MC
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Muzinich & Co’s Capital Southwest CSWC Stock Holding History

Muzinich & Co’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 		$9.43M Buy
426,243
+921
+0.2% +$20.8K 3.3% 10
2025
Q4 		$9.42M Buy
425,322
+152,057
+56% +$3.21M 2.96% 11
2025
Q3 		$5.97M Buy
273,265
+47,475
+21% +$1.08M 2.31% 15
2025
Q2 		$4.98M Buy
225,790
+88,419
+64% +$1.82M 2.16% 14
2025
Q1 		$3.07M Buy
137,371
+26,949
+24% +$609K 1.74% 17
2024
Q4 		$2.41M Buy
110,422
+4,350
+4% +$102K 1.51% 16
2024
Q3 		$2.68M Buy
106,072
+4,117
+4% +$104K 1.89% 15
2024
Q2 		$2.66M Buy
101,955
+26,976
+36% +$692K 2.03% 15
2024
Q1 		$1.78M Hold
74,979
– – 1.18% 26
2023
Q4 		$1.78M Buy
74,979
+42,412
+130% +$946K 1.18% 26
2023
Q3 		$746K Buy
32,567
+11,181
+52% +$242K 0.52% 40
2023
Q2 		$422K Buy
+21,386
New +$394K 0.29% 45

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