– Sell
-9,244
Closed -$202K – 1540
2024
Q4 		$202K Sell
9,244
-5,208
-36% -$123K ﹤0.01% 1379
2024
Q3 		$366K Buy
+14,452
New +$366K ﹤0.01% 1080

Other funds holding CSWC

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
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

Lido Advisors's CSWC Position: Q1 2025 in Review

Lido Advisors sold out of Capital Southwest (CSWC) in Q1 2025, closing a stake of 9,244 shares — an estimated $202K sold.

Lido Advisors first reported a position in CSWC in Q3 2024 and held it in 2 quarters. The position peaked at $366K in Q3 2024. 174 funds tracked by Wall St. Rank hold CSWC as of Q1 2025.

  • Lido Advisors reported no remaining Capital Southwest position as of Q1 2025 after selling out during the quarter.
  • Lido Advisors sold 9,244 Capital Southwest shares in Q1 2025, an estimated $202K.
  • Lido Advisors first reported a position in Capital Southwest in Q3 2024 and held it in 2 quarters.
  • Lido Advisors's Capital Southwest position peaked at $366K in Q3 2024.
  • 174 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2025.

Based on Lido Advisors's 13F filing for Q1 2025, filed 15 May 2025.