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Palisade Capital Management’s Capital Southwest CSWC Stock Holding History

Palisade 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
2025
Q3 		– Sell
-10,747
Closed -$237K – 369
2025
Q2 		$237K Hold
10,747
– – 0.01% 357
2025
Q1 		$240K Sell
10,747
-4,900
-31% -$111K 0.01% 365
2024
Q4 		$341K Buy
+15,647
New +$368K 0.01% 345
2013
Q4 		– Sell
-40,860
Closed -$513K – 439
2013
Q3 		$513K Buy
+40,860
New +$529K 0.01% 394

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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 $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.07B AUM 29.43% 1-Year Est. Return

Palisade Capital Management's CSWC Position: Q3 2025 in Review

Palisade Capital Management sold out of Capital Southwest (CSWC) in Q3 2025, closing a stake of 10,747 shares — an estimated $237K sold.

Palisade Capital Management first reported a position in CSWC in Q3 2013 and held it in 4 quarters. The position peaked at $513K in Q3 2013. 164 funds tracked by Wall St. Rank hold CSWC as of Q3 2025.

  • Palisade Capital Management reported no remaining Capital Southwest position as of Q3 2025 after selling out during the quarter.
  • Palisade Capital Management sold 10,747 Capital Southwest shares in Q3 2025, an estimated $237K.
  • Palisade Capital Management first reported a position in Capital Southwest in Q3 2013 and held it in 4 quarters.
  • Palisade Capital Management's Capital Southwest position peaked at $513K in Q3 2013.
  • 164 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2025.

Based on Palisade Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.