Oxford Asset Management’s Capital Southwest CSWC Stock Holding History

Oxford Asset 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 Q2	–	Sell	-19,172	Closed	-$424K	–	433
2026 Q1	$424K	Buy	+19,172	New	+$434K	0.17%	192
2025 Q2	–	Sell	-11,392	Closed	-$254K	–	576
2025 Q1	$254K	Buy	+11,392	New	+$257K	0.12%	296
2019 Q4	–	Sell	-57,697	Closed	-$1.26M	–	1795
2019 Q3	$1.26M	Buy	57,697 +20,108	+53%	+$434K	0.03%	804
2019 Q2	$787K	Buy	37,589 +19,443	+107%	+$422K	0.02%	1086
2019 Q1	$382K	Buy	18,146 +5,751	+46%	+$123K	0.01%	1333
2018 Q4	$238K	Buy	+12,395	New	+$239K	0.01%	1481
2018 Q1	–	Sell	-16,171	Closed	-$272K	–	1658
2017 Q4	$272K	Buy	+16,171	New	+$275K	0.01%	1359

Other funds holding CSWC

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Oxford Asset Management's CSWC Position: Q2 2026 in Review

Oxford Asset Management sold out of Capital Southwest (CSWC) in Q2 2026, closing a stake of 19,172 shares — an estimated $424K sold.

Oxford Asset Management first reported a position in CSWC in Q4 2017 and held it in 7 quarters. The position peaked at $1.26M in Q3 2019. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

Oxford Asset Management reported no remaining Capital Southwest position as of Q2 2026 after selling out during the quarter.
Oxford Asset Management sold 19,172 Capital Southwest shares in Q2 2026, an estimated $424K.
Oxford Asset Management first reported a position in Capital Southwest in Q4 2017 and held it in 7 quarters.
Oxford Asset Management's Capital Southwest position peaked at $1.26M in Q3 2019.
190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Oxford Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.