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Osbon Capital Management’s Capital Southwest CSWC Stock Holding History

Osbon Capital 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 		$58.6K Buy
2,650
+150
+6% +$3.4K 0.05% 141
2025
Q4 		$55.4K Buy
+2,500
New +$52.8K 0.05% 109

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 $2.23B AUM 11.22% 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

Osbon Capital Management's CSWC Position: Q1 2026 in Review

Osbon Capital Management increased its Capital Southwest (CSWC) stake by 6% in Q1 2026, buying an estimated $3.4K and bringing the position to 2,650 shares worth $58.6K. The position accounts for 0.05% of the portfolio, ranked #141.

Osbon Capital Management first reported a position in CSWC in Q4 2025 and has held it in 2 quarters since. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Osbon Capital Management held 2,650 shares of Capital Southwest worth $58.6K as of Q1 2026.
  • Osbon Capital Management bought 150 Capital Southwest shares in Q1 2026, an estimated $3.4K.
  • Capital Southwest made up 0.05% of Osbon Capital Management's portfolio in Q1 2026, its #141 holding.
  • Osbon Capital Management first reported a position in Capital Southwest in Q4 2025 and has held it in 2 quarters since.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.