YMRC
CSW

Yorktown Management & Research Company’s CSW Industrials CSW Stock Holding History

Yorktown Management & Research Company’s Portfolio CSW Stock Details CSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$362K Hold
1,300
– – 0.22% 175
2026
Q1 		$339K Hold
1,300
– – 0.28% 135
2025
Q4 		$382K Hold
1,300
– – 0.31% 132
2025
Q3 		$316K Sell
1,300
-650
-33% -$174K 0.25% 166
2025
Q2 		$559K Buy
1,950
+650
+50% +$196K 0.53% 56
2025
Q1 		$379K Hold
1,300
– – 0.41% 105
2024
Q4 		$459K Hold
1,300
– – 0.44% 98
2024
Q3 		$476K Hold
1,300
– – 0.49% 81
2024
Q2 		$345K Hold
1,300
– – 0.37% 123
2024
Q1 		$305K Buy
+1,300
New +$290K 0.29% 166

Other funds holding CSW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Yorktown Management & Research Company's CSW Position: Q2 2026 in Review

Yorktown Management & Research Company held its CSW Industrials (CSW) position steady in Q2 2026 at 1,300 shares worth $362K. The position accounts for 0.22% of the portfolio, ranked #175.

Yorktown Management & Research Company first reported a position in CSW in Q1 2024 and has held it in 10 quarters since. The position peaked at $559K in Q2 2025. 354 funds tracked by Wall St. Rank hold CSW as of Q2 2026.

  • Yorktown Management & Research Company held 1,300 shares of CSW Industrials worth $362K as of Q2 2026.
  • Yorktown Management & Research Company left its CSW Industrials share count unchanged in Q2 2026.
  • CSW Industrials made up 0.22% of Yorktown Management & Research Company's portfolio in Q2 2026, its #175 holding.
  • Yorktown Management & Research Company first reported a position in CSW Industrials in Q1 2024 and has held it in 10 quarters since.
  • Yorktown Management & Research Company's CSW Industrials position peaked at $559K in Q2 2025.
  • 354 funds tracked by Wall St. Rank held CSW Industrials as of Q2 2026.

Based on Yorktown Management & Research Company's 13F filing for Q2 2026, filed 23 Jul 2026.