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Promus Capital’s Capital Southwest CSWC Stock Holding History

Promus Capital’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 		$30.3K Hold
1,384
– – 0.02% 192
2025
Q2 		$30.5K Hold
1,384
– – 0.02% 197
2025
Q1 		$30.9K Hold
1,384
– – 0.02% 187
2024
Q4 		$30.2K Buy
+1,384
New +$32.6K 0.02% 188

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 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 $138B AUM 41.87% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $174M AUM 9.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZIG
Zuckerman Investment Group Chicago, Illinois $1.18B AUM 22.58% 1-Year Est. Return

Promus Capital's CSWC Position: Q3 2025 in Review

Promus Capital held its Capital Southwest (CSWC) position steady in Q3 2025 at 1,384 shares worth $30.3K. The position accounts for 0.02% of the portfolio, ranked #192.

Promus Capital first reported a position in CSWC in Q4 2024 and has held it in 4 quarters since. The position peaked at $30.9K in Q1 2025. 164 funds tracked by Wall St. Rank hold CSWC as of Q3 2025.

  • Promus Capital held 1,384 shares of Capital Southwest worth $30.3K as of Q3 2025.
  • Promus Capital left its Capital Southwest share count unchanged in Q3 2025.
  • Capital Southwest made up 0.02% of Promus Capital's portfolio in Q3 2025, its #192 holding.
  • Promus Capital first reported a position in Capital Southwest in Q4 2024 and has held it in 4 quarters since.
  • Promus Capital's Capital Southwest position peaked at $30.9K in Q1 2025.
  • 164 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2025.

Based on Promus Capital's 13F filing for Q3 2025, filed 13 Nov 2025.