MC
CSWC icon

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
Q2 		$10.4M Buy
435,909
+9,666
+2% +$226K 3.54% 10
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

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Muzinich & Co's CSWC Position: Q2 2026 in Review

Muzinich & Co increased its Capital Southwest (CSWC) stake by 2.3% in Q2 2026, buying an estimated $226K and bringing the position to 435,909 shares worth $10.4M. The position accounts for 3.54% of the portfolio, ranked #10.

Muzinich & Co first reported a position in CSWC in Q2 2023 and has held it in 13 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Muzinich & Co held 435,909 shares of Capital Southwest worth $10.4M as of Q2 2026.
  • Muzinich & Co bought 9,666 Capital Southwest shares in Q2 2026, an estimated $226K.
  • Capital Southwest made up 3.54% of Muzinich & Co's portfolio in Q2 2026, its #10 holding.
  • Muzinich & Co first reported a position in Capital Southwest in Q2 2023 and has held it in 13 quarters since.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Muzinich & Co's 13F filing for Q2 2026, filed 27 Jul 2026.