CSWC — CAP SOUTHWEST

Ownership history in MARSHALL WACE, LLP  ·  15 quarters on record

This page tracks every 13F SEC filing in which MARSHALL WACE, LLP reported a position in CAP SOUTHWEST (CSWC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.02% (2019 Q4)
Avg. % of fund
0.01%
First filed
2019 Q2
Last filed
2025 Q3
Quarters held
15
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 252,245 +105,083 +71.4% 0.01% $5.5M $20.61
2025 Q2 REDUCED 147,162 -101,586 -40.8% 0.00% $3.2M $20.21
2025 Q1 ADDED 248,748 +146,263 +142.7% 0.01% $5.6M $19.86
2024 Q4 ADDED 102,485 +30,124 +41.6% 0.00% $2.2M $18.84
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CSWC price (monthly, adj. close)

Other funds also holding CSWC

As of 2025 Q4 — sorted by position size

Melia Wealth LLC 5.15% Womack Financial LLC 3.55% SMH CAPITAL ADVISORS INC 3Y 7Y 3.53% EPIQ PARTNERS, LLC 3Y 3.21% Muzinich & Co., Inc. 3Y 7Y 2.96% GraniteShares Advisors LLC 3Y 1.65% Sound Income Strategies, LLC 3Y 7Y 0.99% Columbus Macro, LLC 3Y 7Y 0.84% First Dallas Securities Inc. 3Y 7Y 0.74% GRACE & WHITE INC /NY 3Y 7Y 0.65%
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