CSWC — CAPITAL SOUTHWEST CORP

Ownership history in Womack Financial LLC  ·  1 quarter on record

This page tracks every 13F SEC filing in which Womack Financial 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
3.55% (2025 Q4)
Avg. % of fund
3.55%
First filed
2025 Q4
Last filed
2025 Q4
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 INITIATED 217,125 — — 3.55% $4.8M $21.53
% 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% 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% Moerus Capital Management LLC 3Y 7Y 0.59%
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