Mraz, Amerine & Associates, Inc. CSWC — CAPITAL SOUTHWEST CORP

Ownership history in Mraz, Amerine & Associates, Inc.  ·  17 quarters on record

AI Ownership Summary

Mraz, Amerine & Associates, Inc. reported CAPITAL SOUTHWEST CORP (CSWC) in 17 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.24% in 2024 Q2. The latest visible filing shows CSWC at 0.07% 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 Mraz, Amerine & Associates, Inc.'s position in CAPITAL SOUTHWEST CORP, 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
2026 Q2

CSWC was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% 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
2024 Q1 to 2026 Q2

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.

CSWC stock page Mraz, Amerine & Associates, Inc. fund profile Mraz, Amerine & Associates, Inc. full holdings
How Mraz, Amerine & Associates, Inc. held CSWC — position size vs. price
% of Fund (quarterly)    CSWC price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 21,979 -2,275 -9.4% 0.07% $522K 2026-07-16 $24.21
2026 Q1 REDUCED 16.1% +9.2% ❌ 24,254 -4,656 -16.1% 0.08% $536K 2026-05-05 $23.65
2025 Q4 REDUCED 27.2% +2.7% ❌ 28,910 -10,814 -27.2% 0.10% $640K 2026-02-06 $21.94
2025 Q3 REDUCED 7.5% +3.2% ❌ 39,724 -3,234 -7.5% 0.14% $868K 2025-11-06 $18.72
2025 Q2 REDUCED — — — 42,958 -774 -1.8% 0.15% $947K 2025-07-23 $20.76
2025 Q1 ADDED — — — 43,732 +211 +0.5% 0.17% $978K 2025-04-30 $17.51
2024 Q4 REDUCED — — — 43,521 -1,723 -3.8% 0.17% $950K 2025-01-31 $18.77
2024 Q3 REDUCED — — — 45,244 -308 -0.7% 0.21% $1.1M 2024-10-23 $20.74
2024 Q2 REDUCED — — — 45,552 -1,492 -3.2% 0.24% $1.2M 2024-08-01 $20.25
2024 Q1 REDUCED 5.8% +7.4% ❌ 47,044 -2,886 -5.8% 0.22% $1.2M 2024-05-15 $20.35
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CSWC

As of 2026 Q2 — sorted by position size

SANDERS MORRIS HARRIS LLC 3Y 7Y 10.48% EPIQ PARTNERS, LLC 3Y 2.96% GRACE & WHITE INC /NY 3Y 7Y 0.6% TECTONIC ADVISORS LLC 3Y 0.41% Core Wealth Partners LLC 3Y 0.12% FCG Investment Co 0.11% B. Riley Wealth Advisors, Inc. 3Y 7Y 0.09% Union Bancaire Privee, UBP SA 0.07% Accel Wealth Management 3Y 0.07% Hennion & Walsh Asset Management, Inc. 3Y 0.04%

FAQ About Mraz, Amerine & Associates, 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 Mraz, Amerine & Associates, Inc. reported owning CSWC?

Mraz, Amerine & Associates, Inc. reported CSWC across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported CSWC position in Mraz, Amerine & Associates, Inc.'s portfolio?

The largest reported portfolio weight for CSWC was 0.24% in 2024 Q2.

What is the latest reported CSWC position on this page?

The most recent filing on this page is 2026 Q2, when Mraz, Amerine & Associates, Inc. reported 21,979 shares, equal to 0.07% of portfolio, with an estimated market value of $522K.

What does the chart on this CSWC ownership page compare?

The chart compares Mraz, Amerine & Associates, 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.

How well did Mraz, Amerine & Associates, Inc. time their CSWC position?

Based on 13F filing dates vs. subsequent CSWC price moves, Mraz, Amerine & Associates, Inc. correctly timed 9 out of 16 reported position changes (56%). The annualised alpha on CSWC relative to SPY over the holding period was +0.6%.

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