ZIG
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Zuckerman Investment Group’s Capital Southwest CSWC Stock Holding History

Zuckerman Investment Group’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 		$485K Sell
21,937
-22,993
-51% -$520K 0.05% 98
2025
Q4 		$995K Sell
44,930
-370,506
-89% -$7.82M 0.09% 76
2025
Q3 		$9.08M Sell
415,436
-44,939
-10% -$1.02M 0.84% 40
2025
Q2 		$10.1M Buy
460,375
+33,355
+8% +$687K 0.98% 37
2025
Q1 		$9.53M Sell
427,020
-245,448
-36% -$5.54M 1.02% 37
2024
Q4 		$15M Buy
672,468
+31,009
+5% +$730K 1.44% 28
2024
Q3 		$16.2M Buy
641,459
+807
+0.1% +$20.4K 1.67% 22
2024
Q2 		$16.7M Sell
640,652
-2,468
-0.4% -$63.3K 1.93% 19
2024
Q1 		$16.1M Buy
643,120
+29,983
+5% +$731K 1.82% 20
2023
Q4 		$14.5M Sell
613,137
-30,692
-5% -$685K 1.88% 22
2023
Q3 		$14.7M Sell
643,829
-450
-0.1% -$9.75K 2.11% 23
2023
Q2 		$12.7M Sell
644,279
-13,297
-2% -$245K 1.82% 23
2023
Q1 		$11.7M Buy
657,576
+25,056
+4% +$461K 1.78% 25
2022
Q4 		$10.8M Buy
632,520
+10,251
+2% +$183K 1.71% 22
2022
Q3 		$10.5M Sell
622,269
-26,185
-4% -$504K 1.98% 21
2022
Q2 		$11.9M Buy
648,454
+46,339
+8% +$1.02M 2.17% 19
2022
Q1 		$14.3M Sell
602,115
-5,560
-0.9% -$136K 2.3% 14
2021
Q4 		$15.4M Sell
607,675
-4,307
-0.7% -$115K 2.38% 11
2021
Q3 		$15.4M Sell
611,982
-8,723
-1% -$227K 2.55% 10
2021
Q2 		$14.4M Sell
620,705
-197,925
-24% -$4.91M 2.27% 14
2021
Q1 		$18.1M Sell
818,630
-27,758
-3% -$567K 2.98% 11
2020
Q4 		$15M Sell
846,388
-15,632
-2% -$246K 2.77% 12
2020
Q3 		$12.1M Sell
862,020
-17,438
-2% -$245K 2.69% 17
2020
Q2 		$11.9M Sell
879,458
-27,061
-3% -$350K 2.81% 16
2020
Q1 		$10.4M Sell
906,519
-212,342
-19% -$3.84M 3.02% 12
2019
Q4 		$23.3M Sell
1,118,861
-15,772
-1% -$341K 4.86% 1
2019
Q3 		$24.7M Sell
1,134,633
-155,106
-12% -$3.35M 5.84% 1
2019
Q2 		$27M Sell
1,289,739
-121,364
-9% -$2.64M 5.98% 1
2019
Q1 		$29.7M Sell
1,411,103
-5,497
-0.4% -$117K 7.02% 1
2018
Q4 		$27.2M Sell
1,416,600
-38,360
-3% -$740K 7.57% 1
2018
Q3 		$27.6M Buy
1,454,960
+49,659
+4% +$932K 6.01% 3
2018
Q2 		$25.4M Buy
1,405,301
+19,109
+1% +$333K 5.96% 4
2018
Q1 		$23.6M Buy
1,386,192
+5,251
+0.4% +$88.4K 6.03% 5
2017
Q4 		$22.9M Buy
1,380,941
+24,246
+2% +$413K 5.73% 4
2017
Q3 		$23.2M Buy
1,356,695
+87,408
+7% +$1.45M 5.71% 5
2017
Q2 		$20.4M Buy
1,269,287
+7,624
+0.6% +$123K 5.45% 6
2017
Q1 		$21.3M Sell
1,261,663
-138,776
-10% -$2.27M 5.18% 6
2016
Q4 		$22.6M Buy
1,400,439
+79,058
+6% +$1.17M 5.54% 6
2016
Q3 		$19.4M Buy
1,321,381
+24,899
+2% +$362K 5.15% 6
2016
Q2 		$17.7M Sell
1,296,482
-45,007
-3% -$626K 4.74% 6
2016
Q1 		$18.6M Sell
1,341,489
-74,565
-5% -$1.05M 4.99% 7
2015
Q4 		$19.7M Sell
1,416,054
-2,356,223
-62% -$34.5M 4.64% 6
2015
Q3 		$24.1M Sell
3,772,277
-138,758
-4% -$2.44M 5.66% 3
2015
Q2 		$71.7M Sell
3,911,035
-58,552
-1% -$1.06M 16.03% 1
2015
Q1 		$67.6M Sell
3,969,587
-30,367
-0.8% -$506K 14.4% 1
2014
Q4 		$55.7M Buy
3,999,954
+112,694
+3% +$1.54M 11.76% 1
2014
Q3 		$51M Buy
3,887,260
+420,981
+12% +$5.74M 10.63% 1
2014
Q2 		$45.8M Buy
3,466,279
+361,371
+12% +$4.66M 9.88% 1
2014
Q1 		$39.6M Buy
3,104,908
+161,975
+6% +$2.06M 9.39% 1
2013
Q4 		$37.7M Buy
2,942,933
+105,620
+4% +$1.3M 8.85% 1
2013
Q3 		$35.6M Sell
2,837,313
-379,633
-12% -$4.92M 8.95% 2
2013
Q2 		$40.7M Buy
+3,216,946
New +$37.9M 10.59% 1

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

Zuckerman Investment Group's CSWC Position: Q1 2026 in Review

Zuckerman Investment Group reduced its Capital Southwest (CSWC) stake by 51% in Q1 2026, selling an estimated $520K and leaving 21,937 shares worth $485K. The position accounts for 0.05% of the portfolio, ranked #98.

Zuckerman Investment Group first reported a position in CSWC in Q2 2013 and has held it in 52 quarters since. The position peaked at $71.7M in Q2 2015. 168 funds tracked by Wall St. Rank hold CSWC as of Q1 2026.

  • Zuckerman Investment Group held 21,937 shares of Capital Southwest worth $485K as of Q1 2026.
  • Zuckerman Investment Group sold 22,993 Capital Southwest shares in Q1 2026, an estimated $520K.
  • Capital Southwest made up 0.05% of Zuckerman Investment Group's portfolio in Q1 2026, its #98 holding.
  • Zuckerman Investment Group first reported a position in Capital Southwest in Q2 2013 and has held it in 52 quarters since.
  • Zuckerman Investment Group's Capital Southwest position peaked at $71.7M in Q2 2015.
  • 168 funds tracked by Wall St. Rank held Capital Southwest as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.