CSWC
Capital Southwest Corp
OpenVolumeMkt capP/EEPSDiv yield
Day – 52-wk –
Expected move
InputsNext report
Last report
Largest filed tie
0
filed ties
13F top-10 QoQ
Top fund weight
—
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
Capital Southwest Corp
Expected move
InputsNext report
Last report
Largest filed tie
0
filed ties
13F top-10 QoQ
Top fund weight
—
Last reportshaded = implied▲▼ = realized× = |realized| ÷ implied
No N-PORT holders.
No thesis.
Capital Southwest Corp
23.29
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | VAN ECK AssociatesVAN ECK | $36.3M | 8.61% | +35.40% | |
| 2 | UBS GroupUBS | $29.0M | 6.87% | +42.63% | |
| 3 | Two Sigma InvestmentsTwo Sigma | $28.1M | 6.66% | −49.76% | |
| 4 | Sound Income StrategiesSound Income Strategies | $22.2M | 5.27% | +3.43% | |
| 5 | Sanders Morris HarrisSanders Morris Harris | $18.1M | 4.29% | −31.60% | |
| 6 | Empowered FundsEmpowered Funds | $12.5M | 2.97% | −15.09% | |
| 7 | Empirical FinanceEmpirical Finance | $12.5M | 2.96% | −15.09% | |
| 8 | Legal & General GroupLegal & General | $11.9M | 2.82% | +12.77% | |
| 9 | Cetera Investment AdvisersCetera Investment | $11.7M | 2.77% | +8.44% | |
| 10 | MuzinichMuzinich | $10.4M | 2.46% | +2.27% | |
| 11 | Envestnet Asset ManagementEnvestnet | $9.9M | 2.36% | +3.64% | |
| 12 | LPL FinancialLPL Financial | $9.6M | 2.27% | +73.74% | |
| 13 | Franklin ResourcesFranklin Resources | $9.0M | 2.14% | +15.36% | |
| 14 | Melia WealthMelia Wealth | $9.0M | 2.13% | −26.72% | |
| 15 | Columbus MacroColumbus Macro | $8.9M | 2.11% | +4.78% | |
| 16 | Tectonic AdvisorsTectonic | $8.4M | 2.00% | new | |
| 17 | BlackRockBlackRockindex-like | $7.1M | 1.69% | +8.64% | |
| 18 | Epiq PartnersEpiq Partners | $7.0M | 1.66% | −5.87% | |
| 19 | Susquehanna International GroupSusquehanna International | $6.9M | 1.65% | −61.18% | |
| 20 | Sumitomo Mitsui Trust HoldingsSumitomo Mitsui Trust | $6.9M | 1.65% | +2.46% | |
| 21 | Raymond James FinancialRaymond James Financial | $6.4M | 1.52% | +1.84% | |
| 22 | Womack FinancialWomack Financial | $5.5M | 1.30% | −0.75% | |
| 23 | Morgan StanleyMorgan Stanley | $5.1M | 1.22% | +17.36% | |
| 24 | Beacon Pointe AdvisorsBeacon Pointe | $4.7M | 1.12% | +0.51% | |
| 25 | First ManhattanFirst Manhattan | $4.0M | 0.95% | −11.13% |
188 managers report $421.3M of Capital Southwest on form 13F for the quarter ended Jun 30 '26. 37 of them hold 80% of it; VAN ECK is largest at 8.61%.
Expected move
Inputsstraddle ±3.9%
spot 23.17exp Nov 20ATM strike 22.5ATM straddle 1.05IV 21%