CSWC CAPITAL SOUTHWEST CORP

Ownership history in Muzinich & Co., Inc.  ·  11 quarters on record

AI Ownership Summary

Muzinich & Co., Inc. reported CAPITAL SOUTHWEST CORP (CSWC) in 11 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.96% in 2025 Q4. The latest visible filing shows CSWC at 2.96% 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 Muzinich & Co., 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
2025 Q4

CSWC was reported at 2.96% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.96% 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 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 Muzinich & Co., Inc. 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 ADDED 425,322 +152,057 +55.6% 2.96% $9.4M 2026-02-14 (Est.) $22.54
2025 Q3 ADDED 273,265 +47,475 +21.0% 2.31% $6.0M 2025-10-20 $19.41
2025 Q2 ADDED 225,790 +88,419 +64.4% 2.16% $5.0M 2025-08-04 $20.78
2025 Q1 ADDED 137,371 +26,949 +24.4% 1.74% $3.1M 2025-05-05 $17.86
2024 Q4 ADDED 110,422 +4,350 +4.1% 1.51% $2.4M 2025-02-05 $19.65
2024 Q3 ADDED 106,072 +4,117 +4.0% 1.89% $2.7M 2024-11-06 $19.11
2024 Q2 ADDED 101,955 +26,976 +36.0% 2.03% $2.7M 2024-08-07 $19.53
2024 Q1 UNCHANGED 74,979 0% 1.18% $1.8M 2024-05-13 $21.34
2023 Q4 ADDED 74,979 +42,412 +130.2% 1.18% $1.8M 2024-02-14 $18.16
2023 Q3 ADDED 32,567 +11,181 +52.3% 0.52% $746K 2023-11-13 $16.50
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Muzinich & Co., 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 Muzinich & Co., Inc. reported owning CSWC?

Muzinich & Co., Inc. reported CSWC across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported CSWC position in Muzinich & Co., Inc.'s portfolio?

The largest reported portfolio weight for CSWC was 2.96% in 2025 Q4.

What is the latest reported CSWC position on this page?

The most recent filing on this page is 2025 Q4, when Muzinich & Co., Inc. reported 425,322 shares, equal to 2.96% of portfolio, with an estimated market value of $9.4M.

What does the chart on this CSWC ownership page compare?

The chart compares Muzinich & Co., 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.

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