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Samalin Investment Counsel’s Capital Southwest CSWC Stock Holding History

Samalin Investment Counsel’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
Q1 		$506K Sell
22,881
-5,462
-19% -$124K 0.18% 160
2025
Q4 		$628K Buy
28,343
+2,157
+8% +$45.5K 0.22% 134
2025
Q3 		$572K Buy
26,186
+322
+1% +$7.33K 0.2% 158
2025
Q2 		$570K Buy
25,864
+1,909
+8% +$39.3K 0.22% 142
2025
Q1 		$535K Buy
23,955
+1,251
+6% +$28.2K 0.22% 144
2024
Q4 		$495K Buy
22,704
+2,228
+11% +$52.4K 0.21% 151
2024
Q3 		$518K Buy
20,476
+2,185
+12% +$55.4K 0.23% 146
2024
Q2 		$477K Sell
18,291
-144
-0.8% -$3.7K 0.22% 147
2024
Q1 		$460K Buy
18,435
+1,805
+11% +$44K 0.22% 154
2023
Q4 		$394K Buy
16,630
+5,782
+53% +$129K 0.2% 175
2023
Q3 		$248K Buy
+10,848
New +$235K 0.14% 203

Other funds holding CSWC

Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $15.7B AUM 34.02% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.13B AUM 29.56% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Samalin Investment Counsel's CSWC Position: Q1 2026 in Review

Samalin Investment Counsel reduced its Capital Southwest (CSWC) stake by 19% in Q1 2026, selling an estimated $124K and leaving 22,881 shares worth $506K. The position accounts for 0.18% of the portfolio, ranked #160.

Samalin Investment Counsel first reported a position in CSWC in Q3 2023 and has held it in 11 quarters since. The position peaked at $628K in Q4 2025. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Samalin Investment Counsel held 22,881 shares of Capital Southwest worth $506K as of Q1 2026.
  • Samalin Investment Counsel sold 5,462 Capital Southwest shares in Q1 2026, an estimated $124K.
  • Capital Southwest made up 0.18% of Samalin Investment Counsel's portfolio in Q1 2026, its #160 holding.
  • Samalin Investment Counsel first reported a position in Capital Southwest in Q3 2023 and has held it in 11 quarters since.
  • Samalin Investment Counsel's Capital Southwest position peaked at $628K in Q4 2025.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Samalin Investment Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.