Mariner
CSWC icon

Mariner’s Capital Southwest CSWC Stock Holding History

Mariner’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
Q1 		$706K Buy
31,895
+11,839
+59% +$268K ﹤0.01% 2233
2025
Q4 		$444K Sell
20,056
-10,779
-35% -$228K ﹤0.01% 2519
2025
Q3 		$674K Buy
30,835
+2,521
+9% +$57.4K ﹤0.01% 2198
2025
Q2 		$624K Buy
28,314
+8,617
+44% +$177K ﹤0.01% 2165
2025
Q1 		$440K Buy
19,697
+4,783
+32% +$108K ﹤0.01% 2309
2024
Q4 		$325K Sell
14,914
-573
-4% -$13.5K ﹤0.01% 2556
2024
Q3 		$392K Sell
15,487
-1,115
-7% -$28.2K ﹤0.01% 2348
2024
Q2 		$433K Buy
16,602
+471
+3% +$12.1K ﹤0.01% 2159
2024
Q1 		$403K Buy
16,131
+310
+2% +$7.56K ﹤0.01% 2206
2023
Q4 		$375K Buy
15,821
+3,473
+28% +$77.5K ﹤0.01% 2154
2023
Q3 		$283K Sell
12,348
-317
-3% -$6.87K ﹤0.01% 2209
2023
Q2 		$250K Sell
12,665
-95
-0.7% -$1.75K ﹤0.01% 2267
2023
Q1 		$227K Buy
12,760
+940
+8% +$17.3K ﹤0.01% 2307
2022
Q4 		$202K Sell
11,820
-41
-0.3% -$733 ﹤0.01% 2356
2022
Q3 		$201K Buy
11,861
+42
+0.4% +$809 ﹤0.01% 2056
2022
Q2 		$218K Hold
11,819
– – ﹤0.01% 1353
2022
Q1 		$280K Hold
11,819
– – ﹤0.01% 1300
2021
Q4 		$299K Sell
11,819
-181
-2% -$4.83K ﹤0.01% 1103
2021
Q3 		$302K Hold
12,000
– – ﹤0.01% 938
2021
Q2 		$279K Hold
12,000
– – ﹤0.01% 878
2021
Q1 		$266K Hold
12,000
– – ﹤0.01% 828
2020
Q4 		$213K Buy
+12,000
New +$189K ﹤0.01% 776
2020
Q2 		– Sell
-16,871
Closed -$308K – 724
2020
Q1 		$308K Buy
+16,871
New +$305K ﹤0.01% 647

Other funds holding CSWC

Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Mariner's CSWC Position: Q1 2026 in Review

Mariner increased its Capital Southwest (CSWC) stake by 59% in Q1 2026, buying an estimated $268K and bringing the position to 31,895 shares worth $706K. The position accounts for ﹤0.01% of the portfolio, ranked #2233.

Mariner first reported a position in CSWC in Q1 2020 and has held it in 23 quarters since. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Mariner held 31,895 shares of Capital Southwest worth $706K as of Q1 2026.
  • Mariner bought 11,839 Capital Southwest shares in Q1 2026, an estimated $268K.
  • Capital Southwest made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2233 holding.
  • Mariner first reported a position in Capital Southwest in Q1 2020 and has held it in 23 quarters since.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.