NRD
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Nebula Research & Development’s Capital Southwest CSWC Stock Holding History

Nebula Research & Development’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
-25,907
Closed -$571K – 221
2025
Q2 		$571K Buy
+25,907
New +$533K 0.05% 601

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

Nebula Research & Development's CSWC Position: Q3 2025 in Review

Nebula Research & Development sold out of Capital Southwest (CSWC) in Q3 2025, closing a stake of 25,907 shares — an estimated $571K sold.

Nebula Research & Development first reported a position in CSWC in Q2 2025 and held it in 1 quarter. The position peaked at $571K in Q2 2025. 164 funds tracked by Wall St. Rank hold CSWC as of Q3 2025.

  • Nebula Research & Development reported no remaining Capital Southwest position as of Q3 2025 after selling out during the quarter.
  • Nebula Research & Development sold 25,907 Capital Southwest shares in Q3 2025, an estimated $571K.
  • Nebula Research & Development first reported a position in Capital Southwest in Q2 2025 and held it in 1 quarter.
  • Nebula Research & Development's Capital Southwest position peaked at $571K in Q2 2025.
  • 164 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2025.

Based on Nebula Research & Development's 13F filing for Q3 2025.