Yorktown Management & Research Co Inc CSWI — CSW Industrials, Inc.

Ownership history in Yorktown Management & Research Co Inc  ·  9 quarters on record

AI Ownership Summary

Yorktown Management & Research Co Inc reported CSW Industrials, Inc. (CSWI) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.53% in 2025 Q2. The latest visible filing shows CSWI at 0.28% 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.

What this CSWI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Yorktown Management & Research Co Inc's position in CSW Industrials, Inc., 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 Q1

CSWI was reported at 0.28% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.53% in 2025 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 Q1

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.

CSWI stock page Yorktown Management & Research Co Inc fund profile Yorktown Management & Research Co Inc full holdings
How Yorktown Management & Research Co Inc held CSWI — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 1,300 — 0% 0.28% $339K 2026-04-20 $297.60
2025 Q4 UNCHANGED — — — 1,300 — 0% 0.31% $382K 2026-01-23 $319.54
2025 Q3 REDUCED — — — 1,300 -650 -33.3% 0.25% $316K 2025-10-29 $244.08
2025 Q2 ADDED — — — 1,950 +650 +50.0% 0.53% $559K 2025-08-04 $248.10
2025 Q1 UNCHANGED — — — 1,300 — 0% 0.41% $379K 2025-04-23 $304.21
2024 Q4 UNCHANGED — — — 1,300 — 0% 0.44% $459K 2025-01-27 $351.51
2024 Q3 UNCHANGED — — — 1,300 — 0% 0.49% $476K 2024-10-25 $367.05
2024 Q2 UNCHANGED — — — 1,300 — 0% 0.37% $345K 2024-07-30 $299.65
2024 Q1 INITIATED — — — 1,300 — — 0.29% $305K 2024-04-26 $239.00

🏢 Other funds also holding CSWI

As of 2026 Q1 — sorted by position size

JACOBSON & SCHMITT ADVISORS, LLC 3Y 7Y 3.01% Conestoga Capital Advisors, LLC 3Y 7Y 3.01% WASATCH ADVISORS LP 3Y 7Y 1.51% Laurus Global Equity Management Inc. 3Y 1.07% MOODY ALDRICH PARTNERS LLC 3Y 7Y 0.98% MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 3Y 7Y 0.85% RIVERBRIDGE PARTNERS LLC 3Y 7Y 0.74% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.47% VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 3Y 7Y 0.37% PEREGRINE CAPITAL MANAGEMENT LLC 3Y 7Y 0.34%

FAQ About Yorktown Management & Research Co Inc and CSWI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Yorktown Management & Research Co Inc reported owning CSWI?

Yorktown Management & Research Co Inc reported CSWI across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported CSWI position in Yorktown Management & Research Co Inc's portfolio?

The largest reported portfolio weight for CSWI was 0.53% in 2025 Q2.

What is the latest reported CSWI position on this page?

The most recent filing on this page is 2026 Q1, when Yorktown Management & Research Co Inc reported 1,300 shares, equal to 0.28% of portfolio, with an estimated market value of $339K.

What does the chart on this CSWI ownership page compare?

The chart compares Yorktown Management & Research Co Inc's quarterly CSWI 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 Yorktown Management & Research Co Inc time their CSWI position?

Based on 13F filing dates vs. subsequent CSWI price moves, Yorktown Management & Research Co Inc correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on CSWI relative to SPY over the holding period was -6.7%.

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