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North Star Investment Management’s Capital Southwest CSWC Stock Holding History

North Star Investment 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 		$22.7K Hold
1,025
– – ﹤0.01% 879
2025
Q4 		$22.7K Hold
1,025
– – ﹤0.01% 823
2025
Q3 		$22.4K Hold
1,025
– – ﹤0.01% 801
2025
Q2 		$22.6K Buy
1,025
+497
+94% +$10.2K ﹤0.01% 773
2025
Q1 		$11.8K Buy
+528
New +$11.9K ﹤0.01% 831

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

North Star Investment Management's CSWC Position: Q1 2026 in Review

North Star Investment Management held its Capital Southwest (CSWC) position steady in Q1 2026 at 1,025 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #879.

North Star Investment Management first reported a position in CSWC in Q1 2025 and has held it in 5 quarters since. The position peaked at $22.7K in Q4 2025. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • North Star Investment Management held 1,025 shares of Capital Southwest worth $22.7K as of Q1 2026.
  • North Star Investment Management left its Capital Southwest share count unchanged in Q1 2026.
  • Capital Southwest made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #879 holding.
  • North Star Investment Management first reported a position in Capital Southwest in Q1 2025 and has held it in 5 quarters since.
  • North Star Investment Management's Capital Southwest position peaked at $22.7K in Q4 2025.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.