OQS
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Occudo Quantitative Strategies’s Capital Southwest CSWC Stock Holding History

Occudo Quantitative Strategies’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 		$726K Buy
30,530
+17,653
+137% +$413K 0.04% 435
2026
Q1 		$309K Buy
+12,877
New +$291K 0.02% 595

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
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return

Occudo Quantitative Strategies's CSWC Position: Q2 2026 in Review

Occudo Quantitative Strategies increased its Capital Southwest (CSWC) stake by 137% in Q2 2026, buying an estimated $413K and bringing the position to 30,530 shares worth $726K. The position accounts for 0.04% of the portfolio, ranked #435.

Occudo Quantitative Strategies first reported a position in CSWC in Q1 2026 and has held it in 2 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Occudo Quantitative Strategies held 30,530 shares of Capital Southwest worth $726K as of Q2 2026.
  • Occudo Quantitative Strategies bought 17,653 Capital Southwest shares in Q2 2026, an estimated $413K.
  • Capital Southwest made up 0.04% of Occudo Quantitative Strategies's portfolio in Q2 2026, its #435 holding.
  • Occudo Quantitative Strategies first reported a position in Capital Southwest in Q1 2026 and has held it in 2 quarters since.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2026, filed 13 Aug 2026.