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Michael Gelband’s Capital Southwest CSWC Stock Holding History

Michael Gelband’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
Q3 		– Sell
-24,975
Closed -$550K – 1621
2025
Q2 		$550K Sell
24,975
-14,125
-36% -$291K ﹤0.01% 1127
2025
Q1 		$873K Buy
+39,100
New +$883K 0.01% 951
2024
Q1 		– Sell
-22,591
Closed -$535K – 1575
2023
Q4 		$535K Buy
+22,591
New +$504K ﹤0.01% 1013
2021
Q3 		– Sell
-36,589
Closed -$850K – 2198
2021
Q2 		$850K Buy
+36,589
New +$908K 0.01% 1084
2020
Q3 		– Sell
-12,711
Closed -$171K – 1825
2020
Q2 		$171K Buy
+12,711
New +$164K ﹤0.01% 1547
2020
Q1 		– Sell
-11,400
Closed -$237K – 1164
2019
Q4 		$237K Buy
+11,400
New +$247K ﹤0.01% 1265

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return

Michael Gelband's CSWC Position: Q3 2025 in Review

Michael Gelband sold out of Capital Southwest (CSWC) in Q3 2025, closing a stake of 24,975 shares — an estimated $550K sold.

Michael Gelband first reported a position in CSWC in Q4 2019 and held it in 6 quarters. The position peaked at $873K in Q1 2025. 164 funds tracked by Wall St. Rank hold CSWC as of Q3 2025.

  • Michael Gelband reported no remaining Capital Southwest position as of Q3 2025 after selling out during the quarter.
  • Michael Gelband sold 24,975 Capital Southwest shares in Q3 2025, an estimated $550K.
  • Michael Gelband first reported a position in Capital Southwest in Q4 2019 and held it in 6 quarters.
  • Michael Gelband's Capital Southwest position peaked at $873K in Q1 2025.
  • 164 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2025.

Based on ExodusPoint Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.