LI
CSW

LRI Investments’s CSW Industrials CSW Stock Holding History

LRI Investments’s Portfolio CSW Stock Details CSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$278 Buy
+1
New +$277 ﹤0.01% 1671

Other funds holding CSW

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JSA
Jacobson & Schmitt Advisors Middleton, Wisconsin $612M AUM 13.48% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

LRI Investments's CSW Position: Q2 2026 in Review

LRI Investments opened a new position in CSW Industrials (CSW) in Q2 2026: 1 share worth $278. The stake represents ﹤0.01% of the portfolio and ranks #1671 among its holdings.

106 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • LRI Investments held 1 share of CSW Industrials worth $278 as of Q2 2026.
  • CSW Industrials was a new LRI Investments position in Q2 2026.
  • CSW Industrials made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1671 holding.
  • 106 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.