Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
RI
Ridgewood Investments’s
Capital Southwest
CSWC
Stock Holding History
Ridgewood Investments’s Portfolio
CSWC Stock Details
CSWC Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-500
Closed
-$11K
–
300
2025
Q2
$11K
Hold
500
–
–
﹤0.01%
508
2025
Q1
$11.2K
Hold
500
–
–
0.01%
471
2024
Q4
$10.9K
Hold
500
–
–
0.01%
482
2024
Q3
$12.6K
Hold
500
–
–
0.01%
474
2024
Q2
$13K
Buy
+500
New
+$12.8K
0.01%
479
2023
Q3
–
Sell
-500
Closed
-$9.86K
–
297
2023
Q2
$9.86K
Hold
500
–
–
0.01%
513
2023
Q1
$8.89K
Buy
+500
New
+$9.2K
0.01%
526
Other funds holding CSWC
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
New York
$51.4B AUM
31.07%
1-Year Est. Return
Two Sigma Investments
New York
$124B AUM
33.93%
1-Year Est. Return
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
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
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close