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Steve Schonfeld’s Capital Southwest CSWC Stock Holding History

Steve Schonfeld’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 		$3.8M Buy
+160,021
New +$3.74M 0.01% 760
2025
Q3 		– Sell
-66,243
Closed -$1.46M – 2263
2025
Q2 		$1.46M Sell
66,243
-51,300
-44% -$1.06M 0.01% 1140
2025
Q1 		$2.62M Buy
117,543
+14,500
+14% +$327K 0.02% 823
2024
Q4 		$2.25M Buy
+103,043
New +$2.43M 0.01% 784
2024
Q2 		– Sell
-63,500
Closed -$1.58M – 2225
2024
Q1 		$1.58M Buy
+63,500
New +$1.55M 0.01% 1065
2023
Q1 		– Sell
-27,400
Closed -$469K – 2184
2022
Q4 		$469K Buy
27,400
+15,400
+128% +$275K ﹤0.01% 1562
2022
Q3 		$203K Buy
+12,000
New +$231K ﹤0.01% 2326
2021
Q2 		– Sell
-10,600
Closed -$235K – 2005
2021
Q1 		$235K Buy
+10,600
New +$216K ﹤0.01% 1438
2020
Q1 		– Sell
-19,100
Closed -$397K – 1212
2019
Q4 		$397K Buy
+19,100
New +$413K 0.01% 841

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

Steve Schonfeld's CSWC Position: Q2 2026 in Review

Steve Schonfeld opened a new position in Capital Southwest (CSWC) in Q2 2026: 160,021 shares worth $3.8M. The stake represents 0.01% of the portfolio and ranks #760 among its holdings. This is a return to the name: Steve Schonfeld previously reported a position in CSWC as recently as Q2 2025.

Steve Schonfeld first reported a position in CSWC in Q4 2019 and has held it in 9 quarters since. 190 funds tracked by Wall St. Rank hold CSWC as of Q2 2026.

  • Steve Schonfeld held 160,021 shares of Capital Southwest worth $3.8M as of Q2 2026.
  • Capital Southwest was a new Steve Schonfeld position in Q2 2026.
  • Capital Southwest made up 0.01% of Steve Schonfeld's portfolio in Q2 2026, its #760 holding.
  • Steve Schonfeld first reported a position in Capital Southwest in Q4 2019 and has held it in 9 quarters since.
  • 190 funds tracked by Wall St. Rank held Capital Southwest as of Q2 2026.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.