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Ridgewood Investments’s Capital Southwest CSWC Stock Holding History

Ridgewood Investments’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
-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
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

Ridgewood Investments's CSWC Position: Q3 2025 in Review

Ridgewood Investments sold out of Capital Southwest (CSWC) in Q3 2025, closing a stake of 500 shares — an estimated $11K sold.

Ridgewood Investments first reported a position in CSWC in Q1 2023 and held it in 7 quarters. The position peaked at $13K in Q2 2024. 164 funds tracked by Wall St. Rank hold CSWC as of Q3 2025.

  • Ridgewood Investments reported no remaining Capital Southwest position as of Q3 2025 after selling out during the quarter.
  • Ridgewood Investments sold 500 Capital Southwest shares in Q3 2025, an estimated $11K.
  • Ridgewood Investments first reported a position in Capital Southwest in Q1 2023 and held it in 7 quarters.
  • Ridgewood Investments's Capital Southwest position peaked at $13K in Q2 2024.
  • 164 funds tracked by Wall St. Rank held Capital Southwest as of Q3 2025.

Based on Ridgewood Investments's 13F filing for Q3 2025, filed 30 Oct 2025.