SMH
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Sanders Morris Harris’s Capital Southwest CSWC Stock Holding History

Sanders Morris Harris’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
Q2 		$18.1M Sell
759,992
-351,181
-32% -$8.22M 10.48% 2
2026
Q1 		$24.6M Buy
+1,111,173
New +$25.2M 3.9% 5
2025
Q4 		– Sell
-1,368,607
Closed -$29.9M – 93
2025
Q3 		$29.9M Sell
1,368,607
-21,732
-2% -$495K 3.95% 4
2025
Q2 		$30.6M Sell
1,390,339
-42,725
-3% -$880K 7.32% 3
2025
Q1 		$32M Buy
1,433,064
+618,480
+76% +$14M 4.94% 3
2024
Q4 		$17.6M Buy
814,584
+178,420
+28% +$4.2M 2.62% 6
2024
Q3 		$16.1M Sell
636,164
-5,305
-0.8% -$134K 2.67% 6
2024
Q2 		$16.7M Sell
641,469
-2,737
-0.4% -$70.2K 2.75% 5
2024
Q1 		$16.1M Buy
+644,206
New +$15.7M 2.95% 5
2023
Q4 		– Sell
-669,189
Closed -$15.3M – 182
2023
Q3 		$15.3M Sell
669,189
-30,910
-4% -$670K 3.15% 5
2023
Q2 		$13.8M Sell
700,099
-22,990
-3% -$424K 3.06% 5
2023
Q1 		$12.9M Buy
723,089
+5,175
+0.7% +$95.3K 4.49% 4
2022
Q4 		$12.3M Buy
717,914
+1,775
+0.2% +$31.7K 4.65% 4
2022
Q3 		$12.1M Buy
716,139
+900
+0.1% +$17.3K 2.97% 5
2022
Q2 		$13.2M Sell
715,239
-22,420
-3% -$494K 2.88% 6
2022
Q1 		$17.5M Sell
737,659
-3,750
-0.5% -$91.9K 3.41% 4
2021
Q4 		$18.7M Sell
741,409
-3,395
-0.5% -$90.7K 3.24% 5
2021
Q3 		$18.8M Sell
744,804
-7,953
-1% -$207K 3.41% 4
2021
Q2 		$17.5M Sell
752,757
-70,760
-9% -$1.76M 3.4% 5
2021
Q1 		$18.2M Sell
823,517
-42,200
-5% -$862K 3.86% 4
2020
Q4 		$15.4M Buy
865,717
+24,649
+3% +$388K 3.5% 4
2020
Q3 		$11.8M Sell
841,068
-41,041
-5% -$577K 3.21% 4
2020
Q2 		$11.9M Buy
882,109
+60,157
+7% +$777K 5.79% 4
2020
Q1 		$9K Sell
821,952
-92,065
-10% -$1.67M 0.01% 124
2019
Q4 		$19.2M Buy
914,017
+46,914
+5% +$1.02M 4.37% 2
2019
Q3 		$18.9M Sell
867,103
-22,967
-3% -$495K 4.58% 2
2019
Q2 		$18.6M Sell
890,070
-22,167
-2% -$482K 4.84% 2
2019
Q1 		$19.2M Buy
912,237
+91,705
+11% +$1.95M 9.34% 2
2018
Q4 		$15.8M Buy
820,532
+761,432
+1,288% +$14.7M 8.66% 2
2018
Q3 		$1.12M Buy
+59,100
New +$1.11M 0.53% 40

Other funds holding CSWC

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
EF
Empirical Finance Havertown, Pennsylvania $2.41B AUM 41.48% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
MC
Muzinich & Co New York $293M AUM 18.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sanders Morris Harris's CSWC Position: Q2 2026 in Review

Sanders Morris Harris reduced its Capital Southwest (CSWC) stake by 32% in Q2 2026, selling an estimated $8.22M and leaving 759,992 shares worth $18.1M. The position accounts for 10.48% of the portfolio, ranked #2.

Sanders Morris Harris first reported a position in CSWC in Q3 2018 and has held it in 30 quarters since. The position peaked at $32M in Q1 2025. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Sanders Morris Harris held 759,992 shares of Capital Southwest worth $18.1M as of Q2 2026.
  • Sanders Morris Harris sold 351,181 Capital Southwest shares in Q2 2026, an estimated $8.22M.
  • Capital Southwest made up 10.48% of Sanders Morris Harris's portfolio in Q2 2026, its #2 holding.
  • Sanders Morris Harris first reported a position in Capital Southwest in Q3 2018 and has held it in 30 quarters since.
  • Sanders Morris Harris's Capital Southwest position peaked at $32M in Q1 2025.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.