Capital Southwest

$CSWC
13F holders
169
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
0
Convergence

Institutional holders

Top 10 of 169 · Source: 13F-HR
01
Leuthold Group, LLC
02
Nbc Securities, Inc.
03
Kentucky Retirement Systems Insurance Trust Fund
04
Sanders Morris Harris LLC
05
Natixis Investment Managers, LLC
06
Mesirow Financial Investment Management, Inc.
07
Kades & Cheifetz LLC
08
Two Sigma
09
Independence Bank of Kentucky
10
Two Sigma

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 169 13F holders · Pro →

Smart Money · top-200 alpha cohort

5 holders · Q1 2026

$CSWC is held by 5 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 0.18%, with an average of 0.07% of portfolio. Largest holder: Oxford Asset Management LLP at 0.18%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

6 transactions · 2 filers
09 Feb 2026
Battist Christine
▲ BOUGHT
600
$23.16
P
01 Oct 2025
Rogers-Windsor Ramona Lynn
▲ BOUGHT
463
$21.55
P
20 Aug 2025
Battist Christine
▲ BOUGHT
667
$22.45
P
23 Jun 2025
Rogers-Windsor Ramona Lynn
▲ BOUGHT
471
$21.19
P
27 May 2025
Battist Christine
▲ BOUGHT
476
$20.87
P
26 Mar 2025
Rogers-Windsor Ramona Lynn
▲ BOUGHT
450
$22.52
P

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

No Congress trades

No STOCK Act filings reference $CSWC in the recent window.

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $CSWC lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $CSWC — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 13:35 UTC.