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Mraz Amerine & Associates’s Capital Southwest CSWC Stock Holding History

Mraz Amerine & Associates’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
Q2 		$522K Sell
21,979
-2,275
-9% -$53.2K 0.07% 116
2026
Q1 		$536K Sell
24,254
-4,656
-16% -$105K 0.08% 117
2025
Q4 		$640K Sell
28,910
-10,814
-27% -$228K 0.1% 108
2025
Q3 		$868K Sell
39,724
-3,234
-8% -$73.6K 0.14% 96
2025
Q2 		$947K Sell
42,958
-774
-2% -$15.9K 0.15% 88
2025
Q1 		$978K Buy
43,732
+211
+0.5% +$4.76K 0.17% 82
2024
Q4 		$950K Sell
43,521
-1,723
-4% -$40.6K 0.17% 81
2024
Q3 		$1.14M Sell
45,244
-308
-0.7% -$7.8K 0.21% 77
2024
Q2 		$1.19M Sell
45,552
-1,492
-3% -$38.3K 0.24% 72
2024
Q1 		$1.17M Sell
47,044
-2,886
-6% -$70.4K 0.22% 73
2023
Q4 		$1.18M Sell
49,930
-814
-2% -$18.2K 0.25% 64
2023
Q3 		$1.16M Sell
50,744
-259
-0.5% -$5.61K 0.26% 69
2023
Q2 		$1.01M Sell
51,003
-66
-0.1% -$1.22K 0.24% 74
2023
Q1 		$908K Buy
51,069
+7,169
+16% +$132K 0.22% 76
2022
Q4 		$751K Buy
43,900
+22,352
+104% +$400K 0.18% 83
2022
Q3 		$365K Buy
+21,548
New +$415K 0.1% 113

Other funds holding CSWC

SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
UBP
Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Mraz Amerine & Associates's CSWC Position: Q2 2026 in Review

Mraz Amerine & Associates reduced its Capital Southwest (CSWC) stake by 9.4% in Q2 2026, selling an estimated $53.2K and leaving 21,979 shares worth $522K. The position accounts for 0.07% of the portfolio, ranked #116.

Mraz Amerine & Associates first reported a position in CSWC in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.19M in Q2 2024. 24 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Mraz Amerine & Associates held 21,979 shares of Capital Southwest worth $522K as of Q2 2026.
  • Mraz Amerine & Associates sold 2,275 Capital Southwest shares in Q2 2026, an estimated $53.2K.
  • Capital Southwest made up 0.07% of Mraz Amerine & Associates's portfolio in Q2 2026, its #116 holding.
  • Mraz Amerine & Associates first reported a position in Capital Southwest in Q3 2022 and has held it in 16 quarters since.
  • Mraz Amerine & Associates's Capital Southwest position peaked at $1.19M in Q2 2024.
  • 24 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Mraz Amerine & Associates's 13F filing for Q2 2026, filed 16 Jul 2026.