Moerus Capital Management’s Capital Southwest CSWC Stock Holding History

Moerus 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 Q1	$1.36M	Hold	61,698	–	–	0.5%	14
2025 Q4	$1.37M	Sell	61,698 -12,285	-17%	-$259K	0.59%	14
2025 Q3	$1.62M	Hold	73,983	–	–	0.66%	12
2025 Q2	$1.63M	Hold	73,983	–	–	0.7%	13
2025 Q1	$1.65M	Hold	73,983	–	–	0.74%	14
2024 Q4	$1.61M	Sell	73,983 -8,114	-10%	-$191K	0.59%	14
2024 Q3	$2.08M	Hold	82,097	–	–	0.76%	14
2024 Q2	$2.14M	Hold	82,097	–	–	0.77%	14
2024 Q1	$2.05M	Sell	82,097 -13,633	-14%	-$332K	0.64%	15
2023 Q4	$2.27M	Sell	95,730 -10,540	-10%	-$235K	0.68%	14
2023 Q3	$2.43M	Hold	106,270	–	–	0.8%	12
2023 Q2	$2.1M	Hold	106,270	–	–	0.61%	12
2023 Q1	$1.89M	Hold	106,270	–	–	0.57%	12
2022 Q4	$1.82M	Sell	106,270 -19,550	-16%	-$349K	0.55%	14
2022 Q3	$2.13M	Hold	125,820	–	–	0.91%	11
2022 Q2	$2.32M	Sell	125,820 -1,966	-2%	-$43.3K	0.82%	10
2022 Q1	$3.03M	Hold	127,786	–	–	0.84%	10
2021 Q4	$3.23M	Sell	127,786 -7,288	-5%	-$195K	1.41%	10
2021 Q3	$3.4M	Hold	135,074	–	–	1.58%	10
2021 Q2	$3.14M	Hold	135,074	–	–	1.44%	11
2021 Q1	$2.99M	Buy	135,074 +17,602	+15%	+$359K	1.12%	11
2020 Q4	$2.08M	Sell	117,472 -22,776	-16%	-$358K	0.82%	12
2020 Q3	$1.97M	Hold	140,248	–	–	0.96%	11
2020 Q2	$1.89M	Hold	140,248	–	–	1.05%	11
2020 Q1	$1.6M	Hold	140,248	–	–	0.78%	13
2019 Q4	$2.92M	Hold	140,248	–	–	0.95%	13
2019 Q3	$3.06M	Hold	140,248	–	–	1.04%	13
2019 Q2	$2.94M	Hold	140,248	–	–	0.91%	13
2019 Q1	$2.95M	Hold	140,248	–	–	0.87%	13
2018 Q4	$2.7M	Buy	+140,248	New	+$2.71M	0.88%	14

Other funds holding CSWC

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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 $2.23B AUM 11.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return

Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Moerus Capital Management's CSWC Position: Q1 2026 in Review

Moerus Capital Management held its Capital Southwest (CSWC) position steady in Q1 2026 at 61,698 shares worth $1.36M. The position accounts for 0.5% of the portfolio, ranked #14.

Moerus Capital Management first reported a position in CSWC in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.4M in Q3 2021. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

Moerus Capital Management held 61,698 shares of Capital Southwest worth $1.36M as of Q1 2026.
Moerus Capital Management left its Capital Southwest share count unchanged in Q1 2026.
Capital Southwest made up 0.5% of Moerus Capital Management's portfolio in Q1 2026, its #14 holding.
Moerus Capital Management first reported a position in Capital Southwest in Q4 2018 and has held it in 30 quarters since.
Moerus Capital Management's Capital Southwest position peaked at $3.4M in Q3 2021.
168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Moerus Capital Management's 13F filing for Q1 2026, filed 14 May 2026.