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SMH Capital Advisors’s Capital Southwest CSWC Stock Holding History

SMH Capital Advisors’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 		$1.9M Buy
80,072
+1,708
+2% +$40K 7.46% 2
2026
Q1 		$1.73M Sell
78,364
-40
-0.1% -$905 4.9% 3
2025
Q4 		$1.74M Buy
78,404
+1,895
+2% +$40K 3.53% 5
2025
Q3 		$1.55M Buy
76,509
+31,294
+69% +$712K 3.17% 5
2025
Q2 		$997K Sell
45,215
-766
-2% -$15.8K 2.26% 9
2025
Q1 		$1.03M Sell
45,981
-1,062
-2% -$24K 2.38% 9
2024
Q4 		$1.03M Buy
47,043
+31,097
+195% +$732K 2.48% 10
2024
Q3 		$403K Sell
15,946
-197
-1% -$4.99K 1.25% 17
2024
Q2 		$421K Sell
16,143
-1,205
-7% -$30.9K 1.29% 16
2024
Q1 		$433K Buy
17,348
+404
+2% +$9.85K 1.17% 14
2023
Q4 		$402K Sell
16,944
-79
-0.5% -$1.76K 0.87% 16
2023
Q3 		$390K Buy
17,023
+592
+4% +$12.8K 0.91% 14
2023
Q2 		$324K Sell
16,431
-786
-5% -$14.5K 0.7% 23
2023
Q1 		$312K Sell
17,217
-718
-4% -$13.2K 1.85% 19
2022
Q4 		$307K Buy
+17,935
New +$321K 0.45% 34

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
SMH
Sanders Morris Harris Houston, Texas $172M AUM 22.54% 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

SMH Capital Advisors's CSWC Position: Q2 2026 in Review

SMH Capital Advisors increased its Capital Southwest (CSWC) stake by 2.2% in Q2 2026, buying an estimated $40K and bringing the position to 80,072 shares worth $1.9M. The position accounts for 7.46% of the portfolio, ranked #2.

SMH Capital Advisors first reported a position in CSWC in Q4 2022 and has held it in 15 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • SMH Capital Advisors held 80,072 shares of Capital Southwest worth $1.9M as of Q2 2026.
  • SMH Capital Advisors bought 1,708 Capital Southwest shares in Q2 2026, an estimated $40K.
  • Capital Southwest made up 7.46% of SMH Capital Advisors's portfolio in Q2 2026, its #2 holding.
  • SMH Capital Advisors first reported a position in Capital Southwest in Q4 2022 and has held it in 15 quarters since.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on SMH Capital Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.