CSWC Capital Southwest COM

Ownership history in First Dallas Securities Inc.  ·  16 quarters on record

AI Ownership Summary

First Dallas Securities Inc. reported Capital Southwest COM (CSWC) in 16 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.74% in 2025 Q4. The latest visible filing shows CSWC at 0.74% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CSWC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was First Dallas Securities Inc.'s position in Capital Southwest COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CSWC was reported at 0.74% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.74% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How First Dallas Securities Inc. held CSWC — position size vs. price
% of Fund (quarterly)    CSWC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 89,911 +5,880 +7.0% 0.74% $2.0M 2026-02-14 (Est.) $22.54
2025 Q3 ADDED 84,031 +6,929 +9.0% 0.69% $1.8M 2025-11-05 $19.58
2025 Q2 ADDED 77,102 +5,177 +7.2% 0.67% $1.7M 2025-08-07 $20.80
2025 Q1 ADDED 71,925 +4,817 +7.2% 0.67% $1.6M 2025-05-16 $19.01
2024 Q4 ADDED 67,108 +10,596 +18.8% 0.60% $1.5M 2025-01-24 $19.33
2024 Q3 ADDED 56,512 +2,289 +4.2% 0.60% $1.4M 2024-11-18 $19.19
2024 Q2 ADDED 54,223 +775 +1.5% 0.62% $1.4M 2024-08-02 $20.09
2024 Q1 ADDED 53,448 +3,621 +7.3% 0.61% $1.3M 2024-04-16 $19.50
2023 Q4 ADDED 49,827 +27,327 +121.5% 0.61% $1.2M 2024-02-13 $18.18
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About First Dallas Securities Inc. and CSWC

These are the practical questions this page is built to answer before you even open the full history table.

How long has First Dallas Securities Inc. reported owning CSWC?

First Dallas Securities Inc. reported CSWC across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CSWC position in First Dallas Securities Inc.'s portfolio?

The largest reported portfolio weight for CSWC was 0.74% in 2025 Q4.

What is the latest reported CSWC position on this page?

The most recent filing on this page is 2025 Q4, when First Dallas Securities Inc. reported 89,911 shares, equal to 0.74% of portfolio, with an estimated market value of $2.0M.

What does the chart on this CSWC ownership page compare?

The chart compares First Dallas Securities Inc.'s quarterly CSWC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

← Back to First Dallas Securities Inc. Holdings