CSWC CAPITAL SOUTHWEST CORP COM COM

Ownership history in GRACE & WHITE INC /NY  ·  96 quarters on record

AI Ownership Summary

GRACE & WHITE INC /NY reported CAPITAL SOUTHWEST CORP COM COM (CSWC) in 96 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 0.87% in 2024 Q2. The latest visible filing shows CSWC at 0.65% 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 GRACE & WHITE INC /NY's position in CAPITAL SOUTHWEST CORP COM 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 0.65% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.87% in 2024 Q2

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

Time in book
Holding Window
2023 Q3 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 GRACE & WHITE INC /NY held CSWC — position size vs. price
% of Fund (quarterly)    CSWC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 164,697 -3,200 -1.9% 0.65% $3.6M 2026-02-14 (Est.) $22.54
2025 Q3 REDUCED 167,897 -6,700 -3.8% 0.65% $3.7M 2025-10-23 $19.61
2025 Q2 REDUCED 174,597 -2,000 -1.1% 0.70% $3.8M 2025-07-24 $21.49
2025 Q1 UNCHANGED 176,597 0% 0.75% $3.9M 2025-04-22 $17.33
2024 Q4 UNCHANGED 176,597 0% 0.72% $3.9M 2025-01-29 $18.98
2024 Q3 UNCHANGED 176,597 0% 0.81% $4.5M 2024-10-21 $21.70
2024 Q2 UNCHANGED 176,597 0% 0.87% $4.6M 2024-07-22 $21.18
2024 Q1 UNCHANGED 176,597 0% 0.79% $4.4M 2024-04-25 $20.59
2023 Q4 UNCHANGED 176,597 0% 0.73% $4.2M 2024-02-01 $18.92
2023 Q3 REDUCED 176,597 -874 -0.5% 0.75% $4.0M 2023-10-25 $15.98
86 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About GRACE & WHITE INC /NY and CSWC

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

How long has GRACE & WHITE INC /NY reported owning CSWC?

GRACE & WHITE INC /NY reported CSWC across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported CSWC position in GRACE & WHITE INC /NY's portfolio?

The largest reported portfolio weight for CSWC was 0.87% in 2024 Q2.

What is the latest reported CSWC position on this page?

The most recent filing on this page is 2025 Q4, when GRACE & WHITE INC /NY reported 164,697 shares, equal to 0.65% of portfolio, with an estimated market value of $3.6M.

What does the chart on this CSWC ownership page compare?

The chart compares GRACE & WHITE INC /NY'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.

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