CSWC CAPITAL SOUTHWEST CORP

Ownership history in Melia Wealth LLC  ·  9 quarters on record

This page tracks every 13F SEC filing in which Melia Wealth LLC reported a position in CAPITAL SOUTHWEST CORP (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
8.5% (2023 Q4)
Avg. % of fund
5.38%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 502,988 +12,537 +2.6% 5.15% $11.1M $21.53
2025 Q3 ADDED 490,451 +25,478 +5.5% 4.69% $10.7M $20.61
2025 Q2 ADDED 464,973 +42,665 +10.1% 4.91% $10.2M $20.21
2025 Q1 ADDED 422,308 +20,727 +5.2% 4.86% $9.4M $19.86
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% of Fund (quarterly)    CSWC price (monthly, adj. close)
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